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<div style="font-family:Calibri,sans-serif; font-size:11pt">Kate,<br>
I agree with John. You may want to pay off any specific or pecuniary bequests before the residuary beneficiaries sign the TEDRA agreement.<br>
Hope this helps,<br>
John<br>
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John Creahan<br>
Cairn Law, PLLC<br>
206-578-5877<br>
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<span style="font-family:Calibri,sans-serif; font-size:11pt; font-weight:bold">From:
</span><span style="font-family:Calibri,sans-serif; font-size:11pt"><a href="mailto:sullaw@comcast.net">John J. Sullivan</a></span><br>
<span style="font-family:Calibri,sans-serif; font-size:11pt; font-weight:bold">Sent:
</span><span style="font-family:Calibri,sans-serif; font-size:11pt">ư6/ư20/ư2017 7:28 PM</span><br>
<span style="font-family:Calibri,sans-serif; font-size:11pt; font-weight:bold">To:
</span><span style="font-family:Calibri,sans-serif; font-size:11pt"><a href="mailto:wsbapt@lists.wsbarppt.com">WSBA Probate & Trust Listserv</a></span><br>
<span style="font-family:Calibri,sans-serif; font-size:11pt; font-weight:bold">Subject:
</span><span style="font-family:Calibri,sans-serif; font-size:11pt">Re: [WSBAPT] "interested parties"</span><br>
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<div>I have taken the position "No."</div>
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<div id="AppleMailSignature">I did a nonjudicial TEDRA realigning the interests of family lifetime beneficiaries in a way I was comfortable would never in any way impact the charitable remainder beneficiary. But I inserted in the TEDRA a provision mandating
that nothing be done that might do so. </div>
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<div id="AppleMailSignature">Tread carefully. </div>
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<div id="AppleMailSignature">John Sullivan <br>
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Sent from my iPhone</div>
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On Jun 20, 2017, at 6:34 PM, Kate Szurek <<a href="mailto:kate@skagitlaw.com">kate@skagitlaw.com</a>> wrote:<br>
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<p class="MsoNormal"><span style="font-size:12.0pt">Under TEDRA (11.96A), would you say that the interested parties, who must sign on in order for a TEDRA agreement to be effective, include even the persons who will not be at all impacted by the terms of a
TEDRA agreement which, essentially, shifts assets among the residuary beneficiaries? Clearly the residuary beneficiaries are interested parties; but, are the beneficiaries to specific bequests (which will not be impacted by the change we are trying to implement)
also “interested parties”? And how about the intestate heirs, who no longer have an interest in the estate at all (since the will contest period has run)?
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<p class="MsoNormal"><span style="font-size:12.0pt">See RCW 11.96A.030(5).</span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt">Thanks in advance for your wisdom.</span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt">(I have yet to look beyond the statute for answers. If I find any, I’ll let you know.)</span></p>
<p class="MsoNormal"><span style="font-size:12.0pt"> </span></p>
<p class="MsoNormal"><span style="font-size:12.0pt">Kate</span></p>
<p class="MsoNormal"><span style="font-size:12.0pt"> </span></p>
<p class="MsoNormal"><b><i><span style="font-size:13.5pt; font-family:"Cataneo BT",serif; color:blue">Kate Szurek</span></i></b><span style="font-size:12.0pt; font-family:"Times New Roman",serif; color:black">, J.D., LL.M.</span></p>
<p class="MsoNormal"><a href="mailto:kate@skagitlaw.com"><span style="font-size:12.0pt; font-family:"Times New Roman",serif; color:blue">kate@skagitlaw.com</span></a><span style="font-size:12.0pt; font-family:"Times New Roman",serif; color:#1F497D"></span></p>
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<p class="MsoNormal"><b><i><span style="font-size:14.0pt; font-family:"Times New Roman",serif; color:#1F497D">Skagit Law Group, PLLC</span></i></b></p>
<p class="MsoNormal"><span style="font-size:12.0pt; font-family:"Times New Roman",serif; color:#1F497D">P.O. Box 336 / 227 Freeway Drive, Suite B</span></p>
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