Legal Question in Wills and Trusts in California

I asked a trust question earlier this evening but forgot an important fact. When I said I was not permitted to see the instrument of a trust that named me as a (future) beneficiary, I should have added that I was permitted to receive some current principal or interest from one of the component trusts. I was not told its name and do not know whether it was the revocable third or one of the irrevocable thirds.


Asked on 5/26/11, 9:46 pm

1 Answer from Attorneys
Kurt Seidler Law Offices of Kurt A. Seidler APC

That means you are a current beneficiary and entitled to an accounting. You may have to force its production through the probate court, however.

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Answered on 5/31/11, 12:26 pm


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