[WSBAPT] probating Will w Testamentary trust

[Cyrus Field]

Folks- I am reviewing an E/P whereby RLT calls for assets to "pour over" to
a testamentary discretionary spendthrift trust for an adult child. Not sure
why discretionary trust wasn't part of RLT, instead of Will, but at this
point Trustor may not have ability to amend her estate plan. 

 

My question is, if probate is not otherwise required,  whether Will has to
be probated to fund the testamentary trust?  I was thinking Will just needs
to be filed, instead, but its Friday and I could use a reality check. Thanks
in advance, Cy 

 

Cyrus W. Field, Attorney at Law (admitted in Washington and Oregon)

phone: 360-472-1223 Mail: POB 367, Shaw Island, WA 98286 Office: 640 Mullis
St. Friday Harbor, WA

******************************************************************

The information contained in this e-mail message, including attachments, may
be privileged, confidential and protected from disclosure. If you are not
the intended recipient, any dissemination, distribution or copying is
strictly prohibited. If you think you have received this e-mail in error,
please e-mail the sender at cyfield at rockisland.com and destroy or delete the
original and any copies. 

 

-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20210402/7980771f/attachment.html>