[WSBAPT] Who gets Copy of Trust Agreements

[Megan S. Farr]

The answer probably is no, but read the trust agreement carefully, and then review the relevant statutes.

Take a look at RCW 11.98.072.  Unless specifically waived in the trust agreement, there are notification requirements that apply to “qualified beneficiaries,” which are beneficiaries who are currently eligible to receive distributions.  RCW 11.98.002.  Qualified beneficiaries have a right to request information to enforce their rights under the trust, which could include copies of the trust agreement and amendments.  RCW 11.98.072(2)(a)(iv).

Megan S. Farr
Member | Farr Law Group, PLLC
1110 Stevenson Avenue, Ste. 100 | P.O. Box 890 | Enumclaw, WA 98022-0890
360.825.6581 (o) | 360.825.0780 (f)

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From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Ann Manley
Sent: Wednesday, August 9, 2023 9:49 AM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Who gets Copy of Trust Agreements

I believe the answer is no, but I'd love to know if this is not the correct answer!

Ann Manley, Esq.
The Manley Law Firm, P.S., Inc.
PO Box 16324
Seattle, WA 98116
(206)292-3064 / (206)292-3914 fax
www.manleyfirm.com<http://www.manleyfirm.com>

The Manley Law Firm practice areas include Bankruptcy*, Estate Planning, Auto Accidents, Civil Litigation, Construction, Commercial and Contract Law, Personal injury, Small Business, Unemployment Claims, Wage Loss and Compensation claims

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On Mon, Jul 31, 2023 at 1:40 PM <Jeff at bellanddavispllc.com<mailto:Jeff at bellanddavispllc.com>> wrote:
Husband dies.  H & W created revocable trust.  Trust can be amended or revoked by surviving spouse.  This is a blended family.  W will get everything with right to disclaim.  Do the children, some of which, but not all, are contingent beneficiaries, get copies of the Trust and the two amendments?

Jeff Davis

W. Jeff Davis
BELL & DAVIS PLLC
Attorneys at Law
P.O. Box 510
720 E. Washington Street, Suite 105
Sequim WA 98382
Phone: (360) 683.1129
Fax: (360) 683.1258
email: jeff at bellanddavispllc.com<mailto:jeff at bellanddavispllc.com>
www.bellanddavispllc.com<http://www.bellanddavispllc.com/>

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