[WSBAPT] Changing Charitable Bequest

[Sarah Dion]

Hi Deborah-

Feel free to give me a call—I have navigated that before with good results.

Sarah Jael Dion (she/her)
Attorney, Trusts and Estates Practice


[cid:image001.png at 01DC172D.E7D25280].

1700 7th Avenue, Suite 2100
Seattle, WA 98101-1360
(206) 388-5005

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From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of deborah at neillaw.com
Sent: Wednesday, August 27, 2025 8:14 AM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Changing Charitable Bequest

Hello,

I have a case where the charitable bequest needs to be changed because the gift, as written, is no longer permissible.  I understand that the AG's Office stands in the place of the former theoretical beneficiaries in any court hearing to approve a TEDRA.

How does one notify the AG's Office?  Has anyone done changed a charitable gift and got through a notification process?  Willing to share your process?

Thank you.

Deborah Jameson
Neil & Neil, P.S.
5302 Pacific Avenue
Tacoma WA  98408
253-475-8600

If your matter is urgent, please call my office.  Also, this message is not encrypted and it may not be secure or protected by attorney-client privilege.


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