[WSBAPT] Trust Designation

Brent Williams-Ruth brent at bwrconsults.com
Fri Jul 6 16:58:33 PDT 2018


That was my general thought as well - that simply the words "under
agreement dated on" have no specific intent behind them to be irrevocable -
but this is how it was presented to me by an elder attorney nearly a decade
ago who wrote my Godparents trust, which is, in fact, irrevocable.

Brent

On Fri, Jul 6, 2018 at 4:45 PM, Eric Nelsen <Eric at sayrelawoffices.com>
wrote:

> I just Googled that, and discovered that I had no idea there were
> technical distinctions related to those abbreviations.
>
>
>
> I might be the only ignorant one out there, but if I'm not, it's possible
> that someone else is misusing the abbreviation, so the Trust instrument
> itself will have to be consulted to determine whether or not it is
> revocable.
>
>
>
> Sincerely,
>
>
>
> Eric
>
>
>
> Eric C. Nelsen
>
> SAYRE LAW OFFICES, PLLC
>
> 1417 31st Ave South
>
> Seattle WA  98144-3909
>
> phone 206-625-0092
>
> fax 206-625-9040
>
>
>
> *From:* wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.
> wsbarppt.com] *On Behalf Of *Brent Williams-Ruth
> *Sent:* Friday, July 06, 2018 4:10 PM
> *To:* WSBA Probate & Trust Listserv
> *Subject:* [WSBAPT] Trust Designation
>
>
>
> 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> /
> facebook <http://www.facebook.com/bwrconsults>
>
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-- 

*Brent Williams-Ruth*
*Founding Member*

*BWR Consulting, PLLC*

Phone: (425) 830-5134

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