[WSBAPT] Leaving Probate Open to Administer Funds v. Setting Up Trust

[Kokie Adams]

One suggestion would be to list a specific bequest of the animal to a person along with money for the care of the animal.

Best regards,

Kokie Adams
(pronouns she/her/hers)

[Adams-Logo-Print-300dpi-900wide]

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From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Jeff at bellanddavispllc.com
Sent: Wednesday, April 24, 2024 8:45 AM
To: 'WSBA Probate & Trust Listserv' <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Leaving Probate Open to Administer Funds v. Setting Up Trust

Listmates:

Client wants to leave monies for care of her animal.  Normally I would set up a trust for the funds with a trustee to administer it.  Client questions why not just let the personal representative do it; just keep the probate open until the fund is depleted.  In a different probate, that has been going on for years, an attorney informed me, that at least in California, its common to leave the probate open, for years, to administer assets.  My practice has always been to try and close a probate within 5 months of first publication of notice to creditors.  Some probates have stayed upon for a few years, but that is because the heirs do not get along.   Have any of you deliberately kept probates open simply to administer certain assets?

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: jeff at bellanddavispllc.com<mailto:jeff at bellanddavispllc.com>
www.bellanddavispllc.com<http://www.bellanddavispllc.com/>

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