Hull on Estates Podcast #24 – Disclosure to Beneficiaries
READ THE TRANSCRIBED PODCAST HERE
During Hull on Estates Episode #24, we discussed the issue of disclosure of information by trustees to beneficiaries. We referred to the cases:
- O’Rourke v. Derbyshire,  A.C. 581 (H.L.); Re Ballard Estate (1994), 20 O.R. (3d) 350 (O.C.G.D.); Fox v. Fox Estate (1996), 10 E.T.R. (2d) 229 (Ont. C.A.); and
- David Steele’s article, “Beneficiary’s Right to Know”, 4th Annual Estates and Trusts Forum, LSUC.