Per Capita vs Per Stirpes & Right of Representation | Bethel Law

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A simply but very common question we hear from our clients looking to create an estate plan is, "Why do I need a will if I have a trust?" You might be thinking the same thing. If the main reason to have a trust is to avoid probate, then why do I need to have a will as well if a will does not avoid probate? Our recommendation is always, yes, you should have a will even if you have a trust for 3 very important reasons.

*Disclaimer*
Viewing this video does not create the expectation of an Attorney-client relationship. The information from this video is for general information purposes only. Nothing should be taken as legal advice for any individual case or situation.
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I'm taking the Bar exam next week and this is the first time I've actually been able to visualize this concept. Thanks.

Jackamahalla
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Explained it better than my Wills & Trusts professor! A+

dowblab
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Very clear and to the point like a great YT video should be. Thank you.

MrXGames
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Thank you. I was trying to make sense of it in the notes by a lecturer and it was not gelling at all! I get it now!

missdrey
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3L with a Wills, Trusts, and Estates final exam on Friday. THANK YOU for the best explanation I've come across -- bookmarking for a refresher before the July bar!

meghangrimes
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Studying for the bar exam, and needed a refresher on the topic. Thank you for making it so straightforward!

lizzy_wright_esq
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Like a number of other people said I'm studying for the bar and this is the first time everything made sense!! Thank you so much! Keep up the good work and good luck😊

andrewd
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What you did is exactly called "Demystification!"

Virtues
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The best coverage of the topic. Are these terms interpreted this way in California?

ShirlyLyubomirsky
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What if there was no will. Just a trust that was made when deceased was no longer competent? Would the predeceased child's share be split by his kids(the grandchildren?) California

alexscarfacejones
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I dont undestand how you go from 1/3 to 1/9. How did you make that big jump from 3 to 9?

torijiles
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Well now I'm going to make everything per capita at each generation just for teh lulz 😁

funtechu
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Check this, look at his first chart title. Double check this against actual law.

TheMarkzescamilla