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<DIV><FONT size=4>I have an estate that after a long period of time since the
estate commenced is finally funding a testamentary trust. Do we need to
send another copy of the will or a RCW 18.072 notice to remainder
beneficiaries? The life beneficiary/trustee is surviving spouse and
she is the only permissible beneficiary during her life. It is unlikely anything
will be left when she passes on. The remainder beneficiaries are children of the
trustor/decedent but not surviving spouse. The way I read RCW 18.072 a
notice would be required to decedent’s children because these remainder
beneficiaries are not descendants of the trustor AND the trustor’s spouse,
however, the will does state: “The Trustee shall be relieved ... from all duties
which the laws of the state having jurisdiction over the administration of this
trust ... imposes with respect to making or filing with any court or other place
or person, any report, inventory , or account of the principal or income of the
trust.”</FONT></DIV>
<DIV><FONT size=4></FONT> </DIV>
<DIV><FONT size=4>i.e. does “Any report” includes the notice in
11.92.072?</FONT></DIV>
<DIV><FONT size=4>The children were given a notice of pendency with a copy of
the will plus a Notice of filing Declaration of completion back in 10/19.
No one replied (and previous correspondence etc. gave them an idea of what was
in the estate).</FONT></DIV>
<DIV><FONT size=4></FONT> </DIV>
<DIV><FONT size=4>Josh</FONT></DIV>
<DIV> </DIV>
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<DIV><STRONG><SPAN style="FONT-SIZE: 18pt; COLOR: #004080">Joshua F.
Grant</SPAN></STRONG><SPAN style="COLOR: #004080"><BR></SPAN><SPAN
style="COLOR: black"><IMG title=advocates
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border=0 alt=advocates src="cid:7548F3E265E44590B20E5FD2C00C0A51@JoshPC"
width=207 height=43><BR></SPAN><SPAN style="FONT-SIZE: 11pt; COLOR: #004080">P.
O. Box 619<BR>Wilbur, WA 99185<BR>509 647 5578</SPAN><SPAN
style="COLOR: black"><o:p></o:p></SPAN></DIV></DIV></DIV></DIV>
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<DIV style="BACKGROUND: #f5f5f5">
<DIV style="font-color: black"><B>From:</B> <A title=jeff@bellanddavispllc.com
href="mailto:jeff@bellanddavispllc.com">Jeff Davis</A> </DIV>
<DIV><B>Sent:</B> Tuesday, November 19, 2019 3:26 PM</DIV>
<DIV><B>To:</B> <A title=wsbapt@lists.wsbarppt.com
href="mailto:wsbapt@lists.wsbarppt.com">'WSBA Probate & Trust Listserv'</A>
</DIV>
<DIV><B>Subject:</B> [WSBAPT] Duty to Distribute Copies of Trust to
ContingentBeneficiaries</DIV></DIV></DIV>
<DIV> </DIV></DIV>
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<P class=MsoNormal>Listmates,<o:p></o:p></P>
<P class=MsoNormal><o:p></o:p> </P>
<P class=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.<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: 10pt; FONT-FAMILY: "Tahoma",sans-serif; COLOR: black'>W. Jeff
Davis, Esq.<o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN
style='FONT-SIZE: 10pt; 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,
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<P class=MsoNormal><o:p></o:p> </P></DIV>
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