[WSBAPT] Class of contingent beneficiaries

[Carl Gay]

Phil Jones is correct. Leave nothing to chance.

Here’s how I would draft the clause:



I give the residue of my estate to my [blood-related only?] nephews who
survive me by thirty (30) days.  At the time of making this will, my
intended nephew beneficiaries are Adam Jones, William Jones, and Charles
Jones.  In the event an intended nephew beneficiary fails to survive me by
thirty (30) days, the gift to such beneficiary shall lapse and his share
shall augment proportionately the share(s) of my surviving nephew(s).



CARL LLOYD GAY



    Non nobis solum nati sumus

      “Not unto ourselves alone are we born”

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*From:* wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com>
*On Behalf Of *Ann Manley
*Sent:* Wednesday, August 30, 2023 4:35 PM
*To:* WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
*Subject:* [WSBAPT] Class of contingent beneficiaries



Client wants to name his 5 nephews as remote contingent beneficiaries.
Should we name them each, or is saying "my nephews" sufficient?


Ann Manley, Esq.

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