[WSBAPT] Change trustee before funding trust

[Paul Barrera]

Listmates:

My client, the trustor, created a trust with a professional as trustee, and a requirement that all trustees must be licensed professionals. Prior to funding the trust, the trustor found the professional highly offensive, in that the professional cursed and insulted the beneficiary to the point of humiliating him. Now, the trustor wants the trust to have a non-professional trustee, someone she knows and trusts.

Two questions:

  1.  Does a valid trust exist when the trust document is executed and delivered to the originally intended trustee and the trust document is not yet funded?
  2.  If a trust exists, do I execute a non-judicial binding agreement removing the requirement for a professional trustee, appointing the new trustee, and serve it on the original trustee?

Paul

Paul A. Barrera
Attorney

Office      206-413-7288
Fax           206-367-0120
Email      paul at northcitylaw.com<mailto:paul at northcitylaw.com>
Web        www.northcitylaw.com<http://www.northcitylaw.com/>

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North City Law, PC
17713 15th Ave NE Suite 105
Shoreline, WA  98155

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