[WSBAPT] Probate Estate

[Carla J. Higginson]

Tony,

The assets of an irrevocable trust are not an asset of the decedent's estate, but they can be pulled into the estate if needed to pay debts of the decedent.  The heirs of the estate, if different than the trust beneficiaries, are not entitled to an inventory of the trust assets.  Only the trust beneficiaries get that information.
-Carla


___________________________

Carla J. Higginson, Attorney
Higginson Beyer, P.S.    [cid:image004.png at 01D142F8.438976E0]
Friday Harbor Office:
175 Second Street North, Friday Harbor, Washington 98250 | Telephone: (360) 378-2185 | Facsimile: (360) 378-3935
Seattle Office:
701 Fifth Avenue, Suite 5500, Seattle, Washington 98104 | Telephone: (206) 623-8888 | Facsimile: (360) 378-3935

carla at higginsonbeyer.com<mailto:carla at higginsonbeyer.com>
HigginsonBeyer.com

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From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Anthony Vivenzio
Sent: Monday, December 16, 2019 3:37 PM
To: WSBA Listserv <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Probate Estate

Listmates,
Is property held in an irrevocable trust created by the decedent while she was still living subject to a request made during the probate process for an inventory of the decedent's estate?

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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