Is the beneficiary of a trust deed entitled to see the trust document? DCs are beneficiaries and the trustee - an estranged family member - is being very difficult. To one of my DSs, she is paying out money in dribs and drabs and demanding a lot of information eg where he is studying etc. He's over 18. He has nothing in writing from her and is nervous about asking in case she decides not to dispense any monies for a very long time.
Things fairly critical now in his life but the trustee is still keeping him in the dark about his actual entitlement - how much the original legacy is (as she refers to it) and what, if any, the conditions are.
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Beneficiary of trust deed - their rights?
5 replies
Morven11 · 08/09/2014 21:21
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