[WSBAPT] California RLT

[Philip N. Jones]

Always dangerous to adopt or amend a trust or will prepared by someone else, since you don’t know what issues might be lurking but unnoticed.  Your malpractice carrier will recommend a restatement every time.
Unfortunate, but lots of lawyers make a nice living suing estate planners these days.
Phil Jones
Portland OR

Philip N. Jones
Duffy Kekel LLP
Portland, OR
pjones at duffykekel.com
(503) 853-1482 cell

On May 10, 2021, at 1:20 PM, Ken Luce <Ken.Luce at lucelawfirm.com> wrote:


Have an RLT written in California. CST and QTIP included.  Many references to California law ae made.  Parties moved to Washington permanently.  Any suggestions on binging the trust into compliance with Washington law rather than a complete restatement?

Ken Luce
Luce & Associates, P.S.
4505 Pacific Hwy. E., Suite A
Tacoma, WA 98424
T: (253) 922-8724
F: (253) 922-2802
www.LuceLawFirm.com<http://www.lucelawfirm.com/>  <https://www.facebook.com/pages/Luce-Kenney-Associates-PS/200703820101348>
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