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    efournier's Avatar
    efournier Posts: 4, Reputation: 1
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    #1

    Feb 11, 2009, 08:11 PM
    Legal Transfer of Inheritance Funds
    My mother recently died. Is there any way to legally transfer to another the proceeds that are designated for me as a beneficiary of my mother's trust? I do not want this money -
    17K - to be counted as income for me.

    Thanks,
    efournier
    Fr_Chuck's Avatar
    Fr_Chuck Posts: 81,301, Reputation: 7692
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    #2

    Feb 11, 2009, 08:54 PM

    How is it given, by will or estate law though probate.

    Do you have a specific person or just want to give it away.

    I would assume the estate could give it to a charity but you should get a probate attorney to review it
    efournier's Avatar
    efournier Posts: 4, Reputation: 1
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    #3

    Feb 11, 2009, 09:09 PM

    The money will be coming to me in the form of a check issued by the attorney who is handling my deceased mother's trust.

    I would be giving it to one of my children. The point here, though, is to completely bypass me as the recipient of these funds in a legal manner.

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