Legal Question in Wills and Trusts in California

I am the attorney who answered an Arizona question posted 3/8/11 on disclaimers. I would be happy to discuss the issue further. In general though, unless the Trust directly states you can do so, your declining to accept the "gift' under the trust provisions means that it will go as though you were never mentioned and pass to whomever is listed in the Trust as taking if you can or will not take. Depending on the wording of the Trust, that may or may not be your son. The money from the Trust should be tax free to you and you can make gifts to your son of $10,000 a year without any tax consequences . Usually it is best for a parent to hold the purse strings and dole out the money in portions and not give up sole control. But we can discuss that further. If you can first send to me a copy [scanning might be the best] of the trust I can review it and discuss it better with you. I charge $100 per hour.

For future questions you might have of other attorneys on law guru, when they give their answer their address should be included and then you can go to their resume on the lawguru site for the rest of their contact information.

I am normally available 9 a.m. to 9 p.m. PST, except Tuesday-Thursday mornings at 510-441-2684 or if necessary cell # 510-304-4958.

Thank you.