Video: How can a beneficiary verify a trustee’s inventory, February 2019
In this segment of their ongoing video series, Dan Ebner of Prather Ebner LLP discusses how beneficiaries can ensure that a trustee frankly isn’t stealing their assets from them.
A trustee usually comes into that role when a family member passes away. If the trustee had power of attorney over the person who died, they could potentially hide assets of the deceased before or after that person’s death. This video discusses documents to request and review to verify that your trustee relative has not succumbed to this dark temptation.