According to PA law, must a trustee be identified and disclose the beneficiary of the trust?

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In Pennsylvania, while there are statutes regarding the responsibilities of trustees and the disclosure of information to beneficiaries, a trustee is not legally required to disclose the beneficiary’s identity to all parties. The primary obligation is to manage the trust in the best interests of the beneficiaries. The law allows for privacy, so the beneficiary's information typically remains confidential unless disclosure is deemed necessary for other reasons or required by specific legal action. Therefore, the assertion that a trustee must identify and disclose the beneficiary of the trust is not accurate according to Pennsylvania law.

This interpretation aligns with the understanding that the trustee's role focuses on managing trust affairs rather than mandating the exposure of beneficiary identities.

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