Legal Question in Wills and Trusts in California

stepmother left trust bequest of specific amount to her nephew., she also had a life insurance policy with him as beneficiary. can the amount of the insurance benefit be deducted from the specific benefit amount?


Asked on 6/14/15, 2:04 am

1 Answer from Attorneys

Michele Cusack Pollak & Cusack

No, not unless it so provides in the trust instrument.

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Answered on 6/15/15, 8:34 am


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