Who is Beneficiary?

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  • #33201
    Micheline CapaciMicheline Capaci
    Participant

    I’m trying to determine who the beneficiary is of a probate for Dan’s house. If Dan’s wife Ann (who is also now dead) had her OWN Trust, is her TRUST the beneficiary of Dan’s estate or is late wife’s ESTATE the beneficiary of Dan’s probate estate?
    The benes of Ann’s Trust are her two kids. The daughter is our client, who is also the Trustee of mom Ann’s Trust, and the Executor of Dan’s probate.

    thoughts?

    #33202
    Rod Cardinale, Jr.rodcardinale
    Keymaster

    Hi Micheline,

    Give me a call tomorrow.

    Rod

    #33203
    Rod Cardinale, Jr.rodcardinale
    Keymaster

    Hi Micheline,

    Give me a call tomorrow.

    Rod

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