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Disclosure of trust details

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Guzmeister

Junior Member
What is the name of your state? GA. To whom may be disclosed the details of a trust? For example, to whom could you disclose the names of the beneficiaries of a trust? In my opinion it would be any party to the trust or their authorized representative. Or to any court, law enforcement, or similar agency. Thanks.
 


seniorjudge

Senior Member
Guzmeister said:
What is the name of your state? GA. To whom may be disclosed the details of a trust? For example, to whom could you disclose the names of the beneficiaries of a trust? In my opinion it would be any party to the trust or their authorized representative. Or to any court, law enforcement, or similar agency. Thanks.
If you made the trust, you can tell anybody anything.
 

Dandy Don

Senior Member
There is no need to tell anyone the names of the beneficiaries. Only the beneficiaries and the trustees have the right to that information, as well as tax authorities.
 

seniorjudge

Senior Member
Dandy Don said:
There is no need to tell anyone the names of the beneficiaries. Only the beneficiaries and the trustees have the right to that information, as well as tax authorities.
That did not answer the question:

To whom may be disclosed the details of a trust?
 

Dandy Don

Senior Member
The question is too broad to be answered. We need more clarification by the poster as to his/her reasons for wanting this question answered.
 

gradstude13

Junior Member
usually, no one has the right to know what the details are in the living trust until that person dies. I was told this by a lawyer who told me it is not wise to let anyone know because from that point on, they could contersue or contest the trust. If you have a living trust and no one knows about it for ten years it is difficult to contest the trust, but if a person lets the beneficiataries know when a living trust is made then it is easier to attact the trust.
 

BlondiePB

Senior Member
gradstude13 said:
I was told this by a lawyer who told me it is not wise to let anyone know because from that point on, they could contersue or contest the trust. If you have a living trust and no one knows about it for ten years it is difficult to contest the trust, but if a person lets the beneficiataries know when a living trust is made then it is easier to attact the trust.
Oh, brother.... :rolleyes:
 

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