[WSBAPT] TEDRA agreement

Roger Hawkes roger at skyvalleylawyers.com
Tue May 9 20:44:01 PDT 2023


Thank  you.

From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Bryce Dille
Sent: Tuesday, May 9, 2023 2:20 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] TEDRA agreement

Here is tedra outline that was presented at  a seminar a few years ago and sets out the basics

Bryce H. Dille
Dille Law, PLLC
2010 Caton Way SW Ste. 101
Olympia, WA 98502
Office: 360-350-0270
Cell: 253-579-5561

[R_Alan_Swanson-WH-200]
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Business Entity Creation and Management, Business, Government and Tax Law, Real Estate and Land Use, Residential, Commercial and Condominium Development Real Estate and Commercial Transactions & Closings, Including Performing Services as IRS Section 1031 Exchange Facilitator Estate Planning, including Wills and Trusts, and Probate Administration Representation Homeowners/Condominium Association Real Estate Developments Real Property Foreclosures and Forfeitures.

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 Roger Hawkes
Sent: Tuesday, May 9, 2023 1:52 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>
Subject: Re: [WSBAPT] TEDRA agreement

Do you, or any lawyer on this list, have a memo or brief demonstrating that the tedra agreement is the most efficient way to resolve estate disputes?

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 Sarah Cuellar
Sent: Tuesday, May 9, 2023 11:05 AM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>
Subject: Re: [WSBAPT] TEDRA agreement

RCW 11.96A.210 is your answer. A TEDRA agreement is nonjudicial and doesn't derogate from any other proceeding. I have filed plenty of TEDRA agreements in probate cases when all heirs agree to disburse the estate in a manner that conflicts with intestate law or the decedent's will.

On Tue, May 9, 2023 at 10:50 AM Jenna Brozik <Jenna at prinzandbrozik.com<mailto:Jenna at prinzandbrozik.com>> wrote:
List mates,

Opposing party (attorney) filed a TEDRA agreement in the Probate case.  There was no TEDRA action commenced.  Isn’t he supposed to commence a new action under RCW 11.96A. 090 and also file a petition and a summons under RCW 11.96A.100?  He can consolidate the two actions later but there was never a separate action opened.

How can there be a TEDRA agreement when there is no open TEDRA case?  Any comments or thoughts.

Thanks,

Jenna Brozik
Managing Attorney
PRINZ & BROZIK PLLC
445 S. Grand Avenue
Pullman, WA 99163
509-338-0908 Telephone
509-338-3527 Facsimile

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