[WSBAPT] Combining Trusts

Jeff Davis jeff at bellanddavispllc.com
Wed Jan 22 16:04:24 PST 2020


Listmates,

 

Two marital trusts, along with others, were created under a family trust.
Both Trustors are gone; the Trustee would like to combine the two family
trusts and there is a provision allowing it.  Each has its own tax ID.  What
are the actual steps necessary to combine the Trusts?  

 

Jeff Davis

 

W. Jeff Davis, Esq.

BELL & DAVIS PLLC
P.O. Box 510
Sequim WA 98382
Phone No.:(360) 683.1129 
Fax No.: (360) 683.1258 
email:  <mailto:info at bellanddavispllc.com> info at bellanddavispllc.com
 <http://www.bellanddavispllc.com/> www.bellanddavispllc.com
 
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