[WSBARP] Trust With Unusual Provision

[Doris Eslinger]

Occasionally I have clients who ask to include provisions in their wills that in my opinion could be invalidated as against public policy.  I usually advise the client so but include the provision if they insist on it.  I am very interested in others’ thoughts on this subject.   Here’s is a 2009 article titled “The Jewish Clause”:  http://wealthmanagement.com/financial-planning/jewish-clause

 

Regards, 

Doris Eslinger
Attorney at Law
Eslinger Law Office, PLLC 
1808 Richards Road | Suite 104 | Bellevue, WA 98005 | Phone: (425) 451-3237 | 
Fax: (425) 633-2468 |  <mailto:doris at eslingerlawoffice.com> doris at eslingerlawoffice.com |  <http://www.eslingerlawoffice.com/> eslingerlawoffice.com  

----------------------------------------------------------------------------------------------------


This message is intended only for the addressee.  The information contained in this message is privileged, confidential, and protected by the attorney-client or attorney work product privileges.  Unauthorized forwarding, printing, copying, distribution, disclosure or use of such information is strictly prohibited.  If you are not the addressee, please promptly delete this message and notify the sender of the delivery error by return e-mail or you may call our office at (425) 451-3237. Nothing in this message should be interpreted as a digital or electronic signature that can be used to authenticate a contract or other legal document.

 

From: wsbarp-bounces at lists.wsbarppt.com [mailto:wsbarp-bounces at lists.wsbarppt.com] On Behalf Of Ron Housh
Sent: Friday, June 12, 2015 4:14 PM
To: 'WSBA Real Property Listserv'; wsbapt at lists.wsbarppt.com
Subject: Re: [WSBARP] Trust With Unusual Provision

 

Provision in a Trust signed by mother and 4 adult children says if any descendant of mother marries a previously divorced person, then that person forfeits his/her interest in trust.

 

I will refrain from commenting on what was mother’s attitude toward divorce, but I ask:

 

Is there any legal challenge to a provision such as this?  

 

FOR PLANNING PURPOSES:  I WILL BE OUT OF THE OFFICE JUNE 18 THROUGH JUNE 23

 

I AM TYPICALLY IN THE SEATTLE OFFICE ON TUESDAY AND THURSDAY AND IN THE MOUNT VERNON OFFICE ON MONDAY, WEDNESDAY AND FRIDAY 

 

Ronald G. Housh, P.S.

Attorney at Law

 

Seattle Office:

1420 Fifth Avenue, Suite 3000

Seattle, WA 98101-2393

Phone:   206-381-1341

Fax:        206-464-0461

Email:     <mailto:ron at housh.org> ron at housh.org

 

Mount Vernon Office:

21411 Bluejay Place

Mount Vernon, WA 98274

Phone:  206-235-2459

Email:    <mailto:ron at housh.org> ron at housh.org

 


 

 

 

-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://mailman.fsr.com/pipermail/wsbarp/attachments/20150615/ba77675e/attachment.html>