[WSBAPT] Trust Name
Laura Latta
laura at lauralatta.com
Wed Feb 15 07:20:08 PST 2023
When I have encountered this issue, I have not redeeded the property.
Rather, I have I included recitals in the restatement laying out the
changes to the name and then stating “this trust shall continue to be known
as the XYZ trust and/or the XYZ Family Revocable Trust.”
On Tue, Feb 14, 2023 at 2:27 PM John McCrady <j.mccrady at pstitle.com> wrote:
> Yes, a recital in the trust agreement saying that it is a restatement of
> the XYZ trust would do wonders for our comfort level!
>
> <https://www.google.com/maps/search/5350+Orchard+Street+West+%0D%0A+University+Place+WA+98467?entry=gmail&source=g>
>
>
>
>
>
> John McCrady
>
> Counsel
>
> Puget Sound Title Company
>
> 5350 Orchard Street West
> <https://www.google.com/maps/search/5350+Orchard+Street+West+%0D%0A+University+Place+WA+98467?entry=gmail&source=g>
>
> University Place WA 98467
> <https://www.google.com/maps/search/5350+Orchard+Street+West+%0D%0A+University+Place+WA+98467?entry=gmail&source=g>
>
> 253-476-5721
>
> j.mccrady at pstitle.com
>
>
>
>
>
>
>
> *Beginning July 26, 2021, recording fees for most documents recorded in
> Washington will increase by $100
> <https://www.piercecountywa.gov/DocumentCenter/View/105275/Recording-Fee-Schedule-Effective-Jul-25-2021->.
> Please be sure to collect recording fees accordingly. Due to the above
> increase, our Reconveyance fees will also be increased by $100.00*
>
>
>
> *WARNING-FRAUDULENT FUNDING INSTRUCTIONS *
>
> Email hacking and fraud are on the rise to fraudulently misdirect funds.
> Please call your escrow officer immediately using contact information found
> from an independent source, such as the sales contract or internet, to
> verify any funding instructions received. We are not responsible for any
> wire sent by you to an incorrect bank account.
>
>
>
>
>
> *From:* wsbapt-bounces at lists.wsbarppt.com <
> wsbapt-bounces at lists.wsbarppt.com> *On Behalf Of *
> Jeff at bellanddavispllc.com
> *Sent:* Tuesday, February 14, 2023 10:22 AM
> *To:* 'WSBA Probate & Trust Listserv' <wsbapt at lists.wsbarppt.com>
> *Subject:* Re: [WSBAPT] Trust Name
>
>
>
> Thanks John,
>
>
>
> We are restating the trust, again, for other reasons, than the name. In
> your example on a transfer, would it give a title company more assurance if
> the restated trust says it is a restatement of the XYZ trust? There are
> other trust assets using the new name so your suggestion of waiting and
> dealing with a mortgage or transfer greatly simplifies the matter.
>
>
>
> Jeff
>
>
>
> *W. Jeff Davis*
>
> *BELL & DAVIS PLLC*
>
> *Attorneys at Law*
> P.O. Box 510
>
> 720 E. Washington Street, Suite 105
> <https://www.google.com/maps/search/720+E.+Washington+Street,+Suite+105+%0D%0ASequim+WA+98382?entry=gmail&source=g>
> Sequim WA 98382
> <https://www.google.com/maps/search/720+E.+Washington+Street,+Suite+105+%0D%0ASequim+WA+98382?entry=gmail&source=g>
> Phone: (360) 683.1129
> Fax: (360) 683.1258
> email: jeff at bellanddavispllc.com
> www.bellanddavispllc.com
>
> 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 or call
> 360.683.1129.
>
>
>
>
>
> *From:* wsbapt-bounces at lists.wsbarppt.com <
> wsbapt-bounces at lists.wsbarppt.com> *On Behalf Of *John McCrady
> *Sent:* Tuesday, February 14, 2023 9:56 AM
> *To:* WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
> *Subject:* Re: [WSBAPT] Trust Name
>
>
>
> You could do a deed from “John Doe, Trustee of the XYZ Trust” to “John
> Doe, trustee of the XYZ Family Revocable Trust, a restatement of the XYZ
> Trust” to put the matter of record.
>
> Or, as I would prefer, wait until a mortgage or conveyance is needed and
> execute the mortgage/deed as “John Doe, trustee of the XYZ Family Revocable
> Trust, a restatement of the XYZ Trust” and have ready the documentation of
> the changes for the title company review.
>
>
>
> <https://www.google.com/maps/search/5350+Orchard+Street+West+%0D%0A+University+Place+WA+98467?entry=gmail&source=g>
>
>
>
> John McCrady
>
> Counsel
>
> Puget Sound Title Company
>
> 5350 Orchard Street West
> <https://www.google.com/maps/search/5350+Orchard+Street+West+%0D%0A+University+Place+WA+98467?entry=gmail&source=g>
>
> University Place WA 98467
> <https://www.google.com/maps/search/5350+Orchard+Street+West+%0D%0A+University+Place+WA+98467?entry=gmail&source=g>
>
> 253-476-5721
>
> j.mccrady at pstitle.com
>
>
>
>
>
>
>
> *Beginning July 26, 2021, recording fees for most documents recorded in
> Washington will increase by $100
> <https://www.piercecountywa.gov/DocumentCenter/View/105275/Recording-Fee-Schedule-Effective-Jul-25-2021->.
