[WSBAPT] Distribution to Beneficiaries who are participating

[Philip N. Jones]

I cannot offer authority (which is what you have asked for), but I do have some encouraging words, for what they might be worth.  Oftentimes the question comes up how to allocate expenses to troublemakers.  I have occasionally suggested distributing to the good beneficiaries, so that future expenses come solely out of the shares of the bad ones.  Down here in Oregon, the Uniform Trust Code eliminates from the definition of beneficiaries those who have been paid in full.  I seem to recall that this issue has come up previously on this listserv, without any authority being cited.
Phil Jones

Philip N. Jones
Duffy Kekel LLP
900 S.W. Fifth Ave. Suite 2500
Portland, OR 97204
pjones at duffykekel.com<mailto:pjones at duffykekel.com>
(503) 226-1371 – office
(503) 853-1482 – cell
(503) 226-3574 - fax

From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Brent Williams-Ruth
Sent: Monday, February 21, 2022 11:58 AM
To: WSBA Probate & Trust Listserv <WSBAPT at lists.wsbarppt.com>
Subject: [WSBAPT] Distribution to Beneficiaries who are participating

Greetings List -

I have a strange situation. Estate with 7 beneficiaries to each receive the equal distribution. Three are not being responsive and causing delay in settling the estate.

Does anyone know have authority that would allow me to distribute what is NOW an equal share, and then just continue to move forward and assign the costs of the remaining estate fees/expenses to the beneficiaries of the three shares not distributed?

Brent Williams-Ruth (pronouns: he/him)
Attorney-At-Law

Law Offices of Brent Williams-Ruth, a division of BWR Consulting, PLLC

Physical Address: 500 S 336th Street, Suite 214; Federal Way, WA 98003

**EFFECTIVE IMMEDIATELY** All mail sent through the USPS should be sent to the following address: PO BOX 3319; Federal Way, WA 98063

Office/Scheduling Phone: (253) 285-7751

Direct: (253) 285-7453

e-mail<mailto:Brent at Williams-RuthLaw.com> / website<http://www.williams-ruthlaw.com/> / facebook<http://www.facebook.com/bwrlaw> /
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