[WSBAPT] Annuity?
Valerie Ohlstrom
valerie at ohlstromlaw.com
Mon Mar 19 15:49:37 PDT 2018
Lisa:
Do you know Leigh Bennett, and elder law attorney in Edmonds? He has used
annuities in EP and is generous in sharing his methods with other attorneys.
You can find him here:
Bennett & Bennett
425-776-0139
leigh at bennett-bennett.com
With warm regards,
Val
Valerie O. Ohlstrom
Attorney and Counselor at Law
From: wsbapt-bounces at lists.wsbarppt.com
[mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Lisa E Schuchman
Sent: Saturday, March 17, 2018 2:24 PM
To: WSBA Probate & Trust Listserv
Subject: [WSBAPT] Annuity?
I am working with clients on a will and testamentary trust. They are leaving
their estates to their minor children in the trust (once they're both dead).
If all of their children don't survive till the trust fully pays out, they
want the trustee to use trust assets to buy an annuity for the benefit of an
adult relative who doesn't manage money well, with the rest of the assets to
go elsewhere. I'm not an annuity expert, to put it mildly, and I don't know
if this is realistic or a good idea. Does anyone have advice about this?
Thanks,
Lisa E. Schuchman
206-960-4212
www.lisaschuchman.com
I learn, I give. - Gloria Steinem
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