Legal Question in Wills and Trusts in Florida
Age for Required Accounting
At what age do the Florida trust accounting rules require a trustee to give accountings?
Thank you!
Asked on 5/08/06, 9:23 am
1 Answer from Attorneys
Thomas Shigo
The Shigo Law Firm, P.A.
Re: Age for Required Accounting
In general, a beneficiary of a trust is entitled to an annual accounting and is also entitled to receive a response to reasonable requests regarding the administration of a trust(including assets in the trust and the manner in which the trust is being administered). Age really does not matter. You should make a specific written request to the current trustee for the information (including requesting a copy of the current trust instrument). If you wish, you may calle to discuss any particular trust problem that you are having. There will be no charge the consultation.
Answered on 5/08/06, 9:46 am