“Qualified Beneficiaries” Under Arizona Trust Law

If you are trustee of an Arizona trust, you must provide information to “qualified beneficiaries” of the trust. But who are those people?

If you join us for this week’s podcast episode, we’ll help you understand the legal phrase, its meaning and effect. We hope that helps you figure out how to discharge your legal responsibilities.

Perhaps you are a trust beneficiary. We can help you figure out what information you are titled to receive. This week’s podcast episode is for you, too.

Arizona law is based on the Uniform Trust Code, so our Arizona information about qualified beneficiaries might be useful in other jurisdictions, as well. But please remember that we do not mean to suggest that our description of the law will apply in your state — you should talk with a local estate planning or elder law attorney.