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    Gold5261's Avatar
    Gold5261 Posts: 2, Reputation: 1
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    #1

    Aug 28, 2012, 12:48 PM
    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
    JudyKayTee's Avatar
    JudyKayTee Posts: 46,503, Reputation: 4600
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    #2

    Aug 28, 2012, 12:54 PM
    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?
    Gold5261's Avatar
    Gold5261 Posts: 2, Reputation: 1
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    #3

    Aug 28, 2012, 01:06 PM
    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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