[WSBAPT] incarcerated remainder beneficiary

[Roger Hawkes]

Mail to him with an acceptance of service and sase???

Roger Hawkes, WSBA # 5173
Shoreline Office: 19944 Ballinger Way NE
                                Shoreline, WA 98155
Sultan Office:        423 Main
                                 Sultan, WA 98294

Phone: 206 367 5000; fax: 206 367 4005
Email: roger at law-hawks.com<mailto:roger at law-hawks.com>
Web site: www.hawkeslawfirm.com<http://www.hawkeslawfirm.com/>
[cid:image002.jpg at 01D7336C.D47D6070]

From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Kate Szurek
Sent: Friday, April 16, 2021 2:50 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] incarcerated remainder beneficiary

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/>


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