Complicated Question
California. I’ll try to make this short. My grandparents kept their money separate. My grandma died. I am POA for both of them and executor/successor trustee. After my grandma died, my grandpa found out my grandma had named my mother (her daughter) as the beneficiary of the retirement (approx $150K). My grandpa wanted (not needed, he’s wealthy) money to pay for her care. As POA, I took money out of the retirement account (meant for my mother to have) and deposited it into my grandpa and grandma’s shared account. She died the next day. The funds were not used for her care. My grandpa is still alive. When he passes, can my mother still get that money if all assets including that money were eventually put into an account in the trust? There are 3 beneficiaries, my mother being one. The other 2 beneficiaries are my grandpa’s kids. If it can be proven, can she get that money that was intended for her?