<html><head>
<meta http-equiv="Content-Type" content="text/html; charset=us-ascii">
<meta name="Generator" content="Microsoft Word 15 (filtered medium)">
<style><!--
/* Font Definitions */
@font-face
{font-family:"Cambria Math";
panose-1:2 4 5 3 5 4 6 3 2 4;}
@font-face
{font-family:Calibri;
panose-1:2 15 5 2 2 2 4 3 2 4;}
@font-face
{font-family:Tahoma;
panose-1:2 11 6 4 3 5 4 4 2 4;}
/* Style Definitions */
p.MsoNormal, li.MsoNormal, div.MsoNormal
{margin:0in;
margin-bottom:.0001pt;
font-size:11.0pt;
font-family:"Calibri",sans-serif;}
a:link, span.MsoHyperlink
{mso-style-priority:99;
color:#0563C1;
text-decoration:underline;}
a:visited, span.MsoHyperlinkFollowed
{mso-style-priority:99;
color:#954F72;
text-decoration:underline;}
p.msonormal0, li.msonormal0, div.msonormal0
{mso-style-name:msonormal;
mso-margin-top-alt:auto;
margin-right:0in;
mso-margin-bottom-alt:auto;
margin-left:0in;
font-size:12.0pt;
font-family:"Times New Roman",serif;}
span.EmailStyle18
{mso-style-type:personal;
font-family:"Calibri",sans-serif;
color:windowtext;}
span.EmailStyle19
{mso-style-type:personal-reply;
font-family:"Calibri",sans-serif;
color:#1F497D;}
.MsoChpDefault
{mso-style-type:export-only;
font-size:10.0pt;}
@page WordSection1
{size:8.5in 11.0in;
margin:1.0in 1.0in 1.0in 1.0in;}
div.WordSection1
{page:WordSection1;}
--></style><!--[if gte mso 9]><xml>
<o:shapedefaults v:ext="edit" spidmax="1026" />
</xml><![endif]--><!--[if gte mso 9]><xml>
<o:shapelayout v:ext="edit">
<o:idmap v:ext="edit" data="1" />
</o:shapelayout></xml><![endif]-->
</head><body lang="EN-US" link="#0563C1" vlink="#954F72"><br />
<div class="WordSection1">
<p class="MsoNormal"><span style="color:#1F497D">Yes, I think you can handle those as TEDRA Nonjudicial Agreements, even though one beneficiary is in Alaska, since the trustee is in WA and the assets are presumably in Washington and the Trust situs was presumably
in Washington. <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">However, I do think you need to determine in the NJA how to address the remainder beneficiaries after the grandchildren (if any, since it’s not clear whether the trusts were going to distribution to the grandchildren
during their lifetimes, or be held for future generations). <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">I would include recitals on this issue (e.g. the size of the trusts are such that the assets are such that the Trustee believes termination is appropriate, or the beneficiaries will virtually represent the remainder
beneficiaries and indemnify the Trustee, or a special representative will be appointed to represent the potentially unknown beneficiaries, etc.)<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">Jill<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"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<br />
<font color="Gray"> <font size="3"> <font face="calibri"> <strong> Jill H. Sasser | Attorney at Law </strong>
<table border="0" cellspacing="0" cellpadding="0"><tr><td><IMG border="0" src="cid:119102215400601207@us-mta-63.us.mimecast.lan" ></td></tr></table>
<font color="black"> <font face="calibri"> <font size="2"> 805 Broadway Street, Suite 1000 <br />
P.O. Box 1086 <br />
Vancouver, WA 98666-1086 <br />
<font color="Orange"> <font face="calibri"> <font size="2"> T: 360-816-2534 | T: 503-283-3393 | F: 360-816-2535 </font> <br />
<font color="Orange"> <font face="calibri"> <font size="2"> www.landerholm.com <br />
<br />
<font color="black"> <font size="2"> <font face="calibri">
<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 <wsbapt-bounces@lists.wsbarppt.com>
<b>On Behalf Of </b>Jeff Davis<br>
<b>Sent:</b> Friday, October 18, 2019 1:21 PM<br>
<b>To:</b> 'WSBA Probate & Trust Listserv' <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> [WSBAPT] TEDRA Agreements<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">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.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Jeff Davis<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black">W. Jeff Davis, Esq.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black">BELL & DAVIS PLLC<br>
P.O. Box 510<br>
Sequim WA 98382<br>
Phone No.:(360) 683.1129 <br>
Fax No.: (360) 683.1258 <br>
email: <a href="mailto:info@bellanddavispllc.com"><span style="color:blue">info@bellanddavispllc.com</span></a><br>
<a href="http://www.bellanddavispllc.com/" target="_blank"><span style="color:blue">www.bellanddavispllc.com</span></a><br>
<br>
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 <a href="mailto:info@bellanddavispllc.com">
<span style="color:blue">info@bellanddavispllc.com</span></a> or call 360.683.1129</span><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif"><o:p></o:p></span></p>
<p class="MsoNormal"><o:p> </o:p></p>
</div>
<br />
<font color="black"> <font size="1">
--------------------
<br />
This e-mail message (including attachments) is for the sole use of the intended recipient(s). It contains confidential, <br />
proprietary or legally protected information which is the property of Landerholm, P.S. or its clients. Any unauthorized <br />
disclosure or use of the contents of this e-mail is strictly prohibited. If you have received this e-mail in error, notify the sender <br />
immediately and destroy all copies of the original message.
<br />
--------------------
</font></font>
</font></font></font></font></font></font></font></font></font></font></font></font></font></font></body></html>