[WSBAPT] Beneficiary in Jail

[Krista MacLaren]

Paul,

I have an incarcerated beneficiary in an estate I am working on, and the incarcerated beneficiary appointed an agent under a power of attorney, and instructed me to provide any distributions to her agent, so that the agent could provide beneficiary with funds in small chunks, because she said if she received a large lump sum into her prison account, it would be applied automatically toward restitution costs or something along those lines.  

I would be interested to know if this violates any laws of which I am not aware.  It definitely seems to work out better for the beneficiary.

Krista

Krista J. MacLaren
Attorney at Law
Northgate Executive Center II
9725 3rd Ave NE, Suite 600
Seattle WA 98115
(206) 523-6116
kjm.inc at icloud.com


> On Mar 30, 2018, at 1:24 PM, Paul Grant <paulnnepa at GMAIL.COM> wrote:
> 
> My first experience with an incarcerated beneficiary.... should be there a while.
> 
> I found RCW 72.11 that all funds should be forwarded to the Secretary of the Dept of Corrections, but most info relates to child support and not an inheritance.
> 
> Can anyone assist with their experience of distributions to an incarcerated beneficiary and how/if it changes the process.  All notices have been followed but we are now ready to distribute and I'm not seeing to whom or how.
> 
> Thanks!
> 
> Paul H. Grant - JD, LL.M
> 
> Planning with Purpose, Inc
> Lynnwood, WA 98036
> 425-939-9948
> www.planningwithpurposeinc.com <http://www.planningwithpurposeinc.com/>
> 
> Estate Planning. Business Planning. Wealth Succession.
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