[WSBAPT] Multiple beneficiaries

[Ann Manley]

Hi Diane. Is there a minimum amount needed to set up the account?

Ann Manley, Esq.
The Manley Law Firm, P.S., Inc.
PO Box 16324
Seattle, WA 98116
(206)292-3064 / (206)292-3914 fax
www.manleyfirm.com

*The Manley Law Firm practice areas include Bankruptcy*, Estate Planning,
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On Mon, Oct 10, 2022 at 8:52 AM Diane J. Kiepe <DJKiepe at depdslaw.com> wrote:

> Ann,
>
>
>
> I would agree with Alexis from a drafting standpoint.  Also, I had a
> similar client with 25 charities and explained that if there was a thought
> percentages and charities might change that they would be better working
> with our community foundation and having one payout in the Will to their
> Donor Advised Funds.  A DAF can be created during life and funded by
> testamentary distribution (at lease with Innovia here I have done that).
>
>
>
> *Diane J. Kiepe*
>
>
>
> Diane J. Kiepe
>
> Douglas Eden
>
> 717 W. Sprague Ave.
>
> Suite 1500
>
> Spokane, WA  99201
>
> djkiepe at depdslaw.com
>
> 509-455-5300
>
>
>
> *From:* wsbapt-bounces at lists.wsbarppt.com <
> wsbapt-bounces at lists.wsbarppt.com> *On Behalf Of *Alexis Singletary
> *Sent:* Friday, October 7, 2022 4:34 PM
> *To:* WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
> *Subject:* [WSBAPT] Multiple beneficiaries
>
>
>
> Why list them in an Exhibit and chance future tampering with the
> Exhibit/someone swapping out the page when you can just type the named
> charities in the Will same as typing in an Exhibit?  I do not think an
> attached Exhibit would fly because it’s for cash and not a personal
> property “thing”; but I just would not do it from a practice and Will
> reliability standpoint.
>
>
>
> Have a great weekend.
>
> Thank you.
>
> Alexis
>
> *___________________________*
>
> *Alexis R. Singletary*
>
> *Attorney at Law*
>
> *Singletary Law Office, PLLC*
>
> (253) 833-8855
>
> www.SingletaryLawOffice.com <http://www.singletarylawoffice.com/>
>
>
>
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> *From:* wsbapt-bounces at lists.wsbarppt.com <
> wsbapt-bounces at lists.wsbarppt.com> *On Behalf Of *Ann Manley
> *Sent:* Friday, October 7, 2022 4:12 PM
> *To:* WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
> *Subject:* [WSBAPT] Multiple beneficiaries
>
>
>
> Client has about 15 charities she wants to leave money to as specific
> distributions. Can this be listed on an exhibit referenced to and attached
> to the will?
>
>
> Ann Manley, Esq.
>
> The Manley Law Firm, P.S., Inc.
>
> PO Box 16324
>
> Seattle, WA 98116
>
> (206)292-3064 / (206)292-3914 fax
>
> www.manleyfirm.com
>
> *The Manley Law Firm practice areas include Bankruptcy*, Estate Planning,
> Auto Accidents, Civil Litigation, Construction, Commercial and Contract
> Law, Employment Matters, Personal injury, Small Business, Unemployment
> Claims, Wage Loss and Compensation claims*
>
> ** The Manley Law Firm is a Debt Relief Agency. We help people file for
> bankruptcy relief under the Bankruptcy Code.*
>
> *This email and any files transmitted with it are privileged,
> confidential, and intended solely to whom they are addressed. Any
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