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<p class="MsoNormal"><span style="font-family:Verdana">Hi all,<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:Verdana"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:Verdana">Potential client has been named successor trustee under a RLT. The trustor recently passed and now potential client is beginning to administer the trust. The trust makes a specific distribution to X &
Y, who are husband and wife and leaves a portion of the residuary to X & Y. X predeceased the Trustor and the language in the trust does
<b>NOT</b> specify that the distributions will go to the survivor of the two of them.
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:Verdana"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:Verdana">My question is, how do these gifts get construed? If the gift is “my house to X & Y” and nothing further, does the house go to Y now that X is deceased? Or does a ½ interest in the house go to Y and the
other ½ interest lapse and get distributed with the remainder estate? And for the residuary, if the gift is 40% to X & Y (does not specify all to the survivor), 40% to A and 20% to B, does Y keep the entire 40% of the gift to X & Y now that X is deceased?
Or does Y only keep ½ and the other ½ get redistributed among the other residuary beneficiaries?<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:Verdana"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:Verdana">Also, if Y takes the entire distributions (the house and 40% of the remainder) are there extra steps that the successor trustee must take to show what happened ie describe in a deed to the house that the
distribution went to X & Y and now that X is deceased it all goes to Y and attach X’s death certificate?<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:Verdana"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:Verdana">Any input and thoughts are greatly appreciated!<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:Verdana"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:Verdana">Kristina<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:Verdana;color:#006F37">Kristina S. DeVore | Attorney & Counselor at Law</span><span style="font-family:Verdana;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:Verdana;color:#006F37">KRISTINA DEVORE LAW FIRM, pllc | 201 NE Park Plaza Dr., Ste., 290 | Vancouver, WA 98684</span><span style="font-family:Verdana;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:Verdana;color:#006F37">Phone: (360) 695-0535 | Fax (360) 737-4154 | Kristina@devore-law.com</span><span style="font-family:Verdana;color:black"><o:p></o:p></span></p>
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