This document discusses estate planning and the rights of beneficiaries. It covers how estate plans are set up, inheriting from estates and trusts, beneficiary rights, exercising rights as a beneficiary, and what to do if a trustee or executor does not respond. The conclusion emphasizes considering these issues and contacting the attorneys for any related legal needs.

1. (561) 514 – 0900
www.phflorida.com

2. I. Introduction
II. How Estate Plans Are Set
Up
III. Inheriting from an Estate
or Trust
IV. Beneficiary Rights: there
are more than you think
V. How do I exercise my
rights as a beneficiary of a
trust or estate?
VI. What if my trustee or
executor does not respond
to me?
VII. Conclusion

3. I. Introduction

5. $56 TRILLION

6. II. How Estate Plans
Are Set Up

12. III. Inheriting From An
Estate or Trust

17. IV. Beneficiary Rights:
There Are More Than You Think

21. The right to have your
trustee act impartially. S.
736.0803

28. V. How Do I Exercise My Rights As
Beneficiary Of An Estate Or Trust

33. VI. What If The Trustee Or
Executor Doesn’t Respond To
Me

38. VII. Conclusion

40. How Estate Plans Are Set Up
Inheriting from an Estate or Trust
Beneficiary Rights: there are
more than you think
How do I exercise my rights as a
beneficiary of a trust or estate?
What if my trustee or executor
does not respond to me?
In Conclusion, remember that it is important to
consider :

41. John Pankauski, Esq.
Phone:
(561)514-0900 Ext.105
Email:
john@phflorida.com
Robert Hauser, Esq.
Phone:
(561)514-0900 Ext.102
Email:
hauser@phflorida.com