[WSBAPT] TEDRA Jurisdiction question

[Jeffrey Renshaw]

Listmates,

Seeking input from the learned body of this list on a trust administration/TEDRA question.

Beneficiary of a now irrevocable trust due to Husband's passing is a WA resident. Trustee is a CA resident, not administering the Trust according to the Trust document. Trust provides validity determined under Oregon law, and questions related to construction and administration to be determined by reference to the law of the state in which the Trust is currently being administered. Repeated efforts to engage with trustee and trustee's counsel in CA have mostly gone unanswered or answered unsatisfactorily, and Trust administration remains deficient to the detriment of Beneficiary.

Can a TEDRA action be maintained in WA, or does Beneficiary need to seek CA counsel?

Thank you in advance.


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 Jeffrey Renshaw
 Attorney
*Licensed to practice in Washington
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OR 503.567.7967  | WA 360.502.7022
www.mckeansmithlaw.com<https://www.mckeansmithlaw.com/>
1140 SW 11th Ave, Ste 500, Portland OR 97205
655 W Columbia Way, Ste 504, Vancouver WA 98660
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