[WSBAPT] Name of Trust

[Paul H. Grant]

If a client begins moving away from a traditional name I make sure that there is not a business or trademark issue with what the clients want.  I like the idea of a dba that the client can publicly use while not sacrificing their naming desires for family or legacy purposes.

Sent from my iPhone ~ Paul H. Grant

> On Jan 5, 2016, at 5:37 PM, Martin Silver <msilver at wolfenet.com> wrote:
> 
> I don’t think it’s the name:  it’s the terms of the trust  as taxing things back to the grantor because of reserved powers, 26 usc, subtitle A, ch 1, subchapter J, part 1, subpart E, sec 671-679. 
>  
> From: Jane Bitz
> Sent: Tuesday, January 05, 2016 4:38 PM
> To: WSBA Probate & Trust Listserv
> Subject: Re: [WSBAPT] Name of Trust
>  
> Is that the “In God We Trust Revocable Living Trust dated ___________” ? Would the IRS “disregard” this Trust for income tax purposes?
>  
> From: wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Marketa Vorel
> Sent: Tuesday, January 05, 2016 2:23 PM
> To: WSBA Probate & Trust Listserv
> Subject: [WSBAPT] Name of Trust
>  
> Dear listmates,
>  
> is anyone aware of any restrictions on the names for Washington RLTs?  Clients wish to name their RLT "In God We Trust."  Not a name I would chose, but they are insistent.  I cannot find any authority that would bar this.  Any thoughts?
>  
> Thank you.
>  
>      Markéta Vorel
>  
>      Vorel Law
>      206.799.0541 
>      marketa.vorel at gmail.com
>      www.vorellaw.com
>      1520 K Avenue || Anacortes, WA  98221
> 
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