Minneapolis, MN asked in Estate Planning for Michigan

Q: What can a lawyer do to get the tax returns for a beneficiary of a trust. My sister was POA since 2012 we have no tax re

she has not given any tax returns or inventory and now want to close trust.

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1 Lawyer Answer

Trent Harris

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

A: A person who is a qualified beneficiary of a trust in Michigan does have the right to obtain certain information about the trust. The fact that you have not received any information from your sister may mean that you are not a qualified beneficiary. Also, it does not necessarily mean that your sister has done anything wrong. If you would like to know more about your specific situation, you should contact a qualified lawyer to look over your unique facts and circumstances.

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