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<div><font face="Arial, Helvetica, sans-serif" style="background-color: transparent;">Amend and restate the old trust. Keep the name the same--(I would also use "as amended... not "and amended...."). The deed should still apply. That is why we restate so that we do not need to do new deeds for new trusts. </font></div>
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<div> Best wishes,</div>
<div> </div>
<div>Margaret</div>
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<div style="clear: both;">Margaret L. Koch <br>
Smith and Koch <br>
PO Box O <br>
Vashon, WA 98070 <br>
206-463-9491 <br>
206-463-3405 (fax) <br>
vashonlaw@aol.com <br>
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<div style="color: black; font-family: arial,helvetica; font-size: 10pt;">-----Original Message-----<br>
From: Heather Kolbly <heather@kolblylaw.com><br>
To: 'WSBA Real Property Listserv' <wsbarp@lists.wsbarppt.com>; wsbapt <wsbapt@lists.wsbarppt.com><br>
Sent: Tue, Jun 16, 2015 4:29 pm<br>
Subject: [WSBAPT] New deed necessary for amended and restated trust?<br>
<br>
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<div class="MsoNormal"><span style="color: rgb(31, 73, 125);">Hi All,</span></div>
<div class="MsoNormal"><span style="color: rgb(31, 73, 125);"> </span></div>
<div class="MsoNormal"><span style="color: rgb(31, 73, 125);">Client husband and wife are having me amend and restate their revocable living trust from CA (they wanted some major changes and needed other big changes that a simple amendment would not cover). When they moved here to WA 2 years ago, they bought a house and placed it in the trust. The deed language states that the property is owned by <u>John James Doe and Jane Ann Doe, Trustees of the Doe Family Living trust dated March 16, 2004</u>. The name of the revised trust is as follows: “The Doe Family Living trust dated March 16, 2004, and amended and restated on June 30, 2015.” QUESTION: Do I need to draft a new deed that refers to the trust as amended and restated (i.e.: “John James Doe and Jane Ann Doe, Trustees of the Doe Family Living trust dated March 16, 2004, and amended and restated on June 30, 2015” OR can I just use the existing deed? I haven’t done an amendment and restatement where the client/trustees had already placed the real property in the trust before amending the trust.</span></div>
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<div class="MsoNormal"><span style="color: rgb(31, 73, 125);">Hope this makes sense… Thanks for any help you can offer.</span></div>
<div class="MsoNormal"><span style="color: rgb(31, 73, 125);"> </span></div>
<div class="MsoNormal"><span style="color: rgb(31, 73, 125);">Heather Kolbly</span></div>
<div align="center" class="MsoNormal" style="text-align: center;"><b><i><u><span style='color: rgb(31, 73, 125); font-family: "Castellar","serif"; font-size: 12pt;'><span style="text-decoration: none;"> </span></span></u></i></b></div>
<div class="MsoNormal"><b><span style='color: rgb(31, 73, 125); font-family: "Goudy Old Style","serif"; font-size: 14pt;'>Heather Tobin Kolbly</span></b></div>
<div class="MsoNormal"><b><span style='color: rgb(31, 73, 125); font-family: "Goudy Old Style","serif"; font-size: 14pt;'>Mobile Attorney </span></b></div>
<div class="MsoNormal"><b><span style='color: rgb(31, 73, 125); font-family: "Goudy Old Style","serif"; font-size: 14pt;'>KOLBLY LAW FIRM, P.C.</span></b></div>
<div class="MsoNormal"><b><span style='color: rgb(31, 73, 125); font-family: "Goudy Old Style","serif"; font-size: 12pt;'>Mail:</span></b><span style='color: rgb(31, 73, 125); font-family: "Goudy Old Style","serif"; font-size: 12pt;'> 704 228<sup>th</sup> Ave. NE #122, Sammamish, WA 98074</span></div>
<div class="MsoNormal"><span style='color: rgb(31, 73, 125); font-family: "Goudy Old Style","serif"; font-size: 12pt;'>(425) 444-1888 </span></div>
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