[WSBAPT] Micro managing the Trustee

[Jeanne Dawes]

I have seen where a Trustee leaves a letter explaining their intent, which would help a trustee in administering the estate.  I would avoid detailed micro-managing if possible.

Jeanne

Jeanne J. Dawes
Attorney at Law
Gore & Grewe, P.S.
103 E. Indiana Avenue, Suite A
Spokane, WA 99207-2317
Voice:  509-326-7500
Fax:      509-326-7503
jjdawes at goregrewe.com<mailto:jjdawes at goregrewe.com>

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From: wsbapt-bounces at lists.wsbarppt.com On Behalf Of nestor at pplsweb.com
Sent: Tuesday, August 27, 2019 5:35 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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