[WSBAPT] Appointing co trustees

[Josh Grant]

that should be 11.98.200-240

From: Sarah Jael Dion 
Sent: Saturday, May 06, 2017 11:31 AM
To: WSBA Probate & Trust Listserv 
Subject: Re: [WSBAPT] Appointing co trustees

Re: the amendment, I would make sure to add language as set forth in RCW 11.90.200-240 about beneficiary trustees, if not already in the agreement. 

Sarah Jael Dion

Dion Law PLLC 
206-550-4005
sarah at dionlaw.com
dionlaw.com

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  On May 5, 2017, at 12:58 PM, Setareh Mahmoodi <mahmoodi.setareh at gmail.com> wrote:

  Hello,  

  Mom and dad had a RLT. Dad passed away several years ago. Mom has been acting trustee, is fully capable but for the most part tired of managing everything. The two children are the named successor trustees. However, mom still wants to have power to be involved as needed. 

  If mom decides to appoint the two children to act as co-trustees with her (so that she can retain he trustee status), would just an acceptance of appointment of trustee by the two children and possibly a new certificate of trust and a short amendment suffice? 

  Is there anything else to be aware of? Anything else need to be drafted? 

  The family dynamic is great, the two children have really been acting as trustees as they have been managing most of the stuff for mom and helping her with the properties etc. 

  Thanks so much for your input, 

  Setareh 


  -- 

  Best regards, 




  Setareh Mahmoodi 

  Attorney at Law 

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