[WSBAPT] PR Discretion Provision

[Lovie Bernardi]

California Probate Code Section 6132 covers a writing disposing of
personal property. There is a limit on the total value of property that
may disposed of this way and some other limitations, so if you go this
route, you should review the statute.

 

 

Lovie Bernardi

Attorney at Law

Seligmann & Flaherty, PLLC

216 First AVE S, #450

Seattle, WA  98104

(206) 682-2616

 

lovie at sbfirm.com <mailto:joni at sbfirm.com> 

http://sbfirm.com <http://sbfirm.com/> 

 

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From: wsbapt-bounces at lists.wsbarppt.com
[mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Paul Neumiller
Sent: Friday, April 24, 2015 8:59 AM
To: 'WSBA Probate & Trust Listserv'
Subject: Re: [WSBAPT] PR Discretion Provision

 

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

www.doranlegal.com

 

From: 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
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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