Debtor is unable to obtain copy of revocable trust where he is a contingent beneficiary - can trustee force Settlor to t
Posted: Sat Mar 02, 2013 7:21 am
Trust attorney cannot be compelled to turn over any estate planning materials if his client is still alive. It is a breach of his ethical duty to his living client. The trust attorney can write a letter that states that and that settlor is alive; I have done it. Usually its because the debtor states they are an heir or a beneficiary. You are not an heir until somebody has died.
Margaret Norman, Attorney
111 N. Sepulveda Blvd. #355
Manhattan Beach, Ca. 90266
310-376-7873
Marge@Margeslaw.com
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