Is a Florida trustee required to tell trust beneficiaries where the trust money is ?
Answer: Yes !!!
- It doesn’t matter if you live in Boca Raton, Florida, Atlanta or New York.
- If a trust is governed by Florida law, that trustee needs to tell you where the money is.
- Trustees can’t operate or run the trust in secret.
- Trustees actually owe duties to you.
- Trustees are supposed to work for you and place your interestes above everyone else’s, including their own
Any trust litigator Palm Beach will tell you that.
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