What is the trustee required to do regarding a rrevocable Trust when a beneficiary has had their name amended by a court order?
Get Legal Help Today
Compare Quotes From Top Companies and Save
Secured with SHA-256 Encryption
What is the trustee required to do regarding a rrevocable Trust when a beneficiary has had their name amended by a court order?
I have legally amended my name in court several months ago. I am a beneficiary for a Irrevocable Trust. Is there a legal manditory procedure for the trustee to amend my name for the Trust or is amending the Trust not necessary? I have been advised that the Trust itself does not need to be amended and that the only requirement is that the name change documentation should be provided to the trustee. Is that correct?
Asked on June 25, 2012 under Estate Planning, California
Answers:
Deborah Barron / Barron Law Corporation
Answered 12 years ago | Contributor
A court order is controlling and automactically amends the Trust so the advise you received is correct, you should provide the order to the trustee stating that you are a benificiary.
IMPORTANT NOTICE: The Answer(s) provided above are for general information only. The attorney providing the answer was not serving as the attorney for the person submitting the question or in any attorney-client relationship with such person. Laws may vary from state to state, and sometimes change. Tiny variations in the facts, or a fact not set forth in a question, often can change a legal outcome or an attorney's conclusion. Although AttorneyPages.com has verified the attorney was admitted to practice law in at least one jurisdiction, he or she may not be authorized to practice law in the jurisdiction referred to in the question, nor is he or she necessarily experienced in the area of the law involved. Unlike the information in the Answer(s) above, upon which you should NOT rely, for personal advice you can rely upon we suggest you retain an attorney to represent you.