▲ 2 r/EstatePlanning
5 year claw back
AZ/CA
I 46M am the estate trustee for my mother who is extremely ill. She also has an adopted under age child 12M years old.
There were a few properties that were transfered into my name when my younger siblings passed away. My question is about clawback.
From what I read. Clawback is not pursued if there is an under age dependent of the deceased. Does anyone have experience with this type of situation?
u/Stock_Um — 2 days ago