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</o:shapelayout></xml><![endif]--></head><body lang=EN-US link=blue vlink=purple><div class=WordSection1><p class=MsoNormal><span style='color:#1F497D'>Thank you for that advice, Virginia.<o:p></o:p></span></p><p class=MsoNormal><span style='color:#1F497D'><o:p> </o:p></span></p><p class=MsoNormal><span style='color:#1F497D'>Regards,<o:p></o:p></span></p><p class=MsoNormal><span style='color:#1F497D'><o:p> </o:p></span></p><p class=MsoNormal><span style='color:#1F497D'>Doug Bratt<o:p></o:p></span></p><p class=MsoNormal><span style='color:#1F497D'><o:p> </o:p></span></p><div><div style='border:none;border-top:solid #B5C4DF 1.0pt;padding:3.0pt 0in 0in 0in'><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>Virginia Antipolo-Utt<br><b>Sent:</b> Wednesday, February 27, 2019 8:17 AM<br><b>To:</b> WSBA Probate & Trust Listserv<br><b>Subject:</b> Re: [WSBAPT] Successor Trustees for Revocable Family Trust<o:p></o:p></span></p></div></div><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal><span style='font-size:12.0pt;font-family:"Arial","sans-serif";color:blue'>Dear Doug:<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:12.0pt;font-family:"Arial","sans-serif";color:blue'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:12.0pt;font-family:"Arial","sans-serif";color:blue'> You might want to contact Darel Gillespie at Fred Schoen Fiduciary Services. Take good care!<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:12.0pt;font-family:"Arial","sans-serif";color:blue'><o:p> </o:p></span></p><div><p class=MsoNormal><span style='font-size:12.0pt;font-family:"Arial","sans-serif";color:black'>Virginia C. Antipolo-Utt<br>Antipolo & Paul Law Firm, P.S.<br>2825 Colby Avenue, Suite 301<br>Everett, WA 98201<br>(425) 303-9100, ext. 111<br>(425) 258-9685 (fax)<o:p></o:p></span></p><p class=MsoNormal><span style='color:blue'><a href="mailto:virginia@aplawfirm.com"><span style='font-size:12.0pt;font-family:"Arial","sans-serif"'>virginia@aplawfirm.com</span></a></span><span style='font-size:12.0pt;font-family:"Arial","sans-serif";color:black'><br></span><span style='font-size:10.0pt;font-family:"Arial","sans-serif";color:black'>_______________________________________<br>Under recently issued IRS regulations, we must inform you that any US tax advice contained in this message was not intended or written to be used, and cannot be used, for the purpose of avoiding penalties that may be imposed under federal tax law. By regulation, a taxpayer cannot rely on professional advice to avoid federal tax penalties unless that advice is reflected in a comprehensive tax opinion that conforms to strict requirements.<br>_______________________________________<br>CONFIDENTIALITY NOTICE: This information contained in this email message and attachments may be privileged, confidential and protected from disclosure. If you are not the intended recipient, any dissemination, disclosure, distribution or copying of the contents of this message is strictly prohibited. If you think you received this message in error, please delete the message and email the sender at </span><span style='color:blue'><a href="mailto:virginia@aplawfirm.com"><span style='font-size:10.0pt;font-family:"Arial","sans-serif"'>virginia@aplawfirm.com</span></a></span><span style='font-size:10.0pt;font-family:"Arial","sans-serif";color:black'>.</span><span style='color:blue'><o:p></o:p></span></p></div><p class=MsoNormal><span style='font-size:12.0pt;font-family:"Arial","sans-serif";color:blue'><o:p> </o:p></span></p><div><div style='border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in'><p class=MsoNormal><b>From:</b> wsbapt-bounces@lists.wsbarppt.com [mailto:wsbapt-bounces@lists.wsbarppt.com] <b>On Behalf Of </b>Douglas Bratt<br><b>Sent:</b> Tuesday, February 26, 2019 4:18 PM<br><b>To:</b> wsbapt@lists.wsbarppt.com<br><b>Subject:</b> [WSBAPT] Successor Trustees for Revocable Family Trust<o:p></o:p></p></div></div><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>I know I have seen many inquiries (and answers) about this subject on the list-serv, but cannot locate info at this point.<o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>My clients are both the Trustors, and the Co-Trustees of their Revocable Living Trust.<o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>They wish to appoint a back-up Trustee in the event they die or become incapacitated. <o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>I am aware that Ohana Financial Corporation offers services in that role, but am interested in recommendations of other individuals, or organizations, that would take on such a position, if the need arose.<o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>(My clients are not wanting to have a big bank serve as Trustee. So many of the big banks seem to be interested in accounts that are much larger than my clients’ balance sheet, which is still significant enough to warrant planning around the Washington State Estate Tax exemption amounts, so there is certainly enough to warrant someone’s attention, if not the big banks.)<o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>Thank you for any assistance you can give me.<o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>Regards,<o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>Doug Bratt<o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal><span style='font-size:13.5pt;font-family:"Lucida Calligraphy";color:#1F497D'>Douglas J. Bratt</span><span style='font-size:12.0pt;font-family:"Times New Roman","serif";color:#1F497D'><o:p></o:p></span></p><p class=MsoNormal><span style='font-size:12.0pt;font-family:"Lucida Calligraphy";color:#1F497D'>Lawyer</span><span style='font-size:12.0pt;font-family:"Times New Roman","serif";color:#1F497D'><o:p></o:p></span></p><p class=MsoNormal><span style='font-size:12.0pt;font-family:"Times New Roman","serif";color:#1F497D'> <o:p></o:p></span></p><p class=MsoNormal><img border=0 width=165 height=167 id="Picture_x0020_1" src="cid:image001.jpg@01D4CE8D.2F998D90" alt="Envelope scaled Terry"><span style='font-size:12.0pt;font-family:"Times New Roman","serif";color:#1F497D'><o:p></o:p></span></p><p class=MsoNormal><span style='font-size:12.0pt;font-family:"Times New Roman","serif";color:#1F497D'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:12.0pt;font-family:"Times New Roman","serif";color:#1F497D'>Office: (360) 213-2040 <o:p></o:p></span></p><p class=MsoNormal><span style='font-size:12.0pt;font-family:"Times New Roman","serif";color:#1F497D'> Fax: (360) 213-2030<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:12.0pt;font-family:"Times New Roman","serif";color:#1F497D'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:12.0pt;font-family:"Times New Roman","serif";color:#1F497D'>CONFIDENTIALITY NOTICE: This email message may contain confidential or privileged information. If you have received this message by mistake, please do not review, disclose, copy, or distribute the email. Instead, please notify us immediately by replying to this message or telephoning us. Thank you.<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:12.0pt;font-family:"Times New Roman","serif";color:#1F497D'> <o:p></o:p></span></p><p class=MsoNormal><span style='font-size:12.0pt;font-family:"Times New Roman","serif";color:#1F497D'>NOTE:</span><span style='font-size:10.0pt;font-family:"Times New Roman","serif";color:#1F497D'> </span><span style='font-size:12.0pt;font-family:"Times New Roman","serif";color:#1F497D'>I do not use encrypted email. Messages sent to or from my office via email are not secure and may not be protected by attorney-client privilege. This email address is not monitored at all times. If your matter is urgent, please phone my office during regular business hours.<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:12.0pt;font-family:"Times New Roman","serif";color:#1F497D'><o:p> </o:p></span></p></div></body></html>