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

[Maureen Wickert]

Thomas,

 

Look to the statutes as a default for missing terms in a trust. If there are interpretation issues of the statutes, then refer to case law that will hopefully provide an answer. 

 

Very truly yours,

Maureen A. Wickert, Attorney at Law



14900 Interurban Avenue South, Suite 255

        Tukwila, WA 98168

       Phone: 206-859-5502

         Fax: 206-260-9005

     www.wickertlawoffice.com <http://www.wickertlawoffice.com/> 

       wickertlaw at comcast.net <mailto:wickertlaw at comcast.net> 

This electronic message contains information which may be confidential and/or legally privileged. The information is intended for the use of the individual or entity named above. If you are not the intended recipient, be aware that any disclosure, copying, distribution or use of the contents of this transmission is prohibited. If you have received this electronic transmission in error, please notify me by telephone or by email immediately.

 

From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Thomas Hackett
Sent: August 23, 2018 10:05
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] 2nd Request: Supplementing Terms for a Testamentary Trust

 

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. 





  <https://docs.google.com/uc?export=download&id=0B-SxUq1b3OJKWTdxRWo3ZThmaGs&revid=0B-SxUq1b3OJKNVVIcDZreEwxdGNIb1Q5VDRDU0RrUTVoL2E4PQ> 

Thomas A. Hackett
Attorney | NW Legacy Law Center, P.S.

360-975-7770 |  <http://nwlegacylaw.com/> http://nwlegacylaw.com

 <http://www.facebook.com/NWlegacylaw>   <http://www.linkedin.com/in/thomasahackett> 

 

-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20180823/2784614e/attachment.html>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image001.jpg
Type: image/jpeg
Size: 2703 bytes
Desc: not available
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20180823/2784614e/image001.jpg>