[WSBAPT] PR Discretion Provision

[Paul Neumiller]

Yeah, I thought of that but the mom is shortly moving to California and she
asked for a Will that will work in both places and I'm not sure the
handwritten list idea works in California.  Paul Neumiller 

 

From: wsbapt-bounces at lists.wsbarppt.com
[mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Jim Doran
Sent: Thursday, April 23, 2015 5:09 PM
To: 'WSBA Probate & Trust Listserv'
Subject: Re: [WSBAPT] PR Discretion Provision

 

How about the Handwritten List provision?

 

James R. Doran

Attorney at Law

100 E. Pine Street - Suite 205

Bellingham, WA 98225

(360)393-9506

jim at doranlegal.com <mailto:jim at doranlegal.com> 

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

 

From: wsbapt-bounces at lists.wsbarppt.com
<mailto:wsbapt-bounces at lists.wsbarppt.com>
[mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Paul Neumiller
Sent: Thursday, April 23, 2015 4:41 PM
To: wsbapt at lists.wsbarppt.com <mailto: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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