What to do if my mother is set to receive an inheritance from her parents’ Will but would rather that is pass directly to her children?

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What to do if my mother is set to receive an inheritance from her parents’ Will but would rather that is pass directly to her children?

Her mother is passed and my grandpa is dying. We were told that we should handle this as soon as possible, by my aunt, who has Power of Attorney. My mother has decided that she would like for her 4 children (myself included) to receive whatever her portion will be, without ever having it herself. She wants to sign and get something notarized that will pass her inheritance to her children, before it is given to her. We need to know if this is a possibility, and how we might write a document that would do this?

Asked on April 17, 2013 under Estate Planning, California

Answers:

Victor Waid / Law Office of Victor Waid

Answered 8 years ago | Contributor

You are advised to seek the assistance of an estate planning attorney to prepare the legal document concerning the transfer of the potential inheritance to her children. The document is a form of declination, and must be drafted carefully especially if she is receiving some form of government assistance so she doesn't lose that stream of assistance.


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