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-   -   Irrevocable trust after death of grantor and beneficiary rights (https://www.askmehelpdesk.com/showthread.php?t=697680)

  • Aug 28, 2012, 12:48 PM
    Gold5261
    Irrevocable trust after death of grantor and beneficiary rights
    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
  • Aug 28, 2012, 12:54 PM
    JudyKayTee
    Quote:
    Originally Posted by Gold5261 View Post
    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?
  • Aug 28, 2012, 01:06 PM
    Gold5261
    Quote:
    Originally Posted by JudyKayTee View Post
    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

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