[WSBAPT] Trust for brother's inheritance?

[Diane J. Kiepe]

Suzanne,

Nothing that can really be done if the Will leaves to son outright.  The problem when folks believe equal = smart or proper.

Diane J. Kiepe

Diane J. Kiepe
Douglas Eden
717 W. Sprague Ave.
Suite 1500
Spokane, WA  99201
djkiepe at depdslaw.com<mailto:djkiepe at depdslaw.com>
509-455-5300

From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Suzanne Lieberman
Sent: Wednesday, November 3, 2021 10:26 AM
To: wsbapt at lists.wsbarppt.com
Subject: [WSBAPT] Trust for brother's inheritance?

Hello again,

Intestate estate of mom being divided equally between her 3 children. Our client/Administrator is decedent's daughter The brother is in jail for 6 felonies. The two sisters are concerned that he is trying to marry and give some / most of his share to the new wife. Is there anything the Administrator can do to compel her brother to set up a trust for his share to prevent him from passing it on to his new wife? I am guessing not but just need confirmation. He has several mental disorders but they are not sure if he is currently on SSI, etc.

Best,

Suzanne Lieberman
CMS Law Firm LLC<http://cmslawfirm.com/>
811 Kirkland Ave. Suite 201 (please note new address!)
Kirkland, WA 98033
206-383-6484 (Cell Phone)
206-659-1512 (Main Office)


Legal stuff I have to put in... To ensure compliance with Treasury Department and IRS regulations, we inform you that, unless expressly indicated otherwise, any federal tax advice contained in this communication (including any attachments) is not intended or written by CMS Law Firm LLC to be used, and cannot be used by the taxpayer, for the purpose of: (i) avoiding penalties that may be imposed on the taxpayer under the Internal Revenue Code; or (ii) promoting, marketing, or recommending to another party any transaction or matter addressed herein (or any attachments).
-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20211103/181ea6ba/attachment.html>