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<p>I agree with John. Start off with a narrative at the
introduction, so that a stranger coming across this new document
could follow the chain of events. Cite the authority of the
original grantor to revise the trust. Wind up the narrative with
a THEREFORE bullet list setting out the updated grantors and
trustees. Then write your Restatement. <br>
</p>
<p>Have fun! (< not meant sarcastically)</p>
<p>Felicia<br>
</p>
<br>
<div class="moz-cite-prefix">On 3/5/2020 7:54 PM, John J. Sullivan,
Esq. wrote:<br>
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<p class="MsoNormal">I don’t see why not, given that the trust
remains fully revocable. Just recite a narrative at the
beginning of the restatement so nobody thinks you’re trying to
hide the ball. If you can merge two separate trusts I don’t
know why you can’t restate to add a grantor, trustee and
beneficiary. It’s revocable. <o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">John J. Sullivan<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<div>
<div style="border:none;border-top:solid #E1E1E1
1.0pt;padding:3.0pt 0in 0in 0in">
<p class="MsoNormal"><b>From:</b>
<a class="moz-txt-link-abbreviated" href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a>
<a class="moz-txt-link-rfc2396E" href="mailto:wsbapt-bounces@lists.wsbarppt.com"><wsbapt-bounces@lists.wsbarppt.com></a> <b>On Behalf Of
</b>Gerald Sprute<br>
<b>Sent:</b> Thursday, March 5, 2020 11:09 AM<br>
<b>To:</b> WSBA Probate & Trust Listserv
<a class="moz-txt-link-rfc2396E" href="mailto:wsbapt@lists.wsbarppt.com"><wsbapt@lists.wsbarppt.com></a><br>
<b>Subject:</b> Re: [WSBAPT] Adding wife to Husband's RLT?<o:p></o:p></p>
</div>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<div>
<p class="MsoNormal"><span
style="font-size:12.0pt;color:black">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....<o:p></o:p></span></p>
</div>
<div>
<p class="MsoNormal"><span
style="font-size:12.0pt;color:black"><o:p> </o:p></span></p>
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<p class="MsoNormal" style="margin-bottom:12.0pt">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"
moz-do-not-send="true">www.sprutelaw.com </a><br>
<br>
<br>
<br>
<o:p></o:p></p>
<blockquote style="margin-top:5.0pt;margin-bottom:5.0pt">
<p class="MsoNormal"><b><span
style="font-size:7.5pt;color:blue">Confidentiality
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<p class="MsoNormal"><o:p> </o:p></p>
<div>
<div>
<p class="MsoNormal"><span
style="font-size:12.0pt;color:black"><o:p> </o:p></span></p>
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<hr width="98%" size="2" align="center"></div>
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<p class="MsoNormal"><b><span style="color:black">From:</span></b><span
style="color:black"> <a
href="mailto:wsbapt-bounces@lists.wsbarppt.com"
moz-do-not-send="true">wsbapt-bounces@lists.wsbarppt.com</a>
<<a
href="mailto:wsbapt-bounces@lists.wsbarppt.com"
moz-do-not-send="true">wsbapt-bounces@lists.wsbarppt.com</a>>
on behalf of John J. Sullivan, Esq. <<a
href="mailto:sullaw@comcast.net"
moz-do-not-send="true">sullaw@comcast.net</a>><br>
<b>Sent:</b> Wednesday, March 4, 2020 10:04 PM<br>
<b>To:</b> 'WSBA Probate & Trust Listserv' <<a
href="mailto:wsbapt@lists.wsbarppt.com"
moz-do-not-send="true">wsbapt@lists.wsbarppt.com</a>>;
<a href="mailto:wsbarp@lists.wsbarppt.com"
moz-do-not-send="true">wsbarp@lists.wsbarppt.com</a>
<<a href="mailto:wsbarp@lists.wsbarppt.com"
moz-do-not-send="true">wsbarp@lists.wsbarppt.com</a>><br>
<b>Subject:</b> Re: [WSBAPT] Adding wife to
Husband's RLT?</span> <o:p></o:p></p>
<div>
<p class="MsoNormal"> <o:p></o:p></p>
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<div>
<div>
<p class="xmsonormal">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. <o:p></o:p></p>
<p class="xmsonormal"> <o:p></o:p></p>
