[WSBAPT] 2nd Request: Supplementing Terms for a Testamentary Trust

Thomas Hackett thomas at nwlegacylaw.com
Thu Aug 23 10:05:07 PDT 2018


 Colleagues-

Trying this request for a 2nd time.

We have a probate where the Will creates testamentary trusts for the
benefit of certain family members under the age of 25. The only direction
on the terms for the trust is that they are the the person's "health,
education and welfare." What do you typically do for providing supplemental
terms (rely upon statutes and case law?) for the administration of the
trust, including naming a trustee?

How does the answer change when you have non-intervention powers and when
you don't?

Thank you in advance for your insights.


*Thomas A. Hackett*
Attorney | NW Legacy Law Center, P.S.
360-975-7770 | http://nwlegacylaw.com
<http://www.facebook.com/NWlegacylaw>
<http://www.linkedin.com/in/thomasahackett>
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