The sole Trustee (sibling) of a Supplemental Needs Trust is refusing contingent beneficiaries banking and tax filings information. What is our next step as "interested persons" by Minnesota Law?
Answer
I suggest your starting point be a review of applicable provisions of MN Stats. Chapter 501B. I suggest you do then pay to confer privately with an experienced attorney as need be. Note: Licensed MN attorneys are not to solicit clients here except in rigid conformity with multiple rules of conduct.
Tricia Dwyer Esq
Tricia Dwyer Esq & Assoc PLLC
Minnesota Estate Planning Law
Minnesota Trusts Law
ph 612-296-9666
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