[WSBAPT] Disclaimer in Trust Document

[Jeff at bellanddavispllc.com]

To me, that is a meaningless provision.  In any event, you have nine months from one of the events set out in RCW 11.86.031 to disclaim assets.  I assume you will sit town with client’s financial advisor, CPA and decide with, if any, asset you will disclaim, which I assume will go into a disclaimer/credit trust.

 

Jeff 

 

W. Jeff Davis

BELL & DAVIS PLLC

Attorneys at Law
P.O. Box 510

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Sequim WA 98382
Phone: (360) 683.1129 
Fax: (360) 683.1258 
email:  <mailto:jeff at bellanddavispllc.com> jeff at bellanddavispllc.com
 <http://www.bellanddavispllc.com/> www.bellanddavispllc.com
 
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From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Brent Williams-Ruth
Sent: Thursday, April 10, 2025 1:20 PM
To: WSBA Probate & Trust Listserv <WSBAPT at lists.wsbarppt.com>
Subject: [WSBAPT] Disclaimer in Trust Document

 

I am doing my first Trust Administration from a Trust prepared by the folks at We The People, P.S. in Lakewood, WA.  I could really use some help understanding this particular paragraph: 


 

11.6 - Preparation of Documents. The Trustors acknowledge that We the People, P.S. have prepared this trust according to the instructions of the Trustors, and have given the Trustors legal advice relating to this Trust. However, Trustors further acknowledge that neither We the People, P.S. nor any employee or agent of We The People, P.S. are financial or estate planning advisors and have not given the Trustors financial planning or estate planning advice. 

 

I am trying not to be dense but what is this actually saying? Feels a lot like double talk - we gave you legal advice to create a trust (an estate planning document) but we didn't give you any estate planning advice.  WHAT?

 

Appreciate any help that can make sense of this paragraph. 

Brent Williams-Ruth (pronouns: he/him)
Attorney-At-Law

Law Offices of Brent Williams-Ruth, a division of BWR Consulting, PLLC

Physical Address: 500 S 336th Street, Suite 214; Federal Way, WA 98003

Mailing Address: PO BOX 3319; Federal Way, WA 98063 

Office/Scheduling Phone: (253) 285-7751

For All Meetings & Scheduling: info at williams-ruthlaw.com <mailto:info at williams-ruthlaw.com> 

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