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Crummey Letters Not Done Expand / Collapse
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Posted 2/26/2007 12:21:13 PM
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What do you do if you discover that a trustee has not been issuing the Crummey notices?  In this case, some Crummey notices were sent, but at some point it was changed to just a letter telling the beneficiaries that the gift had been made to the trust on their behalf.  All of the beneficiaries were aware of their withdrawal rights.  I see that the Holland case dealt with this issue, but I don't see anything else.
Post #333
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