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<p class="MsoNormal"><span style="color:#1F497D">Sharon,<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"> I recommend using a nonjudicial binding agreement under RCW 11.96A.220 and having the AG's office approve on behalf of the charitable interest. The contact person in the AG's office is Assistant
Attorney General Sarah Shifley (<a href="mailto:SarahS5@ATG.WA.GOV">SarahS5@ATG.WA.GOV</a>).
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
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<p style="MARGIN: 0in 0in 6pt"><span style="FONT-FAMILY: 'Calibri','sans-serif'">Amy C. Lewis, Attorney</span></p>
<p style="MARGIN: 6pt 0in 0pt"><span style="mso-no-proof: yes"><v:shapetype id="_x0000_t75" stroked="f" filled="f" path="m@4@5l@4@11@9@11@9@5xe" o:preferrelative="t" o:spt="75" coordsize="21600,21600"><v:stroke joinstyle="miter"></v:stroke><v:formulas><v:f eqn="if lineDrawn pixelLineWidth 0"></v:f><v:f eqn="sum @0 1 0"></v:f><v:f eqn="sum 0 0 @1"></v:f><v:f eqn="prod @2 1 2"></v:f><v:f eqn="prod @3 21600 pixelWidth"></v:f><v:f eqn="prod @3 21600 pixelHeight"></v:f><v:f eqn="sum @0 0 1"></v:f><v:f eqn="prod @6 1 2"></v:f><v:f eqn="prod @7 21600 pixelWidth"></v:f><v:f eqn="sum @8 21600 0"></v:f><v:f eqn="prod @7 21600 pixelHeight"></v:f><v:f eqn="sum @10 21600 0"></v:f></v:formulas><v:path o:connecttype="rect" gradientshapeok="t" o:extrusionok="f"></v:path><o:lock aspectratio="t" v:ext="edit"></o:lock></v:shapetype><v:shape style="WIDTH: 211px; HEIGHT: 68px; VISIBILITY: visible; mso-wrap-style: square" id="Picture_x0020_16" alt="http://www.eisenhowerlaw.com/sites/www.eisenhowerlaw.com/themes/eisenhower/20150213_logo.png" o:spid="_x0000_i1025" type="#_x0000_t75"><v:imagedata src="http://www.eisenhowerlaw.com/sites/www.eisenhowerlaw.com/themes/eisenhower/20150213_logo.png" o:title="EC_Logo_color"></v:imagedata><img src="cid:logo72aeb8" width="211" height="68"></v:shape></span><span style="FONT-FAMILY: 'Calibri','sans-serif'; COLOR: #c00000; FONT-SIZE: 3pt; mso-bidi-font-family: Calibri"><o:p></o:p></span></p>
<p style="MARGIN: 0in 0in 0pt"><span><font color="#c00000"><font style="FONT-SIZE: 10pt">ESTATE PLANNING & PROBATE</font></font></span></p>
<p style="MARGIN-TOP: 0in"><span style="FONT-FAMILY: 'Calibri','sans-serif'; FONT-SIZE: 11pt">1200 Wells Fargo Plaza | 1201 Pacific Avenue | Tacoma, WA 98402<br>
phone 253.572.4500 | fax 253.272.5732 | </span><a href="http://www.eisenhowerlaw.com/"><span style="FONT-FAMILY: 'Calibri','sans-serif'; COLOR: #c00000; FONT-SIZE: 11pt; TEXT-DECORATION: none; text-underline: none">www.eisenhowerlaw.com</span></a></o:p></font></font></span></font></p>
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<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif"">From:</span></b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif""> wsbapt-bounces@lists.wsbarppt.com [mailto:wsbapt-bounces@lists.wsbarppt.com]
<b>On Behalf Of </b>Sharon Rutberg<br>
<b>Sent:</b> Friday, March 13, 2015 10:54 AM<br>
<b>To:</b> wsbapt@lists.wsbarppt.com<br>
<b>Subject:</b> [WSBAPT] trust admin question<o:p></o:p></span></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Hello, Listmates –<o:p></o:p></p>
<p class="MsoNormal" align="center" style="text-align:center"><o:p> </o:p></p>
<p class="MsoNormal">I am advising a client about a trust administration matter. As trustee, he is winding up a testamentary trust that was established to pay educational expenses for three young adults. The testator directed that when the trust terminated,
funds remaining in the trust should be distributed in fourths – one to a charitable organization and one each to the young adults.
<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">The named charitable organization no longer exists. We have identified an alternative organization to give the proceeds in order to carry out the testator’s charitable purpose, an approach that my research shows courts often uphold using
the doctrine of “equitable deviation.” In addition, it appears RCW 11.96A.127 may permit such an action.
<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">My questions are these: Having obtained a legal opinion that distribution to the alternative organization is appropriate, does the trustee have the discretion to make the distribution without first seeking permission from the appropriate
court or following TEDRA procedures (e.g., seek agreement from interested parties, mediation, etc)? Would it be risky for him to do so? Does it depend on whether he anticipates a challenge from the other distributees? <o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">With appreciation, <o:p></o:p></p>
<p class="MsoNormal">Sharon Rutberg<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Verdana","sans-serif";color:black">Sharon C. Rutberg<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Verdana","sans-serif";color:black">Attorney at Law<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Verdana","sans-serif";color:black">1718 NW 56<sup>th</sup> Street, Suite 304<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Verdana","sans-serif";color:black">Seattle, WA 98107<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Verdana","sans-serif";color:black">Website:
<a href="http://www.sharonrutberglaw.com">www.sharonrutberglaw.com</a> <o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Verdana","sans-serif";color:black">206-409-2604<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Verdana","sans-serif";color:black"><a href="mailto:email@sharonrutberglaw.com">email@sharonrutberglaw.com</a><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Verdana","sans-serif";color:black">Washington State Bar #47055<br>
D.C. Bar #420576<br>
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