[WSBAPT] [SPAM] Alaska Trust Recording/Registration

[Robert Millsap]

You might use the Will to refer to it and say it has been rescinded. I am
just thinking that would help clarify their intent when they were not here
to advise us.

Is there any advantage that you can see to holding it in limbo for use in
the future?

Sent from my iPhone

On Jan 31, 2014, at 12:22 PM, "Ronald Hendry" <hrl6 at qwestoffice.net>
wrote:



Hello Amy,

 

If the trust was never funded. Why do you have to do anything?  It is just
a “dry trust,” an empty shell.  Just set up their new estate plan.

 

Ron Hendry

 

From: wsbapt-owner at lists.wsbarppt.com
[mailto:wsbapt-owner at lists.wsbarppt.com] On Behalf Of Amy Pivetta Hoffman
Sent: Wednesday, January 29, 2014 4:40 PM
To: wsbapt at lists.wsbarppt.com
Subject: [WSBAPT] [SPAM] Alaska Trust Recording/Registration

 

All,

 

I have an estate planning client who I believe was swindled in the late
90’s in AK by a CPA and “lawyer”.  Anyway, they recorded a trust in North
Star Borough, but it was never funded, they no longer live there and they
have no property there.  They no longer feel the need to include trusts in
their estate planning.  I will do a new will package for them, but am
clueless as to “unwinding” the AK trust.  I would like a completely clean
slate for them and their PRs when the time comes.

 

My brief surface research indicates that effective registration is
actually filing in Superior Court and not recording with the local borough
clerk.  Can anyone tell me more about this?  Can I just record a
revocation (assuming it’s not been filed in court)?  Perhaps I would need
to associate with an AK lawyer for this?

 

Any words of wisdom would be appreciated from this wise group.

 

Amy Pivetta Hoffman

Attorney at Law

Ph. 253.720.3020/F. 253.200.0855

PO Box 73040, Puyallup, WA  98373

<image001.png>

CONFIDENTIAL COMMUNICATION:  This email is intended only for the use of
the individual(s) or entity(ies) to whom it is addressed and may contain
confidential, privileged information.  If you have received this
communication in error, please immediately notify the sender
electronically, return the email to the above email address and delete it
from your files.  Thank you.

 

=======================
- To contact the list administrator, send a message to:
webmaster at wsbarppt.com

- To unsubscribe, send a new email addressed to: imail at lists.wsbarppt.com,
with the following in the body of the message: unsubscribe wsbapt - OR -
send a message to webmaster at wsbarppt.com asking that you be removed from
the wsbapt list.

Information provided on this list should not be considered legal advice.
As with all lists - let the reader beware! No warranties or
representations are made as to the accuracy of any information provided.
All opinions and comments in this message represent the views of the
author and do not necessarily have the endorsement of the Washington State
Bar Association nor its officers or agents. 

=======================
- To contact the list administrator, send a message to:
webmaster at wsbarppt.com

- To unsubscribe, send a new email addressed to: imail at lists.wsbarppt.com,
with the following in the body of the message: unsubscribe wsbapt - OR -
send a message to webmaster at wsbarppt.com asking that you be removed from
the wsbapt list.

Information provided on this list should not be considered legal advice.
As with all lists - let the reader beware! No warranties or
representations are made as to the accuracy of any information provided.
All opinions and comments in this message represent the views of the
author and do not necessarily have the endorsement of the Washington State
Bar Association nor its officers or agents. 

=======================
- To contact the list administrator, send a message to:
webmaster at wsbarppt.com

- To unsubscribe, send a new email addressed to: imail at lists.wsbarppt.com,
with the following in the body of the message: unsubscribe wsbapt - OR -
send a message to webmaster at wsbarppt.com asking that you be removed from
the wsbapt list.

Information provided on this list should not be considered legal advice.
As with all lists - let the reader beware! No warranties or
representations are made as to the accuracy of any information provided.
All opinions and comments in this message represent the views of the
author and do not necessarily have the endorsement of the Washington State
Bar Association nor its officers or agents. 

-------------- next part --------------
A non-text attachment was scrubbed...
Name: winmail.dat
Type: application/ms-tnef
Size: 8266 bytes
Desc: not available
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20140131/78db1003/winmail.dat>