Johnston, RI asked in Estate Planning for New York

Q: As a %50 beneficiary of a revocable trust in New York State, what are my rights?

As a %50 beneficiary of a revocable trust in New York State, what are my rights? The grantor of the trust passed away in 2015. Do I have a right to a copy of trust documents and an accounting. My trustee does not seem to know the answer, and the attorneys that penned the trust are not responding either.

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1 Lawyer Answer
Sharon M. Siegel
Sharon M. Siegel
  • Estate Planning Lawyer
  • New York, NY
  • Licensed in New York

A: Can you clarify if the Grantor/Trustee is deceased or alive? In other words, do you have a current beneficial interest or do you have a contingent beneficial interest. This very much affects the answer. I would presume that the Grantor is the primary beneficiary. If Grantor has passed away, and you are the beneficiary of the trust, you have a right to a copy oft the trust.

Barry E. Janay agrees with this answer

1 user found this answer helpful

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