Rights and Information as a beneficiary to an Irrevocable trust...

[susanbird]

What is the name of your state (New York) I am a beneficiary to an Irrevocable trust with the grantor still alive. I wanted to know do I have any rights as far as getting statements..full copy of trust any transactions..(house was sold and grantor put in a home)...the trustees are not really communicating and approachable...shouldn't I be made aware of any transactions as far as accounts and money being invested from the home with account numbers and annual statement?..Thanks in advance...

 

[tranquility]

Why do you believe the trust is irrevocable or that you are a beneficiary? Do you get a "Crummey" letter every year?

But, if you are a beneficiary of an irrevocable trust:

http://codes.lp.findlaw.com/nycode/LIE/3-A/76