<div dir="ltr">Unless there is also a DPA allowing gifting, I wouldn't allow it</div><div class="gmail_extra"><br><div class="gmail_quote">On Wed, Dec 23, 2015 at 10:48 AM, Paul Grant <span dir="ltr"><<a href="mailto:paulnnepa@gmail.com" target="_blank">paulnnepa@gmail.com</a>></span> wrote:<br><blockquote class="gmail_quote" style="margin:0 0 0 .8ex;border-left:1px #ccc solid;padding-left:1ex"><div dir="ltr">I have a client who is a successor trustee. His mom is currently incapacitated so he has stepped in as successor of her RLT. Since it is Christmas time, he would like to give small monetary gifts from his mom to family on his mom's behalf. This was mom's habit and tradition.<div><br></div><div>The trust is silent on any gifting provisions since it was created two decades ago. He is just concerned with following proper law but I cannot find anything about gifting provisions when a trust is silent. How would this change if mom was a regular tither to a church with no instructions in the trust?</div><div><br></div><div>Does anyone have thoughts or direction on this issue?<br clear="all"><div><div><br>Paul H. Grant - JD, LL.M<br><br>Planning with Purpose, Inc<br>Lynnwood, WA 98036<br><a href="tel:425-939-9948" value="+14259399948" target="_blank">425-939-9948</a><br><a href="http://www.planningwithpurposeinc.com" target="_blank">www.planningwithpurposeinc.com</a><br><br>Estate Planning. Business Planning. Wealth Succession.<br><div style="display:inline"></div><div style="display:inline"></div><div style="display:inline"></div></div></div>
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