Legal Question in Wills and Trusts in Arizona
Does a remainderman of a testamentary trust have rights to view the trust assets (i.e, the current portfolio's value and investment performance) under Arizona law?
Asked on 2/06/12, 2:50 pm
1 Answer from Attorneys
Donald Scher
Donald T. Scher & Associates, P.C.
Yes, once the trust is irrevocable and your interest is vested. I would be happy to consult with you on how to accomplish this.
Answered on 2/06/12, 7:59 pm