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If a beneficiary named in a trust dies, do assets that the beneficiary would have received have to go to a blood relative?
Anonymous2 views3 answers
My mother is the trustee, my sister and I the two beneficiaries. All still living. I want my wife to receive my share should I die before anyone else. Although, I'd leave my only child some specific amount of money, I would not want her to have a claim to money from this trust.
It all depends on the wording of the trust. The person who made the trust may have included instructions on how a beneficiary's share should be distributed upon that beneficiary's death. On the other hand, some trusts provide that a beneficiary may appoint a person or persons in his or her own will to receive the share. If you have access to a copy of the trust document, make an appointment with an estate planning attorney in your area. He or she will be able to advise you.
Hi there, I agree: you should make an appointment with a local trusts and estates attorney to help walk you through this situation. 's Find a Lawyer feature will assist you in searching by location and by area of law. Good luck to you and your family.
