x-posted
My current residence (long story) sent me a re certification notice for a new annual lease that requires financial disclosures. When I moved in last year I was not the recipient of a trust. I am now. I don't particularly want to disclose that I am recently the beneficiary of a trust. While I suppose it is not germane nevertheless I am consigned to the sidelines when it comes to the trust. I cannot sell or buy or withdraw money from the trust. I am entitled to quarterly dividends which I have yet to receive. I am entitled to a partial lump sum distribution which I have not asked for yet. The trust was set up by my father as a REVOCABLE TRUST AGREEMENT and when he passed it went to my mother and was re branded as the "Last Name" Shelter Trust. When she passed away a considerably large portion of that trust went to one other family member and the the remaining to me. Her inheritance is not in a trust. Mine is. My trust is administrated by a law firm in a southern state (I am out west) "specializing" in trust and estate administration and the trust itself is managed by an eastern "asset management firm." I had no trouble disclosing everything the residence asked for last year when I moved in including a 100K bank account as well as social and pension income etc.
So long story long can my residence plug my name in some database and find out that I have a trust? TIA.
Submitted April 20, 2020 at 08:25PM by fdjadjgowjoejow https://ift.tt/2VlQP0G
