[WSBAPT] charitable bequest

Mon Nov 16 14:17:48 PST 2020

Dear Diane,

I have given a limited power of appointment to a Trustee to distribute a % to one or more qualified charitable institutions (501(c)(3) chosen by the Trustee.  The Trustors have typically given detailed guidance on the type of charity and sometimes even examples of the types of charities that the Trustee may consider.  I have not done so in a Will context yet, but it should work with an additional explanation to assuage a probate court's puzzlement or concern.

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From: wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Diane J. Kiepe
Sent: Monday, November 16, 2020 1:55 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] charitable bequest

Can a Testator request that his or her PR simply pay a portion of his or her estate to tax-exempt charities that "help animals" or "helps the environment" as chosen by the PR?

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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