[WSBAPT] lost trust agreement

[J A Cyphers]

Was a federal gift tax return filed for the gift, if transfer to trust was
treated as gift?  If so, maybe trust was included with gift tax return. If
grantor still alive, IRS should still has the return.

On Mon, Jun 24, 2019 at 12:33 PM Cyrus Field <cyfield at rockisland.com> wrote:

> Folks- I was recently contacted by a local charity that wanted to have
> successor trustees appointed for a trust that was established over 20 years
> ago to hold real property for its benefit. The rub is nobody can find the
> original trust document, much less a copy of it, and charity apparently did
> look in all the obvious places (e.g. their files, grantor of property,
> title company, successors to attorneys involved). I’m confirming all this
> but I suspect there is a pretty good chance we will come up empty handed.
>
>
>
> I haven’t gotten my hands dirty on this yet but I’m curious whether anyone
> has dealt with a similar situation where trust agreement for charity has
> disappeared? Grantor of real estate is still around so shooting from the
> hip, maybe a TEDRA agreement with grantor, charity and  AG’s office as
> parties? Thanks in advance for any suggestions/guidance, Cy
>
>
>
> *Cyrus W. Field, Attorney at Law (admitted in Washington and Oregon)*
>
> *phone: 360-472-1223 Mail: POB 367, Shaw Island, WA 98286 Office: 640
> Mullis St. Friday Harbor, WA
> <https://www.google.com/maps/search/640+Mullis+St.+Friday+Harbor,+WA?entry=gmail&source=g>*
>
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-- 
Jackie Cyphers
Jeannette A. Cyphers, Attorney at Law
P. O. Box 908
Edmonds, WA 98020-0908
telephone 425-776-5887
fax 425-640-0814
jacyphers at gmail.com
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