[WSBAPT] estate fees

[Heather de Vrieze]

Apparently that was an issue in a trust matter mentioned in a case law update kindly presented by RoseMary Reed at the section meeting last week. (In re the Greider Family Trust). Apparently the trustee was challenged on such allocation and the Court found that there was also no breach because expenses were not allocated equally to all 4 shares of the trust. Brett's share had expenses that were unique to him
(including responding to a lawsuit that sought to reach his share of the trust)
that made it reasonable for the trustee to allocate those expenses solely to
Brett's share.

Heather

Heather S. de Vrieze
Attorney-at-Law
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From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Shannon Jones
Sent: Wednesday, June 16, 2021 8:36 AM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] estate fees

Listmates, Where estate attorney fees are increased several thousand dollars due to an heir with counsel who questioned the non-intervention PR's every move, can the PR "allocate" estate fees devoted to that heir's issues only to her share of the estate? Input appreciated.

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Shannon R. Jones | Attorney
Campbell Barnett PLLC
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