On Wed, Mar 18, 2009 at 5:44 PM, C. Hatton Humphrey <[email protected]> wrote:
> My questions:
> 1. Is the hypothetical trustee in a position to demand such a
> hypothetical document be signed?

No - not if the documents have not been reviewed.
> 2. Is such a document legally binding if the hypothetical trustee
> presents it hypothetically knowing that there were fiscal elements not
> handled properly?

Nope  - fruits of the poison tree.  Perjury would negate the legality.

> 3. If one of the hypothetical beneficiaries takes the time to examine
> the financial paperwork provided by the hypothetical trustee and finds
> hypothetical fiscal elements not handled properly, what could be done?

Beneficiaries are always entitled to an audit, and usually can request
removal of the trustee if malfeasance is found.

You really need to consult an attorney.  Don't sign anything until you do.

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