Estate Law

Estate law questions? Ask an estate lawyer.

Ask a Lawyer,
Get an Answer ASAP!

In the early '90s my stepfather passed. He left my mother a…

Customer Question
In the early '90s my...
In the early '90s my stepfather passed. He left my mother a simple trust of $25k set up so she could collect the monthly interest checks. She is now 92 and I am the trustee. My stepfather set up his will that upon her death these monies in the trust were willed to a private freestanding rehab center. This is my question. The rehab center no longer exists in it's original form. Since 2000 or so it was acquired by a small not for profit hospital system and that is now a part of a larger national system specifically Catholic Health Initiatives. Since the rehab center was acquired and longer exists by name does that trust fund now go to CHI ? I would assume that debts and liabilities as well as anything bequeathed would follow. These acquisitions were not purchases but "alignments" since all are not for profit. We live in Texas. Thank you so much for your time.
Submitted: 4 months ago.Category: Estate Law
Show More
Show Less
Ask Your Own Estate Law Question
Answered in 1 minute by:
11/27/2017
Estate Lawyer: Loren, Attorney replied 4 months ago
Loren
Loren, Attorney
Category: Estate Law
Satisfied Customers: 37,377
Experience: 30 years experience in the practice of estate law.
Verified

Thank you for using JA. I am Loren, a licensed attorney for over 30 yrs., and I am here to help.

I am a certified expert on JustAnswer since 2009, with nearly 100% in 5 star ratings. So, we should be able to work through your problem.

I appreciate your patience as I review your question. I will post my response shortly.

This is general information and no attorney client relationship is established.

The site may ask you if you wish to speak by phone for an extra charge. Many find the phone call to be the easiest and fastest way to get the information they need without posting on a public forum. I am also happy to continue online.

There may be a slight delay in my replies as I am assisting other JA customers also. I will reply to your follow up questions.

WHILE WE ARE CHATTING DO NOT CLICK ON THE BUTTON TO REQUEST A SECOND OPINION. IT WILL LOCK ME OUT OF THE CHAT AND PREVENT ME FROM REPLYING TO YOU.

Ask Your Own Estate Law Question
Estate Lawyer: Loren, Attorney replied 4 months ago

Does the trust make any provision for your discretion in choosing an alternate beneficiary or give any direction if the primary beneficiary does not exist?

Ask Your Own Estate Law Question
Was this answer helpful?
Ask Thomas McJD Your Own Question
Thomas McJD
Thomas McJD
Thomas McJD, Attorney
Category: Estate Law
Satisfied Customers: 3,170
3,170 Satisfied Customers
Experience: Wills, Trusts, Probate & other Estate Matters

Thomas McJD is online now

A new question is answered every 9 seconds

How JustAnswer works:

  • Ask an ExpertExperts are full of valuable knowledge and are ready to help with any question. Credentials confirmed by a Fortune 500 verification firm.
  • Get a Professional AnswerVia email, text message, or notification as you wait on our site. Ask follow up questions if you need to.
  • 100% Satisfaction GuaranteeRate the answer you receive.

JustAnswer in the News:

Ask-a-doc Web sites: If you've got a quick question, you can try to get an answer from sites that say they have various specialists on hand to give quick answers... Justanswer.com.
JustAnswer.com...has seen a spike since October in legal questions from readers about layoffs, unemployment and severance.
Web sites like justanswer.com/legal
...leave nothing to chance.
Traffic on JustAnswer rose 14 percent...and had nearly 400,000 page views in 30 days...inquiries related to stress, high blood pressure, drinking and heart pain jumped 33 percent.
Tory Johnson, GMA Workplace Contributor, discusses work-from-home jobs, such as JustAnswer in which verified Experts answer people’s questions.
I will tell you that...the things you have to go through to be an Expert are quite rigorous.

What Customers are Saying:

My husband has been driving me insane with questions regarding estate issues since his mother died. I'm not a lawyer! Thanks to JustAnswer, I was able to calm his concerns.

Loretta TIllinois

Thanks Adam!! - A very direct and understandable response - you have been a great help!

Happy CustomerEllicott City, MD

Mr. Kaplun clearly had an exceptional understanding of the issue and was able to explain it concisely. I would recommend JustAnswer to anyone. Great service that lives up to its promises!

Gary B.Edmond, OK

My Expert was fast and seemed to have the answer to my taser question at the tips of her fingers. Communication was excellent. I left feeling confident in her answer.

