[WSBAPT] Change in Beneficiaries on Irrevocable Trust

[Diane J. Kiepe]

First question is did you mane to say "irrevocable" if so then it can only be done by TEDRA and with agreement the proper parties, which means telling old/new benes of the change (I've done it twice).  If you meant revocable, that means a completely different thing.

Happy to help if I can,


Diane J. Kiepe

Diane J. Kiepe
Douglas Eden
717 W. Sprague Ave.
Suite 1500
Spokane, WA  99201
djkiepe at depdslaw.com<mailto:djkiepe at depdslaw.com>
509-455-5300




From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Samuel M. Meyler
Sent: Monday, March 30, 2020 10:15 AM
To: wsbapt at lists.wsbarppt.com
Subject: [WSBAPT] Change in Beneficiaries on Irrevocable Trust

Listmates,

Can someone share a sample amendment to change beneficiaries/disbursements under an irrevocable living trust and let me know if there is anything that I need to watch out for?  Thank you in advance!


Samuel M. Meyler

Meyler Legal, PLLC
1700 Westlake Ave. N., Ste. 200
Seattle, Washington 98109
Tel:  206.876.7770
Fax:  206.876.7771
Email:  samuel at meylerlegal.com<mailto:samuel at meylerlegal.com>

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