[WSBAPT] "silent trust"

[Diane J. Kiepe]

Hello ~

When a client uses a Revocable Trust in WA for the specific purpose of privacy and has various specific bequests to charities and non-charities, can the successor Trustee just send a check (or other property as the case may require) and indicate that was the amount the person was entitled to under the Trust?  I know beneficiaries have to be able to protect themselves but in this case, client doesn't necessarily want even his/her name attached to the gifts.  Do I provide information with redcated names?

Any insight is so 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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