[WSBAPT] Access to trust

[Lisa Schuchman]

Thanks, Heather.

Lisa E. Schuchman
206-325-2801
www.lisaschuchman.com<http://www.lisaschuchman.com/>

Do something for somebody every day for which you do not get paid. -Albert Schweitzer

NOTE: I do not use encrypted email.  Messages sent to or from my office via email are not secure and may not be protected by attorney-client privilege. This email address is not monitored at all times.  If your matter is urgent, please phone my office during regular business hours.

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From: wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Heather deVrieze
Sent: Wednesday, December 23, 2015 8:58 AM
To: WSBA Probate & Trust Listserv
Subject: Re: [WSBAPT] Access to trust

Yes, under 11.96A, all parties (specifically includes heirs) have a right to judicial proceedings for a declaration of rights. This includes any matter defined in 96A.030.

Additionally, if the trust were being administered here, the Trustee would have notice requirements spelled out in 11.98.072.

Sorry for the short answer, but that should get you started.

Heather S. de Vrieze
Attorney-at-Law
[cid:image001.jpg at 01D013C2.30F35160]
3909 California Avenue SW
Seattle, WA 98116-3705
(206)938-5500
heatherd at westseattlelaw.com<mailto:heatherd at westseattlelaw.com>
www.westseattlelaw.com<http://www.westseattlelaw.com/>

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From: wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com> [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Lisa Schuchman
Sent: Wednesday, December 23, 2015 6:23 AM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>
Subject: [WSBAPT] Access to trust

Good morning-

I am working with a client whose father died recently in another state (his widow is still living).  The father had a pour over will leaving everything to a family trust administered by one of his adult children.  My client would like to see the trust and his brother is not coöperating.  Under Washington law, wouldn't he be entitled to see the trust?  If so, what statute?  I know the laws may be different where they are, but it might help persuade him.

Thanks.

Lisa E. Schuchman
206-325-2801
www.lisaschuchman.com<http://www.lisaschuchman.com>
Education is what you get when you read the fine print.  Experience is what you get when you don't. -Pete Seeger
NOTE: I do not use encrypted email.  Messages sent to or from my office via email are not secure and may not be protected by attorney-client privilege. This email address is not monitored at all times.  If your matter is urgent, please phone my office during regular business hours.
Any tax advice included in this document and its attachments was not intended or written to be used, and it cannot be used, for the purpose of avoiding penalties under the Internal Revenue Code.
P  Please consider the trees before printing this document

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