Firstly, apologies for the very limited information, as this was just presented to me today as a general enquiry.
My client recently lost their father-in-law and believes that he had arranged a lifetime Discretionary Trust, before he died, for his grandchildren. My client’s father-in-law and his wife were two of the trustees. He is not sure if there are any others.
He is worried that his step-mother-in-law (who is still alive) is keeping the Trust a secret and has been using proceeds from the grandchildren’s trust to pay for her own benefit eg her holiday house etc.
The grandchildren are still minors, nearing age of majority. Can they, or the deceased’s son, demand that the trustee(s) provides them with a copy of the trust and give a breakdown of what has been spent and distributed?
The other problem being that they don’t know who all the trustees are and wondered if there is a way to obtain all the information, without approaching the step-grandmother at this stage.
Many thanks for any guidance you can give.