[WSBAPT] trust admin question

Melinda Grout mkgroutlaw at gmail.com
Fri Mar 13 15:52:13 PDT 2015


Along these lines, what if the organization still exists, but wants to disclaim, and Will does not address alternate beneficiary to the organization?  In this hypothetical situation, the organization would be treated by statute as if predeceased, so in that case, would the bequest go to the other beneficiaries named in the Will, in proportion to each one’s percentage interest under the Will, or in equal shares?  Remaining beneficiaries would not be willing to agree on the matter, so TEDRA/NJA option not realistic.  

Melinda Grout



More information about the WSBAPT mailing list