<div dir="ltr">see rcw 11.103.030 - in essence the trust rules the day. Notes on the trust are not amendments unless the trust specifies they are accepted. With the information provided I would say the notes are unenforceable. </div><div class="gmail_extra"><br clear="all"><div><div class="gmail_signature"><br>Paul H. Grant - JD, LL.M<br><br>Planning with Purpose, Inc<br>Lynnwood, WA 98036<br>425-939-9948<br><a href="http://www.planningwithpurposeinc.com" target="_blank">www.planningwithpurposeinc.com</a><br><br>Estate Planning. Business Planning. Wealth Succession.<br><div style="display:inline"></div><div style="display:inline"></div><div style="display:inline"></div></div></div>
<br><div class="gmail_quote">On Wed, Jul 29, 2015 at 12:34 PM, Marilyn J Kliman <span dir="ltr"><<a href="mailto:marilyn@marilynjklimanlaw.com" target="_blank">marilyn@marilynjklimanlaw.com</a>></span> wrote:<br><blockquote class="gmail_quote" style="margin:0 0 0 .8ex;border-left:1px #ccc solid;padding-left:1ex"><div lang="EN-US" link="blue" vlink="purple"><div><p class="MsoNormal"><span style="font-family:"Arial","sans-serif"">Listmates – <u></u><u></u></span></p><p class="MsoNormal"><span style="font-family:"Arial","sans-serif""><u></u> <u></u></span></p><p class="MsoNormal"><span style="font-family:"Arial","sans-serif"">Client is Trustee of decedent’s RLT. <u></u><u></u></span></p><p class="MsoNormal"><span style="font-family:"Arial","sans-serif""><u></u> <u></u></span></p><p class="MsoNormal"><span style="font-family:"Arial","sans-serif"">Trust document states that settlor “…may at any time …amend any of the terms of this trust by a written document delivered to the trustee.” Decedent (as settlor/trustee) made multiple handwritten edits on the trust document over the years. There are no dates, signatures or notarization, none of which, obviously, are required by terms of the trust.<u></u><u></u></span></p><p class="MsoNormal"><span style="font-family:"Arial","sans-serif""><u></u> <u></u></span></p><p class="MsoNormal"><span style="font-family:"Arial","sans-serif"">My question is, are these unenforceable amendments, or valid if proven to be in decedent’s handwriting?<u></u><u></u></span></p><p class="MsoNormal"><span style="font-family:"Arial","sans-serif""><u></u> <u></u></span></p><p class="MsoNormal"><span style="font-family:"Arial","sans-serif"">(Apologies to folks on both listserves)<u></u><u></u></span></p><p class="MsoNormal"><span style="font-family:"Arial","sans-serif""><u></u> <u></u></span></p><p class="MsoNormal"><span style="font-family:"Arial","sans-serif"">Thank you,<u></u><u></u></span></p><p class="MsoNormal"><span style="font-family:"Arial","sans-serif"">Marilyn<u></u><u></u></span></p><p class="MsoNormal"><span style="font-family:"Arial","sans-serif""><u></u> <u></u></span></p><p class="MsoNormal"><span style="font-family:"Arial","sans-serif""><u></u> <u></u></span></p><p class="MsoNormal" style="margin:0in;margin-bottom:.0001pt"><b><span style="font-size:12.0pt;font-family:"Calibri","sans-serif";background:white">Marilyn J. Kliman, Attorney at Law<u></u><u></u></span></b></p><p class="MsoNormal" style="margin:0in;margin-bottom:.0001pt"><span style="font-family:"Calibri","sans-serif";background:white">Marilyn J. Kliman Law, PLLC</span><span style="font-family:"Calibri","sans-serif""><u></u><u></u></span></p><p class="MsoNormal" style="margin:0in;margin-bottom:.0001pt"><span style="font-family:"Calibri","sans-serif";background:white">510 Bell Street</span><span style="font-family:"Calibri","sans-serif""><u></u><u></u></span></p><p class="MsoNormal" style="margin:0in;margin-bottom:.0001pt"><span style="font-family:"Calibri","sans-serif";background:white">Edmonds, WA 98020</span><span style="font-family:"Calibri","sans-serif""><u></u><u></u></span></p><p class="MsoNormal" style="margin:0in;margin-bottom:.0001pt"><span style="font-family:"Calibri","sans-serif";background:white"><a href="tel:206.499.0993" target="_blank"><span style="color:blue">206.499.0993</span></a></span><span style="font-family:"Calibri","sans-serif""><u></u><u></u></span></p><p class="MsoNormal" style="margin:0in;margin-bottom:.0001pt"><span style="font-family:"Calibri","sans-serif";background:white"><a href="mailto:Marilyn@MarilynJKlimanLaw.com" target="_blank"><span style="color:blue">Marilyn@MarilynJKlimanLaw.com</span></a></span><span style="font-family:"Calibri","sans-serif""><u></u><u></u></span></p><p class="MsoNormal" style="margin:0in;margin-bottom:.0001pt"><span style="font-family:"Calibri","sans-serif";background:white"><a href="http://www.marilynjklimanlaw.com/" target="_blank"><span style="color:blue">www.MarilynJKlimanLaw.com</span></a><u></u><u></u></span></p><p class="MsoNormal" style="margin:0in;margin-bottom:.0001pt"><span style="font-family:"Calibri","sans-serif""><u></u> <u></u></span></p><p class="MsoNormal" style="margin:0in;margin-bottom:.0001pt"><span style="font-size:10.0pt;color:#333333;background:white">“<b>Those who lack humor are without judgment and should be trusted with nothing.” </b></span><i><span style="font-size:10.0pt;color:#333333"> Clive James<u></u><u></u></span></i></p><p class="MsoNormal" style="margin:0in;margin-bottom:.0001pt"><span style="font-family:"Calibri","sans-serif""><u></u> <u></u></span></p><p class="MsoNormal" style="margin:0in;margin-bottom:.0001pt"><span style="font-size:9.0pt;font-family:"Arial Narrow","sans-serif";background:#ffff66">NOTICE: </span><i><span style="font-size:9.0pt;font-family:"Arial Narrow","sans-serif";background:white">Information contained in this email may be confidential and/or legally protected from disclosure. Our understanding is that intended recipients consent to use of e-mail unless we are notified otherwise in writing. If you are neither the intended recipient nor an employee or agent of the intended recipient, any unauthorized dissemination, distribution or copying of this communication is strictly prohibited. If you have received this in error, please notify us immediately by replying to the message and deleting it from your computer.</span></i><span style="font-size:9.0pt;font-family:"Arial Narrow","sans-serif";background:white"><u></u><u></u></span></p><p class="MsoNormal" style="margin:0in;margin-bottom:.0001pt"><span style="font-family:"Calibri","sans-serif""><u></u> <u></u></span></p><p class="MsoNormal" style="margin:0in;margin-bottom:.0001pt"><i><span style="font-size:10.0pt;font-family:"Calibri","sans-serif";color:#333333;background:white"> </span></i><b><span style="font-size:10.0pt;font-family:"Calibri","sans-serif""><u></u><u></u></span></b></p><p class="MsoNormal"><u></u> <u></u></p></div>
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