<div dir="ltr">I have been involved with a bank trustee where the charitable organization did not exist. We searched for an organization similar to the one named by the decedent.<div><br></div><div>Marvin Benson</div></div><br><div class="gmail_quote"><div dir="ltr" class="gmail_attr">On Wed, Jun 12, 2019 at 12:03 PM <<a href="mailto:michael@westseattleattorney.com">michael@westseattleattorney.com</a>> wrote:<br></div><blockquote class="gmail_quote" style="margin:0px 0px 0px 0.8ex;border-left:1px solid rgb(204,204,204);padding-left:1ex"><div><span style="font-family:"Times New Roman";color:rgb(0,0,0);font-size:12pt"><div>Please post responses - my thought was that gift lapsed only when beneficiary is no longer a viable entity, unless restrictions in Trust and discretion to re gift. </div><div><br></div><div><img id="gmail-m_-883566130394068723sigimg0" title="signature image" src="cid:16b4dc728bd7c764d1e1" border="0" alt=""></div><div><br><br></div>
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-------- Original Message --------<br>
Subject: [WSBAPT] Nonexistent Charitable Beneficiary<br>
From: steve mcconnell <<a href="mailto:smcconnelllaw@hotmail.com" target="_blank">smcconnelllaw@hotmail.com</a>><br>
Date: Wed, June 12, 2019 11:42 am<br>
To: "<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a>" <<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a>><br>
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<div style="font-family:"Times New Roman",Times,serif;font-size:12pt;color:rgb(0,0,0)"> </div> <div style="font-family:"Times New Roman",Times,serif;font-size:12pt;color:rgb(0,0,0)"> <div style="font-family:"Times New Roman",Times,serif;font-size:12pt;color:rgb(0,0,0)"> I'm in the process of winding up a distribution trust and disbursing trust assets. One major beneficiary is a specifically named nursing home operated by a charitable institution with a different name. The nursing home serves individuals of the same ethnicity as the Trustors. I have now learned that the nursing home is about to discontinue operations. The charitable organization will continue but its other work is very different from the nursing home operation. Do I give the money to the charitable organization, find another nursing home that serves the same or similar population or, less likely, distribute the funds to the other, noncharitable beneficiaries? I haven't found a definitive answer so if anyone can steer me in the right direction I would greatly appreciate it.</div> <div style="font-family:"Times New Roman",Times,serif;font-size:12pt;color:rgb(0,0,0)"> <br> </div> <div style="font-family:"Times New Roman",Times,serif;font-size:12pt;color:rgb(0,0,0)"> Thanks in advance.</div> <br> </div> <div style="font-family:"Times New Roman",Times,serif;font-size:12pt;color:rgb(0,0,0)"> <br> </div> <div id="gmail-m_-883566130394068723Signature"> <div style="font-family:"Times New Roman",Times,serif;font-size:12pt;color:rgb(0,0,0)"> <strong><i><span style="font-size:13.5pt;color:rgb(81,51,171)">Steven M. McConnell</span></i></strong><span style="font-family:Calibri,sans-serif,serif,EmojiFont;color:black"><br> </span><strong><span style="color:rgb(81,51,171)">Attorney at Law</span></strong><span style="font-family:Calibri,sans-serif,serif,EmojiFont;color:black"><br> </span><span style="font-size:10pt;color:rgb(81,51,171)">144 Railroad Ave., Suite 308</span><span style="font-family:Calibri,sans-serif,serif,EmojiFont;color:black"><br> </span><span style="font-size:10pt;color:rgb(81,51,171)">Edmonds, WA 98020-4100</span><span style="font-family:Calibri,sans-serif,serif,EmojiFont;color:black"><br> </span><span style="font-size:7.5pt;color:rgb(81,51,171)">Tel: (206) 783-0201</span><span style="font-family:Calibri,sans-serif,serif,EmojiFont;color:black"><br> </span><span style="font-size:8pt;color:rgb(81,51,171)">Fax: (206) 789-5199</span><span style="font-family:Calibri,sans-serif,serif,EmojiFont;color:black"><br> </span><span style="font-size:7.5pt;color:rgb(81,51,171)">Email: </span><span style="color:black"><a href="mailto:smcconnelllaw@hotmail.com" rel="noopener noreferrer" target="_blank"><span style="font-size:7.5pt;color:rgb(81,51,171)">smcconnelllaw@hotmail.com</span></a></span><br> </div> </div> <hr>***Disclaimer: Please note that RPPT listserv participation is not restricted to practicing attorneys and may include non-practicing attorneys, law students, professionals working in related fields, and others.***<br>
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</blockquote></span></div>***Disclaimer: Please note that RPPT listserv participation is not restricted to practicing attorneys and may include non-practicing attorneys, law students, professionals working in related fields, and others.***<br>
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