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SSD and reporting Trust inheritance.

Panama City, FL |

I know of a Trustee that has benefited significantly while Trustee of an estate. The Trustee went through nearly 140,000 or more of assets and is receiving SSD. What is the law in reporting inheritance monies while receiving SSD? What about IRS? I suspect fraud in this situation and would like some answers. Thank You!

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Attorney answers 1


If you are a beneficiary of the trust you have the right to an accounting. If you are not, then you have no standing to do anything. It is up to the beneficiaries to question the actions of the trustee.

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