Complaint Review: Loden & Conanhan

After reading a report filed by the beneficiary of a Trust managed by Heather Conahan, 
I feel compelled to share my experience with this self-serving trustee who I am currently pursing 
in court by all possible means.

In my mother's trust, the case stacks up as follows: The Beneficiaries assert that the trust was improperly amended by 
the Trustee.Trust assets were improperly used and/ or not properly accounted for, the final acccounting is rift with error and
contrivance, the distributiono of assets favors the trustee and not the beneficiaries.

In my father's trust, the case pending before the court, asserts that the Trustee Heather Conanhan violated the 
terms of the trust by transferring a six-figure annuity from my father's trust to my mother's trust on the premise 
that my mother would need the money in that annuity for her future care.

The catch, my mother was 96 years old at the time and in the care of hospice on a death watch, subsequently 
passing away approximately 37 days later. 

My father's trust specifically requires in writing, that any withdrawl for the care of my mother can only be made 
if the funds in her trust are insufficient for her care and only in increments as needed. 

At the time of the transfer my mother's trust had $1,000,972.00 in cash and real estate valued at $1,050,000 
for a total of $2,050,972. 

In her response to the court Heather states: "the _____trust was "running low" on funds." 
When questioned in regard to her disregard to the terms of my father's trust, she repled via e-mail:

"I never had a copy of the annuity. I just contacted them [the insurance company] when cash funds were getting 
a little low."

Heather pleads "discretion" as her means to raid any trust she is involved in. However, it is conclusive 
that in conflict of interest in representing both my mother and father's trust, she overstepped the 
terms and conditions of my father's trust. Conanhan did not have the absolute authority to disregard 
the conditions of my father's trust. Her decision to transfer the entire amount of the proceeds in my 
father's trust was not within the scope of her "discretion". If her discretion was the only rule of application
there would be no need for a written trust expressing the directions of my father in any regard. 

We say clearly to the court Heather Conanhan's actions were reprehensible and unethical. Her actions 
were contrary to the terms of my father's trust and his wishes, and done to deny the beneficiary of 
his rights and benefits as the beneficiary of the ____Trust. 

To which I must add: From the very first contact I had with Heather Conanhan she raised my gut-feeling 
that there was something amiss -very amiss. The petition I filed in court says she her actions are deceitful 
and tantamount to theft. The petition further calls her a liar - straight out. And, I believe it so.