[WSBAPT] wrongfully excluded heir

[Allen Draher]

I'm meeting with a potential client.  She is the named PR in parent's will.  Estate passes to all but one sibling.  This sibling was excluded because of some benefit to be received that wasn't and all other siblings want to divide estate among all siblings.  Each share will be several hundred thousand dollars, but estate will be under WA State Estate Tax limit.  I suppose each sibling could gift to the excluded sibling and file Federal Gift Tax Returns.  With the current federal exclusion amounts not likely to be an issue using some of the existing credit, but who knows what the future will bring.  Has anyone a more creative solution they've used?  Have excluded sibling file a creditor's claim that is approved by the PR with non-intervention powers?  (I would have other siblings consent in writing).  TEDRA?  Thank you.

Allen Draher

Law Office of Allen Draher, PLLC
5426 California Ave. S.W.
Seattle, WA 98136

ph   206-935-2998
allen at draherlaw.com<mailto:allen at draherlaw.com>

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