[WSBAPT] Conditional gift?

Candace Wilkerson cwilkerson at wongfleming.com
Thu Mar 14 16:13:13 PDT 2019


Ugh.  I think it could be considered illegal because if the prospective beneficiary found out about the provision, he/she might feel he/she had to restrict voting to comply with the terms of the will.

But maybe I just want it to be illegal.

Candace Wilkerson

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From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Adrienne Keith Wills
Sent: Thursday, March 14, 2019 3:40 PM
To: wsbapt at lists.wsbarppt.com
Subject: [WSBAPT] Conditional gift?

Hi Listmates:

I have a client who has some strongly-held beliefs and has expressed a preliminary desire to make testamentary gifts to some nieces/nephews if they've turned 25 and if all of the following are also true:  Recipient is not a registered member of the Republican party, has never voted for a Republican candidate, and has never been a member of a college fraternity/sorority.

The conditions aren't to induce illegal behavior but I'm curious to get a read on "rewarding" someone's voting choices.  The condition wouldn't prevent someone from voting, and it would apply to votes that had occurred at the time of the testator's death.

Thanks in advance, Adrienne

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Adrienne Keith Wills, Attorney/Mediator
Helping family law and estate planning clients create their legacy

1700 Seventh Ave, Suite 2100 | Seattle, WA  98101
Web:  www.AdrienneKeith.com<http://www.adriennekeith.com/> | Tel. (206) 523-3047<tel:%28206%29%20523-3047> | Fax (206) 219-6714


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