[WSBAPT] Flowers for Wife and Daughter - secretly

[Martin Silver]

sweet idea, but should you have a cut off clause if she remarries, or says this is bumming me out and detracting from my getting “closure”?   Just saying. 

From: Philip N. Jones 
Sent: Wednesday, March 06, 2019 12:35 PM
To: WSBA Probate & Trust Listserv 
Subject: Re: [WSBAPT] Flowers for Wife and Daughter - secretly

Yes, I agree it’s cute.

Yes, I agree it is a trust.  But the amount is so small, that a letter from the grantor should be sufficient to establish the trust.  Cute is one thing, but spending much money on a formal trust is not cute.

Phil Jones

 

From: wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Nathan Arnold
Sent: Wednesday, March 06, 2019 12:20 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Flowers for Wife and Daughter - secretly

 

I second Phil’s advice. You’re basically setting up a flower trust. All very cute, by the by. 

 

Nathan J. Arnold

Johnston Jacobowitz & Arnold, PC 

 

From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Philip N. Jones
Sent: Wednesday, March 6, 2019 12:10 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Flowers for Wife and Daughter - secretly

 

There are several “flower of the month” clubs.  Google it, you will see several.

To keep it a secret, have your client put $ in your client trust account, or give $ to a close friend or relative, with instructions to hold the funds until the guy dies, then purchase a membership.  Figure out what it would cost to fund such a membership for ___ years, then add a generous amount for inflation, price increases, etc.  Be sure to specify what happens to any excess funds.  But don’t send the money to the florist until the guy dies.  Florists go out of business just like everybody else.

Phil Jones

Portland, OR

 

From: wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Brent Williams-Ruth
Sent: Wednesday, March 06, 2019 11:15 AM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Flowers for Wife and Daughter - secretly

 

Good Morning List Members - 

 

I have a situation that I find extremely sweet and romantic and would love some suggestions/insight as to how I can make this wish happen. 

 

Have a client who would like to send flowers, monthly, to his surviving wife and daughter. Sweet, right?  Here is the hitch - I can totally just put it into his will/testamentary trust - but if possible, he would like for it to be a surprise.  Given that his wife would be his first PR if she survives, it would not be a surprise if she set it up herself. 

 

Does anyone have ideas on how this could work? Is it something that he should just contact a florist and pre-pay?  He is not even to 50 yet so barring illness/accident - he should be around for many moons to come. 

 

Appreciate any suggestions that can make this happen. 

 

Thank you!

Brent

 

-- 

Brent Williams-Ruth 
Founding Member

BWR Consulting, PLLC

Office/Scheduling Phone: (425) 830-5134

Direct Mobile: (206) 889-7919

e-mail / website / facebook / 



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