[WSBAPT] Blended Families & Wills

[Tracie Wall]

Hi Jim.

I have a couple forms I'm willing to share. When I get into the office I will send them to you.

Tracie

Sent from my iPhone

On May 21, 2015, at 10:28 AM, "Jim Doran" <jim at doranlegal.com<mailto:jim at doranlegal.com>> wrote:

Thanks.

Ok.  I can go to the Estate Planning Deskbook (or whatever it is called) in our local law library and see if I can find this instrument.  What do you call it?

James R. Doran
Attorney at Law
100 E. Pine Street - Suite 205
Bellingham, WA 98225
(360)393-9506
jim at doranlegal.com<mailto:jim at doranlegal.com>
www.doranlegal.com<http://www.doranlegal.com>

From: wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com> [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of jeffrey winter
Sent: Thursday, May 21, 2015 9:42 AM
To: WSBA Probate & Trust Listserv
Subject: Re: [WSBAPT] Blended Families & Wills

It's obviously a delicate situation, but I usually recommend a trust to hold the decedent's half, with the residue going to his or her kids after the death of the surviving spouse.

Jeffrey D. Winter
Law Office of Jeffrey D. Winter, P.S.
604 North Main Street
Ellensburg, WA 98926
(509) 925-9600 tel.
(509) 925-9606 fax

________________________________
From: jim at doranlegal.com<mailto:jim at doranlegal.com>
To: wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>
Date: Thu, 21 May 2015 09:31:06 -0700
Subject: [WSBAPT] Blended Families & Wills
Is a contract between the husband and wife in a blended family situation the best way to deal with the estate plan?  In particular, how do we bind the survivor to NOT change his or her Will after the first of the spouses dies.

I think I have heard about some sort of contract between the husband and wife that would give the children, as the beneficiaries of the contract, the right to enforce the terms of the contract so that the survivor doesn't simply change his or her Will and cut out the other children.

What is that contract and are there better ways to deal with this blended family situation?

If you can point me to the right source I will follow the lead.

Thank you.


James R. Doran
Attorney at Law
100 E. Pine Street - Suite 205
Bellingham, WA 98225
(360)393-9506
jim at doranlegal.com<mailto:jim at doranlegal.com>
www.doranlegal.com<http://www.doranlegal.com>


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