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<p class="MsoNormal"><span style="color:#1F497D">Why not just create a new trust document with a different trustee and fund the new trust? Inform the trustee of the unfunded irrevocable trust that it will not be funded.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<font color="#777777" size="4"><span style="FONT-FAMILY: 'Calibri','sans-serif'"><font size="3"><font color="#000000"><o:p>
<p style="MARGIN: 0in 0in 6pt"><span style="FONT-FAMILY: 'Calibri','sans-serif'">Amy C. Lewis, Attorney</span></p>
<p style="MARGIN: 6pt 0in 0pt"><span style="mso-no-proof: yes"><v:shapetype id="_x0000_t75" stroked="f" filled="f" path="m@4@5l@4@11@9@11@9@5xe" o:preferrelative="t" o:spt="75" coordsize="21600,21600"><v:stroke joinstyle="miter"></v:stroke><v:formulas><v:f eqn="if lineDrawn pixelLineWidth 0"></v:f><v:f eqn="sum @0 1 0"></v:f><v:f eqn="sum 0 0 @1"></v:f><v:f eqn="prod @2 1 2"></v:f><v:f eqn="prod @3 21600 pixelWidth"></v:f><v:f eqn="prod @3 21600 pixelHeight"></v:f><v:f eqn="sum @0 0 1"></v:f><v:f eqn="prod @6 1 2"></v:f><v:f eqn="prod @7 21600 pixelWidth"></v:f><v:f eqn="sum @8 21600 0"></v:f><v:f eqn="prod @7 21600 pixelHeight"></v:f><v:f eqn="sum @10 21600 0"></v:f></v:formulas><v:path o:connecttype="rect" gradientshapeok="t" o:extrusionok="f"></v:path><o:lock aspectratio="t" v:ext="edit"></o:lock></v:shapetype><v:shape id="Picture_x0020_16" style="HEIGHT: 68px; WIDTH: 211px; VISIBILITY: visible; mso-wrap-style: square" alt="http://www.eisenhowerlaw.com/sites/www.eisenhowerlaw.com/themes/eisenhower/20150213_logo.png" o:spid="_x0000_i1025" type="#_x0000_t75"><v:imagedata src="http://www.eisenhowerlaw.com/sites/www.eisenhowerlaw.com/themes/eisenhower/20150213_logo.png" o:title="EC_Logo_color"></v:imagedata><img src="cid:logo76c56e" width="211" height="68"></v:shape></span><span style="FONT-SIZE: 3pt; FONT-FAMILY: 'Calibri','sans-serif'; COLOR: #c00000; mso-bidi-font-family: Calibri"><o:p></o:p></span></p>
<p style="MARGIN: 0in 0in 0pt"><span><font color="#c00000"><font style="FONT-SIZE: 10pt">ESTATE PLANNING & PROBATE</font></font></span></p>
<p style="MARGIN-TOP: 0in"><span style="FONT-SIZE: 11pt; FONT-FAMILY: 'Calibri','sans-serif'">1201 Pacific Avenue, Suite 1200 | Tacoma, WA 98402<br>
phone 253.572.4500 | fax 253.272.5732 | </span><a href="http://www.eisenhowerlaw.com/"><span style="FONT-SIZE: 11pt; TEXT-DECORATION: none; FONT-FAMILY: 'Calibri','sans-serif'; COLOR: #c00000; text-underline: none">www.eisenhowerlaw.com</span></a></o:p></font></font></span></font></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 7:15 PM<br>
<b>To:</b> 'WSBA Probate & Trust Listserv'; WSBA Probate & Trust Listserv<br>
<b>Subject:</b> Re: [WSBAPT] Change trustee before funding trust<o:p></o:p></span></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal" style="margin-bottom:12.0pt"><span style="font-family:"Arial","sans-serif";color:black">Update:<o:p></o:p></span></p>
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<p class="MsoNormal" style="margin-bottom:12.0pt"><span style="font-family:"Arial","sans-serif";color:black">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.<o:p></o:p></span></p>
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<p class="MsoNormal" style="margin-bottom:12.0pt"><span style="font-family:"Arial","sans-serif";color:black">Non-judicial binding agreement under TEDRA?<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Arial","sans-serif";color:black">Paul A. Barrera<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Arial","sans-serif";color:black">Attorney<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Arial","sans-serif";color:black">Phone: (206) 413-7288<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Arial","sans-serif";color:black">Fax: (206) 367-0120<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Arial","sans-serif";color:black">NORTH CITY LAW, PC<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Arial","sans-serif";color:black">17713 15th Ave NE Suite 105<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Arial","sans-serif";color:black">Shoreline, WA 98155<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Arial","sans-serif";color:black"><a href="http://%3cbr/%3ewww.northcitylaw.com">www.northcitylaw.com</a><o:p></o:p></span></p>
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<p class="MsoNormal" style="margin-bottom:12.0pt"><span style="font-family:"Arial","sans-serif";color:black">Sent while mobile<br>
