[WSBAPT] Creating trust for disclaimed property

[Randolph Petgrave]

Hi Folks,

I have a client who is the PR of an intestate probate.  She has no beneficial interest in the estate since she is the decedent's sister and the decedent was only survived by a 24 year old son.  Client is however, the only designated beneficiary of the decedent's retirement pension and other deferred compensation accounts.

Client wants the money to go to her nephew, but in trust (he's already inheriting a significant amount outright).  For personal tax reasons, she does not want it to accept it or have it pass through her.  My reading of RCW 11.86 is that if she disclaims, it will default to the estate, but she cannot restrict or control its disposition.

What are my options on making this happen?

Regards,
Randy

Petgrave & Petgrave, PLLC
Attorneys at Law
1001 4th Avenue Suite 3200
Seattle, WA 98194

Direct:  (206) 240-9148
Fax:       (206) 260-2710



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