[WSBAPT] Amended and Restated Trust- Deed Question

[mike at winslegal.com]

I have recorded a Notice of Change of Trustee and Restatement/Amendment of
Trust for the benefit of the title companies. The other day I was having a
discussion in the office with an attorney whose client did a restatement and
the drafting attorney goofed up the reference date to the original RLT. They
were considering recording a notice of change of trustee and Restatement to
address the incorrect reference to the date, because the deed vesting title
in the RLT referenced the date of the trust agreement. I think this is a
circumstance where a notice is warranted.

Mike

 

From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com>
On Behalf Of Philip N. Jones
Sent: Wednesday, January 20, 2021 4:09 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Amended and Restated Trust- Deed Question

 

Very few do.

 

Philip N. Jones

Duffy Kekel LLP

900 S.W. Fifth Ave. Suite 2500

Portland, OR 97204

 <mailto:pjones at duffykekel.com> pjones at duffykekel.com

(503) 226-1371 - office

(503) 853-1482 - cell

(503) 226-3574 - fax

 

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 Marcus Fry
Sent: Wednesday, January 20, 2021 3:26 PM
To: WSBA Probate & Trust Listserv (wsbapt at lists.wsbarppt.com
<mailto:wsbapt at lists.wsbarppt.com> ) <wsbapt at lists.wsbarppt.com
<mailto:wsbapt at lists.wsbarppt.com> >
Subject: [WSBAPT] Amended and Restated Trust- Deed Question

 

H&W had revocable trust.  H has passed.  Trust remains revocable.  W is
going to perform a complete amendment and restatement and also add son as
co-trustee.  Does anyone prepare a new deed to reflect the change of
trustees and the restatement?

 

 

Marcus J. Fry

Lyon, Weigand & Gustafson, P.S. 

.

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