Legal Question in Wills and Trusts in California
Once a Bypass Trust and Survivor's Trust have been funded, is it possible for the Trustee to change her mind and to exchange the assets of the respective trust? If so, would it be based on the dod values or the current values?
Asked on 1/20/12, 11:49 am
1 Answer from Attorneys
Donald Field
Donald L. Field, Jr., Attorney at Law
this depends upon a number of factors regarding the trust and the assets. you should retain a qualified estate planning attorney with tax expertise.
Answered on 1/21/12, 8:53 am
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