[WSBAPT] Nonexistent Charitable Beneficiary

[Virginia Antipolo-Utt]

I would call attorney David Horn at the Attorney General's office.  He is extremely helpful in such matters.  His number is 206-389-2061.

Virginia C. Antipolo-Utt
Antipolo & Paul Law Firm, P.S.
2825 Colby Avenue, Suite 301
Everett, WA  98201
(425) 303-9100, ext. 111
(425) 258-9685 (fax)
virginia at aplawfirm.com<mailto:virginia at aplawfirm.com>
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From: wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of steve mcconnell
Sent: Wednesday, June 12, 2019 11:42 AM
To: wsbapt at lists.wsbarppt.com
Subject: [WSBAPT] Nonexistent Charitable Beneficiary

I'm in the process of winding up a distribution trust and disbursing trust assets. One major beneficiary is a specifically named nursing home operated by a charitable institution with a different name. The nursing home serves individuals of the same ethnicity as the Trustors. I have now learned that the nursing home is about to discontinue operations. The charitable organization will continue but its other work is very different from the nursing home operation. Do I give the money to the charitable organization, find another nursing home that serves the same or similar population or, less likely, distribute the funds to the other, noncharitable beneficiaries? I haven't found a definitive answer so if anyone can steer me in the right direction I would greatly appreciate it.

Thanks in advance.


Steven M. McConnell
Attorney at Law
144 Railroad Ave., Suite 308
Edmonds, WA  98020-4100
Tel:  (206) 783-0201
Fax: (206) 789-5199
Email:  smcconnelllaw at hotmail.com<mailto:smcconnelllaw at hotmail.com>
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