Episode Details
Back to EpisodesTrust Beneficiaries Get To See A Copy Of The Trust
Published 2 years, 8 months ago
Description
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
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