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Money and Finances
Reply to "Estate/Trust Distribution Question"
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[quote=Anonymous]I don't recognize the need to get it done quickly - it's in a trust and therefore is already owned by the beneficiaries. The surviving spouse's share is only the amount that is over $1 million. So only that amount would be included in her estate. Hopefully there is a successor trustee named in the trust in case the surviving spouse/current trustee passes away. And there may be a clause stating who the spouse's share will pass to in case of the spouse's death. The best thing would be for all of the beneficiaries to gather around a table and talk about their concerns. Might be best to have the estate attorney there in order to answer legal questions. If you all really want to keep the property, say so. If you want it out of the trust, the children can buy it from the trust. Or have it re-titled. [/quote]
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