[WSBAPT] PR Discretion Provision

[Paul Neumiller]

Thanks for all who answered my post.  It was very helpful.  Paul Neumiller 

 

 

 

From: wsbapt-bounces at lists.wsbarppt.com
[mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Douglas Kiger
Sent: Friday, April 24, 2015 8:55 AM
To: WSBA Probate & Trust Listserv
Subject: Re: [WSBAPT] PR Discretion Provision

 

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

 



 

4717 South 19th Street, Suite 109 | Tacoma, Washington 98405

tel (253) 272-2997 | fax (253) 627-6252 |  <http://www.bladokiger.com/>
www.bkb-law.com

 

 

 

From: Paul Neumiller [mailto:pneumiller at hotmail.com] 
Sent: 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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