[WSBAPT] How to Insure Surviving Spouse Share with Deceased Spouse Child

Marvin Benson marvinbensonlaw at gmail.com
Mon Aug 28 11:59:09 PDT 2017


You could do a revocable living trust that becomes irrevocable when the
first spouse dies or  earlier if one spouse becomes incompetent.

Marvin Benson

On Mon, Aug 28, 2017 at 10:32 AM, Ms. Roberta Armstrong <robertaa at uw.edu>
wrote:

> Good Morning Listserv!
>
> H and W of 40 years. H is 15 years older than W. Both are in good health,
> but frequently travel out of the country.
> Many assets (mostly rental properties) of ~$2.5 million in value, all
> community property.
> Each spouse has a child prior to marriage, Child1 (H) and Child2 (W).
> They would like to do an estate plan where when the first spouse dies the
> other spouse has unrestricted use of the joint estate but upon the passing
> of the last spouse, the remaining joint estate goes equally to Both
> children.
> They do not want long term medical planning. They want to insure that the
> surviving spouse's (if they were to remarry) new spouse does not inherit
> anything from the joint estate.
>
> My question is what is the best vehicle to insure the surviving spouse
> shares equally with the two children, specifically not disinherit the prior
> deceased spouse's child?
>
> Thank you in advance.
>
> Roberta
>
>
> --
> *Creator of the first on-line Indian Will Production System - CHECK OUT *
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>
> *Ms. Roberta Armstrong*
>
> Washington State Bar Association No. 42343
>
> Founder and Executive Director
>
> Stewards of Indigenous Resources Endowment,
>
> *a Non-Profit Professional Service Corporation               *
>
> P O Box 2248
>
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>
>
>
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>
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>
>
>
> Roberta at IndianWillsOnWheels.org
> www.IndianWillsOnWheels.org
>
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