[WSBAPT] inheritance restricted to blood line

Mon Aug 3 16:37:59 PDT 2020

You could point out that even if these restrictions were in a trust, that all the kids and the grandkids both by blood and natural otherwise could undo it with a simple TEDRA agreement if they all agreed.

Joshua F. Grant

P. O. Box 619
Wilbur, WA 99185
509 647 5578

From: Philip N. Jones 
Sent: Friday, July 31, 2020 1:18 PM
To: WSBA Probate & Trust Listserv 
Subject: Re: [WSBAPT] inheritance restricted to blood line

Very good point.

Phil Jones

From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Jill H. Sasser
Sent: Friday, July 31, 2020 11:40 AM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] inheritance restricted to blood line

I agree with Phil.  Sometimes I also ask the clients if they have discussed this plan with their children (especially their son).  Often, after that conversation with their son, or when faced with the idea of that conversation, they miraculously change their minds.  J

Jill H. Sasser | Attorney at Law 

805 Broadway Street, Suite 1000 
P.O. Box 1086 
Vancouver, WA 98666-1086 
T: 360-816-2534 | T: 503-283-3393 | F: 360-816-2535 
www.landerholm.com 

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From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Philip N. Jones
Sent: Friday, July 31, 2020 11:31 AM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] inheritance restricted to blood line
Importance: Low

This is a VERY bad idea.  But if the clients insist, you could:

1.     Resign.

2.     Use a trust.

Phil Jones

Portland, OR

From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Krista MacLaren
Sent: Friday, July 31, 2020 11:10 AM
To: wsba probate & trust <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] inheritance restricted to blood line

I have clients who own a cabin in the san juans and wants it to go to their adult kids upon their deaths, but they also want to keep it in their “blood line” - essentially they don’t want one of their son’s adopted children to receive an interest in it.  Setting my own feelings aside, I am having trouble with how or if one can really achieve this without the express cooperation of their son.  An LLC with an operating agreement that prohibits certain people from becoming members?  They are not trying to prevent those grandkids from using the property, they just don’t want it to wind up leaving the family through the adopted grandchildren, or eventually being shared with foreign descendants unknown to the blood relations.  A life estate in the kids and then vesting in the other son’s biological children once they are adults?  I find this request somewhat repugnant and also do not know the best way to achieve it.  

Thank you for any suggestions.

Krista

Krista J. MacLaren
Attorney at Law
Northgate Executive Center II
9725 3rd Ave NE, Suite 600
Seattle WA 98115
(206) 523-6116
kjm.inc at icloud.com

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