<html><head><meta http-equiv="Content-Type" content="text/html charset=utf-8"></head><body style="word-wrap: break-word; -webkit-nbsp-mode: space; -webkit-line-break: after-white-space;" class="">Hi Folks,<div class=""><br class=""></div><div class="">I sent this out on Friday but didn’t get any responses, so I thought I would try again.<br class=""><div class=""><br class=""></div><div class="">I am wondering if anyone ever uses language in a Will saying that a testamentary trust shall be funded at the discretion of the trustee after meeting with the beneficiary? </div><div class=""><br class=""></div><div class="">I have a client who at this time doesn’t believe her 26 year old son is mature enough to receive an inheritance and not blow it (he has done some jail time and has debt from court fees for DUIs and related matters). There is a good chance that by the time he receives anything, he will be more responsible (he is working and trying to pay off the debt). The trustee was going to have a lot of discretion in making distributions, so trustee could just promptly distribute all assets, but I wondered if there is a good way to say that trustee has discretion as to whether to set the trust up at all. I realize the beneficiary might be able to convince the trustee that he is fine/responsible when he is not, and I’m not sure what kind of proof would be appropriate, so maybe this is just a bad idea.</div><div class=""><br class=""></div><div class="">Thank you for any suggestions or opinions!</div><div class=""><br class=""></div><div class=""><br class=""><div class=""><div class=""><span class="" style="font-family: Calibri; orphans: 2; widows: 2;">Krista J. MacLaren</span><br class="" style="font-family: Calibri; orphans: 2; widows: 2;"><span class="" style="font-family: Calibri; orphans: 2; widows: 2;">Attorney at Law</span><br class="" style="font-family: Calibri; orphans: 2; widows: 2;"><span class="" style="font-family: Calibri; orphans: 2; widows: 2;">Northgate Executive Center II</span><br class="" style="font-family: Calibri; orphans: 2; widows: 2;"><span class="" style="font-family: Calibri; orphans: 2; widows: 2;">9725 3rd Ave NE, Suite 600</span><br class="" style="font-family: Calibri; orphans: 2; widows: 2;"><span class="" style="font-family: Calibri; orphans: 2; widows: 2;">Seattle, WA 98115</span><br class="" style="font-family: Calibri; orphans: 2; widows: 2;"><span class="" style="font-family: Calibri; orphans: 2; widows: 2;">(206)523-6116</span><br class="" style="font-family: Calibri; orphans: 2; widows: 2;"><span class="" style="font-family: Calibri; orphans: 2; widows: 2;"><a href="mailto:kjm.inc@mac.com" class="">kjm.inc@mac.com</a></span><br class="" style="font-family: Calibri; orphans: 2; widows: 2;"><br class="" style="font-family: Calibri; orphans: 2; widows: 2;"><span class="" style="font-family: Calibri; orphans: 2; widows: 2;">Please note, as with most email providers, Mac does not encrypt email messages. Accordingly, the confidentiality of messages sent to this address cannot be assured. This e-mail is intended for viewing only by the individual or entity to whom its content is addressed, and it may contain confidential or privileged information. If you received this email in error, please honor the privacy of the intended recipient: reply to the sender regarding the error and delete the message. </span></div></div></div><div class="">
<div class=""><span class="" style="font-family: Calibri; orphans: 2; widows: 2;">Krista J. MacLaren</span><br class="" style="font-family: Calibri; orphans: 2; widows: 2;"><span class="" style="font-family: Calibri; orphans: 2; widows: 2;">Attorney at Law</span><br class="" style="font-family: Calibri; orphans: 2; widows: 2;"><span class="" style="font-family: Calibri; orphans: 2; widows: 2;">Northgate Executive Center II</span><br class="" style="font-family: Calibri; orphans: 2; widows: 2;"><span class="" style="font-family: Calibri; orphans: 2; widows: 2;">9725 3rd Ave NE, Suite 600</span><br class="" style="font-family: Calibri; orphans: 2; widows: 2;"><span class="" style="font-family: Calibri; orphans: 2; widows: 2;">Seattle, WA 98115</span><br class="" style="font-family: Calibri; orphans: 2; widows: 2;"><span class="" style="font-family: Calibri; orphans: 2; widows: 2;">(206)523-6116</span><br class="" style="font-family: Calibri; orphans: 2; widows: 2;"><span class="" style="font-family: Calibri; orphans: 2; widows: 2;"><a href="mailto:kjm.inc@mac.com" class="">kjm.inc@mac.com</a></span><br class="" style="font-family: Calibri; orphans: 2; widows: 2;"><br class="" style="font-family: Calibri; orphans: 2; widows: 2;"><span class="" style="font-family: Calibri; orphans: 2; widows: 2;">Please note, as with most email providers, Mac does not encrypt email messages. Accordingly, the confidentiality of messages sent to this address cannot be assured. This e-mail is intended for viewing only by the individual or entity to whom its content is addressed, and it may contain confidential or privileged information. If you received this email in error, please honor the privacy of the intended recipient: reply to the sender regarding the error and delete the message. </span></div>
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