[WSBARP] TEDRA Agreements

[Carla Higginson]

Dear Jared,

I've used TEDRA agreements to modify provisions of a Will; with the agreement of all involved parties, the court has not inquired further before signing the order approving the non-judicial settlement agreement.  You will want to have a probate open before submitting the TEDRA agreement, of course.

Regards,
Carla Higginson

___________________________

Carla J. Higginson, Attorney
Higginson Beyer, P.S.    [cid:image004.png at 01D142F8.438976E0]
Friday Harbor Office:
175 Second Street North, Friday Harbor, Washington 98250 | Telephone: (360) 378-2185 | Facsimile: (360) 378-3935
Seattle Office:
701 Fifth Avenue, Suite 5500, Seattle, Washington 98104 | Telephone: (206) 623-8888 | Facsimile: (360) 378-3935

carla at higginsonbeyer.com<mailto:carla at higginsonbeyer.com>
HigginsonBeyer.com

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From: wsbarp-bounces at lists.wsbarppt.com [mailto:wsbarp-bounces at lists.wsbarppt.com] On Behalf Of Jared Hawkins
Sent: Friday, December 8, 2017 12:22 PM
To: wsbarp at lists.wsbarppt.com
Subject: [WSBARP] TEDRA Agreements
Sensitivity: Confidential

Good afternoon everyone,

As a follow up to a message I sent out earlier this week, any thoughts about using a TEDRA Agreement to avoid provisions of a Will the heirs don't like?  Specifically, can the heirs agree through a TEDRA to a method of disposition of estate assets that differs from the apparent intent of the testator in the Will (i.e., receive assets outright instead of placing the funds in an annuity to be paid over time)?

Any help is appreciated.  Thanks!


Jared N. Hawkins, Attorney at Law
jared at hawklaw.biz<mailto:jared at hawklaw.biz>
Hawkins Law, PLLC
Phone 509-529-5175 / Fax 509-529-2564
2225 Isaacs, Suite A/ Walla Walla, WA 99362
Visit our website at hawklaw.biz.
This email is intended only for the named recipient(s) or their designees, and may contain legally privileged or confidential information.  If you have received this email in error, please delete it entirely from your computer and notify the sender.  Thank you.

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