Wilson v. Wilson

WYNN, Judge.

“[T]he beneficiary is always entitled to such information as is reasonably necessary to enable him to enforce his rights under the trust or to prevent or redress a breach of trust.”1 In the present case, the trial court held that Defendant-settlor Lawrence A. Wilson, Jr. could, by a provision in the trust instrument, deny Plaintiffs-beneficiaries information necessary to prevent or redress a breach of trust. Because this result is contrary to law, we reverse the trial court’s grant of a protective order and summary judgment to Defendants.

Defendant Lawrence A. Wilson, Jr. in 1992…