[WSBAPT] advancement

[Terry Tassin]

I ran into this some years ago, with a beneficiary represented by a very aggressive attorney. He said yes, the debt has to be enforceable.  I and trustee said no, unless the trust so states. We won.

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TERRY J. TASSIN, JR.
Scarborough, McNeese, Oelke & Kilkenny, P.C.
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On Jul 31, 2020, at 12:21 PM, Bryce Dille <Bryce at dillelaw.com> wrote:


If trust states that any amount owed by a beneficiary  to trust grantor is to be considered an advancement when making a final distribution does the debt have to be legally enforceable when distribution is made in my case s/l has run on the debt owed trustor? Thanks for your input

Bryce H. Dille
Dille Law, PLLC
2010 Caton Way SW Ste. 101
Olympia, WA 98502
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