[WSBAPT] Micro managing the Trustee

[Inge Fordham]

In reality, aren’t they advisory even if they don’t expressly say so?  (Who is going to enforce the client’s wishes if she has passed?)


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Inge A. Fordham | Attorney
Fordham Law, PLLC
3218 Sixth Avenue | Tacoma, WA 98406
Office: (253) 348-2657 | Mobile: (206) 778-3131

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From: <wsbapt-bounces at lists.wsbarppt.com> on behalf of "nestor at pplsweb.com" <nestor at pplsweb.com>
Reply-To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Date: Tuesday, August 27, 2019 at 5:40 PM
To: 'WSBA Probate & Trust Listserv' <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Micro managing the Trustee

I have a client that wants to micro manage the trustee after his death. She is coming up with numerous special circumstances and alternatives, that she may need to prepare a manual and insert it in the trust. I believe that this would scare off any trustee (these are friends serving without compensation) from serving. Can she leave a “statement of wishes”  that are not mandatory but advisory only?


Nestor Gorfinkel, Attorney at Law
Admitted to practice law in Washington & Florida
Florida Civil-Law (International) Notary
Puget Property Legal Services
2018 156 Ave NE
Bellevue, WA 98007
Tel. (425) 961-0519
Fax. (888) 522-3601

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