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Duty to inform and account
§ 736.0813 ↗The trustee must keep qualified beneficiaries reasonably informed, including 60-day notice duties after acceptance and after a formerly revocable trust becomes irrevocable due to the settlor's death, plus trust-copy and accounting rights.
Trust accountings
§ 736.08135 ↗A trust accounting must be a reasonably understandable report identifying the trust, trustee, and period; cash and property transactions; assets and liabilities; and income/principal allocation.
Bon pratik
- Louvri yon kont trust dedye; pa janm melanje lajan trust la ak pa ou.
- Kenbe chak resi epi anrejistre chak dekesman kou li fèt.
- Swiv byen yo nan valè dat lanmò (oswa finansman trust) ak valè aktyèl yo.
- Dokimante rezon chak distribisyon epi kenbe kominikasyon benefisyè yo.