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Estate Planning >> Trusts & Living Trusts >> Beneficiaries in a Joint Living Trust

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Discussion: Beneficiaries in a Joint Living Trust-
#285, posted 12 Jun 2022 2:58 pm61 words
Judy (Offline)

Joined 12 Jun 2022 2:42 pm

3 posts

My husband & I have a joint living trust. We have no children. The trust is now set up to include sibling beneficiaries from both of us, (in case we should die at the same time). If one of us should die prior to the other, can the surviving spouse amend the trust to remove the deceased spouse's siblings as beneficiaries?

#297, posted 21 Jun 2022 6:57 pm, in reply to #28549 words
Customer Support (Offline)

Joined 26 Jan 2022 1:01 pm

144 posts

9.6/10 Rating
Dear Judy,

The answer to your question is "No" because even if you and your spouse set up a "revocable" living trust, as soon as one of the spouses dies the trust becomes irrevocable.

You may not change the terms of an irrevocable trust.

Best regards,

Legal Helpmate Corp.


#326, posted 15 Aug 2021 6:49 pm55 words
jtrom (Offline)

Joined 15 Aug 2021 6:43 pm

1 post

I am the successor trustee of a trust. One share is to be equally divided between 3 people for the purpose of only medical or school. Ages are 1, 19 @ 21

My question : Is there an age cap in which I can distribute the funds to them direcrtly, not for school or medical?


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