[WSBAPT] PR Discretion Provision

[Douglas Kiger]

I have used something like this (which you should be able to revise for your situation):

I give all tangible personal property (except cash on hand), including, but not limited to, personal effects, automobiles, furniture, furnishings, household goods, clothing, and jewelry owned by me at the time of my death, and not otherwise disposed of herein, to my [husband/wife], or if [he/she] shall fail to survive me, then to those of my children who shall survive me, in substantially equal shares, to be divided among them as my personal representative shall determine, which determination shall be conclusive and binding upon all persons interested in my estate.

Doug
Douglas N. Kiger | Attorney at Law

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4717 South 19th Street, Suite 109 | Tacoma, Washington 98405
tel (253) 272-2997 | fax (253) 627-6252 | www.bkb-law.com<http://www.bladokiger.com/>



From: Paul Neumiller [mailto:pneumiller at hotmail.com]
Sent: April 23, 2015 4:41 PM
To: wsbapt at lists.wsbarppt.com
Subject: [WSBAPT] PR Discretion Provision

Listserv mates:  I am preparing a Will for an elderly woman who has very few assets (mostly family heirlooms with low intrinsic value).  She trusts her sole son to distribute her heirlooms as she has instructed him among her grandchildren and great-grandchildren.  Any suggestions and sample Will provisions that will give the PR sole and absolute discretion in the distribution of asset among the beneficiaries.  Is this a wildly crazy idea?  Does it open the PR to too much potential liability?  Paul Neumiller
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