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<p class="MsoPlainText">If I can rephrase the question to make sure I understand it: A Trustee is also beneficiary of a Trust that became irrevocable when the Trustor died. Distribution is supposed to happen but has not happened yet. If the Trustee dies, can
the Trustee's Will direct disposition of his undistributed beneficial interest in the Trust?<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">Assuming that is the question, I think the answer is yes. I think it is true in general for all beneficial interest in the Trust, since the death of Trustor triggered a right to distribution: If a beneficiary has survived the Trustor,
then her/his interest has vested. If the beneficiary then dies, that vested beneficial interest is part of the beneficiary's estate, and can pass under the beneficiary's Will or by intestacy if there is no Will.<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">The main quandary will be for the successor Trustee of the Trust, who needs to know definitively who is supposed to get the deceased beneficiary's share of the Trust. If the deceased beneficiary left a Will, then I think it needs to
be probated so there is a PR to distribute to, or at the very least an adjudication of testacy needs to be entered per latter part of
<a href="https://app.leg.wa.gov/RCW/default.aspx?cite=11.20&full=true#11.20.020">
RCW 11.20.020(1)</a>, so the Trustee gets the protection afforded under the final paragraph of
<a href="https://app.leg.wa.gov/RCW/default.aspx?cite=11.28.340">RCW 11.28.340</a> if the Trustee is going to distribute directly to the deceased beneficiary's beneficiaries.<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">Sincerely,<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">Eric<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">Eric C. Nelsen<o:p></o:p></p>
<p class="MsoPlainText">SAYRE LAW OFFICES, PLLC<o:p></o:p></p>
<p class="MsoPlainText">1417 31st Ave South<o:p></o:p></p>
<p class="MsoPlainText">Seattle WA 98144-3909<o:p></o:p></p>
<p class="MsoPlainText">phone 206-625-0092<o:p></o:p></p>
<p class="MsoPlainText">fax 206-625-9040<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">-----Original Message-----<br>
From: wsbapt-bounces@lists.wsbarppt.com [mailto:wsbapt-bounces@lists.wsbarppt.com] On Behalf Of Doug Owens<br>
Sent: Friday, October 18, 2019 8:59 AM<br>
To: WSBA Probate & Trust Listserv<br>
Subject: [WSBAPT] interest of beneficiary of RLT after settlor dies</p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">Dear Listmates, I have an interesting question. A client is a beneficiary of an RLT as to which the settlor has died, and a sibling, also a beneficiary, is the trustee. The trust has two pieces of real property that are the assets
and specifies that the trustee beneficiary is to receive a distribution of one of the houses and the other house is to be distributed to the other beneficiaries when the settlor dies. The settlor died three years ago, the trustee beneficiary lives in the
house that was to belong to that beneficiary but has made no distributions. My client wants to know whether, if the trustee beneficiary dies without having made a distribution, can the trustee beneficiary’s will pass the trustee beneficiary’s interest in
the trust to the remaining siblings? Thanks for your thoughts. Yours truly, Doug Owens<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">***Disclaimer: Please note that RPPT listserv participation is not restricted to practicing attorneys and may include non-practicing attorneys, law students, professionals working in related fields, and others.*** _______________________________________________<o:p></o:p></p>
<p class="MsoPlainText">WSBAPT mailing list<o:p></o:p></p>
<p class="MsoPlainText"><a href="mailto:WSBAPT@lists.wsbarppt.com"><span style="color:windowtext;text-decoration:none">WSBAPT@lists.wsbarppt.com</span></a><o:p></o:p></p>
<p class="MsoPlainText"><a href="http://mailman.fsr.com/mailman/listinfo/wsbapt"><span style="color:windowtext;text-decoration:none">http://mailman.fsr.com/mailman/listinfo/wsbapt</span></a><o:p></o:p></p>
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