Norfolk, VA asked in Estate Planning for Delaware

Q: Is it proper in a Trust?

Is it proper ,in a Trust's checking account, in published checks, the trustee puts her name and address at least twice as large as the name of the Trust, and omits the sole beneficiary's name (which is part of the Trust legal name/title) and omits the E.I. N. number indicating this is a business by the I.R.S., and the name of the Trust is wrong, both in name and type of Trust. The trustee refuses to give any accounting and will not reveal any financial statements. What do you believe may be going on and what can I do?

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1 Lawyer Answer
Nina Whitehurst
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  • Estate Planning Lawyer
  • Crossville, TN

A: As a beneficiary you are entitled to periodic accountings. You probably need to hire an attorney to help you enforce your rights. You are looking for a trust litigation attorney.

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