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<p class="MsoNormal"><span style="font-size:16.0pt;font-family:"Times New Roman",serif">Here is one I have not had to deal with before. Seems like I should know the answer, but I don’t, at least not so sure.
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<p class="MsoNormal"><span style="font-size:16.0pt;font-family:"Times New Roman",serif">Parent creates testamentary trust.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:16.0pt;font-family:"Times New Roman",serif">Surviving child beneficiary of the trust. Parent’s siblings remainder beneficiaries.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:16.0pt;font-family:"Times New Roman",serif">Surviving Child subsequently dies after trust is funded – all the remainder beneficiaries (i.e. the parent’s siblings) predeceased the surviving child. Survival required
for the remainder beneficiaries to receive trust funds. If they don’t, the trust does not say what happens to the remainder interest. The language of the testamentary trust is silent on what happens if none of the remainder beneficiaries survive child.
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<p class="MsoNormal"><span style="font-size:16.0pt;font-family:"Times New Roman",serif">I always drafted around this possibility by, at least, going back to the parent’s heirs at law as determined as thought the beneficiary and the remainder beneficiaries died
immediately prior to the death of the parent, but this trust does not have any of that saving language. Basically, we hit a dead end as far as guidance from the trust.
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<p class="MsoNormal"><span style="font-size:16.0pt;font-family:"Times New Roman",serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:16.0pt;font-family:"Times New Roman",serif">In this instance, I think one then looks back at the parent’s will to see who would receive the estate had the child and the parent’s remainder beneficiaries immediately
predeceased the parent. Basically, that is likely what I would have drafted into the trust had I been the drafter (and assuming that’s what the parent wanted). Maybe I’m bias on my own solution. <o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:16.0pt;font-family:"Times New Roman",serif">Any thoughts on this one?
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<p class="MsoNormal"><span style="font-size:16.0pt;font-family:"Times New Roman",serif">Regards,<span style="mso-ligatures:none"><o:p></o:p></span></span></p>
<p class="MsoNormal"><span style="font-size:16.0pt;font-family:"Times New Roman",serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:16.0pt;font-family:"Times New Roman",serif">Mark<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt"><o:p> </o:p></span></p>
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<p class="MsoNormal" align="center" style="text-align:center"><b><span style="font-size:14.0pt;font-family:"Bradley Hand ITC"">Ohana Fiduciary Corp.<o:p></o:p></span></b></p>
<p class="MsoNormal" align="center" style="text-align:center"><b><span style="font-size:14.0pt;font-family:"Bradley Hand ITC"">A Washington Chartered Trust Company</span></b><span style="font-size:10.0pt;font-family:"Bradley Hand ITC""><o:p></o:p></span></p>
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<p class="MsoNormal" align="center" style="text-align:center"><b><span style="font-size:12.0pt;font-family:"Bradley Hand ITC"">Mark C. Vohr, J.D., CPGC, Principal<o:p></o:p></span></b></p>
<p class="MsoNormal" align="center" style="text-align:center"><b><span style="font-size:12.0pt;font-family:"Bradley Hand ITC"">155 NE 100<sup>th</sup> St., Suite 209 Seattle, WA 98125<o:p></o:p></span></b></p>
<p class="MsoNormal" align="center" style="text-align:center"><b><span style="font-size:12.0pt;font-family:"Bradley Hand ITC"">T: (206) 782-1189 F: (206) 782-1434<o:p></o:p></span></b></p>
<p class="MsoNormal" align="center" style="text-align:center"><span style="font-size:12.0pt;font-family:"Calisto MT",serif"><a href="mailto:mcv@ohanafc.com"><span style="font-family:"Calibri",sans-serif;color:#0563C1">mcv@ohanafc.com</span></a></span><span style="font-size:12.0pt;font-family:"Calibri",sans-serif">
</span><span style="font-size:12.0pt;font-family:"Calisto MT",serif"><a href="http://www.ohanafc.com/"><span style="font-family:"Calibri",sans-serif;color:#0563C1">www.ohanafc.com</span></a><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Bradley Hand ITC""><o:p> </o:p></span></p>
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