<html><head><meta http-equiv="Content-Type" content="text/html charset=windows-1252"></head><body style="word-wrap: break-word; -webkit-nbsp-mode: space; -webkit-line-break: after-white-space;">Seems to me the key question here is whether the trust was funded prior to death and I don’t believe the fact pattern makes that clear. <div><br></div><div>If a deed was recorded transferring the property into the trust prior to death, then the trust controls.</div><div><br></div><div>If no deed was recorded, then the will controls. Even if a pour-over will was executed at the time the living trust was executed, the latter will would supersede the pour-over will. </div><div><br></div><div>So at death - who owned the property.. the trust or the deceased? And from there the answer flows. </div><div><br></div><div>- Mark</div><div><br><div apple-content-edited="true">
<div style="color: rgb(0, 0, 0); letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-stroke-width: 0px; word-wrap: break-word; -webkit-nbsp-mode: space; -webkit-line-break: after-white-space;"><div style="color: rgb(0, 0, 0); letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-stroke-width: 0px; word-wrap: break-word; -webkit-nbsp-mode: space; -webkit-line-break: after-white-space;"><div style="color: rgb(0, 0, 0); letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-stroke-width: 0px; word-wrap: break-word; -webkit-nbsp-mode: space; -webkit-line-break: after-white-space;"><div style="color: rgb(0, 0, 0); letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-stroke-width: 0px; word-wrap: break-word; -webkit-nbsp-mode: space; -webkit-line-break: after-white-space;"><div style="color: rgb(0, 0, 0); letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-stroke-width: 0px; word-wrap: break-word; -webkit-nbsp-mode: space; -webkit-line-break: after-white-space;"><div style="color: rgb(0, 0, 0); letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-stroke-width: 0px; word-wrap: break-word; -webkit-nbsp-mode: space; -webkit-line-break: after-white-space;"><div style="color: rgb(0, 0, 0); letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-stroke-width: 0px; word-wrap: break-word; -webkit-nbsp-mode: space; -webkit-line-break: after-white-space;"><div style="color: rgb(0, 0, 0); letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-stroke-width: 0px; word-wrap: break-word; -webkit-nbsp-mode: space; -webkit-line-break: after-white-space;"><div><div style="orphans: 2; widows: 2;"><div>__</div><div>Mark K. Funke, Attorney</div><div>4111 East Madison St. #272</div><div>Seattle, WA 98112</div><div><div>P.206-632-1535</div><div><a href="mailto:mark@funkelaw.com">mark@funkelaw.com</a></div></div><div><i>Licensed in Oregon & Washington</i></div></div></div><div><br></div></div><br class="Apple-interchange-newline"></div><br class="Apple-interchange-newline"></div><br class="Apple-interchange-newline"></div><br class="Apple-interchange-newline"></div><br class="Apple-interchange-newline"></div><br class="Apple-interchange-newline"></div><br class="Apple-interchange-newline"></div><br class="Apple-interchange-newline"><br class="Apple-interchange-newline">
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<br><div><div>On Jun 21, 2016, at 1:12 PM, Andrew Phillips <<a href="mailto:andrewjlphillips20@gmail.com">andrewjlphillips20@gmail.com</a>> wrote:</div><br class="Apple-interchange-newline"><blockquote type="cite"><div dir="ltr"><div>Jenna,</div><div>A living trust takes effect during the father's lifetime, whereas the will does not come into effect until his death. The trust owns the property, not the deceased; therefore, it is not subject to the will. I would agree with the Texas attorney that the trust property in Montana is not subject to the probate in Texas--of course depending on any unknown facts. </div><div><br></div><div><br></div><div class="gmail_extra"><br clear="all"><div><div class="gmail_signature" data-smartmail="gmail_signature"><div dir="ltr"><div class="gmail_signature" data-smartmail="gmail_signature"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div style="margin: 0px; font-family: 'Times New Roman';"><font size="2">V/r,</font><font><br><font size="2"></font></font></div><div style="margin: 0px; font-family: 'Times New Roman';"><font size="2"> Andrew J. Phillips, Esq.