EricRedwood City, CA

I am very pleased with JustAnswer as a place to go for divorce or criminal law knowledge and insight.

MichaelWichita, KS

PaulMJD helped me with questions I had regarding an urgent legal matter. His answers were excellent.

Three H.Houston, TX

Anne was extremely helpful. Her information put me in the right direction for action that kept me legal, possible saving me a ton of money in the future. Thank you again, Anne!!

ElaineAtlanta, GA

< Previous | Next >

Meet the Experts:

Thomas McJD

Thomas McJD

Attorney

3,170 satisfied customers

Wills, Trusts, Probate & other Estate Matters

Barrister

Barrister

Attorney

5,488 satisfied customers

17 yrs estate law, real estate. Wills/Trusts/Probate

RayAnswers

RayAnswers

Attorney

5,126 satisfied customers

Texas lawyer for 30 years in Estate law

Infolawyer

Infolawyer

Attorney

5,032 satisfied customers

Licensed attorney helping individuals and businesses.

Ely

Ely

Counselor at Law

1,841 satisfied customers

Fully licensed attorney in Texas in private practice.

RobertJDFL

RobertJDFL

Attorney

1,454 satisfied customers

Experienced in multiple areas of the law.

ScottyMacEsq

ScottyMacEsq

Attorney

1,167 satisfied customers

Licensed Texas General Practice Attorney

< Previous | Next >

Related Estate Law Questions
Living in New Orleans, Louisiana. My wife passed away in
Living in New Orleans, Louisiana.My wife passed away in March 2018. She has a 401-K with a major national bank, and an IRA with Scottrade (now Ameritrade). Both funds are approx. $25K. I am listed as … read more
Damien Bosco
Damien Bosco
4,188 satisfied customers
Is this format ok or please suggest "style": Carolina P.
Is this format ok or please suggest "style": Carolina P. Cruz – Executor of the Cruz Family Trust I am exercising my Legal Rights as a beneficiary of the Cruz trust to request a detailed status report… read more
Damien Bosco
Damien Bosco
4,188 satisfied customers
My Fathers assets were distributed while still alive,still
My Fathers assets were distributed while still alive,still sound mind but is 92 yrs old in an unfair manner, due to necessity, as per will … read more
P. Simmons
P. Simmons
Attorney
Doctoral Degree
36,219 satisfied customers
We live in Florida. My dad put the house in an irrevocable
We live in Florida. My dad put the house in an irrevocable trust 20 years ago. He died in 2010 and mom now needs nursing home care. The trust deeds the house to Dad, Mom, Me (Daughter) and My Brother.… read more
jb156200
jb156200
Associate Attorney
Doctoral Degree
811 satisfied customers
My father just passed away. He retired medically from
My father just passed away. He retired medically from Chrysler Corp. His beneficiary is my uncle and I am the contingent beneficiary. My uncle wants to sign off his rights so that I am the primary ben… read more
Infolawyer
Infolawyer
Attorney
Doctoral Degree
5,032 satisfied customers
My cousin passed away and assigned my mother as primary
My cousin passed away and assigned my mother as primary benficiary. He assigned his mother as secondary beneficiary (retirement account). My mother and his mother are deceaaed. Does the retirement acc… read more
RayAnswers
RayAnswers
Attorney
Doctoral Degree
5,126 satisfied customers
My hushband's Insurance Policy upon setting up 2005 state.
My hushband's Insurance Policy upon setting up 2005 state … read more
jb156200
jb156200
Associate Attorney
Doctoral Degree
811 satisfied customers
We're concerned the trustee may be mismanaging the assets
We're concerned the trustee may be mismanaging the assets benefiting the primary beneficiary who has been declared incompetent. The issue is the trustee is also the indivisible with power of attorney … read more
jb156200
jb156200
Associate Attorney
Doctoral Degree
811 satisfied customers
I'm the primary beneficiary of my dad's trust. My children
I'm the primary beneficiary of my dad's trust. My children 18 and 13 yrs old are residuary beneficiaries. According to my lawyer I can't use the money to pay for tuition, medical bills f on my childre… read more
Damien Bosco
Damien Bosco
4,188 satisfied customers
In the early '90s my stepfather passed. He left my mother a
In the early '90s my stepfather passed. He left my mother a simple trust of $25k set up so she could collect the monthly interest checks. She is now 92 and I am the trustee. My stepfather set up his w… read more
Loren
Loren
Attorney
37,377 satisfied customers
A primary beneficiary of an insurance policy cannot be
A primary beneficiary of an insurance policy cannot be located. The secondary beneficiary is known and would like to receive the proceeds from that policy. What is the form notification required in NV… read more
Loren
Loren
Attorney
37,377 satisfied customers
How does the Medicaid 5-year look-back period work for
How does the Medicaid 5-year look-back period work for irrevocable trusts? From what I can find in my web searches, I can't see how it works any differently than a revocable trust, but I've always hea… read more
RayAnswers
RayAnswers
Attorney
Doctoral Degree
5,126 satisfied customers
My mother had a will that the primary beneficiary was my
My mother had a will that the primary beneficiary was my Dad. the secondary beneficiaries on her will were different than those of my Dad's. my question is, if all property was jointly in both names, … read more
Legal Expert Justin
Legal Expert Justin
Law Degree
229 satisfied customers
My step mother passed away & my Dad was the primary
HI, My step mother passed away & my Dad was the primary beneficiary with my stepsister being the second , Does my dad have give here anything? … read more
TaxAttorneytoHelp
TaxAttorneytoHelp
Owner
Doctoral Degree
2,542 satisfied customers
As the primary beneficiary of a life insurance policy, am I
as the primary beneficiary of a life insurance policy, am I able to sign document to deny the acceptance of the money and allow the secondary beneficiary to receive the money? … read more
Infolawyer
Infolawyer
Attorney
Doctoral Degree
5,032 satisfied customers
CAN A PRIMARY BENEFICIARY GIVE MONEY TO A TRUSTEE AS A GIFT
CAN A PRIMARY BENEFICIARY GIVE MONEY TO A TRUSTEE AS A GIFT WHILE EITHER ALLIVE OR DECEAED/?… read more
P. Simmons
P. Simmons
Attorney
Doctoral Degree
36,219 satisfied customers
About 4 years ago, my wife was made primary beneficiary to
About 4 years ago, my wife was made primary beneficiary to her mother's irrevocable trust. She was having problems getting it done due to the abuse from her son. My son took the trust to his own attor… read more
Phillips Esq.
Phillips Esq.
Attorney
JD
19,287 satisfied customers
My husband irrevocably named his ex as primary beneficiary
My husband irrevocably named his ex as primary beneficiary of 2 life insurance policies, children as irrevocable secondary beneficiaries. The ex died, he then named me as primary with children as seco… read more
Damien Bosco
Damien Bosco
4,188 satisfied customers

