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.

Related Topics:
1 Lawyer Answer

Trent Harris

Answered
  • 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.

Justia Ask a Lawyer is a forum for consumers to get answers to basic legal questions. Any information sent through Justia Ask a Lawyer is not secure and is done so on a non-confidential basis only.

The use of this website to ask questions or receive answers does not create an attorney–client relationship between you and Justia, or between you and any attorney who receives your information or responds to your questions, nor is it intended to create such a relationship. Additionally, no responses on this forum constitute legal advice, which must be tailored to the specific circumstances of each case. You should not act upon information provided in Justia Ask a Lawyer without seeking professional counsel from an attorney admitted or authorized to practice in your jurisdiction. Justia assumes no responsibility to any person who relies on information contained on or received through this site and disclaims all liability in respect to such information.

Justia cannot guarantee that the information on this website (including any legal information provided by an attorney through this service) is accurate, complete, or up-to-date. While we intend to make every attempt to keep the information on this site current, the owners of and contributors to this site make no claims, promises or guarantees about the accuracy, completeness or adequacy of the information contained in or linked to from this site.