[WSBAPT] Notice to Will , Trust beneficiaries

Michael michael at westseattleattorney.com
Fri Apr 3 13:13:39 PDT 2020


Thx

Sent from my iPhone

> On Apr 3, 2020, at 12:33 PM, Diane J. Kiepe <DJKiepe at depdslaw.com> wrote:
> 
> 
> In this case, Wife and Nice as trustee should get notice – not all decedent’s nieces and nephews.  Trustee has obligation to contract trust beneficiaries regarding existence of trust –
>  
> Good luck.
>  
> From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of michael at westseattleattorney.com
> Sent: Friday, April 3, 2020 11:54 AM
> To: WSBA Probate & Trust Listserve <wsbapt at lists.wsbarppt.com>
> Subject: [WSBAPT] Notice to Will , Trust beneficiaries
>  
>  
> Does PR give notice to Will beneficiaries and heirs and also to trust beneficiaries? What if the Trust beneficiaries are not specifically named, do you just give notice to the Trustee? 
>  
> Here are facts: Will bequeaths the estate one half to the Wife and one half to a Trust - no children.  Wife is PR and a niece is the Trustee.
> The Trust says the Trust beneficiaries are "any descendant's of maternal and paternal grandparents".  ... to pay for education costs only. 
> His grandparents had several children and his brothers and sisters had several children. The decedent had no children. Who does the notice go to?
> Or do I need to find all of the descendants of his grandparents and provide them notices?
>  
> Thanks
>  
> Mike
> ***Disclaimer: Please note that RPPT listserv participation is not restricted to practicing attorneys and may include non-practicing attorneys, law students, professionals working in related fields, and others.***
> _______________________________________________
> WSBAPT mailing list
> WSBAPT at lists.wsbarppt.com
> http://mailman.fsr.com/mailman/listinfo/wsbapt
-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20200403/fb12c623/attachment.html>


More information about the WSBAPT mailing list