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<p class="MsoNormal">This is a typical Living trust/split at death of first trust. Many times in this situation, the survivor may have a power of appointment amongst descendants over the “irrevocable trust” to consider just this type of thing. Additionally,
I have used TEDRA in not the same factual case but similar desire for a wayward child – we discuss with the child or his/her agent that surviving spouse can change his/her trust distribution and is considering doing so to leave only to two children unless
all parties can come to an agreement on how all 3 can share and how child’s 3 share should go (for example if felon has children or family on the outside). I would be happy to chat with you if you wanted. Also, check out the new decanting RCW see if there
may be help there.<o:p></o:p></p>
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<p class="MsoNormal">Best of luck,<o:p></o:p></p>
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<p class="MsoNormal"><i><span style="font-family:"Script MT Bold"">Diane J. Kiepe<o:p></o:p></span></i></p>
<p class="MsoNormal"><i><span style="font-family:"Script MT Bold""><o:p> </o:p></span></i></p>
<p class="MsoNormal">Diane J. Kiepe<o:p></o:p></p>
<p class="MsoNormal">Douglas Eden<o:p></o:p></p>
<p class="MsoNormal">717 W. Sprague Ave.<o:p></o:p></p>
<p class="MsoNormal">Suite 1500<o:p></o:p></p>
<p class="MsoNormal">Spokane, WA 99201<o:p></o:p></p>
<p class="MsoNormal"><a href="mailto:djkiepe@depdslaw.com"><span style="color:#0563C1">djkiepe@depdslaw.com</span></a><o:p></o:p></p>
<p class="MsoNormal">509-455-5300<o:p></o:p></p>
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<p class="MsoNormal"><b>From:</b> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com>
<b>On Behalf Of </b>Kirsten Samwel<br>
<b>Sent:</b> Tuesday, October 8, 2019 6:02 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> [WSBAPT] Trust with Irrevocable Beneficiary Question<o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:12.0pt">Listmates - <o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt">PC came in with a Trust signed in 1992. H has passed, and W is surviving Settlor/Trustor/Trustee. The Trust has three children who are beneficiaries upon death of W. It recently came to light that one of
the children committed a murder that was proven by DNA evidence. Since this child will likely be spending the rest of their life in prison, W wants to limit how much that child receives. As it stands, the trust is set to split 33 and 1/3% to each child. <o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt">The problem that I see is this: there is a paragraph that seems to make the beneficiaries irrevocable. The pertinent language is: "Irrevocability: Except as otherwise provided in the Declaration, on the
death of either Settlor, the designation of beneficiaries of specific gifts in the trusts created by the Declaration shall become irrevocable and not subject to Amendment or Modification for the separate property of the deceased Settlor and one-half of the
community and joint property. (The Surviving Settlor retains the rights to amend or modify the designation of beneficiaries and distribution only as to his or her own separate property and his or her one-half interest in community and jointly held property)". <o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt">My reading of that indicates she can amend the trust in regard to her half of what is in the trust (since I believe that everything is community/joint), but the child she wishes to change the amount for would
still be entitled to 33 and 1/3 of the H's half of the community/joint property. She wishes to leave him a sum certain rather than a percentage.<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt">My question is this: I can see that she cannot remove a beneficiary completely. Could she change the percentages, such as give two kids 49% each and the one in prison 2%, or could she give the one child
a sum certain that comes off the top and then split the remainder 50/50 between the other kids? I suspect that she can do this, but I am not sure (I'm still figuring all the ins and outs of Trusts out), but I also suspect that she could leave him 0% but that
he would still get 33 and 1/3 of her deceased husband's half of the joint estate. Any clarification on my thinking, or even a you are thinking along the right way would be truly appreciated. If anyone knows a way to leave the child in prison out except a
sum certain, I would appreciate being pointed in the right direction or a statue or to some case law or something that would help me do that. Thanks to all in advance for your help. Have a good evening. <o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt"><o:p> </o:p></span></p>
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<p class="MsoNormal">Kirsten A. Samwel<o:p></o:p></p>
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<p class="MsoNormal">Attorney at Law<o:p></o:p></p>
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<p class="MsoNormal">Samwel Cousineau, PC<o:p></o:p></p>
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<p class="MsoNormal">700 W. Evergreen Blvd.<o:p></o:p></p>
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