Legal Question in Wills and Trusts in California

Trust versus the Will

My mom has myself and one of her sisters in her will but I noticed on the Deed of Trust the property is in a Trust. Now from my understanding the Trust supercedes the Will, the will clearly states where and to whom everything goes including the house but the Trust is in her and husband's name only. If something ever happens that this mean he will get the house?

I read an entry regarding something similar but not quite the same.


Asked on 6/11/07, 3:19 pm

1 Answer from Attorneys

George Shers Law Offices of Georges H. Shers

Re: Trust versus the Will

You are correct as to the relationship between a Trust and Will; only assets not in the Trust get distributed through the Will. If by saying that the Trust is in their names alone you mean that they are the only two beneficiaries as opposed to being the trustees, the on her death he would get the house. The property will pass as per the Trust instructions. Perhaps it says that when he dies the property goes to you and your sister. I assume he is your step-father and there is not the best possible relationship. Under California community property law, he would have been entitled to half of the assets obtained from their joint efforts, so perhaps he is not getting that much from the Trust that he would not have gotten in any case.

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Answered on 6/11/07, 10:16 pm


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