[WSBAPT] [WSBARP] Trust With Unusual Provision
Doris Eslinger
doris at eslingerlawoffice.com
Mon Jun 15 09:33:11 PDT 2015
Occasionally I have clients who ask to include provisions in their wills that in my opinion could be invalidated as against public policy. I usually advise the client so but include the provision if they insist on it. I am very interested in others’ thoughts on this subject. Here’s is a 2009 article titled “The Jewish Clause”: http://wealthmanagement.com/financial-planning/jewish-clause
Regards,
Doris Eslinger
Attorney at Law
Eslinger Law Office, PLLC
1808 Richards Road | Suite 104 | Bellevue, WA 98005 | Phone: (425) 451-3237 |
Fax: (425) 633-2468 | <mailto:doris at eslingerlawoffice.com> doris at eslingerlawoffice.com | <http://www.eslingerlawoffice.com/> eslingerlawoffice.com
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From: wsbarp-bounces at lists.wsbarppt.com [mailto:wsbarp-bounces at lists.wsbarppt.com] On Behalf Of Ron Housh
Sent: Friday, June 12, 2015 4:14 PM
To: 'WSBA Real Property Listserv'; wsbapt at lists.wsbarppt.com
Subject: Re: [WSBARP] Trust With Unusual Provision
Provision in a Trust signed by mother and 4 adult children says if any descendant of mother marries a previously divorced person, then that person forfeits his/her interest in trust.
I will refrain from commenting on what was mother’s attitude toward divorce, but I ask:
Is there any legal challenge to a provision such as this?
FOR PLANNING PURPOSES: I WILL BE OUT OF THE OFFICE JUNE 18 THROUGH JUNE 23
I AM TYPICALLY IN THE SEATTLE OFFICE ON TUESDAY AND THURSDAY AND IN THE MOUNT VERNON OFFICE ON MONDAY, WEDNESDAY AND FRIDAY
Ronald G. Housh, P.S.
Attorney at Law
Seattle Office:
1420 Fifth Avenue, Suite 3000
Seattle, WA 98101-2393
Phone: 206-381-1341
Fax: 206-464-0461
Email: <mailto:ron at housh.org> ron at housh.org
Mount Vernon Office:
21411 Bluejay Place
Mount Vernon, WA 98274
Phone: 206-235-2459
Email: <mailto:ron at housh.org> ron at housh.org
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