Legal Question in Wills and Trusts in California

If the original trust has two pencil check marks on it on the first page. My uncle had a will and a trust. The trust that is marked is the second one done many years ago. There was an amendment made 9 months before his death by a caregiver to make her the sole beneficiary. If the original trust is marked, is it valid? Would the amendment then be valid?


Asked on 12/18/09, 7:50 am

2 Answers from Attorneys

Jonathan Reich De Castro, West, Chodorow, Glickfeld & Nass, Inc.

The check marks should not make the original trust invalid. The amendment may or may not be valid depending on a number of factors, such as whether your uncle was competent at the time he signed the amendment and whether he was being subjected to undue influence by the caregiver.

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Answered on 12/23/09, 9:09 am
James Obecian law office san diego

It is illegal in California for Caretakers to receive bequests in a will. Contact me directly at 619 222-3504 or e-mail me at [email protected].

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Answered on 1/21/10, 1:21 pm


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