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If title to the Montana property (check the county records) is in
the name of the trust (or trustee(s) of the trust), then the
successor trustee should administer it as directed in the governing
trust document. In that case, the Montana property should not be
affected by the father's last will. However, if title to the
Montana property is not in the name of the trust or trustee(s), then
the father's last will should also be probated in Montana (an
ancillary probate) and that last will would determine who acquires
title to the Montana property.<br>
<br>
Doug Schafer<br>
<br>
<div class="moz-cite-prefix">On 6/21/2016 1:12 PM, Andrew Phillips
wrote:<br>
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<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>
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size="2">V/r,</font><font
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<p
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size="2"> Andrew J. Phillips, Esq.</font></p>
<p style="margin:0in 0in 0pt"><span><font
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Poulsbo, WA 98370</font></span></p>
<p style="margin:0in 0in 0pt"><span><font
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Bar # 50848 | ID Bar # 9542 </font></span></p>
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<div class="gmail_quote">On Tue, Jun 21, 2016 at 12:41 PM,
Jenna Brozik <span dir="ltr"><<a moz-do-not-send="true"
href="mailto:jennaprinzlaw@gmail.com" target="_blank">jennaprinzlaw@gmail.com</a>></span>
wrote:<br>
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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 moz-do-not-send="true"
href="tel:%28509%29338-0908" target="_blank"
value="+15093380908">(509)338-0908</a> / <a
moz-do-not-send="true"
href="tel:%28509%29%20338-3527" target="_blank"
value="+15093383527">(509) 338-3527</a> (fax)</div>
<div><a moz-do-not-send="true"
href="mailto:jennaprinzlaw@gmail.com"
target="_blank">jennaprinzlaw@gmail.com</a></div>
<div> </div>
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