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Update:<br>
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Irrevocable trust, unfunded. Trustee insulted the sole beneficiary and reported offense to trustor. Trustor and beneficiary agree on removing trustee and replacing with known party, who consents. Trustee has no knowledge of his offense. Trustor and beneficiary
want to change trustee immediately.<br>
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Non-judicial binding agreement under TEDRA?<br>
<br>
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Paul A. Barrera<br>
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Attorney<br>
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Phone: (206) 413-7288<br>
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Fax: (206) 367-0120<br>
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NORTH CITY LAW, PC<br>
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17713 15th Ave NE Suite 105<br>
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Shoreline, WA 98155<br>
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<a href="http://<br/>www.northcitylaw.com">www.northcitylaw.com</a><br>
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<div id="divRplyFwdMsg" dir="ltr"><font face="Calibri, sans-serif" color="#000000" style="font-size:11pt"><b>From:</b> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com> on behalf of Mike Winslow <mike@winslegal.com><br>
<b>Sent:</b> Wednesday, November 8, 2017 5:21:18 PM<br>
<b>To:</b> 'WSBA Probate & Trust Listserv'<br>
<b>Subject:</b> Re: [WSBAPT] Change trustee before funding trust</font>
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<p class="MsoNormal"><span style="color:#1F497D">Is the trust revocable? If so, are there any special requirements to revocation? What does the trust say about the ability to revoke?</span></p>
<p class="MsoNormal"><span style="color:#1F497D">If revocable, I would revoke or revise the trust, to make the changes desired and have the Trustor execute the change.</span></p>
<p class="MsoNormal"><span style="color:#1F497D"> </span></p>
<p class="MsoNormal"><span style="color:#1F497D">If unfunded, it would seem the trustee has nothing to administer, but examination of the trust and determination that the Trustee has no right to compel funding of the trust would be the next step.</span></p>
<p class="MsoNormal"><span style="color:#1F497D">If <i style="">Irrevocable</i>, and some ability in the trustee to compel funding, then you are probably in TEDRA land. Close examination of the trust and Chapter 11 (Probate Code) would be in order.</span></p>
<p class="MsoNormal"><span style="color:#1F497D"> </span></p>
<p class="MsoNormal"><span style="color:#1F497D"> </span></p>
<div>
<p class="MsoNormal"><span style="color:#1F497D">Michael A. Winslow</span></p>
<p class="MsoNormal"><span style="color:#1F497D">1204 Cleveland Ave.</span></p>
<p class="MsoNormal"><span style="color:#1F497D">Mount Vernon, WA 98273</span></p>
<p class="MsoNormal"><span style="color:#1F497D">Ph. 360-336-3321</span></p>
<p class="MsoNormal"><span style="color:#1F497D">Em. Mike@winslegal.com</span></p>
<p class="MsoNormal"><span style="color:#1F497D"> </span></p>
<p class="MsoNormal"><span style="color:#1F497D">This message is from an attorney, so it’s confidential. If you are not the intended recipient, it’s too late to stop reading this message, but you may not use it for any improper purpose. Huge Disclaimer available
upon request.</span></p>
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<p class="MsoNormal"><span style="color:#1F497D"> </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>Paul Barrera<br>
<b>Sent:</b> Wednesday, November 08, 2017 4:44 PM<br>
<b>To:</b> wsbapt@lists.wsbarppt.com<br>
<b>Subject:</b> [WSBAPT] Change trustee before funding trust</span></p>
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<p class="MsoNormal"> </p>
<p class="MsoNormal">Listmates:</p>
<p class="MsoNormal"> </p>
<p class="MsoNormal">My client, the trustor, created a trust with a professional as trustee, and a requirement that all trustees must be licensed professionals. Prior to funding the trust, the trustor found the professional highly offensive, in that the professional
cursed and insulted the beneficiary to the point of humiliating him. Now, the trustor wants the trust to have a non-professional trustee, someone she knows and trusts.</p>
<p class="MsoNormal"> </p>
<p class="MsoNormal">Two questions:</p>
<ol start="1" type="1" style="margin-top:0in">
<li class="MsoNormal" style=""><span style="">Does a valid trust exist when the trust document is executed and delivered to the originally intended trustee and the trust document is not yet funded?</span></li><li class="MsoNormal" style=""><span style="">If a trust exists, do I execute a non-judicial binding agreement removing the requirement for a professional trustee, appointing the new trustee, and serve it on the original trustee?</span></li></ol>
<p class="MsoNormal"> </p>
<p class="MsoNormal">Paul</p>
<p class="MsoNormal"> </p>
<p class="MsoNormal"><b><span style="color:black">Paul A. Barrera</span></b><span style="color:black"></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt; color:red">Attorney</span></p>
<p class="MsoNormal"><span style="font-size:10.0pt; color:black"> </span></p>
<p class="MsoNormal"><b><span style="font-size:10.0pt; color:black">Office </span>
</b><span style="font-size:10.0pt; color:black">206-413-7288</span></p>
<p class="MsoNormal"><b><span style="font-size:10.0pt; color:black">Fax
</span></b><span style="font-size:10.0pt; color:black">206-367-0120</span></p>
<p class="MsoNormal"><b><span style="font-size:10.0pt; color:black">Email </span>
</b><span style="font-size:10.0pt; color:black"><a href="mailto:paul@northcitylaw.com"><span style="color:black">paul@northcitylaw.com</span></a>
</span></p>
<p class="MsoNormal"><b><span style="font-size:10.0pt; color:black">Web </span>
</b><span style="font-size:10.0pt; color:black"><a href="http://www.northcitylaw.com/"><span style="color:black">www.northcitylaw.com</span></a>
</span></p>
<p class="MsoNormal"><span style="font-size:10.0pt; color:black"> </span></p>
<p class="MsoNormal"><span style="font-size:10.0pt; color:black"><img border="0" width="142" height="87" id="Picture_x0020_1" src="cid:image002.png@01D358B5.FCEF4360" alt="red"></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt; color:black">
</span></p>
<p class="MsoNormal"><b><span style="font-size:10.0pt; color:black">North City Law, PC</span></b></p>
<p class="MsoNormal"><span style="font-size:10.0pt; color:black">17713 15th Ave NE Suite 105</span></p>
<p class="MsoNormal"><span style="font-size:10.0pt; color:black">Shoreline, WA 98155</span></p>
<p class="MsoNormal"><span style="font-size:10.0pt; color:black"> </span></p>
<p class="MsoNormal" style="margin-right:0in; margin-bottom:18.75pt; margin-left:0in; background:white">
<span style="font-family:"Arial","sans-serif"; color:black">CONFIDENTIALITY NOTICE: The information transmitted in this e-mail message and attachments may be attorney-client information, including privileged and confidential material, and is intended only
for the use of the individual or entity addressed to above. Any distribution, use, or review by unauthorized persons is strictly prohibited. If you have received this transmission in error, please immediately notify the sender and permanently delete this
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