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<p class="MsoNormal"><font size="2" color="#1f497d" face="Calibri"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">I have a client who may become involved in, or even initiate, a TEDRA proceeding in Pierce County. If it comes
to that, I would prefer it be handled by Pierce County counsel. Any suggested referrals would be welcome.<o:p></o:p></span></font></p>
<p class="MsoNormal"><font size="2" face="Calibri"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"><o:p> </o:p></span></font></p>
<p class="MsoNormal"><font size="4" color="#1f497d" face="Arial"><span style="font-size:13.0pt;font-family:"Arial",sans-serif;color:#1F497D">Rod Harmon</span></font><font size="2" face="Calibri"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"><o:p></o:p></span></font></p>
<p class="MsoNormal"><b><font size="4" color="#1f497d" face="Arial"><span style="font-size:13.0pt;font-family:"Arial",sans-serif;color:#1F497D;font-weight:bold"> </span></font></b><font size="2" face="Calibri"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"><o:p></o:p></span></font></p>
<p class="MsoNormal"><b><font size="4" color="#1f497d" face="Arial"><span style="font-size:13.0pt;font-family:"Arial",sans-serif;color:#1F497D;font-weight:bold">RODNEY T. HARMON</span></font></b><font size="2" face="Calibri"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"><o:p></o:p></span></font></p>
<p class="MsoNormal"><b><font size="2" color="#1f497d" face="Arial"><span style="font-size:11.0pt;font-family:"Arial",sans-serif;color:#1F497D;font-weight:bold"> Attorney at Law</span></font></b><font size="2" face="Calibri"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"><o:p></o:p></span></font></p>
<p class="MsoNormal"><font size="2" color="#1f497d" face="Arial"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#1F497D"> P.O. Box 1066</span></font><font size="2" face="Calibri"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"><o:p></o:p></span></font></p>
<p class="MsoNormal"><font size="2" color="#1f497d" face="Arial"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#1F497D"> Bothell, WA 98041</span></font><font size="2" face="Calibri"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"><o:p></o:p></span></font></p>
<p class="MsoNormal"><font size="2" color="#1f497d" face="Arial"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#1F497D"> Tel: (425) 402-7800</span></font><font size="2" face="Calibri"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"><o:p></o:p></span></font></p>
<p class="MsoNormal"><font size="2" color="#1f497d" face="Arial"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#1F497D"> Fax: (425) 458-9096</span></font><font size="2" face="Calibri"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"><o:p></o:p></span></font></p>
<p class="MsoNormal"><font size="2" color="#1f497d" face="Arial"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#1F497D"> <a href="http://www.rodharmon.com"><font color="#0563c1"><span style="color:#0563C1">www.rodharmon.com</span></font></a></span></font><font size="2" face="Calibri"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"><o:p></o:p></span></font></p>
<p class="MsoNormal"><font size="2" color="#1f497d" face="Arial"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#1F497D"> <a href="mailto:rodharmon@msn.com"><font color="#0563c1"><span style="color:#0563C1">rodharmon@msn.com</span></font></a></span></font><font size="2" face="Calibri"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"><o:p></o:p></span></font></p>
<p class="MsoNormal" style="margin-top:6.0pt"><font size="2" face="Calibri"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"><o:p> </o:p></span></font></p>
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<p class="MsoNormal"><b><font size="2" face="Calibri"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;font-weight:bold">From:</span></font></b><font size="2" face="Calibri"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"> wsbapt-bounces@lists.wsbarppt.com
[mailto:wsbapt-bounces@lists.wsbarppt.com] <b><span style="font-weight:bold">On Behalf Of
</span></b>Mary Stone<br>
<b><span style="font-weight:bold">Sent:</span></b> Thursday, January 17, 2019 2:18 PM<br>
<b><span style="font-weight:bold">To:</span></b> 'WSBA Probate & Trust Listserv' <wsbapt@lists.wsbarppt.com><br>
<b><span style="font-weight:bold">Subject:</span></b> Re: [WSBAPT] trust question<o:p></o:p></span></font></p>
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<p class="MsoNormal"><font size="3" color="black" face="Times New Roman"><span style="font-size:12.0pt;color:black">Thank you Phil.<o:p></o:p></span></font></p>
<p class="MsoNormal"><font size="3" color="black" face="Times New Roman"><span style="font-size:12.0pt;color:black"><o:p> </o:p></span></font></p>
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<p class="MsoNormal"><b><font size="2" face="Calibri"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;font-weight:bold">From:</span></font></b><font size="2" face="Calibri"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">
<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>>
<b><span style="font-weight:bold">On Behalf Of </span></b>Philip N. Jones<br>
<b><span style="font-weight:bold">Sent:</span></b> Thursday, January 17, 2019 1:21 PM<br>
<b><span style="font-weight:bold">To:</span></b> WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br>
<b><span style="font-weight:bold">Subject:</span></b> Re: [WSBAPT] trust question<o:p></o:p></span></font></p>
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<p class="MsoNormal"><font size="2" color="#1f497d" face="Calibri"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">Yes, it probably can be done, depending on the facts and circumstances. No, it’s probably not too late.<o:p></o:p></span></font></p>
