What is the name of your state? CA
I'm not sure why my earlier post was closed. I'm assuming because I edited the entry. Sorry, I didn't realize I was messing up. If there was a different reason for the thread being closed, please fill me in.
Anyways, my repost:
My mother, a resident of california, recently died. A few weeks
before, her brother died of a heart attack in his home in Las Vegas, NE. He
left his estate to my mother (50%) and me and my sister (25% each).
My mother kept her finances completely separate from the step
father's finances. They together had a family trust where all of her
assets were left to me and my sister, and his to his heirs. My question is, should my
mother's proceeds from my uncle's estate be split up by the
family trust or since their finances were clearly kept separate in the
trust, should those proceeds be delivered to me and my sister like the
rest of her assets?
The step father's lawyers say that my mother's percentage of our uncle's estate goes into the family trust and is to be split upon his (step father) death 50% to his family and 50% to me and my sister. Am I delusional in thinking that since their estates were so clearly defined in the family trust (not including uncle's estate) and that she died a few weeks after our uncle, that his assets would combine with her assets and follow the bloodline? Or, if the stepfather's lawyer is correct, wouldn't it make more sense if mom's share of the assets were split 3 ways between step dad, me, and my sister?
Thank you for your thoughts.
I'm not sure why my earlier post was closed. I'm assuming because I edited the entry. Sorry, I didn't realize I was messing up. If there was a different reason for the thread being closed, please fill me in.
Anyways, my repost:
My mother, a resident of california, recently died. A few weeks
before, her brother died of a heart attack in his home in Las Vegas, NE. He
left his estate to my mother (50%) and me and my sister (25% each).
My mother kept her finances completely separate from the step
father's finances. They together had a family trust where all of her
assets were left to me and my sister, and his to his heirs. My question is, should my
mother's proceeds from my uncle's estate be split up by the
family trust or since their finances were clearly kept separate in the
trust, should those proceeds be delivered to me and my sister like the
rest of her assets?
The step father's lawyers say that my mother's percentage of our uncle's estate goes into the family trust and is to be split upon his (step father) death 50% to his family and 50% to me and my sister. Am I delusional in thinking that since their estates were so clearly defined in the family trust (not including uncle's estate) and that she died a few weeks after our uncle, that his assets would combine with her assets and follow the bloodline? Or, if the stepfather's lawyer is correct, wouldn't it make more sense if mom's share of the assets were split 3 ways between step dad, me, and my sister?
Thank you for your thoughts.