<div dir="ltr"><div class="gmail_default" style="font-size:small">Just a hunch-if there are no takers for the son's share, then wouldn't</div><div class="gmail_default" style="font-size:small">the bequest go to the Mother's statutory heirs? ie the daughter.?</div></div><br><div class="gmail_quote"><div dir="ltr" class="gmail_attr">On Fri, Feb 11, 2022 at 12:40 PM <<a href="mailto:cyfield@rockisland.com">cyfield@rockisland.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 lang="EN-US" style="overflow-wrap: break-word;"><div class="gmail-m_-6731200420198664263WordSection1"><p class="MsoNormal">Mates- I’m reviewing a new trust/estate admin matter and have an issue I can’t get my brain around. Specifically, surviving spouse (Mom) of joint family trust had a general power of appointment with respect to the “survivor’s trust” and she exercised that power before she died as follows:<u></u><u></u></p><p class="MsoNormal"><u></u> <u></u></p><p class="MsoNormal"> I leave 42% to son and 58% to my daughter. If either of my children predeceases me, his or her share of my estate shall be distributed to his or her issue by right of representation. <u></u><u></u></p><p class="MsoNormal"><u></u> <u></u></p><p class="MsoNormal">Son predeceased Mom and had no issue (or spouse). So where does son’s share now go? Surviving daughter/successor trustee/new client thinks to her, but I don’t see any specific language (e.g. “surviving children”) to that effect. To son’s estate? I have no idea if son’s estate was probated and/or if he died intestate. However, I suspect son died intestate and Mom was his sole heir -if true, that creates a circular problem in that potentially Mom’s estate pumps assets out to son’s estate, which then pumps them back to Mom’s estate… and the dance is repeated. If daughter is now sole living intestate heir of both Mom and brother, can she enter into a TEDRA agreement with herself to clean things up? <u></u><u></u></p><p class="MsoNormal"><u></u> <u></u></p><p class="MsoNormal"> I’m trying to get a better handle on this before I get back to the new client and feel like I may be missing something obvious. TIA for any enlightenment, Cy<u></u><u></u></p><p class="MsoNormal"><u></u> <u></u></p><p class="MsoNormal"><i>Cyrus W. Field, Attorney at Law (admitted in Washington and Oregon); Phone: 360-472-1223 <u></u><u></u></i></p><p class="MsoNormal"><i>Mail: POB 367, Shaw Island, WA 98286; Physical Office: 640 Mullis St #214, Friday Harbor, WA</i><u></u><u></u></p><p class="MsoNormal"><span style="font-size:8pt">****************************************************************<u></u><u></u></span></p><p class="MsoNormal"><span style="font-size:8pt">The information contained in this email message, including attachments, may be privileged, confidential and protected from disclosure. If you are not the intended recipient, any dissemination, distribution or copying is strictly prohibited. If you think you have received this email in error, please email the sender at <a href="mailto:cyfield@rockisland.com" target="_blank">cyfield@rockisland.com</a> and destroy or delete the original and any copies.</span> <u></u><u></u></p><p class="MsoNormal"><u></u> <u></u></p></div></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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<div><font size="4">Jayne Marsh Gilbert</font></div>
<div><font size="4">Gilbert and Gilbert Lawyers, PS</font></div>
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