Legal Question in Wills and Trusts in California

When making a living trust can I name the same person as beneficiary, trustee, Executor, ect?

Asked on 8/09/13, 5:50 am

2 Answers from Attorneys

Michele Cusack Pollak & Cusack


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Answered on 8/09/13, 8:46 am

William Christian Rodi Pollock

Certainly. The same person may be in several capacites. There are some areas where this may have an esate tax impact , and thus impact drafting of the documents, but if the estate is less than the estate tax exempt amount ( $5,250,000) that will be unlikely to matter. This gratuitous response does not create an attorney client relationship. The advice provided herein is generic, may not apply to your circumstances and is not to be relied upon in your actions. An attorney client relationship is created only upon execution of an engagement letter hiring me or my firm.

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Answered on 8/09/13, 9:33 am

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