Could someone tell us what CO statutes refer to a beneficiary's rights to a family trust's information, documents, financials, etc.? And how...

Question

Could someone tell us what CO statutes refer to a beneficiary's rights to a family trust's information, documents, financials, etc.? And how far back in time can a request for that information go? Can a trustee keep that information from a beneficiary? And doesn't CO law supercede whatever has been written in a person's trust in CO?

Answer

Colorado law requires that a trust accounting be provided to trust beneficiaries annually. For more information, contact an attorney specializing in trust matters.