[WSBAPT] Joint Trust with division at first death that was never funded

[Kristina devore]

Listmates,

I have a pc who came in with the revocable living trust of her parents.  The trust provided that at the first death the assets would be divided into a family trust (irrevocable) and a martial trust (revocable by surviving spouse).  This was not done at the first death.  The second parent has now passed.  The distribution provisions are the same for final distribution.  PC is the only heir/beneficiary.  Will the Trustee (same as heir/beneficiary) need to do any additional clean-up work with the trust other than distribute all to the heir/beneficiary (herself)?

Thanks in advance for any advice.

Kristina



Kristina S. DeVore | Attorney & Counselor at Law
KRISTINA DEVORE LAW FIRM, pllc | 201 NE Park Plaza Dr., Ste., 290 | Vancouver, WA  98684
Phone: (360) 695-0535 | Fax (360) 737-4154 | Kristina at devore-law.com




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