by connie on November 29th, 2009

connie

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Do you combine a trust and a will if a trust was written first and a will was second

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  • by Anonymous on November 30th, 2009

    Anonymous

    Your question is a bit vague, but the answer is no. A trust is a separate entity, and a will is meaningless until death. For example, if I put my house in a trust for the benefit of person A, and then I bequeath my house to person B in my will, then when I die my house will go to benefit person A based on the terms of the trust. This is because when I die, I no longer have a house to bequest because the house was transferred to the trust.

    Notice that the same is true if I create the will first and then create the trust. Just because you write something in your will does not mean you will actually have the property when you die.

    Comments
    • Absolutely right. Assuming the trust is valid, the property placed into the trust is NOT part of the decedent's estate at the time of his or her death, and as such cannot be distributed by the terms of a will. The trust instrument alone will determine how the trust property will be distributed.

      Agrippina

      by Agrippina on November 30th, 2009

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