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A beneficiary of a trust often wants to assure themselves that the trustee is handling the trust assets consistent with the term of the trust, and consistent with appropriate trust law and regulations.

A trustee has an obligation to render a clear and accurate accounting to a beneficiary each year covering his administration, showing receipts and disbursements, and showing a list of all trust property as of the end of the accounting period.

People establishing trusts need to take into account these trustee accounting obligations when selecting the trustee and successor trustee of the trust.

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This post is for informational purposes only and does not provide legal advice. Please do not act or refrain from acting based on anything you read on this site. Using this site or communicating with Rabalais Estate Planning, LLC, through this site does not form an attorney/client relationship.

Paul Rabalais
Estate Planning Attorney
www.RabalaisEstatePlanning.com