DISCLAIMER: Answers from Experts on JustAnswer are not substitutes for the advice of an attorney. JustAnswer is a public forum and questions and responses are not private or confidential or protected by the attorney-client privilege. The Expert above is not your attorney, and the response above is not legal advice. You should not read this response to propose specific action or address specific circumstances, but only to give you a sense of general principles of law that might affect the situation you describe. Application of these general principles to particular circumstances must be done by a lawyer who has spoken with you in confidence, learned all relevant information, and explored various options. Before acting on these general principles, you should hire a lawyer licensed to practice law in the jurisdiction to which your question pertains.

The responses above are from individual Experts, not JustAnswer. The site and services are provided “as is”. To view the verified credential of an Expert, click on the “Verified” symbol in the Expert’s profile. This site is not for emergency questions which should be directed immediately by telephone or in-person to qualified professionals. Please carefully read the Terms of Service (last updated February 8, 2012).

DISCLAIMER: Answers from Experts on JustAnswer are not substitutes for the advice of an attorney. JustAnswer is a public forum and questions and responses are not private or confidential or protected by the attorney-client privilege. The Expert above is not your attorney, and the response above is not legal advice. You should not read this response to propose specific action or address specific circumstances, but only to give you a sense of general principles of law that might affect the situation you describe. Application of these general principles to particular circumstances must be done by a lawyer who has spoken with you in confidence, learned all relevant information, and explored various options. Before acting on these general principles, you should hire a lawyer licensed to practice law in the jurisdiction to which your question pertains.

The responses above are from individual Experts, not JustAnswer. The site and services are provided “as is”. To view the verified credential of an Expert, click on the “Verified” symbol in the Expert’s profile. This site is not for emergency questions which should be directed immediately by telephone or in-person to qualified professionals. Please carefully read the Terms of Service (last updated February 8, 2012).

Show MoreShow Less

Ask Your Question

x