[WSBAPT] trust directors and protectors

[Lewis, Amy C.]

It depends on what the powers of the trust protector are.  If the only power of the trust protector is to remove and appoint trustees or if the trust indicates that the trust protector is acting in a nonfiduciary capacity, then under RCW 11.98B.030(2) the trust protector would not be subject to RCW 11.98B.


Amy Lewis, Attorney
Pronouns she/her/hers
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909 A Street, Suite 600 | Tacoma, WA 98402
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From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Mark Vohr
Sent: Friday, May 22, 2026 11:58 AM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] trust directors and protectors

Sharon -

         We work with Directed Trusts and Trust Protectors in a growing number of our trusts, and it is my position that the role of Trust Protector comes within the statutory provisions of RCW 11.98B.   I'm heading out for the long weekend, but would be happy to discuss this role, options, how it works, etc. with you next week.

         Curious of others agree with my thinking on the statutory provisions.

Regards,

Mark

Mark C. Vohr, J.D. CPGC
Ohana Fiduciary Corporation
A Washington Trust Company
155 NE 100th St., Suite 209
Seattle, WA  98125
Telephone:  (206) 782-1189

From: wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com> <wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com>> On Behalf Of Sharon Rutberg
Sent: Friday, May 22, 2026 10:42 AM
To: wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] trust directors and protectors

Hi, friends -


We are hoping to speak to someone who has recently named a Trust Protector in a revocable or testamentary trust. We understand that this is different from naming a statutory Trust Director, but we need to educate ourselves further as to how each role works.



If you have experience in this area, I would appreciate hearing from you.



Best wishes,

Sharon

Sharon C. Rutberg, Attorney at Law
Salmon Bay Law Group, PLLC
150 Nickerson St., Suite 101
Seattle, WA 98109
Ph: 206-735-3177
Fx: 206-666-3736
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