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<p class="MsoNormal"><span style="color:#1F497D">Yeah, that sounds like you can ignore the trust except for following its "distribution upon termination of trust" provisions.
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<div>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#1F497D">Sincerely,<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#1F497D">Eric<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#1F497D">Eric C. Nelsen<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#1F497D">SAYRE LAW OFFICES, PLLC<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#1F497D">1417 31st Ave South<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#1F497D">Seattle WA 98144-3909<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#1F497D">phone 206-625-0092<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#1F497D">fax 206-625-9040<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><b><span style="font-size:12.0pt;color:red">Please Note that We Have Moved.</span></b><b><span style="font-size:12.0pt;color:#1F497D">
</span></b><span style="font-size:12.0pt;color:#1F497D">We have moved our Seattle office to Mount Baker Ridge (a small commercial community just above the I-90 tunnel).
<b>Our new address is 1417 31st Avenue South, Seattle WA 98144. </b>All other contact information remains the same.<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
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<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>G. (Gus) Benjamin Lindsey III<br>
<b>Sent:</b> Friday, April 28, 2017 12:13 PM<br>
<b>To:</b> 'WSBA Probate & Trust Listserv'<br>
<b>Subject:</b> Re: [WSBAPT] Most cost-effective approach - probate with short termtrust<o:p></o:p></span></p>
</div>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="color:#1F497D">Thanks Eric,<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">PC just sent me the will and it says that the trust corpus and all accumulated income shall be distributed “at the end of said twelve months”<o:p></o:p></span></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="color:#1F497D">Sincerely,<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">G. (Gus) Benjamin Lindsey III<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Attorney-at-Law<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><img width="150" height="123" id="_x0000_i1025" src="cid:image001.png@01D2C020.06BB9990"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">The Law Office of G. Benjamin Lindsey III<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">2012 Grade Road, Suite 202<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Lake Stevens, WA 98258<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Phone: (425) 263-9585<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">website: <a href="http://www.gbl3law.com/">
www.gbl3law.com</a><o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Employment/Labor Law Construction Law Civil Litigation Estate Planning Probate
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<p class="MsoNormal"><span style="color:#1F497D">CONFIDENTIALITY NOTE: This e-mail message contains information belonging to The Law Office of G. Benjamin Lindsey III, which may be privileged, confidential and/or protected from disclosure. The information
is intended only for the use of the individual or entity named above. If you think that you have received this message in error, please contact the sender. If you are not the intended recipient, any dissemination, distribution or copying is strictly prohibited<o:p></o:p></span></p>
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<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"">
<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a> [<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">mailto:wsbapt-bounces@lists.wsbarppt.com</a>]
<b>On Behalf Of </b>Eric Nelsen<br>
<b>Sent:</b> Friday, April 28, 2017 11:12 AM<br>
<b>To:</b> WSBA Probate & Trust Listserv<br>
<b>Subject:</b> Re: [WSBAPT] Most cost-effective approach - probate with short termtrust<o:p></o:p></span></p>
</div>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="color:#1F497D">FWIW, I agree with Sara--if the trust truly just terminates on its own terms one year after DOD and it has already been two years, then I would regard the trust as terminated, and would just directly follow the
disposition that was to happen at termination of the trust. I think PR has direct authority to sell the real property, given that the Will apparently doesn't require the real property to be preserved in-kind.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">On the facts presented, I don't think even a TEDRA is necessary.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<div>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#1F497D">Sincerely,<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#1F497D">Eric<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#1F497D">Eric C. Nelsen<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#1F497D">SAYRE LAW OFFICES, PLLC<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#1F497D">1417 31st Ave South<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#1F497D">Seattle WA 98144-3909<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#1F497D">phone 206-625-0092<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#1F497D">fax 206-625-9040<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><b><span style="font-size:12.0pt;color:red">Please Note that We Have Moved.</span></b><b><span style="font-size:12.0pt;color:#1F497D">
</span></b><span style="font-size:12.0pt;color:#1F497D">We have moved our Seattle office to Mount Baker Ridge (a small commercial community just above the I-90 tunnel).
<b>Our new address is 1417 31st Avenue South, Seattle WA 98144. </b>All other contact information remains the same.<o:p></o:p></span></p>
</div>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
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<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"">
<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a> [<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">mailto:wsbapt-bounces@lists.wsbarppt.com</a>]
<b>On Behalf Of </b>G. (Gus) Benjamin Lindsey III<br>
<b>Sent:</b> Friday, April 28, 2017 9:24 AM<br>
<b>To:</b> 'WSBA Probate & Trust Listserv'<br>
<b>Subject:</b> Re: [WSBAPT] Most cost-effective approach - probate with short termtrust<o:p></o:p></span></p>
</div>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="color:#1F497D">Thanks,<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">You confirmed my thinking, the PC advised that the attorney is telling them that they can’t do this and I’m not sure why, wanted to make sure that I was not missing something!<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Yes, the PC is one of the PR’s.<o:p></o:p></span></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="color:#1F497D">Sincerely,<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">G. (Gus) Benjamin Lindsey III<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Attorney-at-Law<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><img border="0" width="150" height="123" id="_x0000_i1026" src="cid:image002.png@01D2C020.06BB9990"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">The Law Office of G. Benjamin Lindsey III<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">2012 Grade Road, Suite 202<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Lake Stevens, WA 98258<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Phone: (425) 263-9585<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">website: <a href="http://www.gbl3law.com/">
www.gbl3law.com</a><o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Employment/Labor Law Construction Law Civil Litigation Estate Planning Probate
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<p class="MsoNormal"><span style="color:#1F497D">Business Law<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">CONFIDENTIALITY NOTE: This e-mail message contains information belonging to The Law Office of G. Benjamin Lindsey III, which may be privileged, confidential and/or protected from disclosure. The information
is intended only for the use of the individual or entity named above. If you think that you have received this message in error, please contact the sender. If you are not the intended recipient, any dissemination, distribution or copying is strictly prohibited<o:p></o:p></span></p>
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<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"">
<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a> [<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">mailto:wsbapt-bounces@lists.wsbarppt.com</a>]
<b>On Behalf Of </b>Sara Longley<br>
<b>Sent:</b> Friday, April 28, 2017 9:05 AM<br>
<b>To:</b> WSBA Probate & Trust Listserv<br>
<b>Subject:</b> Re: [WSBAPT] Most cost-effective approach - probate with short termtrust<o:p></o:p></span></p>
</div>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<div>
<div>
<p class="MsoNormal">If your PC is one of the PRs and the real property is still in the estate, what's stopping the sale?
