1-561-514-0900 FREE CONSULTATION

Florida Trust Accountings: The Devils and the Details

Uncategorized May 10, 2016
post about Florida Trust Accountings: The Devils and the Details

Where can I read the rules regarding accountings and Florida Trusts? What is a trust accounting in Florida probate litigation? How often does a trust accounting have to be given and by whom? Do you understand what a Florida trust accounting says? What constitutes “income”? What assets are“principal”?

Florida Trust Code

  • If you are a trust beneficiary or trustee in Florida, it is good to know that the Florida trust code is contained in chapter 736 of Florida Statutes.
  • Probate litigators West Palm Beach know that you can read the Florida Statutes online for free.
  • What is the Florida trust code?
  • The Florida trust code is a set of laws, or statutes, which explain the duties and obligations of a Florida trustee, sets forth various procedures and time frames for trust matters, and also lists beneficiary rights to Florida trusts.

Trust Accountings

  • What should my probate lawyer Delray Beach know about trust accountings?
  • Under Florida law, trustees have to provide an accounting every year.
  • Also, trustee beneficiaries have a right to get relevant info and an accounting.
  • Do you understand what a Florida trust accountings says?
  • If not, Chapter 738 of the Florida statutes is the Florida trust code’s principal and income act.
  • Florida’s principal and income act defines what “trust income” is and what “trust principal” for all trust matters is.
  • It tells the trustee or trustee’s accountant what goes in each column and where you deduct cost and administration expenses and fees, such as  legal fees and trustee fees.
  • To know the devil of the details about Florida trust accountings, ask your Florida trust litigator to understand and know Chapter 738 of the Florida statutes.
  • Click here to read the Chapter 738 of the Florida statutes.

    Want to know more about Florida probate litigation? Consider these free resources: