[WSBAPT] Mandating Therapy as testamentary trust provision

[Lewis, Amy C.]

One issue is whether the PR or trustee will be willing to enforce/monitor the requirement.


Amy Lewis, Attorney
Pronouns she/her/hers
[cid:Logo_fa335a1d-9f24-4802-a3dd-b58f259e3c98.png]

909 A Street, Suite 600 | Tacoma, WA 98402
phone 253.572.4500 | fax 253.272.5732 | www.eisenhowerlaw.com<http://www.eisenhowerlaw.com/>
From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Brent Williams-Ruth
Sent: Thursday, October 13, 2022 1:57 PM
To: WSBA Probate & Trust Listserv <WSBAPT at lists.wsbarppt.com>
Subject: [WSBAPT] Mandating Therapy as testamentary trust provision

Greetings List -

A PC would like to make a condition to receiving the funds that the beneficiary participates in a specific number of counseling sessions to discuss a particular topic associated with shared family trauma.

I have heard of provisions associated with clean drug testing, etc....but never this.

Before I dive into the law library and down a million rabbit holes - I wanted to check with the collective first.

Appreciate any guidance and direction.

Brent

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

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

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