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glimmerman

Junior Member
What is the name of your state? NJ


I''m am youngest girl in family of 4 - my oldest brother is trustee for my
mom's (incapacitated) trust & he refuses to give me any information
as to its present contents. Being a beneficiary, do I not have a right to
some type of an accounting??

It's a revocalbe living trust?? :confused:
 


What is the name of your state? NJ


I''m am youngest girl in family of 4 - my oldest brother is trustee for my
mom's (incapacitated) trust & he refuses to give me any information
as to its present contents. Being a beneficiary, do I not have a right to
some type of an accounting??

It's a revocalbe living trust?? :confused:
You state it's a revocable trust so I'm going to assume that it's a grantor's trust. That means the sole beneficiary while the grantor is alive is the grantor (your mother). You are not a beneficiary until the grantor dies, and due to that you have no right to any accounting of the trust or even to see a copy of the trust.
 

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