<br>
<br>
After the sale, I see no reason the estate PRs cannot petition for instructions from the court to distribute the proceeds directly to the beneficiaries, since the time has passed for the trust holding period.
<br>
<br>
The same petition could request removal of the trustee, distribution of the trust principal, and termination of the trust.<br>
<br>
What am I missing?<br>
<br>
Sara D. Longley, JD, LL.M.<br>
1734 NW Market Street <br>
Seattle, WA 98107<br>
(206)434-5644<br>
<a href="mailto:Sara@Longley-law.pro">Sara@Longley-law.pro</a><o:p></o:p></p>
</div>
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<div>
<div class="MsoNormal" align="center" style="text-align:center"><span style="font-size:12.0pt;font-family:"Times New Roman","serif"">
<hr size="3" width="100%" align="center">
</span></div>
<p class="MsoNormal" style="margin-bottom:12.0pt"><b>From: </b><a href="mailto:lindsey3@gbl3law.com">G. (Gus) Benjamin Lindsey III</a><span style="font-size:12.0pt;font-family:"Times New Roman","serif""><br>
</span><b>Sent: </b>4/28/2017 8:54 AM<span style="font-size:12.0pt;font-family:"Times New Roman","serif""><br>
</span><b>To: </b><a href="mailto:wsbapt@lists.wsbarppt.com">'WSBA Probate & Trust Listserv'</a><span style="font-size:12.0pt;font-family:"Times New Roman","serif""><br>
</span><b>Subject: </b>[WSBAPT] Most cost-effective approach - probate with short termtrust<span style="font-size:12.0pt;font-family:"Times New Roman","serif""><o:p></o:p></span></p>
</div>
<p class="MsoNormal">Good morning,<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">I have this somewhat odd probate issue that I’m coming into late. I do not have a lot of information because the PC is on international travel until next week.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Decedent was parent of PC. Decedent’s will identified PC and another sibling as co-personal representatives for the estate. There are seven siblings in total (I think) and the will divides the property equally among the siblings.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">The will called for the residue of the estate to be placed into a trust for the benefit of decedent’s children with the proceeds disbursed one year after decedent’s death. Decedent died over two years ago.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">The estate seems to be worth about $500,000 most of which is real property. The will appoints decedent’s attorney, who also drafted the will, as the trustee. The will makes no provisions for a successor trustee.
<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">The estate is currently in probate. It does not appear that any of the estate, including the real property, has been transferred to the trust. The only remaining estate asset is the real property. (The trust may be funded with a small
amount of money from decedent’s bank account.)<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">All of the heirs are in agreement and want to move forward with selling the property and distributing the proceeds. The attorney/trustee is apparently refusing to take this action. There is also a potential fee dispute related to the trustee
taking payments for estate related work. <o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">The attorney/trustee has apparently expressed a desire to resign as trustee.
<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">I am trying to determine the most cost effective course of action given the limited assets of the estate and agreement among the heirs.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Would a TEDRA agreement suffice or is more required to deal with the will clause that seems to require the residue to be transferred to a trust?
<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Thanks in advance!<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Sincerely,<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">G. (Gus) Benjamin Lindsey III<o:p></o:p></p>
<p class="MsoNormal">Attorney-at-Law<o:p></o:p></p>
<p class="MsoNormal"><img border="0" width="150" height="123" id="Picture_x0020_3" src="cid:image001.png@01D2BFFC.E56CEAF0"><o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">The Law Office of G. Benjamin Lindsey III<o:p></o:p></p>
<p class="MsoNormal">2012 Grade Road, Suite 202<o:p></o:p></p>
<p class="MsoNormal">Lake Stevens, WA 98258<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Phone: (425) 263-9585<o:p></o:p></p>
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<p class="MsoNormal">website: <a href="http://www.gbl3law.com/">www.gbl3law.com</a><o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Employment/Labor Law Construction Law Civil Litigation Estate Planning Probate
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<p class="MsoNormal">Business Law<o:p></o:p></p>
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<p class="MsoNormal">CONFIDENTIALITY NOTE: This e-mail message contains information belonging to The Law Office of G. Benjamin Lindsey III, which may be privileged, confidential and/or protected from disclosure. The information is intended only for the use
of the individual or entity named above. If you think that you have received this message in error, please contact the sender. If you are not the intended recipient, any dissemination, distribution or copying is strictly prohibited<o:p></o:p></p>
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