Ask Terry Questions trust property maintenance reimbursement

trust property maintenance reimbursement

By Terry Savage on June 20, 2021 | Wild Card

Are my travel expense eligible for reimbursement on maintenance on a property in a trust? I went from Chicago to Fort Myers to get carpet replaced with my husband. I was reimbursed for the carpet.

Terry Says

I think that depends on the terms of the trust! You should ask the trustee who authorized the reimbursement for the carpet. If you were the “carpet installer” I would assume you would be reimbursed. but if you just went to pick out the color, I doubt it!!

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