<div dir="ltr">Listmates,<div>Tagging on to this prior discussion, I have often provided similar recommended language to that many of you suggested below (Trustee of the Children's Trust created by my last will and testament dated ...), but just recently am getting feedback from clients that the online forms won't allow for such long beneficiary designations. Do you have any suggestions for a) shorter designations; or b) workarounds (other than requesting a paper beneficiary designation form)? </div><div>I appreciate your thoughts and experience.</div><div>Warmly,</div><div>Laura <br clear="all"><div><div dir="ltr" class="gmail_signature" data-smartmail="gmail_signature"><div dir="ltr"><div dir="ltr"><p class="MsoNormal" style="background-image:initial;background-position:initial;background-repeat:initial"><font color="#45818e" face="georgia, serif"><b>Laura Latta<br>Law Office of Laura Latta PLLC</b><u></u><u></u></font></p><p class="MsoNormal" style="background-image:initial;background-position:initial;background-repeat:initial"><font color="#666666" face="georgia, serif">she/her</font></p><p style="margin:0in 0in 0.0001pt;line-height:13.15pt;background-image:initial;background-position:initial;background-repeat:initial"><font face="georgia, serif"><span style="color:rgb(102,102,102)">Phone (206) 841-2344</span><br></font></p><p class="MsoNormal" style="background-image:initial;background-position:initial;background-repeat:initial"><font color="#666666" face="georgia, serif"><a href="http://www.LauraLatta.com" target="_blank">www.LauraLatta.com</a></font></p><p style="margin:0in 0in 0.0001pt;line-height:13.15pt;background-image:initial;background-position:initial;background-repeat:initial"><font color="#666666" face="georgia, serif">4010 Lake Washington Blvd. NE Ste. 202</font></p><p class="MsoNormal" style="background-image:initial;background-position:initial;background-repeat:initial"></p><p style="margin:0in 0in 0.0001pt;line-height:13.15pt;background-image:initial;background-position:initial;background-repeat:initial"><font color="#666666" face="georgia, serif">Kirkland, WA 98033</font></p><p class="MsoNormal"><font color="#134f5c"><u></u> </font><u></u></p><p class="MsoNormal"><b><font color="#444444">NOTICE:  This communication may contain privileged or other confidential information. If you have received it in error, please advise the sender by replying to this email and immediately delete the message and any attachments without copying it or disclosing its contents to others.</font></b></p></div></div></div></div><br></div></div><br><div class="gmail_quote"><div dir="ltr" class="gmail_attr">On Wed, Apr 19, 2023 at 10:03 AM Jon Fritzler <<a href="mailto:FritzlerLaw@outlook.com">FritzlerLaw@outlook.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 class="msg8538061568051603113">





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<p class="MsoNormal"><span style="font-size:12pt;font-family:Arial,sans-serif">Client’s Will provides for the share of a beneficiary be held in trust for the beneficiary.  Client wants to name the trust as a beneficiary of non-probate asset.  I advised
 client to use the following language for the beneficiary designation: “[Name of trustee] or his successor as Trustee of the Trust created under section 3.1(a) of my Will dated ______, 2023.”  Client’s financial advisor replied:  “</span><span style="font-size:12pt;font-family:Arial,sans-serif">Do
 you have the legal name of the trust?  We can list that as an entity in the beneficiary section of the account.”<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:12pt;font-family:Arial,sans-serif"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-size:12pt;font-family:Arial,sans-serif">Thoughts on how to reply?  Mine is to explain that it is testamentary trust that doesn’t come into existence until client’s death and that is not assigned a “legal name” until
 that time.<u></u><u></u></span></p>
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<p class="MsoNormal"><span style="font-size:12pt;font-family:Arial,sans-serif">Sincerely,<br>
Jon M. Fritzler<br>
Attorney at Law<br>
717 E. 22^nd St.<br>
Vancouver, WA 98663<br>
Tel. 360.818.4431<br>
Eml <a href="mailto:fritzlerlaw@outlook.com" target="_blank"><span style="color:blue">fritzlerlaw@outlook.com</span></a><u></u><u></u></span></p>
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