Legal Question in Wills and Trusts in Florida

Can a beneficary be a trustee?

Under the laws of Florida, can a non grantor who is one of the beneficaries under the terms of the testimonary trust be a co-trustee along with the bank?


Asked on 1/02/99, 9:42 pm

1 Answer from Attorneys

William W. Fernandez, Sr., J.D. Law Ofc. Wm. W. Fernandez, Sr., J.D., Atty. at Law

Re: Can a beneficary be a trustee?

Q: Under the laws of Florida, can a non grantor who is one of the beneficaries under the terms of the testimonary trust be a co-trustee along with the bank?

A: Yes. I have personal experience of being in this situation as one of the other beneficiaries who was not the co-trustee. I ultimately had to file a lawsuit to force termination of the trust after it was supposed to expire.

William W. Fernandez

William W. Fernandez, Attorney at Law

250 Panama Road East


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Answered on 1/28/99, 12:52 pm


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