[WSBAPT] Who gets Copy of Trust Agreements

Jeff at bellanddavispllc.com Jeff at bellanddavispllc.com
Mon Jul 31 13:34:29 PDT 2023


Husband dies.  H & W created revocable trust.  Trust can be amended or
revoked by surviving spouse.  This is a blended family.  W will get
everything with right to disclaim.  Do the children, some of which, but not
all, are contingent beneficiaries, get copies of the Trust and the two
amendments?

 

Jeff Davis

 

W. Jeff Davis

BELL & DAVIS PLLC

Attorneys at Law
P.O. Box 510

720 E. Washington Street, Suite 105
Sequim WA 98382
Phone: (360) 683.1129 
Fax: (360) 683.1258 
email:  <mailto:jeff at bellanddavispllc.com> jeff at bellanddavispllc.com
 <http://www.bellanddavispllc.com/> www.bellanddavispllc.com
 
The information contained in this e-mail message may be privileged,
confidential, and protected from disclosure. If you are not the intended
recipient, any dissemination, distribution, or copying is strictly
prohibited. If you think that you have received this e-mail message in
error, please e-mail the sender at  <mailto:info at bellanddavispllc.com>
info at bellanddavispllc.com  or call 360.683.1129.

 

 

-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20230731/fda2f9bf/attachment.html>


More information about the WSBAPT mailing list