[WSBAPT] Blended Families & Wills

[Jim Doran]

That would be great.  I think in this day and age something alonf these
lines is indispensable.  

 

James R. Doran

Attorney at Law

100 E. Pine Street - Suite 205

Bellingham, WA 98225

(360)393-9506

 <mailto:jim at doranlegal.com> jim at doranlegal.com

www.doranlegal.com

 

From: wsbapt-bounces at lists.wsbarppt.com
[mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Tracie Wall
Sent: Thursday, May 21, 2015 10:30 AM
To: WSBA Probate & Trust Listserv
Subject: Re: [WSBAPT] Blended Families & Wills

 

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

 <mailto:jim at doranlegal.com> 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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