DEFENDING THE PALM BEACH ESTATE from fishing expeditions
Are you in charge of your parent’s estate in Palm Beach or maybe their Boca Raton revocable or living trust?
- Asking for all sorts of information about the estate
- Demanding information about mom or dad’s Palm Beach revocable trust
- Snooping around and calling your parent’s CPA, probate lawyer, broker
Estates & trusts should not be fishing expeditions.
“Interested” persons in a Palm Beach estate and beneficiaries of Palm Beach trusts are entitled to relevant information.
A: it’s all in the Probate Code