Beneficiaries and the disclosure of trust documents

Trust beneficiaries frequently ask what trust documents trustees are obliged to disclose to them.

In this article, I am only dealing with common trust situations without taking into account any special or compelling reasons why information should or should not be disclosed.

There are some trusts that have information-controlling mechanisms embedded in the trust deed that only permit the trustee to disclose trust information to a protector or to the beneficiaries with the protector’s consent; this article does not consider such specialised trusts…

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