[WSBAPT] trust amendment

[Paul Grant]

see rcw 11.103.030 -  in essence the trust rules the day.  Notes on the
trust are not amendments unless the trust specifies they are accepted.
With the information provided I would say the notes are unenforceable.


Paul H. Grant - JD, LL.M

Planning with Purpose, Inc
Lynnwood, WA 98036
425-939-9948
www.planningwithpurposeinc.com

Estate Planning. Business Planning. Wealth Succession.

On Wed, Jul 29, 2015 at 12:34 PM, Marilyn J Kliman <
marilyn at marilynjklimanlaw.com> wrote:

> Listmates –
>
>
>
> Client is Trustee of decedent’s RLT.
>
>
>
> Trust document states that settlor “…may at any time …amend any of the
> terms of this trust by a written document delivered to the trustee.”
> Decedent (as settlor/trustee) made multiple handwritten edits on the trust
> document over the years. There are no dates, signatures or notarization,
> none of which, obviously, are required by terms of the trust.
>
>
>
> My question is, are these unenforceable amendments, or valid if proven to
> be in decedent’s handwriting?
>
>
>
> (Apologies to folks on both listserves)
>
>
>
> Thank you,
>
> Marilyn
>
>
>
>
>
> *Marilyn J. Kliman, Attorney at Law*
>
> Marilyn J. Kliman Law, PLLC
>
> 510 Bell Street
>
> Edmonds, WA 98020
>
> 206.499.0993
>
> Marilyn at MarilynJKlimanLaw.com
>
> www.MarilynJKlimanLaw.com <http://www.marilynjklimanlaw.com/>
>
>
>
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