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Beneficiaries’ Right to Documents

June 6, 2017 by Kazi Portolesi Lawyers

 

Fast & Rockman [2015] VSCA 61

The Victorian Court of Appeal found that as a general principle, beneficiaries have the right to seek the production of documents in the possession of a trustee related to that trust. The sufficiency of this compliance will depend upon the details and breadth of the information requested and the justification for the provision of these documents.

Filed Under: Wills and Estates

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