Can I Get More Money from My Trustee?
Can you, a trust beneficiary, get more money from your Florida trustee? That seems to be a very common question for beneficiaries down here in Florida. Without sounding too much like a trust litigator, it depends. It depends on a number of factors. One, you need to look at what the trust instrument says. Two, you need to know what you’re asking the trustee for and whether it’s permitted by the trust document or not. Three, you need to look at the decision by the trustee if you asked them for money and they said no. Their denial of more trust money for you, quite frankly, may be reasonable. You have to understand if their denial is unreasonable, and if so, what steps you can take to get more money.