[WSBAPT] Combining Trusts

[Mark Vohr]

The easiest way is through an agreement under RCW 11.96A.220 if you can get all the interested parties on board.  If you can't get agreement, then you are looking at RCW 11.98.080.  The procedure can be found under RCW 11.96A, modified by the notice provisions of RCW 11.98.080.

Regards,

Mark

Mark C. Vohr, Esq.
Ohana Fiduciary Corp.
Ohana Financial Services
A Washington Trust Company
Mark C. Vohr, J.D., CPG, Principal
PO Box 33710  Seattle, WA  98133
T:  (206) 782-1189 F:  (206) 782-1434
mcv at ohanafc.com      www.ohanafc.com

From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Jeff Davis
Sent: Wednesday, January 22, 2020 4:04 PM
To: 'WSBA Probate & Trust Listserv' <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Combining Trusts

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: info at bellanddavispllc.com<mailto:info at bellanddavispllc.com>
www.bellanddavispllc.com<https://urldefense.proofpoint.com/v2/url?u=http-3A__www.bellanddavispllc.com_&d=DwMFAg&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=K1mLMC1eFjwfeeMM-AC6zQ&m=IQrvAEPWW0LwbRtwEzoRoPD0lHlljXxXrcDUixk-aMY&s=xj-LbHmOTmiadr6DL2uNbSjouBlG3nZQ7ceZXW0i6B0&e=>

The information contained in this e-mail message may be privileged, confidential, and protected from disclosure. If you are not the intended recipient, any dissemination, distribution, or copying is strictly prohibited. If you think that you have received this e-mail message in error, please e-mail the sender at info at bellanddavispllc.com<mailto:info at bellanddavispllc.com>  or call 360.683.1129

-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20200123/e054bfb9/attachment.html>