[WSBAPT] Trust Designation

Brent Williams-Ruth brent at bwrconsults.com
Fri Jul 6 16:10:07 PDT 2018


Good Afternoon Hivemind -

I am looking at a trust for a client that has John Doe, Trustee of the John
Doe Family Trust, u/a dtd Month, Date, Year of original creation.

It was my understanding that the U/A DTD designation meant it was an
irrevocable trust - but this was used for an RLT.

I am setting time on Monday to hit the books to dig into this further, but
thought I was see if anyone had the answer at their fingertips.

Thanks!
Brent

-- 

*Brent Williams-Ruth*
*Founding Member*

*BWR Consulting, PLLC*

Phone: (425) 830-5134

e-mail <brent at bwrconsults.com> / website <http://www.bwrconsults.com> /
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