At the end of a trust administration, the trustee typically sends an account and report of the trustee’s activities which includes a waiver of claims to each beneficiary.
Signing this waiver indicates that the beneficiary is satisfied with the trustee’s work and accounting and will not bring a legal dispute against the trustee in the future. But not all beneficiaries opt to sign this document.
In this video, Daniel Hunt (Certified Specialist in Estate Planning, Trust & Probate Law) explains what happens if a beneficiary refuses to sign a release.
Check out our blog post on this topic: [ Ссылка ]
If you or someone you know has questions about this topic, our office is here to help. Learn more at dhtrustlaw.com.
This video is solely for the purpose of education and should not be construed in any way to represent an attorney-client relationship between the Law Offices of Daniel A. Hunt and the viewer.
