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The document is a registration form (CHAR001-LT) for Charitable Lead Trusts, issued by the New York State Department of Law. It includes sections for identifying the trust, grantor, trustees, beneficiaries, and requires attachments of relevant documents. The form is intended for public inspection and outlines necessary information for the registration process.

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How to search for a trust in New York?

You can look up a trust document by asking the trustee for a copy. If they refuse to provide it, you can compel them to provide a copy through a Surrogates Court proceeding to compel a copy of the trust. Unlike wills that are admitted to probate, trusts are not part of public records.

What is the form for charitable registration in NY?

A charity makes its initial registration with the Charities Bureau by filing Form CHAR 410, along with copies of its certificate of incorporation, bylaws, application for tax-exempt status (Form 1023), and tax-exempt determination letter, and paying the applicable filing fee.

Are trusts public record in New York?

Unlike wills that are admitted to probate, trusts are not part of public records. If you are a beneficiary to a trust, to obtain a copy, you will need to contact the trustee by making a written request. Another way is to have another beneficiary let you look up the trust.

Can you look up a trust?

In California, beneficiaries and heirs of the decedent are entitled to receive copies of the trust from the successor trustee once the settlor dies and the trust becomes irrevocable. They are not entitled to copies of the trust before that.

How to find trust in your name?

Look for copies of deeds, bank or securities account statements that name a trust as the owner, or a Will that refers to a trust. Also look for papers that name an attorney, and call the attorney to see if he or she has any record of a trust.

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Can beneficiaries ask to see the trust?

Generally, a trust beneficiary named in irrevocable a California trust has the right to see a copy of the trust instrument. A beneficiary can also ask the trustee to provide a copy of the trust document.

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