[WSBAPT] Cost of minor GD an estate expense?

[Donna Calf Robe]

Thank you Nick!

Donna

***Please note our new address***

Donna M. Calf Robe
Attorney
Brothers & Henderson, P.S.
936 N 34TH Street, Suite 200
Seattle, WA 98103
Phone: (206) 324-4300 x113
Fax: (206) 324-3106
e-mail:  donnac at brothershenderson.com
www.brothershenderson.com<http://www.brothershenderson.com/>
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From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Nick Pleasants
Sent: Thursday, July 14, 2022 3:36 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Cost of minor GD an estate expense?

The minor conservatorship should be paid from the minor’s share. You can note a Petition for Instruction in the Probate if you want an Order confirming that. In the past, I have had executors advance the funds to the PGAL with agreement of the PGAL that it would be charged against minor’s share. Or just have the person Petitioning for Conservatorship advance the fees and address that in the Conservatorship order.
Best,
Nick
Nicholas Pleasants | Shareholder

[OseranHahnAttyatLaw 8]

11225 SE 6th Street | Suite 100 | Bellevue, WA 98004
Main: (425) 455-3900 | Fax: (425) 455-9201 | E-mail: npleasants at ohswlaw.com<mailto:npleasants at ohswlaw.com>

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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 Donna Calf Robe
Sent: Thursday, July 14, 2022 2:41 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>
Subject: [WSBAPT] Cost of minor GD an estate expense?

Listmates:
Estate is left to several beneficiaries, two of whom are minors.  For several reasons, a minor custodianship is the best option for the estate proceeds going to the minors.  Is this an expenses that gets paid by the estate or an expenses taken only from the minor’s share of the estate?
The fees for a PGAL come out of the whole estate, and the only reason a minor custodianship is needed is to hold the proceeds from the probate.
What is your practice?
Thanks,

Donna

***Please note our new address***

Donna M. Calf Robe
Attorney
Brothers & Henderson, P.S.
936 N 34TH Street, Suite 200
Seattle, WA 98103
Phone: (206) 324-4300 x113
Fax: (206) 324-3106
e-mail:  donnac at brothershenderson.com<mailto:donnac at brothershenderson.com>
www.brothershenderson.com<http://www.brothershenderson.com/>
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The information transmitted in this e-mail message and attachments is attorney-client information, is privileged or confidential material and is intended only for the use of the individual or entity named above. You are hereby notified that any disclosure, copying, distribution, review by or taking of any action in reliance on the contents of this e-mail information by unauthorized persons is strictly prohibited. All personal messages are solely the views of the sender and are not to be attributed to Brothers & Henderson, P.S. If you have received this transmission in error, immediately notify the sender by reply e-mail and permanently delete this transmission and all copies including attachments.

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