[WSBAPT] Minor to receive $1000 inheritance from Will - lives in Australia

Thu Feb 11 16:32:17 PST 2021

Hi Dalynne, I wondered what you came up for this?  To a certain extent, I was wondering if the practical answer was "What the heck?  It's only a 1000 lousy bucks.  Just send the money to kid and be done with it."  I mean, in this day and age, even if you required the money be held for college, what would the 1000 bucks buy?  Maybe books for two semesters?  I was hoping you came up with some de minimis rule for distributions to a mnor?

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From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Dalynne Singleton
Sent: Tuesday, December 29, 2020 5:29 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Minor to receive $1000 inheritance from Will - lives in Australia

I have a Will that provides for a minor child to receive $1000.  She and her mother live in Australia.
What have others done in this situation - is UTMA, UGMA or a 529 Accounts an option?
Any other cost efficient means to provide for this minor?

Dalynne Singleton
Gourley Law Group
Snohomish Escrow
The Exchange Connection
1002 10th Street / PO Box 1091
Snohomish, WA 98291
360.568.5065
360.568.8092  fax
dalynne at glgmail.com<mailto:dalynne at glgmail.com>
Website:  www.glglawgroup.com<http://www.glglawgroup.com>

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