What Are Your Rights as a Beneficiary to a Trust?
The answer to whether or not the beneficiary of an estate has any say in the management of that estate depends on the document under which the beneficiary is to acquire rights in the decedent’s property (i.e. Living Trust versus a Will). Likewise, the say of a beneficiary in the management of Trust property will be different before and after the death of the Settlor of a Trust. In this show, Bill and Rick explore some of these distinctions and alert eligible beneficiaries about exactly what their expectations should be.