Bind future beneficiaries

Trust Modification May Not Bind Future Beneficiaries

Families often agree to modify the effect of a decedent’s will or trust. Does such a modification always bind future beneficiaries? A recent California case provides an example. It also gives us a chance to explore differences from state to state. The California facts McKie Roth, Sr., died in 1988. His second wife, Yvonne, survived …

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