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<span>thanks John. In my case, husband is the only one with a revocable trust (even though they were married when the trust was set up). So I can restate his trust adding wife as trustee and beneficiary; can I add her as a Grantor under the restatement?
Doesn't seem like I should be able to....</span></div>
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<div id="Signature">Law Office of Gerald A. Sprute<br>
P.O. Box 1657<br>
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Tel: (425) 892-4079<br>
Fax: (425) 844-9151<br>
<a href="http://www.sprutelaw.com" target="_blank">www.sprutelaw.com </a><br>
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<div id="divRplyFwdMsg" dir="ltr"><font color="#000000" face="Calibri, sans-serif" style="font-size:11pt"><b>From:</b> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com> on behalf of John J. Sullivan, Esq. <sullaw@comcast.net><br>
<b>Sent:</b> Wednesday, March 4, 2020 10:04 PM<br>
<b>To:</b> 'WSBA Probate & Trust Listserv' <wsbapt@lists.wsbarppt.com>; wsbarp@lists.wsbarppt.com <wsbarp@lists.wsbarppt.com><br>
<b>Subject:</b> Re: [WSBAPT] Adding wife to Husband's RLT?</font>
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Yes. Have had a few clients move here from common law states where the practice was separate RLTs. My practice is to merge the two into a combined RLT vis a restatement.
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John J. Sullivan</p>
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<b>From:</b> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com>
<b>On Behalf Of </b>Gerald Sprute<br>
<b>Sent:</b> Wednesday, March 4, 2020 4:17 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com>; wsbarp@lists.wsbarppt.com<br>
<b>Subject:</b> [WSBAPT] Adding wife to Husband's RLT?</p>
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<p><span style="color:black">Anyone have experience dealing with individual Revocable Trusts for husband and wife?</span></p>
<p><span style="color:black"> </span></p>
<p><span style="color:black">Husband set up a revocable trust in Illinois, while he and wife were married. He is the only grantor and trustee. Wife is the remainder beneficiary.
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<p><span style="color:black"> </span></p>
<p><span style="color:black">Husband and wife want a “traditional” Revocable Trust, with both of them on it. Because of complicated asset transfers with Illinois business interests, it’s impractical to just throw the old trust out.
</span></p>
<p><span style="color:black"> </span></p>
<p><span style="color:black">I presume that I can’t add Wife as a Grantor on the old trust. Has anyone restated a trust like this (I’ve seen them come in from other states occasionally, where husband and wife each have their own revocable trust). Would it
make sense to just add Wife as Trustee and lifetime beneficiary and give her additional powers equal to the grantor? Or would it make more sense to draft a whole new RLT with Husband and Wife as Grantors, and just leave the Illinois property in Husband’s
separate (unrevised) revocable trust? </span></p>
<p><span style="color:black"> </span></p>
<p><span style="color:black">Any wisdom out there on this one? </span></p>
<p><span style="color:black"> </span></p>
<p><span style="color:black"> </span></p>
<p><span style="color:black">Jerry Sprute</span></p>
<p><span style="color:black">Law Office of Gerald A. Sprute</span></p>
<p><span style="color:black">P.O. Box 1657</span></p>
<p><span style="color:black">Duvall, WA 98019</span></p>
<p><span style="color:black">Tel / Text: (425) 892-4079</span></p>
<p><span style="color:black">FAX: (206) 519-6667</span></p>
<p><span style="color:black"><a href="http://www.sprutelaw.com">www.sprutelaw.com</a>
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Law Office of Gerald A. Sprute<br>
P.O. Box 1657<br>
Duvall, WA 98019<br>
Tel: (425) 892-4079<br>
Fax: (425) 844-9151<br>
<a href="http://www.sprutelaw.com" target="_blank">www.sprutelaw.com </a><br>
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