Legal Question in Wills and Trusts in Ohio

If an individual learns that they have been named as beneficiary in a deceased person's will, can he/she defer their inheritance to another individual(s) without legal or tax implications?


Asked on 1/27/12, 12:42 pm

1 Answer from Attorneys
Lisa Meier Law Office of Anthony W. Greco

You can disclaim your inheritance. Then, you would be treated as pre-deceasing the testator under the will, trust, etc. You cannot decide who receives your inheritance. You are just treated as pre-deceasing the testator.

Lisa K. Meier

[email protected]

This response is based on Ohio law is does not establish an attorney-client relationship.

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Answered on 1/28/12, 9:01 am


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