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1011 Camino Del Rio S, Suite 531
San Diego, CA, 92108
United States

(619) 236-8655

Representation in business, real estate, construction, home care, trust and probate litigation and general civil litigation.


Filtering by Category: Trust and Estate

Right to Financial Information

Ron Stormoen

We often are asked by one family member, who may a beneficiary of a parent’s trust (or will), what rights does that family member have when Mom or Dad is still alive and another family member has a power of attorney and/or is the trustee of the surviving parent’s trust. This usually arises because one family member may be suspicious of another family member’s management of the parents’ affairs and the “manager” may be less than forthcoming. While Mom or Dad is still alive (but the estate is managed by a trustee or via a power of attorney), are sibling beneficiaries entitled to demand an account of, and other financial information about, their parents’ estate’s assets and/or the management of same?

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