Mom had a living trust. Mom arranged for a living will several years ago. She passed away nearly two years ago. The hospital called saying that we are due a "refund." I think this is a ploy to get my contact info so that they can send collection agencies after her children.
The question is: are we liable if we received an inheritance under her trust?
The trust if done properly creates it's own legal entity. Kinda it's own person. If everything in the trust has been totally dispersed (& I bet it has) than the trust is defunded and goes defunct. There is nothing for the creditors to go after.
For what it's worth, my MIL died maybe 4 years ago. Over 2 years later, BIL got a very small check from the NH to MIL. Check did not say what for & under $ 100. Now she was in NH for maybe 6 mos & we figure it was whatever was left in her personal needs allowance trust fund at the NH. Problem was that there was no Jane Jones bank account anymore as all that closed up after she died & BIL wasn't about to deposit it in his personal account. So he just ignored it as too much trouble to deal with (none of the kids live in the state). When you get the check, this may be an issue for you. So it's good that it goes to the attorney's office as they can tell you how to deal with it or not deal with it. Good luck.
Hospitals see the elderly as walking ATMs.
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