<html><body><span style="font-family:Times New Roman; color:#000000; font-size:12pt;"><div><span class="mceItemHidden">Sometimes they set these up with only the Will provisions</span></div><div><br></div><div><img id="sigimg0" title="signature image" src="cid:sigimg0@de8b01ee4b1335f5d85dd0f8f4a9d5ad" border="0" alt=""></div><div><br><br></div><span class="mceItemHidden">
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Subject: [<span class="mceItemHiddenSpellWord">WSBAPT</span>] TEDRA Agreements</span><br><span class="mceItemHidden">
From: "Jeff Davis" <<a href="mailto:jeff@bellanddavispllc.com">jeff@bellanddavispllc.com</a>></span><br><span class="mceItemHidden">
Date: Fri, October 18, 2019 1:20 pm</span><br><span class="mceItemHidden">
To: "'WSBA Probate & Trust Listserv'" <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>></span><br><span class="mceItemHidden">
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</span></style><div class="WordSection1"><div class="MsoNormal" style="font-size:12pt;"><span class="mceItemHidden"><span class="mceItemHiddenSpellWord">Listmates</span>:</span><o:p></o:p></div><div class="MsoNormal" style="font-size:12pt;"><o:p><span class="mceItemHidden"> </span></o:p></div><div class="MsoNormal" style="font-size:12pt;"><span class="mceItemHidden">Now deceased Father set up three trusts for three Grand Children, supposedly for college education, with Morgan Stanley in Seattle. No one can find the Trust Agreements. The Beneficiaries are now adults, never received any distributions. We would like to terminate the trusts and distribute the funds to the Grand Children. I am assuming that if all Parties agree, i.e., the father’s estate, which is still open, Morgan Stanley, and the Beneficiaries, that we can enter into a TEDRA Agreement that authorized Morgan Stanley to distribute the funds to the Grand Children. Am I missing something? Oh one catch, two grandchildren live in Washington, the third is in Alaska with no ties to this State.</span><o:p></o:p></div><div class="MsoNormal" style="font-size:12pt;"><o:p><span class="mceItemHidden"> </span></o:p></div><div class="MsoNormal" style="font-size:12pt;"><span class="mceItemHidden">Jeff Davis</span><o:p></o:p></div><div class="MsoNormal" style="font-size:12pt;"><o:p><span class="mceItemHidden"> </span></o:p></div><div class="MsoNormal" style="font-size:12pt;"><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black"><span class="mceItemHidden">W. Jeff Davis, Esq.</span><o:p></o:p></span></div><div class="MsoNormal" style="font-size:12pt;"><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black"><span class="mceItemHidden">BELL & DAVIS <span class="mceItemHiddenSpellWord">PLLC</span></span><br><span class="mceItemHidden">P.O. Box 510</span><br><span class="mceItemHidden"><span class="mceItemHiddenSpellWord">Sequim</span> WA 98382</span><br><span class="mceItemHidden">Phone No.:(360) 683.1129 </span><br><span class="mceItemHidden">Fax No.: (360) 683.1258 </span><br><span class="mceItemHidden">email: </span><a target="_blank" href="mailto:info@bellanddavispllc.com"><span style="color:blue"><span class="mceItemHidden">info@bellanddavispllc.com</span></span></a><br><a href="http://www.bellanddavispllc.com/" target="_blank"><span style="color:blue"><span class="mceItemHidden">www.bellanddavispllc.com</span></span></a><br><span class="mceItemHidden"> </span><br><span class="mceItemHidden">The information contained in this e-mail message may be privileged, confidential, and protected from disclosure. If you are not the intended recipient, any dissemination, distribution, or copying is strictly prohibited. If you think that you have received this e-mail message in error, please e-mail the sender at </span><a target="_blank" href="mailto:info@bellanddavispllc.com"><span style="color:blue"><span class="mceItemHidden">info@bellanddavispllc.com</span></span></a><span class="mceItemHidden"> or call 360.683.1129</span></span><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif"><o:p></o:p></span></div><div class="MsoNormal" style="font-size:12pt;"><o:p><span class="mceItemHidden"> </span></o:p></div></div><hr><span class="mceItemHidden">***Disclaimer: Please note that <span class="mceItemHiddenSpellWord">RPPT</span> <span class="mceItemHiddenSpellWord">listserv</span> participation is not restricted to practicing attorneys and may include non-practicing attorneys, law students, professionals working in related fields, and others.***</span><br><span class="mceItemHidden">
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