Philadelphia, PA asked in Estate Planning, Elder Law and Probate for Pennsylvania

Q: Can a Trustee refuse to make a distribution to a beneficiary of a discretionary trust and

then ignore said beneficiary requests for an explanation?

1 Lawyer Answer
W. J. Winterstein Jr.
PREMIUM
W. J. Winterstein Jr.
Answered
  • Probate Lawyer
  • Boyertown, PA
  • Licensed in Pennsylvania

A: The powers of any Trustee are prescribed first by the wording of the Trust document itself, augmented by the powers specified in the PA statutes.

To answer your question correctly, a lawyer would need to examine the wording of Trust document.

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