Elawyers Elawyers
Ohio| Change
Asked in CA May 21, 2022 ,  0 answers Visitors: 4

assets that did not get moved into a trust

I am a named beneficiary on an insurance policy that did not get moved into a trust either through negligence or deliberately. The trustee has asserted a claim against that policy insisting that it was there intent to move it into the trust. But before they could move it into the trust the owner of the trust passed away.

I believe my children and I have a right to the funds in that policy.

Data From  LAWGURU_Question

3 Answers

Robin Mashal
Robin Mashal ( Ask a Question )
27
Los Angeles, California
Agree
Reply

Posted on / Jun. 05, 2009 16:45:00

Re: assets that did not get moved into a trust

Disclaimer: The materials provided below are informational and should not be relied upon as legal advice.

If you are the named beneficiary and the trustee has no documents showing intent to move the proceeds to the trust, you will probably prevail. You should consult your own attorney to protect your legal rights.

Robin Mashal
Robin Mashal ( Ask a Question )
27
Los Angeles, California
Agree
Reply

Posted on / Jun. 05, 2009 16:45:00

Re: assets that did not get moved into a trust

Disclaimer: The materials provided below are informational and should not be relied upon as legal advice.

If you are the named beneficiary and the trustee has no documents showing intent to move the proceeds to the trust, you will probably prevail. You should consult your own attorney to protect your legal rights.

Robin Mashal
Robin Mashal ( Ask a Question )
27
Los Angeles, California
Agree
Reply

Posted on / Jun. 05, 2009 16:45:00

Re: assets that did not get moved into a trust

Disclaimer: The materials provided below are informational and should not be relied upon as legal advice.

If you are the named beneficiary and the trustee has no documents showing intent to move the proceeds to the trust, you will probably prevail. You should consult your own attorney to protect your legal rights.

Can't find what you're looking for?

Post a free question on our public forum.
Ask a Question

Can't find what you're looking for?

Post a free question on our public forum.
Ask a Question
Search for lawyers by practice areas.
Find a Lawyer