Legal Question in Wills and Trusts in California
When a Trustee is requested to provide complete trust accounting, is the Trustee required to furnish contact names and phone numbers of person or persons who the Trustee had dealings with on trust assets? Must this be spelled out in the request?
Thank you
Asked on 7/10/10, 12:45 pm
1 Answer from Attorneys
George Shers
Law Offices of Georges H. Shers
The trustee must provide reasonable information so that the interested parties can see what assets exist and what expenditures were made. Listing everyone the trustee had contact with goes beyond that range.
Answered on 7/12/10, 8:39 am
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