How Do I Get A Copy of the Trust? a look at Florida trust beneficiary rights
If you are complaining that there is a Family Trust out there, or a trust just for your benefit…..problem is….. you are not being told anything…..How do you get a copy of the Florida trust?
Beneficiary Rights to Florida Trusts
- The good news is that Florida has a lot of rights for trust beneficiaries
- To read more, see the Florida Trust Code or Chapter 736 of the Florida Statutes
- Now before you go off and sue a trustee after hiring a trust litigator Palm Beach, consider this
Will Your Trustee Communicate with You?
- Have you asked for a copy of the trust? Asked the trustee, that is?
- Do you even know, exactly or specifically, who the trustee is?
- Try asking for a copy of the trust and all “relevant” information, in writing.
- That’s what trust lawyers Florida call making a “demand”
- If the trustee does not provide it, and Florida law applies, the trustee is in trouble.
- Failure by a Florida trustee to provide information to you about the trust is “actionable”… it can be a breach of fiduciary duty, leading to a breach of trust lawsuit
- Let’s say that your mother just passed and that she lived in Boca Raton, Florida
- She had a probate lawyer Palm Beach located in Delray Beach, Florida who drafted, or wrote, a living revocable trust for mom
- Now that mom is dead, the trust is irrevocable
- The trust terms provide for money to go to your sister during her life and then you get half in 20 years
- You are a “qualified beneficiary” under Florida trust law and are entitled to a copy of the trust
- If your trustee won’t give a copy of the Florida trust to you, hire a trust lawyer who actually tries trust lawsuits in Palm Beach
- Prepare a trust complaint for breach of fiducary duty and file it
- Trustees can’t “hide the ball” from a Florida trust beneficiary and Florida Trustees can’t operate the trust in secret
Question: Want to see a free online video on this topic and Florida trusts?