[WSBAPT] valuation question

Fri May 29 15:33:06 PDT 2020

How does one value a remainder interest in a trust fund when the lifetime beneficiary is entitled to principal distribution for HEMS, if the remainder beneficiaries agree for the trust to be terminated early without compensation?  Do you just  ignore the potential principal payments to lifetime beneficiary and calculate the remainder interest on the assumption that no principal will be paid out?

Diane J. Kiepe

Diane J. Kiepe
Douglas Eden
717 W. Sprague Ave.
Suite 1500
Spokane, WA  99201
djkiepe at depdslaw.com<mailto:djkiepe at depdslaw.com>
509-455-5300

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