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« Pooled Trusts - Statutory Requirements by Thomas D. Begley, Jr., Esquire | Main | DISTRIBUTIONS FROM SELF-SETTLED SPECIAL NEEDS TRUSTS by THOMAS D. BEGLEY, JR., ESQUIRE »

March 27, 2009



How long does one need to keep living trust documents, etc. after the person has died and/or after the trust has closed?

Robert Fleming

A good rule of thumb (also suggested by Mr. Hook in his original message): any records that might have tax implications should be kept for at least seven years. But the copies of trust documents and receipts for a now-closed trust can probably be kept electronically -- scan them and shred the copies if you would like to reduce the volume of paper.

Robert B. Fleming
Fleming & Curti, PLC
Tucson, Ariona

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