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</o:shapelayout></xml><![endif]--></head><body lang=EN-US link=blue vlink=purple><div class=WordSection1><p class=MsoNormal>Good morning:<o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>I would also appreciate a recommendation for a good resource/article, etc., to better understand RLT’s – so please answer to the list. Thank you.<o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><div><p class=MsoNormal><span style='font-family:"Lucida Calligraphy"'>Very Truly Yours,<o:p></o:p></span></p><p class=MsoNormal><span style='font-family:"Lucida Calligraphy"'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-family:"Lucida Calligraphy"'>Val<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri","sans-serif"'><o:p> </o:p></span></p><p class=MsoNormal>Valerie O. Ohlstrom<o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>Ohlstrom Law Office<o:p></o:p></p><p class=MsoNormal><a href="mailto:vohlstrom@comcast.net"><span style='color:windowtext'>valerie@ohlstromlaw.com</span></a><o:p></o:p></p><p class=MsoNormal><a href="http://www.ohlstromlaw.com/"><span style='color:windowtext'>www.ohlstromlaw.com</span></a><o:p></o:p></p><p class=MsoNormal>(425) 881-5251<o:p></o:p></p><p class=MsoNormal><span style='color:#1F497D'><o:p> </o:p></span></p><p class=MsoNormal><span style='color:#1F497D'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:8.0pt;font-family:"Arial","sans-serif";color:black'>This electronic message is intended for the sole use of the recipient(s) named above and may contain confidential and legally privileged information. Any unauthorized review, use, copying, disclosure or distribution is prohibited. If you are not the intended recipient, and received this electronic message in error, please immediately contact the sender by reply e-mail and destroy all copies of the original message.<span style='font-variant:small-caps'><o:p></o:p></span></span></p><p class=MsoNormal><span style='color:#1F497D'><o:p> </o:p></span></p></div><p class=MsoNormal><span style='color:#1F497D'><o:p> </o:p></span></p><div><div style='border:none;border-top:solid #B5C4DF 1.0pt;padding:3.0pt 0in 0in 0in'><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>John J. Sullivan<br><b>Sent:</b> Thursday, August 27, 2015 10:14 PM<br><b>To:</b> WSBA Probate & Trust Listserv<br><b>Subject:</b> Re: [WSBAPT] renaming RLT after first death or when restating trust<o:p></o:p></span></p></div></div><p class=MsoNormal><o:p> </o:p></p><div><p class=MsoNormal>Chandra:<o:p></o:p></p></div><div><p class=MsoNormal><o:p> </o:p></p></div><div><p class=MsoNormal>I never go through the exercise of retiring assets held in the still revocable side of the trust. Never had it be a problem. <o:p></o:p></p></div><div><p class=MsoNormal><o:p> </o:p></p></div><div><p class=MsoNormal>I always retain the original date when titling assets. Following a restatement I will add "as amended and restated on __/__/__." <o:p></o:p></p></div><div><p class=MsoNormal><o:p> </o:p></p></div><div><p class=MsoNormal>John Sullivan<br><br>Sent from my iPhone<o:p></o:p></p></div><div><p class=MsoNormal style='margin-bottom:12.0pt'><br>On Aug 27, 2015, at 9:33 PM, Chandra Lewnau <<a href="mailto:chandra@lewnaulaw.com">chandra@lewnaulaw.com</a>> wrote:<o:p></o:p></p></div><blockquote style='margin-top:5.0pt;margin-bottom:5.0pt'><div><div><div><p class=MsoNormal><o:p> </o:p></p></div><div><p class=MsoNormal><o:p> </o:p></p></div><div><p class=MsoNormal><span style='font-size:9.5pt'> I am currently revising the survivor's trust portion of a revocable living trust after the death of the wife. I realize there are a few technical details I'm not sure about.</span><o:p></o:p></p><div><p class=MsoNormal><span style='font-size:9.5pt'><o:p> </o:p></span></p></div><div><p class=MsoNormal><span style='font-size:9.5pt'>The trust called for the RLT to be split into 3 shares at the first death: The Survivor's Trust, the Credit Trust, and the Marital Trust. Only the survivor's trust is still revocable. The other trusts were funded at the first death but I believe the husband simply left the assets for the survivor in the name of the Revocable Living Trust and has continued to use that as the survivor's trust.<o:p></o:p></span></p></div><div><p class=MsoNormal><span style='font-size:9.5pt'><o:p> </o:p></span></p></div><div><p class=MsoNormal><span style='font-size:9.5pt'>Should client have retitled the assets for the survivor's trust, or is it ok to continue to use the original trust name, etc?<o:p></o:p></span></p></div><div><p class=MsoNormal><span style='font-size:9.5pt'><o:p> </o:p></span></p></div><div><p class=MsoNormal><span style='font-size:9.5pt'>When I restate the survivor's trust portion, is it standard practice to rename the survivor's trust, i.e. from Bob Smith RLT to Bob Smith Revocable Living Trust-Survivor's Trust or something like that? Is there a standard convention for renaming?