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July 2015 Archives

California's Methods of Distributing Property in a Will or Trust

Suppose that Alice wants to create a will or trust that distributes $90,000 to her family after she dies. Alice had three children, Betty, Charlie, and David, all of whom have predeceased Alice. Betty had one daughter, Ethyl who is deceased. Ethyl has three living children: Kim, Liam, and Monte. Charlie had two children Freddie and Greta, who are still living. Freddie has two living children: Nancy and Olivia. Greta has no children. David had three children: Harry, who is deceased, Irene and Jimmy, who are living. Harry had one living child, Pete. Irene and Jimmy do not have children.

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