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<p>Unless the distribution is discretionary or based on events other
than the Trustor's death, wouldn't the right to the trust assets
vest in the son at the Trustor's death? Seems to me it goes to
the son's estate.</p>
<p> Steve<br>
</p>
<div class="moz-cite-prefix">On 7/16/19 10:29 AM, Timothy Lehr
wrote:<br>
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<p class="MsoNormal">All,<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Relevant section of the Trustor’s trust
states that upon Trustor’s death, the remaining trust
property not previously distributed is distributed to son,
“outright and free of trust.” It goes on to say, If son is
deceased, then it goes to X and Y. <o:p></o:p></p>
<p class="MsoNormal">The issue is that the son survived the
Trustor by a couple years. While alive, the trustee failed to
distribute most of son’s portion to him. Some portion was
distributed. Now, question is whether to distribute remaining
portion to son’s estate or distribute to X and Y per terms of
the trust. <o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">My strong instinct is that trustee should
distribute to son’s estate as the intent of Trustor was for
all of son’s portion to be distributed to him if he survived.
I’ve found a case that sets out that the trust corpus vests in
beneficiaries at termination of trust, but what about if a
distribution is called for in the trust but the trust hasn’t
terminated yet?<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Thanks for any insight!<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><b>Timothy C. Lehr<o:p></o:p></b></p>
<p class="MsoNormal">Attorney at Law<o:p></o:p></p>
<p class="MsoNormal">Stiles Law Inc., P.S.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">p: 360.855.0131<o:p></o:p></p>
<p class="MsoNormal">e: <a
href="mailto:timothy@stileslaw.com" moz-do-not-send="true">timothy@stileslaw.com</a><o:p></o:p></p>
<p class="MsoNormal">w: <a href="http://www.stileslaw.com"
moz-do-not-send="true">www.stileslaw.com</a><o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
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