[WSBAPT] incarcerated remainder beneficiary

[Kate Szurek]

Just as we were getting ready to distribute an estate and close the probate, the lifetime beneficiary to a testamentary trust (fbo one of decedent's daughters) died.  I believe that means we should give notice of the filing of the declaration of completion of probate to the remainder beneficiaries to the trust.  Yes?

Assuming true, the next question arises because one of the remainder beneficiaries is incarcerated (son of my client, who is the PR and trustee).  Can we simply mail notice to him in the same manner as we would send him any other correspondence (by mail to the prison)?  That seems too simple, but would be relatively easy.  I doubt the incarcerated son will object, at least not within the 30 days.  Having been incarcerated for a number of years now, he is currently clean and sober.  But I would like to cover all bases, as someday he will no longer be incarcerated, and potentially he could once again return to a desperate state where he again takes up drugs, in which case his mom/my client could very well again be in danger (he is in prison because of a physical attack on her when he was near to overdosing on meth).

Your thoughts, oh accomplished ones?

Thanks in advance!!

Kate

Kate Szurek, J.D., LL.M. (in Taxation)
kate at skagitlaw.com<mailto:kate at skagitlaw.com>

[SkagitLaw_Signature (2)]
Skagit Law Group, PLLC
P.O. Box 336 / 227 Freeway Drive, Suite B
Mount Vernon, WA  98273
360.336.1000
360.336.6690 (fax)
http://www.skagitlaw.com<http://www.skagitlaw.com/>


-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20210416/18b2b53f/attachment.html>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image001.jpg
Type: image/jpeg
Size: 8009 bytes
Desc: image001.jpg
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20210416/18b2b53f/image001.jpg>