Legal Question in Wills and Trusts in California
We have removed our daughter from our will for multiple reasons but we would like for her children / our grandchildren to receive her portion of our estate. How can we set that up?
Asked on 3/01/11, 1:11 pm
2 Answers from Attorneys
You need to in the will intentionally disinherit your daughter first. Otherwise she would take her intestate shares regardless. Then you need to create a trust for your grandchildren that the trust property will pour over from the will. This is better handled by an attorney.
Answered on 3/01/11, 1:27 pm
Chris Johnson
Christopher B. Johnson, Attorney at Law
You can just have your will or trust state the share that the grandchildren are to receive, along with safeguards like a separate trustee or custodian if you're worried about her handling their will/trust gift as well.
Answered on 3/01/11, 2:48 pm
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