[WSBAPT] To send or not to send

[Philip N. Jones]

Yes, trusts are contracts, sort of.  But a revocable living trust is entered into between the trustor and the trustee. They usually the same person. What does the trust say about the formalities that are needed for an amendment?
Phil Jones

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From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> on behalf of Jeff at bellanddavispllc.com <Jeff at bellanddavispllc.com>
Sent: Monday, March 27, 2023 1:10:48 PM
To: 'WSBA Probate & Trust Listserv' <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] To send or not to send


Decedent heavily marked up her original living trust taking out and adding beneficiaries.  You can read through the markups.  We have a clean copy of the trust.  I do not know if this is treated differently then a marked up Will, which if you can read through the markups, the Court enforces the original language.  Trusts are contracts.  Do the markups change that, or does it invalidate it?  I am inclined to send both documents to the named people.



Have any of you dealt with this before?



Jeff Davis



W. Jeff Davis

BELL & DAVIS PLLC

Attorneys at Law
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