[WSBAPT] Appointing co trustees

[Sarah Jael Dion]

Oops thanks for the correction, John! 

Sarah Jael Dion

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

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> On May 9, 2017, at 10:44 PM, Setareh Mahmoodi <mahmoodi.setareh at gmail.com> wrote:
> 
> Thank you John and Sarah. 
> 
> Setareh 
> 
> On Sat, May 6, 2017 at 11:31 AM, Sarah Jael Dion <sarah at dionlaw.com <mailto:sarah at dionlaw.com>> wrote:
> 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 <tel:(206)%20550-4005>
> sarah at dionlaw.com <mailto:sarah at dionlaw.com>
> dionlaw.com <http://dionlaw.com/>
> 
> This message is private or privileged. If you are not the person for whom this message is intended, please notify me immediately and delete the message. Please do not copy or send this message to anyone else. 
> 
> 
> 
> 
> 
>> On May 5, 2017, at 12:58 PM, Setareh Mahmoodi <mahmoodi.setareh at gmail.com <mailto: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 
>> 18222 104th Ave NE, Suite 103
>> Bothell, WA 98011
>> Phone: 425-806-1500 <tel:(425)%20806-1500>
>> Cell: 206-683-1006 <tel:(206)%20683-1006> 
>> Fax: 425-489-4142 <tel:(425)%20489-4142> (Please email documents if at all possible) 
>> Website: http://www.lawofficesofsm.com/ <http://www.lawofficesofsm.com/>
>> 
>> CONFIDENTIALITY NOTICE: This email message and any attachments is a transmission from the law firm and is intended for the recipient only.  It may contain information that is confidential and legally protected by the attorney-client, work product and/or other privileges.  If you are not the designated or intended recipient, please destroy the message without disclosing any of its contents and notify us immediately by reply email or by calling (425) 806-1500 <tel:(425)%20806-1500>.
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> 
> -- 
> Best regards, 
> 
> Setareh Mahmoodi 
> Attorney at Law 
> 18222 104th Ave NE, Suite 103
> Bothell, WA 98011
> Phone: 425-806-1500
> Cell: 206-683-1006 
> Fax: 425-489-4142 (Please email documents if at all possible) 
> Website: http://www.lawofficesofsm.com/ <http://www.lawofficesofsm.com/>
> 
> CONFIDENTIALITY NOTICE: This email message and any attachments is a transmission from the law firm and is intended for the recipient only.  It may contain information that is confidential and legally protected by the attorney-client, work product and/or other privileges.  If you are not the designated or intended recipient, please destroy the message without disclosing any of its contents and notify us immediately by reply email or by calling (425) 806-1500.
> Pursuant to U.S. Treasury Department Regulations, we are now required to advise you that, unless otherwise expressly indicated, any federal tax advice contained in this communication, including attachments and enclosures, is not intended or written to be used, and may not be used, for the purpose of (i) avoiding tax-related penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any tax-related matters addressed herein.
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