[WSBAPT] Authority for reversion of (failed) trust assets to estate

Philip N. Jones pjones at duffykekel.com
Wed Feb 19 14:30:40 PST 2020


I don’t have any Washington authority, but way down here in Oregon when a will provides for a residuary bequest to a trust, but the trust fails by lapse (for lack of beneficiaries), and thus the will does not provide for an alternate disposition of the residue, the residue passes by intestacy to the heirs of the testator.  Murphy v. Powers, 87 Or.  App. 659 (1987).
Phil Jones
Portland

From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Kate Love
Sent: Wednesday, February 19, 2020 2:14 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Authority for reversion of (failed) trust assets to estate

Hello listserv Elders (or betters 😉):   can anyone provide authority for the reversion of trust property to an estate where a trust fails ?  Trust fails for lack of beneficiary or stated purpose of the trust,

Thank  you!  Kate



Kate F. Love
WSBA No. 51314


Hawkes Law Firm P.S.
main line 206 367 5000
fax line    206 367 4005
katel at law-hawks.com<mailto:katel at law-hawks.com>
www.hawkeslawcenter.com<http://www.hawkeslawcenter.com/>

19944 Ballinger Way NE Ste #100
Shoreline, WA 98155

NOTICE:  The information contained in this email may be confidential and/or legally privileged.  It has been sent for the sole use of the intended recipient(s).  If the reader of this message is not an intended recipient, you are hereby notified that any unauthorized review, use, disclosure, dissemination, distribution or copying of this communication, or any of its contents, is strictly prohibited.  If you have received this communication in error, please contact the sender by reply email and destroy all copies of the original message.

-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20200219/30ea1705/attachment.html>


More information about the WSBAPT mailing list