What is the name of your state? CA
There is an Irrevocable trust with 3 beneficiaries.
If this First trust has still not distributed to the beneficiaries and one of the beneficiaries passes.
The Trustee/Trustor of the Trust created a new special needs trust for the 1/3 portion of this particular beneficiary.
( I am the trustee of the special needs trust )
Is the whole trust at risk of going to probate when the 1 beneficiary passes before distribution of the original trust?
...or will only the 1/3 go to probate once it is distributed?
The will grants me a majority of the inheritance in this 1/3 estate and a no contest clause.
There is an Irrevocable trust with 3 beneficiaries.
If this First trust has still not distributed to the beneficiaries and one of the beneficiaries passes.
The Trustee/Trustor of the Trust created a new special needs trust for the 1/3 portion of this particular beneficiary.
( I am the trustee of the special needs trust )
Is the whole trust at risk of going to probate when the 1 beneficiary passes before distribution of the original trust?
...or will only the 1/3 go to probate once it is distributed?
The will grants me a majority of the inheritance in this 1/3 estate and a no contest clause.