<br>
<o:p></o:p></span></p>
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<p class="MsoNormal"><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
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<p class="MsoNormal"><span style="font-family:"Arial","sans-serif";color:black"><o:p> </o:p></span></p>
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<p class="MsoNormal"><b><span style="color:black">From:</span></b><span style="color:black">
<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a> <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a>> on behalf of Mike Winslow <<a href="mailto:mike@winslegal.com">mike@winslegal.com</a>><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</span><span style="font-size:12.0pt;font-family:"Times New Roman","serif"">
<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman","serif""> <o:p></o:p></span></p>
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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><o:p></o:p></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><o:p></o:p></p>
<p class="MsoNormal"><span style="color:#1F497D"> </span><o:p></o:p></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><o:p></o:p></p>
<p class="MsoNormal"><span style="color:#1F497D">If <i>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><o:p></o:p></p>
<p class="MsoNormal"><span style="color:#1F497D"> </span><o:p></o:p></p>
<p class="MsoNormal"><span style="color:#1F497D"> </span><o:p></o:p></p>
<div>
<p class="MsoNormal"><span style="color:#1F497D">Michael A. Winslow</span><o:p></o:p></p>
<p class="MsoNormal"><span style="color:#1F497D">1204 Cleveland Ave.</span><o:p></o:p></p>
<p class="MsoNormal"><span style="color:#1F497D">Mount Vernon, WA 98273</span><o:p></o:p></p>
<p class="MsoNormal"><span style="color:#1F497D">Ph. 360-336-3321</span><o:p></o:p></p>
<p class="MsoNormal"><span style="color:#1F497D">Em. <a href="mailto:Mike@winslegal.com">
Mike@winslegal.com</a></span><o:p></o:p></p>
<p class="MsoNormal"><span style="color:#1F497D"> </span><o:p></o:p></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><o:p></o:p></p>
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<p class="MsoNormal"><span style="color:#1F497D"> </span><o:p></o:p></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>Paul Barrera<br>
<b>Sent:</b> Wednesday, November 08, 2017 4:44 PM<br>
<b>To:</b> <a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a><br>
<b>Subject:</b> [WSBAPT] Change trustee before funding trust</span><o:p></o:p></p>
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<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal">Listmates:<o:p></o:p></p>
<p class="MsoNormal"> <o:p></o:p></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.<o:p></o:p></p>
<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal">Two questions:<o:p></o:p></p>
<ol style="margin-top:0in" start="1" type="1">
<li class="MsoNormal" style="mso-list:l0 level1 lfo1">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?<o:p></o:p></li><li class="MsoNormal" style="mso-list:l0 level1 lfo1">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?<o:p></o:p></li></ol>
<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal">Paul<o:p></o:p></p>
<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal"><b><span style="color:black">Paul A. Barrera</span></b><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:10.0pt;color:red">Attorney</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:10.0pt;color:black"> </span><o:p></o:p></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><o:p></o:p></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><o:p></o:p></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>
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<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>
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</span><o:p></o:p></p>
<p class="MsoNormal"><b><span style="font-size:10.0pt;color:black">North City Law, PC</span></b><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:10.0pt;color:black">17713 15th Ave NE Suite 105</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:10.0pt;color:black">Shoreline, WA 98155</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:10.0pt;color:black"> </span><o:p></o:p></p>
<p class="MsoNormal" style="margin-bottom:18.75pt;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
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