[WSBAPT] Testamentary Gift to Ex-Wife Contingent on Long List of Provisions

Marvin Benson marvinbensonlaw at gmail.com
Mon Feb 26 14:03:26 PST 2018


Yes a trust is needed because some one has to manage the assets after
probate is completed.

Marvin Benson

On Mon, Feb 26, 2018 at 1:56 PM, Christina Faucett <
christina at faucettlegal.com> wrote:

> I have a client who wants to write a Will leaving a certain sum to be
> distributed in various chunks over time to his ex-wife provided that she
> fulfills a long list of provisions. Final distribution would not occur any
> earlier than his youngest daughter's graduation from high school (she is
> now twelve). My initial thought is that in order to fulfill this bequest he
> is going to have to put that sum into a trust for the ex-wife that contains
> these provisions, and designate a trustee to make the distributions as he
> wants. Is there a better way to do this or am I thinking along the right
> line?
>
> Thanks,
> Christina Faucett
> Attorney at Law
> faucettlegal.com
> (206) 650-2420
>
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