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Guest
My daughter & I are beneficiaries of a testamentary trust. We have been unsuccessful in receiving statements from the investment firm and have been told that we have no right to these. Is this correct?
My second question is regarding distribution - the will states that income from the trust shall be distributed from "time to time". We received distribution in year one, and have tried to get information regarding a distribution for the current year, especially since taxes need to be paid on the income- do we have any legal right to address this matter? The trustee is noncommunicative.
My second question is regarding distribution - the will states that income from the trust shall be distributed from "time to time". We received distribution in year one, and have tried to get information regarding a distribution for the current year, especially since taxes need to be paid on the income- do we have any legal right to address this matter? The trustee is noncommunicative.