[WSBAPT] Changing Charitable Bequest

[Mark Anderson]

I just did this recently.  My POC at the AG’s office was Lynda Atkins (Lynda.atkins at atg.wa.gov<mailto:Lynda.atkins at atg.wa.gov>).  Here is how I submitted my TEDRA Agreements for review and approval.

Dear Lynda:
As you and I discussed yesterday, attached please find two TEDRA Agreements for your review and signature.  These TEDRA Agreements were created for the purpose of _____. The purpose of the signature by the AG's office is to simply acknowledge that the agreements were entered into.
If these appear to be in satisfactory order, please sign where indicated and return the signed copies to me at the address below. And, if you have any questions or comments about these, please feel free to reach out to me.
Thank you.

Mark B. Anderson
ANDERSON LAW FIRM PLLC
821 Dock Street, Suite 209, PMB 4-12
Tacoma, Washington 98402
+1 253-327-1750
+1 253-327-1751 (fax)
marka at mbaesq.com<mailto:marka at mbaesq.com>
www.mbaesq.com<http://www.mbaesq.com/>
CONFIDENTIALITY NOTICE
This transmission is confidential and is intended solely for the use of the individual named recipient. It may be protected by the attorney-client privilege, work product doctrine, or other confidentiality protection. If you are not the intended recipient, or the person responsible to deliver it to the intended recipient, be advised that any dissemination, distribution, or copying of this communication is prohibited. If you have received this transmission in error, please immediately notify the sender via e-mail or by telephone at (253) 327-1750 that you have received the message in error, and then delete it. Thank you.

From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of deborah at neillaw.com
Sent: Wednesday, August 27, 2025 8:14 AM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Changing Charitable Bequest

Hello,

I have a case where the charitable bequest needs to be changed because the gift, as written, is no longer permissible.  I understand that the AG's Office stands in the place of the former theoretical beneficiaries in any court hearing to approve a TEDRA.

How does one notify the AG's Office?  Has anyone done changed a charitable gift and got through a notification process?  Willing to share your process?

Thank you.

Deborah Jameson
Neil & Neil, P.S.
5302 Pacific Avenue
Tacoma WA  98408
253-475-8600

If your matter is urgent, please call my office.  Also, this message is not encrypted and it may not be secure or protected by attorney-client privilege.


-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20250827/510e1edc/attachment.html>