> Please be sure to collect recording fees accordingly. Due to the above
> increase, our Reconveyance fees will also be increased by $100.00*
>
>
>
> *WARNING-FRAUDULENT FUNDING INSTRUCTIONS *
>
> Email hacking and fraud are on the rise to fraudulently misdirect funds.
> Please call your escrow officer immediately using contact information found
> from an independent source, such as the sales contract or internet, to
> verify any funding instructions received. We are not responsible for any
> wire sent by you to an incorrect bank account.
>
>
>
>
>
> *From:* wsbapt-bounces at lists.wsbarppt.com <
> wsbapt-bounces at lists.wsbarppt.com> *On Behalf Of *
> Jeff at bellanddavispllc.com
> *Sent:* Tuesday, February 14, 2023 9:15 AM
> *To:* 'WSBA Probate & Trust Listserv' <wsbapt at lists.wsbarppt.com>
> *Subject:* Re: [WSBAPT] Trust Name
>
>
>
> It is deeded to the Trustees of the “XYZ” Trust. The fact the trust’s
> name has changed, will that affect the trustees’ ability to transfer the
> house?
>
>
>
> *W. Jeff Davis*
>
> *BELL & DAVIS PLLC*
>
> *Attorneys at Law*
> P.O. Box 510
>
> 720 E. Washington Street, Suite 105
> <https://www.google.com/maps/search/720+E.+Washington+Street,+Suite+105+%0D%0ASequim+WA+98382?entry=gmail&source=g>
> Sequim WA 98382
> <https://www.google.com/maps/search/720+E.+Washington+Street,+Suite+105+%0D%0ASequim+WA+98382?entry=gmail&source=g>
> Phone: (360) 683.1129
> Fax: (360) 683.1258
> email: jeff at bellanddavispllc.com
> www.bellanddavispllc.com
>
> 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 or call
> 360.683.1129.
>
>
>
>
>
> *From:* wsbapt-bounces at lists.wsbarppt.com <
> wsbapt-bounces at lists.wsbarppt.com> *On Behalf Of *Lenard Wittlake
> *Sent:* Tuesday, February 14, 2023 8:55 AM
> *To:* 'WSBA Probate & Trust Listserv' <wsbapt at lists.wsbarppt.com>
> *Subject:* Re: [WSBAPT] Trust Name
>
>
>
> House should not be deeded to the trust name. It should be deeded to the
> trustee’s name.
>
>
>
> Lenard L Wittlake, PLLC
>
> Attorney & Counselor at Law
>
> 22 East Poplar Street, Suite 202
> <https://www.google.com/maps/search/22+East+Poplar+Street,+Suite+202?entry=gmail&source=g>
>
> P.O. Box 1233
>
> Walla Walla, WA 99362
>
> (509) 529-1529 voice
>
> (509) 850-3515 fax
>
> Lenard at wittlakelaw.com
>
>
>
> The information contained in this email may be privileged, confidential or
>
> otherwise protected from disclosure. If you received this email in error,
>
> please reply to the sender that you have received this information in error
>
> and delete this email.
>
>
>
> *From:* wsbapt-bounces at lists.wsbarppt.com [
> mailto:wsbapt-bounces at lists.wsbarppt.com
> <wsbapt-bounces at lists.wsbarppt.com>] *On Behalf Of *
> Jeff at bellanddavispllc.com
> *Sent:* Tuesday, February 14, 2023 7:24 AM
> *To:* 'WSBA Probate & Trust Listserv'
> *Subject:* [WSBAPT] Trust Name
>
>
>
> Listmates:
>
>
>
> Revocable Trust created in the early 90’s is named “XYZ.” House deeded
> into the “XYZ” trust. In 2007, trust is completely restated and named “XYZ
> Family Revocable Trust.” For transfer purposes, would you rerecord the
> deed to reflect the new trust name or simply amend the trust to reflect the
> old trust name aka new trust name?
>
>
>
> Jeff
>
>
>
> *W. Jeff Davis*
>
> *BELL & DAVIS PLLC*
>
> *Attorneys at Law*
> P.O. Box 510
>
> 720 E. Washington Street, Suite 105
> <https://www.google.com/maps/search/720+E.+Washington+Street,+Suite+105+%0D%0ASequim+WA+98382?entry=gmail&source=g>
> Sequim WA 98382
> <https://www.google.com/maps/search/720+E.+Washington+Street,+Suite+105+%0D%0ASequim+WA+98382?entry=gmail&source=g>
> Phone: (360) 683.1129
> Fax: (360) 683.1258
> email: jeff at bellanddavispllc.com
> www.bellanddavispllc.com
>
> 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 or call
> 360.683.1129.
>
>
>
>
> ***Disclaimer: Please note that RPPT listserv participation is not
> restricted to practicing attorneys and may include non-practicing
> attorneys, law students, professionals working in related fields, and
> others.***
> _______________________________________________
> WSBAPT mailing list
> WSBAPT at lists.wsbarppt.com
> http://mailman.fsr.com/mailman/listinfo/wsbapt
--
*Laura LattaLaw Office of Laura Latta PLLC*
she/her
Phone (206) 841-2344
www.LauraLatta.com
4010 NE Lake Washington Blvd. Ste. 202
Kirkland, WA 98033
*NOTICE: This communication may contain privileged or other confidential
information. If you have received it in error, please advise the sender by
replying to this email and immediately delete the message and any
attachments without copying it or disclosing its contents to others.*
-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20230215/37b47534/attachment.html>
More information about the WSBAPT
mailing list