Minneapolis, MN asked in Estate Planning and Probate for Michigan

Q: My sister had POA for my nana's trust in 2012 she has not given all documents as to an inventory list or where the mone

money went she is trying to close the trust but I want to see Tax Returns she wont give them

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2 Lawyer Answers
Kelli Y Allen
Kelli Y Allen

A: You are going to need to hire and estate planning or elder law attorney to assist with this matter.

Trent Harris
Trent Harris
  • Estate Planning Lawyer
  • Jackson, MI
  • Licensed in Michigan

A: The question of whether you have a right to trust tax information turns upon whether you are a qualified beneficiary of the trust or not. If you have received money from the trust or are a permissible distributee of money from the trust, then you are a qualified beneficiary. As the other commenter said, you should talk to an attorney to find out which situation applies to you.

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