Legal Question in Wills and Trusts in Florida
Question: Wife who is benef of husbands Florida irrevocable trust dies. Trust says 3 benef get specific bequests and 7 more get % of residue. Must the final acctg to each benefi show all the benef as to their % and $ to get.... And must the specific bequest benef also get the same info...Fl statute appears silent on this "transparency" approach.
Asked on 8/16/13, 11:08 am
1 Answer from Attorneys
Barry Stein
De Cardenas, Freixas, Stein & Zachary
No the specific bequest individuals don't get the accounting.
Answered on 8/16/13, 11:15 am