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Re:best way to disinherit a person (1 viewing) (1) Guest
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TOPIC: Re:best way to disinherit a person
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Mike Sareta (User)
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best way to disinherit a person 7 Years, 4 Months ago Karma: 0  
Assume that i am preparing a trust and will and i want to disinherit, say my brother. Is it better to disinherit him with out make any bequest to him, or is it better to reference my brother and then give him one dollar?
 
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Miami LS (User)
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Re:best way to disinherit a person 7 Years, 4 Months ago Karma: 0  
That depends on which state you are domiciled. For example, Florida's Trust Code states that if you are named as a beneficiary of a trust, then you are entitled to review the governing instrument and demand an accounting. Therefore, if you are created a trust or will under Florida law, then i would recommend mentioning the person that you want to disinherit, but not leaving them any property, otherwise your Personal Representative/Trustee will need to furnish them with a copy of the trust/will.

If the domiciled state doesn't mention require such an accounting to the beneficiaries, then you may or may not leave the disinherited person a specific dollar amount, e.g. $1.
 
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Last Edit: 2011/02/14 22:59 By Miami LS.
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