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<div style="direction: ltr;">You are not required to send accounting’s to anybody but the permissible distributee. However, I’m of the opinion that if they ask for accounting’s then the trustee has to provide them. Whether the trustee sends them out absent
a request (or unless the trust directs it) is at the discretion of the trustee. The goal would be to start the SOL on challenging the accounting. </div>
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<div style="direction: ltr;">Mark Vohr </div>
<div style="direction: ltr;">Principal, Ohana Fiduciary Corporation </div>
<div style="direction: ltr;">(206) 782-1189</div>
<div style="direction: ltr;">Mcv@ohanafc.com</div>
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<div id="divRplyFwdMsg" dir="ltr"><font face="Calibri, sans-serif" style="font-size:11pt" color="#000000"><b>From:</b> Mark Vohr <mcv@ohanafc.com><br>
<b>Sent:</b> Tuesday, November 19, 2019 3:38:51 PM<br>
<b>To:</b> jeff@bellanddavispllc.com <jeff@bellanddavispllc.com>; WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> Re: [WSBAPT] Duty to Distribute Copies of Trust to Contingent Beneficiaries</font>
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<div style="direction:ltr">RCW 11.98.072 is the statute. </div>
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<div style="direction:ltr">Mark Vohr </div>
<div style="direction:ltr">Principal, Ohana Fiduciary Corporation </div>
<div style="direction:ltr">(206) 782-1189</div>
<div style="direction:ltr">Mcv@ohanafc.com</div>
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<div id="x_divRplyFwdMsg" dir="ltr"><font face="Calibri, sans-serif" color="#000000" style="font-size:11pt"><b>From:</b> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com> on behalf of Jeff Davis <jeff@bellanddavispllc.com><br>
<b>Sent:</b> Tuesday, November 19, 2019 3:26:17 PM<br>
<b>To:</b> 'WSBA Probate & Trust Listserv' <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> [WSBAPT] Duty to Distribute Copies of Trust to Contingent Beneficiaries</font>
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<p class="x_x_MsoNormal">Listmates,</p>
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<p class="x_x_MsoNormal">It has always been my practice to distribute copies of the trust document to all named beneficiaries, both primary and contingent upon the Trustor or last Trustor’s death. PC is the primary, and sole beneficiary of his father’s trust
provided he survived the father, with PC’s children as contingent beneficiaries if he did not survive. Dad died leaving a substantial estate of both real estate and money. PC does not want to give out copies of the trust to his children. I could not find
it, but I thought there was an RCW, within the trust statutes, requiring distribution of the trust agreement. Your thoughts would be appreciated.</p>
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<p class="x_x_MsoNormal">Jeff Davis</p>
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<p class="x_x_MsoNormal"><span style="font-size:10.0pt; font-family:"Tahoma",sans-serif; color:black">W. Jeff Davis, Esq.</span></p>
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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>
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