<p class="xmsonormal">John J. Sullivan<o:p></o:p></p>
<p class="xmsonormal"> <o:p></o:p></p>
<div>
<div style="border:none;border-top:solid #E1E1E1
1.0pt;padding:3.0pt 0in 0in 0in">
<p class="xmsonormal"><b>From:</b> <a
href="mailto:wsbapt-bounces@lists.wsbarppt.com"
moz-do-not-send="true">wsbapt-bounces@lists.wsbarppt.com</a>
<<a
href="mailto:wsbapt-bounces@lists.wsbarppt.com"
moz-do-not-send="true">wsbapt-bounces@lists.wsbarppt.com</a>>
<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
<<a href="mailto:wsbapt@lists.wsbarppt.com"
moz-do-not-send="true">wsbapt@lists.wsbarppt.com</a>>;
<a href="mailto:wsbarp@lists.wsbarppt.com"
moz-do-not-send="true">wsbarp@lists.wsbarppt.com</a><br>
<b>Subject:</b> [WSBAPT] Adding wife to
Husband's RLT?<o:p></o:p></p>
</div>
</div>
<p class="xmsonormal"> <o:p></o:p></p>
<div>
<p><span style="color:black">Anyone have experience
dealing with individual Revocable Trusts for
husband and wife?</span><o:p></o:p></p>
<p><span style="color:black"> </span><o:p></o:p></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. </span><o:p></o:p></p>
<p><span style="color:black"> </span><o:p></o:p></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><o:p></o:p></p>
<p><span style="color:black"> </span><o:p></o:p></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><o:p></o:p></p>
<p><span style="color:black"> </span><o:p></o:p></p>
<p><span style="color:black">Any wisdom out there on
this one? </span><o:p></o:p></p>
<p><span style="color:black"> </span><o:p></o:p></p>
<p><span style="color:black"> </span><o:p></o:p></p>
<p><span style="color:black">Jerry Sprute</span><o:p></o:p></p>
<p><span style="color:black">Law Office of Gerald A.
Sprute</span><o:p></o:p></p>
<p><span style="color:black">P.O. Box 1657</span><o:p></o:p></p>
<p><span style="color:black">Duvall, WA 98019</span><o:p></o:p></p>
<p><span style="color:black">Tel / Text: (425)
892-4079</span><o:p></o:p></p>
<p><span style="color:black">FAX: (206) 519-6667</span><o:p></o:p></p>
<p><span style="color:black"><a
href="http://www.sprutelaw.com"
moz-do-not-send="true">www.sprutelaw.com</a> </span><o:p></o:p></p>
<p><span style="color:black"> </span><o:p></o:p></p>
<p class="xmsonormal"><span
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</div>
<div id="x_Signature">
<p class="xmsonormal" style="margin-bottom:12.0pt">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" moz-do-not-send="true">www.sprutelaw.com
</a><br>
<br>
<br>
<br>
<br>
<br>
<br>
<br>
<o:p></o:p></p>
<blockquote
style="margin-top:5.0pt;margin-bottom:5.0pt">
<p class="xmsonormal"><b><span
style="font-size:7.5pt;color:blue">Confidentiality
Notice:</span></b><span
style="font-size:7.5pt;color:blue"> The
information contained in this communication
is Confidential and may also be
Attorney-Privileged.</span><br>
<br>
<span
style="font-size:7.5pt;font-family:"Palatino
Linotype",serif;color:#000040">The
information contained in this communication
is intended for the individual or entity <span
class="xecxecxececec462415623-27032009">to</span>
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class="xecxecxececec462415623-27032009">
</span>If you are not the intended recipient
or an agent responsible for delivering it to
the intended recipient, you are hereby
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dissemination, distribution or copying of
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Electric Communications Privacy Act of
1986 as well as the Domestic and
International Laws and Treaties. <span
class="xecxecxececec462415623-27032009"> </span>If
you have received this communication in
error, please immediately notify Gerald
Sprute by telephone at 425.892.4079 and
delete it from your system.</span><span
style="font-size:7.5pt;color:blue"> </span><o:p></o:p></p>
</blockquote>
<p class="xmsonormal"> <o:p></o:p></p>
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