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<p class="MsoNormal"><span style="color:#1F497D">I think you're right--any distribution into a trust is essentially like a distribution to an heir. They would be subject to the security and clawback rules under
<a href="https://app.leg.wa.gov/RCW/default.aspx?cite=11.72&full=true">Ch. 11.72 RCW</a> and the PR risks a fiduciary breach if s/he distributes funds and isn't able to recover them if they end up being needed to pay lawful debts of the Estate.<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">That said, I do advance distributions commonly enough, after advising the PR of the risks and benefits and letting the PR decide whether or not to do it.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;color:#1F497D">Sincerely,<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#1F497D">Eric<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#1F497D">Eric C. Nelsen<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#1F497D">SAYRE LAW OFFICES, PLLC<o:p></o:p></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>Anthony Vivenzio<br>
<b>Sent:</b> Wednesday, August 14, 2019 2:13 PM<br>
<b>To:</b> WSBA Listserv<br>
<b>Subject:</b> [WSBAPT] Testamentary Trust<o:p></o:p></span></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Some advice would be appreciated. Decedent’s will created a testamentary trust which contains several sub-trusts for individual children. The trust names the successor trustee who will be acting due to the initial trustee’s death. The
successor trustee wants to be able to fund portions of one or more of the trusts. However, the decedent’s estate has not completed probate. Am I all wet in thinking that funding the testamentary trust and distributions thereunder cannot occur until the decedent’s
estate has completed probate? <o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><b><span style="font-size:14.0pt;font-family:"Arial","sans-serif"">Anthony D. Vivenzio</span></b><span style="font-size:14.0pt;font-family:"Arial","sans-serif"">,<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Arial","sans-serif"">Attorney and Counselor at Law<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Arial","sans-serif"">PO Box 208<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Arial","sans-serif"">540 Guard Street, Ste. 260<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Arial","sans-serif"">Friday Harbor, WA 98250<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Arial","sans-serif"">(360) 378-6860<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><a href="mailto:vivenziolaw@rockisland.com">vivenziolaw@rockisland.com</a><o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"> </span><o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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