Trust Beneficiaries Get To See A Copy Of The Trust
Passing It On: Estate Planning for Families · Michael Pevney
September 14, 20231m 58s
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Show Notes
Free Estate Planning Strategy Session for California Residents www.ocestateplanlawyer.com what if you are a beneficiary of a trust, and the trustee won't give you a copy? They may be in breach of their duty. Trustees have a very important job. They have to follow the law, which in many jurisdictions includes giving the beneficiaries a copy of the trust so they know what they are entitled to, and how they are going to receive their inheritance. #EstatePlanning #LivingTrust #FillThatBucket #Pevney #financialfreedom #orangecounty