Legal Question in Wills and Trusts in California
Accounting of Trust Monies
When you decide to fire a Revocable Trust trustee for shady handling of your trust,how soon must they produce an account of all monies that they have spent while being trustees?
Asked on 3/05/09, 8:22 am
1 Answer from Attorneys
Michele Cusack
Pollak & Cusack
Re: Accounting of Trust Monies
A beneficiary can petition the court for an order compelling the trustee to report information or to account if
The trustee has failed to submit a requested report or account within 60 days after a written request by the beneficiary; and
No report or account has been made within 6 months preceding the request.
Answered on 3/05/09, 11:13 am
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