[WSBAPT] will provision to delegate selection of charitable beneficiaries to PR
Doug Owens
dougowens at seattlerelawyer.com
Wed Mar 7 10:52:40 PST 2018
Dear list mates, I have a client who has asked me to prepare a will that includes a substantial residuary provision that would authorize the PR to select charities to receive shares of the estate. I have not come across this before and I wonder first if a PR can select beneficiaries and second whether this provision would pass muster as a charitable gift to entitle the estate to the charitable deduction for estate tax purposes. Is there another way that people use to accomplish this objective such as a trust? But can a trustee select the beneficiaries of a trust? And would a testamentary gift to a trust qualify for the charitable tax deduction? Thanks for your consideration. Yours truly, Douglas Owens
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