Legal Question in Wills and Trusts in Maryland

My sister is Executrix and Trustee for my mothers estate. She has not given the beneficiaries any information about the trusts assets. As a beneficiary shouldn't I received statements and an accounting at the time of my mothers death?


Asked on 4/16/14, 6:45 pm

1 Answer from Attorneys

Robert Beatson, II Law Offices of Robert Beatson, II

A beneficiary of a Trust has the right under MD law to petition for

removal of the current Trustee and to question/correct the

administration of the Trust and associated accounting and/or tax

reports. Available removal grounds may be: breach of trust, Trustee is

unfit or unwilling to administer the trust correctly/effectively,

Trustee persistently fails to administer the trust

correctly/effectively, etc. An action may also exist under MD law for

Trustee liability concerning the management of the Trust over time.

Further information needs to be developed in connection with the filing

of such legal actions. There are a number of fact-specific issues under

MD law that need to be carefully worked through concerning the Trust

Instrument and the administration of the Trust. An experienced trusts

and estates attorney should be able to handle this under MD law. Please

note that my legal services are available only with a signed engagement

agreement in accordance with the Maryland Rules of Professional Conduct

applicable to attorneys licensed in the state of MD. If I can be of any

help to you, contact my offices as I would be pleased to provide

legal/tax support.

Sincerely,

Robert Beatson II; 4-24-2014, 8:05 p.m. EST

Law Offices of Robert Beatson, II

9818 Glynshire Way

Potomac, MD 20854

Email: [email protected]

Website: www.beatsonlaw.com

Licensed to practice law in DC, MD, VA, and NY

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Answered on 4/24/14, 5:06 pm


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