Frequently Asked Questions (FAQs)
Disqualified Beneficiaries
Are there any exceptions to this?
Yes. The most important exception is that these presumptions do not apply to beneficiaries who are related within the fifth degree to the donor, the person who executed the will or trust. Gifts of $3,000.00 or less are also excepted.
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FAQ Categories
- Living Trust
- Living Trusts and Probate
- Funding a Living Trust
- Bank Accounts
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- Medicare and Medi-Cal (Medicaid)
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- Disqualified Beneficiaries
- Joint tenancy, Community Property, Domestic Partnerships