<html><body><span style="font-family:Times New Roman; color:#0000ff; font-size:14pt;"><div><span class="mceItemHidden">Please post - terms of the Trust allow it?</span></div><div><br></div><div><img id="sigimg1" title="signature image" src="cid:sigimg1@6770831385d1d42bc68a98edf32d6cfb" border="0" alt=""></div><div><br><br></div><span class="mceItemHidden">
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Subject: [<span class="mceItemHiddenSpellWord">WSBAPT</span>] Has Trust <span class="mceItemHiddenSpellWord">Beeen</span> Amended?</span><br><span class="mceItemHidden">
From: "Felicia Value, Attorney at Law" <<a href="mailto:felicia@skagitprobate.com">felicia@skagitprobate.com</a>></span><br><span class="mceItemHidden">
Date: Mon, May 15, 2017 3:28 pm</span><br><span class="mceItemHidden">
To: "WSB <span class="mceItemHiddenSpellWord">Listserv</span>" <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>></span><br><span class="mceItemHidden">
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</span><div dir="ltr"> <div style="FONT-SIZE: 12pt; FONT-FAMILY: 'Calibri'; COLOR: #000000"> <div><span class="mceItemHidden">Colleagues,</span></div> <div><span class="mceItemHidden"> </span></div> <div><span class="mceItemHidden">I have always told my clients that if the want to amend a revocable living trust (<span class="mceItemHiddenSpellWord">RLT</span>), they must execute any amendment with the same formalities they observed when they executed the original documents. Typically the original trust was signed by the clients as <span class="mceItemHiddenSpellWord">trustors</span> and as trustees, in the presence of a notary.</span></div> <div><span class="mceItemHidden"> </span></div> <div><span class="mceItemHidden">A client brought me her parents’ <span class="mceItemHiddenSpellWord">RLT</span>. It was executed in the usual fashion. A hand-written note on one of the pages changes the distributions of residue following the death of the second <span class="mceItemHiddenSpellWord">trustor</span>. It is dated and signed by both <span class="mceItemHiddenSpellWord">trustors</span>. It is not witnessed or notarized.</span></div> <div><span class="mceItemHidden"> </span></div> <div><span class="mceItemHidden">Is the hand-written note a valid change? Has the trust been amended? </span></div> <div><span class="mceItemHidden"> </span></div> <div><span class="mceItemHidden">I am really interested in that ^ question. But <span class="mceItemHiddenSpellWord">FWIW</span>, one <span class="mceItemHiddenSpellWord">trustor</span> is deceased; one is alive and competent.</span></div> <div><span class="mceItemHidden"> </span></div> <div><span class="mceItemHidden">Thanks for your thoughts!</span></div> <div><span class="mceItemHidden"> </span></div> <div><span class="mceItemHidden">Regards,</span></div> <div><span class="mceItemHidden"> </span></div> <div style="FONT-SIZE: 12pt; FONT-FAMILY: 'Calibri'; COLOR: #000000"><span class="mceItemHidden">Felicia Value</span><br><span class="mceItemHidden">Attorney at Law</span><br><span class="mceItemHidden">PO Box 578/116 North Third Street</span><br><span class="mceItemHidden">La Conner, WA 98257</span><br><span class="mceItemHidden">(360) 466-2088</span><br><a target="_blank" href="http://www.skagitprobate.com"><span class="mceItemHidden">www.skagitprobate.com</span></a><br><br><span class="mceItemHidden">NOTE: I do not use encrypted email. Messages sent to or</span><br><span class="mceItemHidden">from my office via email are not secure and may not be</span><br><span class="mceItemHidden">protected by attorney client privilege. This email address</span><br><span class="mceItemHidden">is not monitored at all times. If your matter is urgent,</span><br><span class="mceItemHidden">please phone my office during regular business hours.</span><br><br><span class="mceItemHidden">This email may contain confidential material protected by</span><br><span class="mceItemHidden">attorney/client privilege, and is intended for use solely by the above</span><br><span class="mceItemHidden">referenced recipient. Any review, copying, printing, disclosure,</span><br><span class="mceItemHidden">distribution, or other use by any person or entity is strictly</span><br><span class="mceItemHidden">prohibited and may be unlawful. If you are not the named recipient, or</span><br><span class="mceItemHidden">believe you have received this email in error, please reply to the</span><br><span class="mceItemHidden">sender and delete the copy you received. Thank you.</span><br><br></div> <div><span class="mceItemHidden"> </span></div> <div><span class="mceItemHidden"> </span></div> <div><span class="mceItemHidden"> </span></div> <div><span class="mceItemHidden"> </span></div> <div><span class="mceItemHidden"> </span></div></div></div> <hr><span class="mceItemHidden">_______________________________________________</span><br><span class="mceItemHidden">
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