<p class="MsoNormal"><font size="2" color="#1f497d" face="Calibri"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">Phil Jones<o:p></o:p></span></font></p>
<p class="MsoNormal"><font size="2" color="#1f497d" face="Calibri"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><o:p> </o:p></span></font></p>
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<p class="MsoNormal"><b><font size="2" face="Calibri"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;font-weight:bold">From:</span></font></b><font size="2" face="Calibri"><span style="font-size:11.0pt;font-family:"Calibri",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><span style="font-weight:bold">On Behalf Of </span></b>Mary Stone<br>
<b><span style="font-weight:bold">Sent:</span></b> Thursday, January 17, 2019 10:35 AM<br>
<b><span style="font-weight:bold">To:</span></b> 'WSBA Probate & Trust Listserv' <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br>
<b><span style="font-weight:bold">Subject:</span></b> Re: [WSBAPT] trust question<o:p></o:p></span></font></p>
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<p class="MsoNormal"><font size="3" color="black" face="Times New Roman"><span style="font-size:12.0pt;color:black">Yes, the successor trustee can probably do the division, or yes, it’s probably too late?<o:p></o:p></span></font></p>
<p class="MsoNormal"><font size="3" color="black" face="Times New Roman"><span style="font-size:12.0pt;color:black"><o:p> </o:p></span></font></p>
<p class="MsoNormal"><font size="3" color="black" face="Times New Roman"><span style="font-size:12.0pt;color:black"><o:p> </o:p></span></font></p>
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<p class="MsoNormal"><b><font size="2" face="Calibri"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;font-weight:bold">From:</span></font></b><font size="2" face="Calibri"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">
<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>>
<b><span style="font-weight:bold">On Behalf Of </span></b>Philip N. Jones<br>
<b><span style="font-weight:bold">Sent:</span></b> Thursday, January 17, 2019 9:57 AM<br>
<b><span style="font-weight:bold">To:</span></b> WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br>
<b><span style="font-weight:bold">Subject:</span></b> Re: [WSBAPT] trust question<o:p></o:p></span></font></p>
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<p class="MsoNormal"><font size="3" face="Times New Roman"><span style="font-size:12.0pt"><o:p> </o:p></span></font></p>
<p class="MsoNormal"><font size="2" color="#1f497d" face="Calibri"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">The answer is probably yes, but it is much more complicated than that. The bottom line is that a trustee has an
ongoing fiduciary duty to carry out the terms of the trust. I just wrote an article on this subject for the January newsletter of the estate planning section of the Oregon State Bar. The article will be out by the end of January. You should be able to get
it on the section page of the OSB website. The title of the article is Unfunded Trusts.<o:p></o:p></span></font></p>
<p class="MsoNormal"><font size="2" color="#1f497d" face="Calibri"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">Phil Jones<o:p></o:p></span></font></p>
<p class="MsoNormal"><font size="2" color="#1f497d" face="Calibri"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">Portland, OR<o:p></o:p></span></font></p>
<p class="MsoNormal"><font size="2" color="#1f497d" face="Calibri"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><o:p> </o:p></span></font></p>
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<p class="MsoNormal"><b><font size="2" face="Calibri"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;font-weight:bold">From:</span></font></b><font size="2" face="Calibri"><span style="font-size:11.0pt;font-family:"Calibri",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><span style="font-weight:bold">On Behalf Of </span></b>Mary Stone<br>
<b><span style="font-weight:bold">Sent:</span></b> Thursday, January 17, 2019 9:29 AM<br>
<b><span style="font-weight:bold">To:</span></b> 'WSBA Probate & Trust Listserv' <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br>
<b><span style="font-weight:bold">Subject:</span></b> [WSBAPT] trust question<o:p></o:p></span></font></p>
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<p class="MsoNormal"><font size="3" color="black" face="Times New Roman"><span style="font-size:12.0pt;color:black"><o:p> </o:p></span></font></p>
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<p class="MsoNormal"><font size="3" color="black" face="Times New Roman"><span style="font-size:12.0pt;color:black">If the trust estate isn’t divided into two parts upon the death of the first Trustor so the survivor continues to operate under the original
RLT, then the survivor dies, can the successor trustee do the division upon the death of the survivor, or is it too late? There is language in the trust that says the Trustee is authorized to maintain and administer both trusts as a unit and not make physical
division or segregation. <o:p></o:p></span></font></p>
<p class="MsoNormal"><font size="3" color="black" face="Times New Roman"><span style="font-size:12.0pt;color:black"><o:p> </o:p></span></font></p>
<p class="MsoNormal"><font size="3" color="black" face="Times New Roman"><span style="font-size:12.0pt;color:black">Thank you.<o:p></o:p></span></font></p>
<p class="MsoNormal"><font size="3" color="black" face="Times New Roman"><span style="font-size:12.0pt;color:black"><o:p> </o:p></span></font></p>
<p class="MsoNormal"><font size="3" color="black" face="Times New Roman"><span style="font-size:12.0pt;color:black">Mary Stone<o:p></o:p></span></font></p>
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