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View Full Version : Irrevocable trust after death of grantor and beneficiary rights


Gold5261
Aug 28, 2012, 12:48 PM
My father passed away several months ago.. the trustee is a beneficiary,as I am.. became an irrovocable trust at his death... isnt the trustee supposed to disclose financials (status of the trust) at death... then again semi-annually until finalization of trust?. is it also legal to increase a HELOC loan as trustee AFTER my Dad's death

JudyKayTee
Aug 28, 2012, 12:54 PM
my father passed away several months ago..the trustee is a beneficiary,as I am..became an irrovocable trust at his death....isnt the trustee supposed to disclose financials (status of the trust) at death.....then again semi-annually until finalization of trust?.....is it also legal to increase a HELOC loan as trustee AFTER my Dad's death


Where?

Gold5261
Aug 28, 2012, 01:06 PM
Where?

Florida... he is not disclosing any of his actions since becoming sole trustee several yrs ago.it was a revocable trust before my dad passed however so I know I have to right to accounting disclosure prior to my dads death...
Gold