QUESTION
In California with an ammended /restated trust, upon death of Trustor, does successor Trustee need to notify deleted beneficiaries?
Asked on Apr 11th, 2019 on Trusts and Estates - California
More details to this question:
Trustor no longer wants to leave money to chairities and has deleted them from the ammended trust. Upon Trustor's death do they have to be told that they were deleted ?
1 ANSWER
3 Awards
If the trust was a full restatement, you only need to notify those named in the current instrument. But if only an amendment was done, you would have to notify those previously named but deleted. That's one of the big advantages of doing a full restatement.
Answered on Apr 15th, 2019 at 8:02 AM