Recent content by Sbanana

  1. S

    Revocable trust beneficiary and reporting

    Thanks for lnfo and yes I know POA is a document but using verbiage we use in our family..like my sister saying I am POA but to your point should say I have POA document. Even the care center asked me when parents moved in who are the POAs so maybe it is just a thing here and not everywhere to...
  2. S

    Revocable trust beneficiary and reporting

    Another question if you don’t mind. Ok so sister is mom’s POA but is NOT my dad’s. My dad has dementia and sister is making decisions on hospice and other info and says acting as my mom’s POA (as mom is POA now for my dad.) However, if my mom is not the one making decisions on my dad nor does...
  3. S

    Revocable trust beneficiary and reporting

    Thanks for info and I had asked POA question in separate thread as that was not about trust but about the POA document. Question was would there be a reason why a POA would not want to share info. Concern is whether the POA can act now or only if mom is incapacitated as her old POA document...
  4. S

    Revocable trust beneficiary and reporting

    S She is paranoid and should be incapacitated but won’t see a doctor
  5. S

    Revocable trust beneficiary and reporting

    Sorry I wrote this late at night and didn’t clarify…my mom wants to access funds until she dies so that is why I assume trust is revocable
  6. S

    Revocable trust beneficiary and reporting

    I did and she defers to my sister who won’t. I thought in UT we might have a right to see it even if it is revocable.
  7. S

    Revocable trust beneficiary and reporting

    My sister is Trustee for my living mother’s trust, which I believe is revocable as she wants access to funds. My sister will not provide any info on the trust and said Attorney told her not to as it is my mom’s private business. Do I as a beneficiary after her death have the right to request a...
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