[WSBAPT] Testamentary Trust

[Candace Wilkerson]

Hi Anthony,

In my cases like this, the personal representative has worked with the testamentary trustee during the probate to fund the testamentary trust(s).

Best,
Candace Wilkerson

From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Anthony Vivenzio
Sent: Wednesday, August 14, 2019 2:13 PM
To: WSBA Listserv <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Testamentary Trust

Some advice would be appreciated.  Decedent's will created a testamentary trust which contains several sub-trusts for individual children.  The trust names the successor trustee who will be acting due to the initial trustee's death.  The successor trustee wants to be able to fund portions of one or more of the trusts.  However, the decedent's estate has not completed probate.  Am I all wet in thinking that funding the testamentary trust and distributions thereunder cannot occur until the decedent's estate has completed probate?

Anthony D. Vivenzio,
Attorney and Counselor at Law
PO Box 208
540 Guard Street, Ste. 260
Friday Harbor, WA  98250
(360) 378-6860
vivenziolaw at rockisland.com<mailto:vivenziolaw at rockisland.com>

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