Chapter 8: What Bruce Didn't Know

Daniel came over that evening with the leather folder and a second attorney — a woman named Priya Anand, who specialized in estate litigation.
She was compact and precise and she asked questions the way a surgeon makes incisions: exactly where needed, no deeper than necessary.
"Walk me through the timeline," Priya said.
"When did you first learn the estate existed?"
Bruce looked at me.
"I didn't know about it," I said.
"Until this afternoon."
Priya turned to Bruce.
"When did you learn?"
"My mother mentioned it once.
Vaguely.
About six months before the wedding." He paused.
"She said my father had left a trust.
She said she managed it.
She didn't give me a figure."
"Did you ask?"
"No."
Priya wrote something down.
"Do you know the value of the estate?"
"No."
"Do you have any documentation?
A will, a trust instrument, anything?"
"No."
Priya looked at Daniel.
"She's controlled access to the estate documents," Daniel said.
"Which means she's also controlled what Bruce knows about what he's entitled to."
"That's not uncommon in these situations," Priya said.
She looked at Bruce.
"Your mother may have told you less than you think.
We need to subpoena the trust documents."
"Can she actually win this?" I said.
"The challenge."
Priya set down her pen.
"The claim is financial misrepresentation — that you married Bruce knowing you had significant undisclosed debts, which could affect the estate." She folded her hands.
"The problem for her is that Bruce already knew about the debts.
If he testifies to that, her claim collapses.
But she may be hoping he won't."
"Why wouldn't I?" Bruce said.
"Because she may have something that makes you hesitate." Priya looked at him steadily.
"Does she?"
Silence.
"Bruce," I said.
He stood up and walked to the window.
His back was to us.
"There was a conversation," he said.
"Two years ago.
Before I proposed.
My mother told me that if I married someone she didn't approve of, she would — she said she would make sure I didn't see a penny of my father's estate." He turned around.
"I didn't tell you because I didn't think she'd actually do it.
And because I didn't want it to be a factor."
The room was very quiet.
"She threatened to disinherit you," I said.
"Two years ago."
"Yes."
"And you still proposed."
"Yes."
I looked at him for a long moment.
"Okay," I said.
"I should have told you."
"You should have," I said.
"But we'll deal with that later." I turned to Priya.
"What does this change?"
"It means she's been planning this for at least two years," Priya said.
"The investigation, the wedding, the post, the attorney call — it's all one strategy.
She was always going to do this if he married someone she didn't choose." She paused.
"It also means there may be more to the estate than Bruce knows.
And she's been using that information as leverage."
"So we subpoena the documents," Daniel said.
"We subpoena the documents," Priya confirmed.
She picked up her pen again.
"And in the meantime," she said, "I need to ask you both something, and I need an honest answer." She looked at me.
"Is there anything — anything at all — that she could surface that would look bad, even if it isn't?
Anything from your past, your finances, your family, your history, that could be framed the wrong way?"
I thought about it carefully.
"My mother's medical bills," I said.
"She's already used those.
And there's one more thing." I paused.
"When I was twenty-three, I had a business with a college friend.
It failed.
We dissolved it.
There were no legal issues, but there was a period where the company had outstanding invoices.
It was messy for about eight months before we closed it properly."
"Any litigation?"
"No."
"Any judgments against you personally?"
"No."
Priya nodded.
"She'll find it.
She may already have it." She made a note.
"We need to get ahead of it."
Daniel's phone buzzed.
He looked at it.
His expression didn't change, but something in his posture did.
"The PI firm responded," he said.
"They've confirmed the report was commissioned by Jacqueline Calloway." He looked up.
"And they've attached something else.
Something she didn't pay for." He turned the phone toward Bruce.
"A second report.
Commissioned six months ago by someone else."
"Who?" Bruce said.
May you like
Daniel looked at me.
"Your mother," he said.