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Reply to "Can anything be done about inequitable will?"
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[quote=Anonymous][quote=Anonymous]Similar kind of in my family. Each grandchild got the gift tax exclusion $15K annually, but the oldest who was 12 at grandparents death got 12 years and the youngest was only 4 and has so much less. Executor who had been POA during life made zero effort to rectify or consider the discrepancy even though grandparent wanted everything even.[/quote] Wait, are you one of my cousins? This happened with in my family. I am the youngest and have always felt this was unfair. There are ways to rectify this in a will - it’s called an equalization provision but my grandfather who was the eldest grandchild himself did not put one in unfortunately. Op, you Can I have this reviewed by a good state attorney, but I doubt there’s anything you can do to equalize it. It’s not your money, it’s your daughter’s money. Be careful you don’t hire some estate attorney who says he can try to resolve it and all he does is waste your money and some sort of estate battle. As for being worried about your daughter having this money, read the terms of the trust. It’s possible that they are strict and she won’t have much access until she’s older. Who’s the trustee? [/quote]
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