Monthly Archives: June 2021
Trustee Accounting Requirements and Duties in Virginia: Hunter v. Hunter’s Discussion of the Concept
This post is part 5 in our 7-part series on the Virginia Supreme Court’s ruling in Hunter v. Hunter (Record No. 190260). Today we focus on the opinion’s discussion of the legal duties in Virginia of a trustee to “inform and report” and provide accountings to a trust beneficiary. You can find parts 1-4 of the series at the following links: Part 1, Part 2, Part 3, and Part 4. Virginia law contains several sources of law that may apply with respect to a trustee’s duty to provide an accounting or to “inform and report” to a trust beneficiary.
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64.2-775, Accounting, Court Opinions, Fiduciary Accounting Requirements, Fiduciary Duties, Inform and Report
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