[WSBAPT] Beneficiary gifted money prior to death in lieu of inheritance

[Lovie Bernardi]

Dear fellow listserve members,

I understand from the PR that a beneficiary was given her cash bequest prior to the death of the decedent, with the understanding the gift was in lieu of the bequest in the will. I was all set to draft a receipt, then thought it is more properly a disclaimer, given the will was not redrafted to remove the bequest. If so, should I reference the predeath gift in the disclaimer? Thanks!

Lovie

Lovie L. Bernardi
Flaherty & Bernardi, PLLC
3600 15th Avenue West #205
Seattle, WA  98119
(206) 682-2616

lovie at fb-lawfirm.com<mailto:joni at sbfirm.com>
http://fb-lawfirm.com<http://sbfirm.com/>

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