[WSBAPT] Calculating distributions under will including assets passed outside of probate

[Corey Rogers]

Hi All,

I have a case where there are non-probate assets that must go to a
specific beneficiary (B1) and that beneficiary is also a beneficiary under
the will.  Client wants estate assets split 3 ways between B1, B2, and B3,
but wants to take into account the amount B1 receives out of probate when
making the calculation.  

I'm wondering if anyone has any sample language they could provide on this
issue?  I want to make sure I don't in any way make the non-probate assets
an issue in the probate proceedings for any other reason other than
determining what goes to each beneficiary under the will.

Any guidance?

Thanks in advance.  


-- 
Corey H. Rogers
Attorney at Law
Findley & Rogers, PLLC
9500 Roosevelt Way NE, Ste. 301
Seattle, WA 98115

T: (206) 331-7377
F: (206) 486-9930
corey at findleyrogerslaw.com

The content of this email and any attachments may contain information or
correspondence that is protected from disclosure by the attorney client
privilege.  This email is intended only for its intended recipient.  If
you receive this email in error, you are prohibited from disseminating
this email and must delete it immediately.   Please also contact Findley &
Rogers, PLLC if you receive this email and are not the intended recipient.
Thank you.

=======================


- To contact the list administrator, send a message to:
webmaster at wsbarppt.com

- To unsubscribe, send a new email addressed to: imail at lists.wsbarppt.com,
with the following in the body of the message: unsubscribe wsbapt - OR -
send a message to webmaster at wsbarppt.com asking that you be removed from
the wsbapt list.

Information provided on this list should not be considered legal advice.
As with all lists - let the reader beware! No warranties or
representations are made as to the accuracy of any information provided.
All opinions and comments in this message represent the views of the
author and do not necessarily have the endorsement of the Washington State
Bar Association nor its officers or agents. 

-------------- next part --------------
A non-text attachment was scrubbed...
Name: winmail.dat
Type: application/ms-tnef
Size: 4506 bytes
Desc: not available
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20140409/67b45109/winmail.dat>