[WSBAPT] Naming a testamentary trust as beneficiary of non-probate asset

[Laura Latta]

Listmates,
Tagging on to this prior discussion, I have often provided similar
recommended language to that many of you suggested below (Trustee of the
Children's Trust created by my last will and testament dated ...), but just
recently am getting feedback from clients that the online forms won't allow
for such long beneficiary designations. Do you have any suggestions for a)
shorter designations; or b) workarounds (other than requesting a paper
beneficiary designation form)?
I appreciate your thoughts and experience.
Warmly,
Laura


*Laura LattaLaw Office of Laura Latta PLLC*

she/her

Phone (206) 841-2344

www.LauraLatta.com

4010 Lake Washington Blvd. NE Ste. 202

Kirkland, WA 98033



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On Wed, Apr 19, 2023 at 10:03 AM Jon Fritzler <FritzlerLaw at outlook.com>
wrote:

> Client’s Will provides for the share of a beneficiary be held in trust for
> the beneficiary.  Client wants to name the trust as a beneficiary of
> non-probate asset.  I advised client to use the following language for the
> beneficiary designation: “[Name of trustee] or his successor as Trustee of
> the Trust created under section 3.1(a) of my Will dated ______, 2023.”
> Client’s financial advisor replied:  “Do you have the legal name of the
> trust?  We can list that as an entity in the beneficiary section of the
> account.”
>
>
>
> Thoughts on how to reply?  Mine is to explain that it is testamentary
> trust that doesn’t come into existence until client’s death and that is not
> assigned a “legal name” until that time.
>
>
>
> Sincerely,
> Jon M. Fritzler
> Attorney at Law
> 717 E. 22nd St.
> Vancouver, WA 98663
> Tel. 360.818.4431
> Eml fritzlerlaw at outlook.com
>
>
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