[WSBAPT] Question about Revocable Living Trust

[Diane J. Kiepe]

100% True – unless there is very specific wording in the document which I have seen miserably attempted…..it makes so much more sense to make Qualified Plans directly payable to the organization or a CRT to avoid trust administration and potential lock ups due to litigation……….while conduit trusts for charities may still work, I can think of no case, off the top of my head on this Monday, of why I would advise my client to take that route 😉

Diane J. Kiepe

Diane J. Kiepe
Douglas Eden
717 W. Sprague Ave.
Suite 1500
Spokane, WA  99201
djkiepe at depdslaw.com<mailto:djkiepe at depdslaw.com>
509-455-5300

From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of michael westseattleattorney.com
Sent: Monday, February 27, 2023 11:40 AM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Question about Revocable Living Trust

As to RLT and Charitable Orgs, is it true that a Charity receives more if it receives the decedent's deferred income account from the Decedent's Deferred Plan rather than having the Trustee receive the funds net of taxes and then disbursing?  Thaks Mike Atkins

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