[WSBAPT] GAL requirement for Trust Beneficiary

[Timothy Lehr]

All,

 

Is a GAL required to be appointed for a minor (17 yrs old) beneficiary of a
testamentary trust? The minor is the sole beneficiary and trust assets are
significant. The beneficiary's mother is ex-wife of decedent, she is listed
as guardian in decedent's Will, but regardless, has full custody of minor
beneficiary. Probate is open and named Trustee has just opened the trust
account. Minor will be turning 18 within the next 6-8 months. The trust is a
HEMS standard that only allows outright distributions in percentages at ages
25, 30 and 35.

 

Thanks for your thoughts,  

 

Timothy C. Lehr

Attorney at Law

Stiles Law Inc., P.S.

 

p:   360.855.0131

e:   timothy at stileslaw.com <mailto:timothy at stileslaw.com> 

w:  www.stileslaw.com <http://www.stileslaw.com> 

 

NOTICE: The information contained in this email is proprietary and/or
confidential and may be privileged. If you are not the intended recipient of
this communication, you are hereby notified to : (i) delete the email and
all copies; (ii) not disclose, distribute or use the email in any manner;
(iii) notify the sender immediately. Thank you. 

 



---
This email has been checked for viruses by AVG.
https://www.avg.com
-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20200414/e802a02b/attachment.html>