Reply to Surprise Trust Document in the Mail

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[quote=Anonymous]OP, i am definitely not a lawyer...

But I read here that in MD, the law requires "a trustee of an irrevocable trust to (1) within 60 days after accepting a trusteeship, notify the qualified beneficiaries of the acceptance and of the trustee’s name, address and telephone number; and (2) within 90 days after learning of an irrevocable trust’s creation (or that a revocable trust has become irrevocable), notify the qualified beneficiaries of the trust’s existence, the settlor’s identity, the right to request a copy of the trust and the right to a trustee’s report."

I wonder if something happened to the original trustee of this trust (died, closed up shop etc.) and the trusteeship has been passed to a new lawyer or bank? That would trigger this requirement to notify you, a "qualified beneficiary".  "Qualified beneficiary" =  "persons currently entitled or eligible to receive trust distributions and [b]also those who would be so entitled or eligible if the interests of the current beneficiaries terminated[/b] without terminating the trust or if the trust terminated on that date." so I think you would count as the second definition there.

https://www.loeb.com/en/insights/publications/2023/06/irrevocable-trusts-and-the-rights-of-beneficiaries-toinformation#:~:text=Maryland%20also%20requires%20a%20trustee,or%20that%20a%20revocable%20trust[/quote]

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