[WSBAPT] Wording for Second Amendment to Trust once restated

[Candace Wilkerson]

Thanks to both of you (Glenn and Phil), I really appreciate it!

Candace

From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Philip N. Jones
Sent: Monday, August 5, 2019 2:16 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Wording for Second Amendment to Trust once restated

A little typo in my choice #2:  First amendment to restated trust.  I left the d off of restated.
Phil

From: wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com> [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Candace Wilkerson
Sent: Monday, August 05, 2019 1:17 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>
Subject: Re: [WSBAPT] Wording for Second Amendment to Trust once restated

Thank you, Phil!  I really appreciate your response, and the priority of the choices.  I think I will go with No. 2.

Best,
Candace

From: wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com> <wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com>> On Behalf Of Philip N. Jones
Sent: Monday, August 5, 2019 11:11 AM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>
Subject: Re: [WSBAPT] Wording for Second Amendment to Trust once restated

You can call it whatever you like, as long as one of the opening paragraphs is very clear as to what you are doing, and what was done before.  My first choice would be to do another restatement.  My second choice would be to do a first amendment to restate trust.  My third choice would be as you propose.
Phil Jones
Portland, OR

From: wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com> [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Candace Wilkerson
Sent: Monday, August 05, 2019 10:59 AM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>
Subject: [WSBAPT] Wording for Second Amendment to Trust once restated

Hi Listmates:

I've never had to amend a trust once it's been restated.  In this case, my client had a "first amendment and restatement of revocable trust" done previously by another attorney.  Now, I need to amend the first amendment and restatement.  I plan to call it second amendment to trust created on [date] and restated on [date].  Is this correct?

I appreciate your thoughts.

Best,
Candace Wilkerson
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