[WSBAPT] Extra Pleadings & Proceedures with Minor Beneficiaries

[Valerie Ohlstrom]

Please answer to the list; thank you!

 

Very Truly Yours,

 

Val

 

Valerie O. Ohlstrom

 

Ohlstrom Law Office

 <mailto:vohlstrom at comcast.net> valerie at ohlstromlaw.com

 <http://www.ohlstromlaw.com/> www.ohlstromlaw.com

(425) 881-5251

 

From: wsbapt-owner at lists.wsbarppt.com
[mailto:wsbapt-owner at lists.wsbarppt.com] On Behalf Of Steve Waltar
Sent: Tuesday, March 11, 2014 11:03 AM
To: wsbapt at lists.wsbarppt.com
Subject: [WSBAPT] Extra Pleadings & Proceedures with Minor Beneficiaries

 

We are probating an estate in which there are specific $10,000
allocations/distributions to a few grandchildren.  There are very short
(HEMS to 25) trust provisions for any beneficiary under 25.  The PR is the
parent of the only two beneficiaries under 25: they are 14 & 16 years of
age.  

1.       What extra pleadings do I need to present the judge/commissioner?

2.       Can I avoid appointing a guardian or at least a GAL and report?

3.       What, if any, special pleadings or requests can I make to the
judge/commissioner to appoint PR as Trustee of the two trusts for her
children?

a.       Do I have to set up blocked accounts?

b.      Can I set up UTMAs that function to age 25?

4.       Any advice?

 

Stephen M. Waltar, PS

 <http://www.waltar.com/>  

Estate Planning Law

1750 - 112th Avenue NE, Suite C245

Bellevue, WA  98004

(425) 455-6788

 <http://www.waltar.com/> www.waltar.com 

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