[WSBAPT] Testamentary Trust Question

[Tom Garvey]

Greetings,

I admit this is probably an easy question, but after a few days of thinking it over I have yet to have an "aha" moment about the solution.

I have a client who does not want his spouse to spend all of their comm. prop. money on the event he dies first. He wants to leave at least two million for his sons, and whatever is in excess of that the wife can use for her general welfare and care.

The structure is just not screaming at me. Testamentary Trust with Wife as the beneficiary and Sons as remainders? 2 trusts?

They are under 4 million total for estate tax purposes.

Thank you in advance if I am missing something basic.

Tom Garvey | Attorney
Hanigan Law Office, PS
68 Main St. / PO Box 39
Cathlamet, WA 98612
(360) 795-3494
(360) 795-3001 - fax

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