[WSBAPT] Trust Termination

[Lewis, Amy C.]

Take a look at RCW 11.98.145(1), which provides for a "plan of distribution."


Amy Lewis, Attorney
Pronouns she/her/hers
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909 A Street, Suite 600 | Tacoma, WA 98402
phone 253.572.4500 | fax 253.272.5732 | www.eisenhowerlaw.com<http://www.eisenhowerlaw.com/>
From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of steve at aitalaw.com
Sent: Monday, April 14, 2025 11:02 AM
To: 'WSBA Probate & Trust Listserv' <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Trust Termination

Do any of you do anything special when a Trust terminates and the assets are finally distributed, aside from maybe a final accounting and a receipt from the beneficiary? In this case, the Trust beneficiary has reached age 35 and the grandparents' Will says that the Trust is to terminate and all remaining assets to be distributed to the beneficiary. Like a final report or something discharging the Trustee? And if so, do you have a template you'd be willing to share?

Thank you,

Steve Aita

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P. Stephen Aita
Attorney at Law
Admitted in Washington & Idaho

3010 Harborview Dr., Suite 301
Gig Harbor, WA  98335-1977
Tel.: (253) 858-5434
Fax: (253) 276-2373

steve at aitalaw.com
www.aitalaw.com<http://www.aitalaw.com>
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