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As legal owner of the real estate, the nominee trust instrument or a certificate that sets forth information about the trust must be recorded with the registry of deeds.
How to Get a Copy of a Trust Make a written demand for a copy of the Trust and its amendments, if any; Wait 60 days; and. If you do not receive a copy of the Trust within 60 days of making your written demand, file a petition with the probate court.
Putting marital assets into a trust does not make those assets separate property. In the divorce action, the non-beneficiary spouse may trace the source of the assets in the trust to determine if they are actually marital property and thus subject to equitable distribution.
Not necessarily. It is a common misconception that assets owned by a discretionary trust will not form part of the property pool available for division between spouses.
You are entitled to a copy of the Trust if you are a direct beneficiary. A direct beneficiary is a person who receives an immediate benefit from the trust.
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(b) Within 30 days after acceptance of the trust or the trust becomes irrevocable, whichever is later, the trustee shall inform, in writing, the qualified beneficiaries of the trustees name and address. The information shall be delivered or sent by ordinary first class mail.
A Trust Provides More Privacy Than a Will or Intestacy A trust in Massachusetts is a private document that handles your estate without court intervention.
You have the right to be kept reasonably informed about the trust. Even if youre years away from being able to access any assets held in the trust, youre entitled to know whats there.
Generally speaking, beneficiaries have a right to see trust documents which set out the terms of the trusts, the identity of the trustees and the assets within the trust as well as the trust deed, any deeds of appointment/retirement and trust accounts.
As a general rule, a beneficiary is entitled to a copy of the trust document, any deeds of variation of the trust, deeds of appointment and trust accounts. If further information is requested, it is at the discretion of the trustee as to whether it will be provided.

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