Upland, CA asked in Estate Planning and Tax Law for California

Q: I file a fiduciary tax return for my deceased parents trust every year. The income is less than $75K.

Will I receive a stimulus check?

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2 Lawyer Answers
James Edward Berge
James Edward Berge
Answered
  • Estate Planning Lawyer
  • San Jose, CA
  • Licensed in California

A: That’s not my understanding. Only individuals with limited income will be entitled to a stimulus check, not trusts.

Bruce Alexander Minnick agrees with this answer

Bruce Alexander Minnick
Bruce Alexander Minnick
Answered
  • Estate Planning Lawyer
  • Tallahassee, FL

A: Sorry to tell you that children of deceased parents who are still operating their deceased parents trust that is earning the trust (and its beneficiaries) $75,000 per year in 100% passive investments will not ever qualify for any government stimulus payments.

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