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  • Chris Lucas

When beneficiaries are told that they have no rights

‘…You are just a discretionary beneficiary. You have no rights…’

That’s what a lawyer told a client of ours.

This claim reflects how things used to be for many beneficiaries, but it’s never been true, and times have changed.

Even discretionary beneficiaries are entitled to have the trust administered properly.

Each beneficiary has the right to be considered from time to time. The trustees have to consider whether to help.

If your trustees have never contacted you or shown any concern for your welfare, that may be an indication that something is amiss.

If you want to discuss your rights, give us a call.

Related Posts

Information matters in trust cases

You are interested in how a trust has been run. The first thing to do is to look carefully at the information that is already available.


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