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[quote=Anonymous][quote=Anonymous][quote=Anonymous]My parents have a trust in which my sister and I immediately get money after the first parent dies. It’s a sizable estate with plenty left over for the remaining parent to live on. They have a good trust attorney who set it up. [/quote]

This is what people aren’t understanding. When it’s a sizable estate it’s not as simple as everything goes to surviving spouse.

I was in the conference call because my husband asked me to do it and explain it to hm.  We have the copies of everything.

It sounds like your parents have a taxable estate exactly like I’m talking about and in order to avoid massive taxes issue get some assets right away.  
[/quote]

Not necessarily. Some trusts have additional limitations that the grantor places on beneficiaries accessing the assets. The trustee would know these limits, so if OP's husband wants to know, he should ask the trustee politely, not demand documents.

You can always challenge those limitations in court, but the trust will be paying for that, so...[/quote]

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