[WSBAPT] Duty to provide trust accounting to parents of minor beneficiary

Suzanne Lieberman suzanne at cmslawfirm.com
Tue Jan 12 09:53:40 PST 2021


Good morning-

Another straightforward question.

We have a client who wants to give a monthly sum to his minor daughter in
his trust, but not provide the accounting to the child's mother, only to
his friend, who is a successor trustee. He can't do this, right? Both
parents and any guardian or legal representative are entitled to see yearly
accountings, correct? And no way around this? Where is the rule? Or is any
parent or guardian of a minor beneficiary inherently entitled to an
accounting under RCW 11.106.040?

Sincerely,

Suzanne Lieberman
CMS Law Firm LLC <http://cmslawfirm.com/>
*811 Kirkland Ave. Suite 201 *(please note new address!)
Kirkland, WA 98033
206-383-6484 (Cell Phone)
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