How long after the death of my mother need I wait for outstanding medical bills before dispersing her estate per the terms of her trust?

State of California

Asked on May 19, 2009 under Estate Planning, California


L.M., Member, California Bar / FreeAdvice Contributing Attorney

Answered 10 years ago | Contributor

There is no set time, but to be safe, I would wait at least 6 months for the medical bills and any other bills and debts to show up.  You also will need to file a federal and state tax return for the trust, so you will need tax documents for any bank or investment accounts that make up the trust.  All taxes must be paid prior to distribution of the trust funds.

IMPORTANT NOTICE: The Answer(s) provided above are for general information only. The attorney providing the answer was not serving as the attorney for the person submitting the question or in any attorney-client relationship with such person. Laws may vary from state to state, and sometimes change. Tiny variations in the facts, or a fact not set forth in a question, often can change a legal outcome or an attorney's conclusion. Although has verified the attorney was admitted to practice law in at least one jurisdiction, he or she may not be authorized to practice law in the jurisdiction referred to in the question, nor is he or she necessarily experienced in the area of the law involved. Unlike the information in the Answer(s) above, upon which you should NOT rely, for personal advice you can rely upon we suggest you retain an attorney to represent you.