[WSBAPT] Gifts from Trust as successor Trustee

[Paul Grant]

I have a client who is a successor trustee.  His mom is currently
incapacitated so he has stepped in as successor of her RLT.  Since it is
Christmas time, he would like to give small monetary gifts from his mom to
family on his mom's behalf.  This was mom's habit and tradition.

The trust is silent on any gifting provisions since it was created two
decades ago.  He is just concerned with following proper law but I cannot
find anything about gifting provisions when a trust is silent.  How would
this change if mom was a regular tither to a church with no instructions in
the trust?

Does anyone have thoughts or direction on this issue?

Paul H. Grant - JD, LL.M

Planning with Purpose, Inc
Lynnwood, WA 98036
425-939-9948
www.planningwithpurposeinc.com

Estate Planning. Business Planning. Wealth Succession.
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