Legal Question in Wills and Trusts in Arizona

Irrevocable Trust Fund

The trustee of my husbands grandmothers irrevocable trust fund has not provided him with any finanial documents regarding the trust since his grandmother died over 2 years ago. The trust specifically states that the trustee is to hav an audit done every year and provide the results to the beneficiaries. What recourse does he have? He doesn't believe that the trust is being handled in a legal mannor according to the trust.


Asked on 6/05/07, 10:48 pm

2 Answers from Attorneys
Brian Blum Blum Law Office, PLC

Re: Irrevocable Trust Fund

Send the trustee a letter and demand an accounting. Refer to the language in the trust. If that does not work, then you should hire an attorney to review the documents and determine the best way to remove her as trustee.

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Answered on 6/06/07, 1:40 pm
James Jenkins Jenkins Law Center PLC

Re: Irrevocable Trust Fund

We represent beneficiaries in these types of cases. Unfortunately, private individuals often do not do their duty as trustees. Act now before assets disappear. We offer free initial consultations.

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Answered on 6/20/07, 11:42 am


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