Legal Question in Wills and Trusts in New York
Beneficiary Rights
In New York, is a beneficiary entitled to a copy of trust? Situation is parent recently deceased, sister is trustee, and brother has been asking lawyer handling trust for a copy for over 3 months, to no avail. Are they required to provide him copy?
Asked on 3/18/03, 10:13 am
2 Answers from Attorneys
Walter LeVine
Walter D. LeVine, Esq.
Re: Beneficiary Rights
A known beneficiary has the right to receive a copy of the trust document. Refusal to provide the document allows the beneficiary to go to Court to obtain it.
Answered on 3/18/03, 10:19 am
Arnold Nager
Arnold H. Nager, Esquire
Re: Beneficiary Rights
Yes, you are entitled to receive a copy of the trust agreement.
Answered on 3/20/03, 6:11 pm
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