QUESTION
What can I do if the trustee won't give me a copy of the disbursements?
Asked on Mar 13th, 2016 on Estate Planning - Oregon
More details to this question:
The trustee of the trust of which I am a 25% beneficiary refuses to give me a copy or an accounting of disbursements from the trust.
1 ANSWER
Probate Attorney serving Newport, OR
at
Minor, Bandonis & Haggerty P.C.
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Write the trustee a letter; keep a copy of the letter. If you still don't get a copy of the trust or an account, then hire a lawyer and sue the trustee for breach of fiduciary duty.
Answered on Apr 06th, 2016 at 7:54 AM