[WSBAPT] Inventory

[Anthony Vivenzio]

Listmates,

Decedent passed away in October, 2018.  her will contained a testamentary
trust.  One son is the PR, as well as the trustee of the testamentary trust.
All of the Decedent's assets constitute her estate as of that date of death.

  

1.       Do the assets cease to be part of the Decedent's estate when she
passes and become the corpus of the testamentary trust, as a separate
entity?

2.       If a beneficiary requests an inventory of Decedent's "estate," does
that include those assets now in the trust?

3.       If the Decedent's trust contained shares of a corporation, would
those now need to be inventoried along with market value?

 

 

Anthony D. Vivenzio,

Attorney and Counselor at Law

PO Box 208

540 Guard Street, Ste. 260

Friday Harbor, WA  98250

(360) 378-6860

 <mailto:vivenziolaw at rockisland.com> vivenziolaw at rockisland.com

 

CONFIDENTIAL COMMUNICATION
E-mails from this firm normally contain confidential and privileged
material, are for the sole use of the intended recipient and may contain
material protected by HIPAA, ERISA or other federal or state law and/or may
be protected by legal privileges. Use or distribution by an unintended
recipient is prohibited, and may be a violation of law. If you believe that
you received this e-mail in error, please do not read this e-mail or any
attached items. Please delete the e-mail and all attachments, including any
copies thereof, and inform the sender that you have deleted the e-mail, all
attachments and any copies thereof. Thank you. 

 

-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20191119/0b8bb2bb/attachment.html>