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Asked in CA May 18, 2022 ,  0 answers
How can I compel a Trustee to provide an accounting or any information after 18 months of sole control of the Trust?
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2 Answers

Anonymous
Reply

Posted on / Aug. 16, 2016 13:40:00

It depends on who you are. Are you a beneficiary? Is the Trust Irrevocable?

Persons entitled to an accounting should receive information annually or upon request, generally.

But you have to be a person entitled to receive notice.

Anonymous
Reply

Posted on / Aug. 16, 2016 13:40:00

It depends on who you are. Are you a beneficiary? Is the Trust Irrevocable?

Persons entitled to an accounting should receive information annually or upon request, generally.

But you have to be a person entitled to receive notice.

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