</font></div><div style="margin: 0in 0in 0pt;"><span><font face="Calibri" size="2">19465 NE Norrland LN | Poulsbo, WA 98370</font></span></div><div style="margin: 0in 0in 0pt;"><span><font face="Calibri">WA Bar # 50848 | ID Bar # 9542 </font></span></div><div style="margin: 0px; font-family: 'Times New Roman';"><font size="2"><br></font></div><div style="margin: 0in 0in 0pt;"><br></div><span><div style="margin: 0in 0in 0pt;"><br></div><font face="Calibri" size="2"><p style="margin:0in 0in 0pt"> <font face="Times New Roman" size="3"> </font></p><div style="margin: 0in 0in 0pt;"><font face="Times New Roman" size="3"><br></font></div><p style="background:white;margin:0in 0in 6.75pt;line-height:normal;vertical-align:middle"><span style="font-family: 'Times New Roman', serif; font-size: 10pt;">~~~~~</span><font face="Times New Roman" size="3"><br></font></p><p style="background:white;margin:0in 0in 6.75pt;line-height:normal;vertical-align:middle"><span style="font-family: 'Times New Roman', serif; font-size: 10pt;">Confidentiality Notice: This electronic message transmission contains information which may be privileged or confidential. The information is intended to be for the use of the individual or entity named above. If you are not the intended recipient, please be aware that any disclosure, copying, distributing or use of the contents of this information contained in this email, including all attachments, is not authorized. If you have received this electronic transmission in error, please delete this email from your computer system and notify the sender. </span><font face="Times New Roman" size="3"><br></font></p><p style="background:white;margin:0in 0in 6.75pt;line-height:normal;vertical-align:middle"><span style="font-family: 'Times New Roman', serif; font-size: 10pt;">~~~~~</span><font face="Times New Roman" size="3"><br></font></p><p style="background:white;margin:0in 0in 6.75pt;line-height:normal;vertical-align:middle"><span style="font-family: 'Times New Roman', serif; font-size: 10pt;">Tax Advice Notice: IRS Circular 230 requires us to advise you that if this communication or any attachment contains any tax advice, the advice is not intended to be used, and cannot be used, for the purpose of avoiding federal tax penalties. A taxpayer may rely on professional advice to avoid federal tax penalties only if the advice is reflected in a comprehensive tax opinion that conforms to stringent requirements. Please contact me if you have any questions about Circular 230 or would like to discuss the preparation of an opinion that conforms to these IRS rules.</span></p></font><div style="margin: 0px; font-family: 'Times New Roman';"><br></div></span><div style="margin: 0px; font-family: 'Times New Roman';"><br></div></div></div></div></div></div></div></div></div>
<br><div class="gmail_quote">On Tue, Jun 21, 2016 at 12:41 PM, Jenna Brozik <span dir="ltr"><<a href="mailto:jennaprinzlaw@gmail.com" target="_blank">jennaprinzlaw@gmail.com</a>></span> wrote:<br><blockquote class="gmail_quote" style="margin:0px 0px 0px 0.8ex;padding-left:1ex;border-left-color:rgb(204,204,204);border-left-width:1px;border-left-style:solid"><div dir="ltr"><div>Hello listmates:</div><div><br></div><div>Here is the scenario:</div><div><br></div><div>My client comes in and has a living trust that her parents had drafted in California. My client lives in Washington state. The father was the last to pass away and when this happened, his daughter, my client, became the trustee of the living trust. According to the living trust, the daughter gets a property her parents own in Montana. My client doesn't know if there was a will with the living trust and she does not know what attorney drafted the living trust and there is no indication on the living trust who drafted it. </div><div><br></div><div>After the living trust was drafted, my client's mother died and her father remarried to a woman in Texas. Her father drafted a new will before he died which stated everything goes to his new wife, including all property. Now the father's estate is going through probate in Texas.</div><div><br></div><div>The attorney in Texas doing the probate insists that since the Living Trust owns the Montana property, then the probate in Texas does not control the disposition of the property in Montana but the living trust does.</div><div><br></div><div>Please give me your take on this if anyone has time.</div><div><br></div><div>Thanks,</div><div><br></div><div><br clear="all"></div><div><div data-smartmail="gmail_signature"><div><font face="arial,helvetica,sans-serif">Jenna Brozik</font></div><div><font face="trebuchet ms,sans-serif">Attorney at Law</font></div><div>Prinz & Brozik PLLC</div><div>445 S Grand Ave</div><div>Pullman, WA 99163</div><div><a href="tel:%28509%29338-0908" target="_blank" value="+15093380908">(509)338-0908</a> / <a href="tel:%28509%29%20338-3527" target="_blank" value="+15093383527">(509) 338-3527</a> (fax)</div><div><a href="mailto:jennaprinzlaw@gmail.com" target="_blank">jennaprinzlaw@gmail.com</a></div><div> </div></div></div>
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