<o:p></o:p></span></p></div><div><p class=MsoNormal><span style='font-size:9.5pt'><o:p> </o:p></span></p></div><div><p class=MsoNormal><span style='font-size:9.5pt'>When I identify the restated survivor's trust, do I use the date of the original agreement, or the date of the restatement?<o:p></o:p></span></p></div><div><p class=MsoNormal><span style='font-size:9.5pt'><o:p> </o:p></span></p></div><div><p class=MsoNormal><span style='font-size:9.5pt'>Bob Smith Revocable Living Trust-Survivor's Trust, U/A dated 9/1/2000, and any amendments thereto or<o:p></o:p></span></p></div><div><p class=MsoNormal><span style='font-size:9.5pt'>Bob Smith Revocable Living Trust-Survivor's Trust, U/A dated 9/1/2015, and any amendments thereto<o:p></o:p></span></p></div><div><p class=MsoNormal><span style='font-size:9.5pt'><o:p> </o:p></span></p></div><div><p class=MsoNormal><span style='font-size:9.5pt'>or both<o:p></o:p></span></p></div><div><p class=MsoNormal><span style='font-size:9.5pt'>Bob Smith Revocable Living Trust-Survivor's Trust, U/A dated 9/1/2000 as restated 9/2/2015<o:p></o:p></span></p></div><div><p class=MsoNormal><span style='font-size:9.5pt'><o:p> </o:p></span></p></div><div><p class=MsoNormal><span style='font-size:9.5pt'>Finally, is there a good article or other reference source for this kind of practical detail?<o:p></o:p></span></p></div><div><p class=MsoNormal><span style='font-size:9.5pt'><o:p> </o:p></span></p></div><div><p class=MsoNormal><span style='font-size:9.5pt'>Thanks in advance<o:p></o:p></span></p></div><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri","sans-serif"'>Chandra M. Lewnau<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri","sans-serif"'>Attorney<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri","sans-serif"'>Johnson & Nagaich, P.S.<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri","sans-serif"'> <o:p></o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri","sans-serif"'><a href="mailto:JBattin@eldercounselor.com" target="_blank"><span style='color:#0563C1'>CLewnau@eldercounselor.com</span></a><o:p></o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri","sans-serif"'> <o:p></o:p></span></p><p class=MsoNormal><b><span style='font-size:10.0pt;font-family:"Arial","sans-serif";color:maroon'>Johnson & Nagaich, P.S.</span></b><span style='font-size:11.0pt;font-family:"Calibri","sans-serif"'><o:p></o:p></span></p><p class=MsoNormal><b><span style='font-size:10.0pt;font-family:"Arial","sans-serif";color:maroon'>Elder Law and Estate Planning</span></b><span style='font-size:11.0pt;font-family:"Calibri","sans-serif"'><o:p></o:p></span></p><p class=MsoNormal><b><span style='font-size:10.0pt;font-family:"Arial","sans-serif";color:maroon'>31919 Sixth Avenue South, Suite A-100</span></b><span style='font-size:11.0pt;font-family:"Calibri","sans-serif"'><o:p></o:p></span></p><p class=MsoNormal><b><span style='font-size:10.0pt;font-family:"Arial","sans-serif";color:maroon'>Federal Way, Washington 98003</span></b><span style='font-size:11.0pt;font-family:"Calibri","sans-serif"'><o:p></o:p></span></p><p class=MsoNormal><span style='font-size:10.0pt;font-family:"Arial","sans-serif";color:#1F497D'> </span><span style='font-size:11.0pt;font-family:"Calibri","sans-serif"'><o:p></o:p></span></p><p class=MsoNormal><span style='font-size:10.0pt;font-family:"Arial","sans-serif";color:#1F497D'>Seattle: <a href="tel:253.838.3454" target="_blank">253.838.3454</a></span><span style='font-size:11.0pt;font-family:"Calibri","sans-serif"'><o:p></o:p></span></p><p class=MsoNormal><span style='font-size:10.0pt;font-family:"Arial","sans-serif";color:#1F497D'>Tacoma: <a href="tel:253.927.3344" target="_blank">253.927.3344</a></span><span style='font-size:11.0pt;font-family:"Calibri","sans-serif"'><o:p></o:p></span></p><p class=MsoNormal><span style='font-size:10.0pt;font-family:"Arial","sans-serif";color:#1F497D'>Fax: <a href="tel:253.838.9268" target="_blank">253.838.9268</a></span><span style='font-size:11.0pt;font-family:"Calibri","sans-serif"'><o:p></o:p></span></p><p class=MsoNormal><span style='font-size:10.0pt;font-family:"Arial","sans-serif";color:#1F497D'> </span><span style='font-size:11.0pt;font-family:"Calibri","sans-serif"'><o:p></o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri","sans-serif"'><o:p></o:p></span></p></div><p class=MsoNormal style='margin-bottom:12.0pt'><o:p> </o:p></p></div></div></blockquote><blockquote style='margin-top:5.0pt;margin-bottom:5.0pt'><div><p class=MsoNormal>_______________________________________________<br>WSBAPT mailing list<br><a href="mailto:WSBAPT@lists.wsbarppt.com">WSBAPT@lists.wsbarppt.com</a><br><a href="http://mailman.fsr.com/mailman/listinfo/wsbapt">http://mailman.fsr.com/mailman/listinfo/wsbapt</a><o:p></o:p></p></div></blockquote></div></body></html>