Los Angeles, CA asked in Estate Planning, Contracts and Probate for California

Q: I gave my kids each 25% of my trust my mom put it in her will can I take it back from my kids

My mom asked each on of my brothers and sisters if we wanted to give our kids any shares of ours in the trust, before she passed away in 2003 I said yes so each one of my kids receive 25 % each month. My son I want to remove him from getting another penny out of my share he doesn't deserve it at all he's very mean and cruel to me. Is there anything I can do so that he doesn't get another penny.

2 Lawyer Answers
Jackie Marie Howard
PREMIUM
Jackie Marie Howard
Answered
  • Estate Planning Lawyer
  • Roseville, CA
  • Licensed in California

A: Yes. It would be wise to consult with an experienced estate planning attorney, who would be able to advise you thoroughly, regarding the procedure and ramifications of omitting your son from your Estate.

Julie King
Julie King
Answered
  • Estate Planning Lawyer
  • Monterey, CA
  • Licensed in California

A: If I understand your situation correctly: (1) your mother put into her trust a provision stating that each of your children would receive 25% of what otherwise would have been your inheritance; and (2) your mother has passed away. If those statements are accurate, then there is nothing you can do to change the trust. Once your mother passed away, her trust became irrevocable, which means it is unchangeable, because the assets were hers and she is no longer around to change the trust. One person cannot change another person's trust in the same way that one person cannot change another person's bank account or mutual fund allocation. Only the owner can make changes. I'm sorry about that. If your mother were still alive, she could have changed it, assuming she wanted to do so. The good news is that you have the power to do whatever you want with YOUR assets so, if you choose to do so, you can disinherit your son from getting any more money when you pass.

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