[WSBAPT] Trust restatement question

[Diane Kiepe]

Did you restate or amend?  If it was a full restatement, I would personally
list the original trust name followed by "as restated on [date]."   I also
draft a new pourover Will.  I have had POD assets go into a trust that had
been restated, which caused an issue.

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Diane Kiepe, J.D., LL.M. Taxation
Kiepe Estate and Probate, PLLC
diane at kiepelaw.com
200 N. Mullan Rd., Suite 203
Spokane Valley, WA  99206
509-808-2087
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On Tue, Aug 25, 2026 at 5:01 PM Ann Manley <ann at manleyfirm.com> wrote:

> I restated a 2008 revocable living trust for some clients. Do I need to
> reference the restatement date in a quitclaim I'm doing, or just the
> original trust name and date?
>
> The trust could be restated again, so I'm not sure it makes sense to
> reference the restatement date.
>
> Ann Manley, Esq.
> The Manley Law Firm, P.S., Inc.
> PO Box 16324
> Seattle, WA 98116
> (206)292-3064 / (206)292-3914 fax
> www.manleyfirm.com
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