[WSBAPT] Thank you/charitable bequests

[Philip N. Jones]

Leaving a list would be OK, but it would be precatory.  That should be made clear to the client, and your file should be documented.
Phil Jones

Philip N. Jones
Duffy Kekel LLP
900 S.W. Fifth Ave. Suite 2500
Portland, OR 97204
pjones at duffykekel.com<mailto:pjones at duffykekel.com>
(503) 226-1371 - office
(503) 853-1482 - cell
(503) 226-3574 - fax

From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Diane J. Kiepe
Sent: Tuesday, November 17, 2020 9:41 AM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Thank you/charitable bequests

I'd like to thank all of you for your feedback.

I don't know why but I keep having the gut feeling that just leaving the charity selection to the Personal Representative is unwise - and I don't think you can incorporate a list by reference - I'm good on the tax part of this type of bequest - I just can't shake the feeling that it doesn't make sense to leave a list outside the Will - any additional feedback on this particular point is appreciated.  I did like the idea of limited power of appointment.

Thanks again - you all are appreciated!

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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