Legal Question in Wills and Trusts in California

my father died before mother and left a trust for us 4 sons to share and share alike but one son died before mother. this son borrowed a hugh amount of money taken from my moms savings account and put into his bank for past taxes due and home insurance and morgages, she kept all recepits of transactions and written notes from him borrowing money and stating I will pay you back but he never paid back anything to her, no account of anything received from him to her.can his inheritance be used to payback loans and put into family trust account? are the receipts as good as a contract for repayment of loans?


Asked on 1/07/16, 10:26 am

1 Answer from Attorneys
Aaron Feldman Feldman Law Group

There are a number of ways these debts can be dealt with by your mother (or by a Trustee if there is an irrevocable trust situation).

Your mother should meet with an attorney to review her estate plan.

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Answered on 1/07/16, 11:23 am


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