How Do I Get A Copy of the Trust? a look at Florida trust beneficiary rights

Uncategorized • Oct 8, 2014

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

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?

Answer: http://www.youtube.com/watch?v=GvhEyz7sJ4s&feature=youtu.be