[WSBAPT] Successor Trustee Language

[Roger Hawkes]

U R forgiven😊

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/>
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From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Jacob Menashe
Sent: Sunday, June 13, 2021 1:50 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Successor Trustee Language

I realize the “Subject” line of my post this morning said Successor Trust Language—I meant to write Successor Trustee Language. It’s corrected in this post

Thanks,

Jacob

From: wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com> <wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com>> On Behalf Of Jacob Menashe
Sent: Sunday, June 13, 2021 9:40 AM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>
Subject: [WSBAPT] Successor Trust Language

I am thinking about a trust where the beneficiary has the power to appoint a successor trustee other than herself. There’s no other limitation other than the trust does say the beneficiary shall have no power or authority over any trust assets. The particular question I have in mind is whether the beneficiary can appoint her spouse. For what I am thinking about, I’m leaving aside the tax implications of the transaction and I am only mildly considering the creditor implications. I am really just focusing on the appointment language and whether that gives an opening to appointing the spouse.

All thoughts, as always, will be appreciated.

Sincerely,

Jacob

Jacob H. Menashe
Hickman Menashe, PS
4211 Alderwood Mall Blvd., Suite 204
Lynnwood, WA 98036
(425) 744-5658 phone
(425) 744-6078 fax
Satellite Office in Bellevue
www.hickmanmenashe.com

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