[WSBAPT] charitable bequest question

[Sara D. Longley]

Hello listmates,

 

I have a question about making and then revoking charitable bequests, in the
context of a recipient who is aware of the bequest and takes action based on
the expectation. 

 

My client is considering signing an agreement with a charitable entity that
commits the entity to establish a named fund and an eventual scholarship if
and when it receives a certain level of donations to the fund.  The
agreement includes language that states the entity anticipates receiving a
"minimum" amount as a bequest from my client.  My question is, what happens
if, say, 10 years from now my client changes his will and deletes that
bequest?  Will the entity be able to sue his estate on the basis of the
signed agreement? 

 

Thanks in advance for sharing your experiences.

 

Sara Longley

 



Sara D. Longley, J.D., LL.M.

 

LONGLEY LAW PLLC 

1734 NW Market Street

Seattle, WA 98107

 <tel:%28206%29%20434-5644> (206) 434-5644

 <mailto:Sara at longley-law.pro> Sara at Longley-law.pro

 <http://www.longley-law.pro/> www.longley-law.pro

 

ATTENTION CLIENTS: I am in the process of merging my law firm into Ivy Law
Group, PLLC.  Over the next few months my web site will redirect to
<http://www.ivylawgroup.com> www.ivylawgroup.com and I will begin emailing
from  <mailto:Sara at ivylawgroup.com> Sara at ivylawgroup.com.  My existing email
address and telephone number will continue to function and my physical
office location will not change.  I look forward to serving you in the
coming years.

 

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