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</o:shapelayout></xml><![endif]--></head><body lang=EN-US link=blue vlink=purple><div class=WordSection1><p class=MsoNormal>If the ST is domiciled in Canada, doesn’t that change the situs of the trust? If the trust is governed by WA law, perhaps delegate particular authority sufficient to establish a U.S./WA situs?<o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal><a href="https://app.leg.wa.gov/RCW/default.aspx?cite=11.98.071">https://app.leg.wa.gov/RCW/default.aspx?cite=11.98.071</a><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> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com> <b>On Behalf Of </b>michael@westseattleattorney.com<br><b>Sent:</b> Friday, March 20, 2020 12:25 PM<br><b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br><b>Subject:</b> Re: [WSBAPT] Canadian be appointed as a PR or Trustee in US<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;font-family:"Times New Roman",serif;color:black'>Jamia:<o:p></o:p></span></p></div><div><p class=MsoNormal><span style='font-size:12.0pt;font-family:"Times New Roman",serif;color:black'>So based upon Heather's response, did your Canadian PR get an EIN for the Estate and thereby avoid the issue? <o:p></o:p></span></p></div><div><p class=MsoNormal><span style='font-size:12.0pt;font-family:"Times New Roman",serif;color:black'>Thanks <o:p></o:p></span></p></div><div><p class=MsoNormal><span style='font-size:12.0pt;font-family:"Times New Roman",serif;color:black'>Mike <o:p></o:p></span></p></div><div><p class=MsoNormal><span style='font-size:12.0pt;font-family:"Times New Roman",serif;color:black'><o:p> </o:p></span></p></div><div><p class=MsoNormal><span style='font-size:12.0pt;font-family:"Times New Roman",serif;color:black'><img border=0 width=500 height=100 style='width:5.2083in;height:1.0416in' id=sigimg0 src="cid:image001.png@01D5FF8B.BDB12D60"><o:p></o:p></span></p></div><div><p class=MsoNormal style='margin-bottom:12.0pt'><span style='font-size:12.0pt;font-family:"Times New Roman",serif;color:black'><o:p> </o:p></span></p></div><blockquote style='border:none;border-left:solid blue 1.5pt;padding:0in 0in 0in 6.0pt;margin-left:6.0pt;margin-top:5.0pt;margin-bottom:5.0pt' id=replyBlockquote><div id=wmQuoteWrapper><p class=MsoNormal style='margin-bottom:12.0pt'><span style='font-size:10.0pt;font-family:"Verdana",sans-serif;color:black'>-------- Original Message --------<br>Subject: Re: [WSBAPT] Canadian be appointed as a PR or Trustee in US<br>From: Jamia Burns <<a href="mailto:jamia@jamiaburnslaw.com">jamia@jamiaburnslaw.com</a>><br>Date: Fri, March 20, 2020 11:24 am<br>To: "WSBA Probate & Trust Listserv" <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><o:p></o:p></span></p><div><p class=MsoNormal><span style='font-size:10.0pt;font-family:"Verdana",sans-serif;color:black'>I have had Personal Representative's who reside in BC, Canada and never had a problem. I have not had a Trustee in Canada. In my experience, Schwab is difficult to work with.<o:p></o:p></span></p><div><p class=MsoNormal><span style='font-size:10.0pt;font-family:"Verdana",sans-serif;color:black'><br clear=all><o:p></o:p></span></p><div><div><div><div><div><div><div><div><div><div><div><p class=MsoNormal><span style='font-size:10.0pt;font-family:"Verdana",sans-serif;color:black'>Jamia S. Burns<br>Attorney at Law<br>(360) 739-6379<o:p></o:p></span></p></div><div><p class=MsoNormal><span style='font-size:9.5pt;font-family:"Verdana",sans-serif;color:black'>Office: 1200 Dupont St., Suite 1-D<o:p></o:p></span></p></div><div><p class=MsoNormal><span style='font-size:9.5pt;font-family:"Verdana",sans-serif;color:black'>Bellingham, WA 98225 (By Appointment Only)</span><span style='font-size:10.0pt;font-family:"Verdana",sans-serif;color:black'><o:p></o:p></span></p></div><div><p class=MsoNormal><span style='font-size:10.0pt;font-family:"Verdana",sans-serif;color:black'>Mail: P.O. Box 29453<o:p></o:p></span></p></div><div><p class=MsoNormal><span style='font-size:10.0pt;font-family:"Verdana",sans-serif;color:black'>Bellingham, WA 98228<o:p></o:p></span></p></div><div><p class=MsoNormal><span style='font-size:10.0pt;font-family:"Verdana",sans-serif;color:black'><a href="mailto:jamia@jamiaburnslaw.com" target="_blank">jamia@jamiaburnslaw.com</a><o:p></o:p></span></p></div><div><p class=MsoNormal><span style='font-size:10.0pt;font-family:"Verdana",sans-serif;color:black'><a href="http://www.jamiaburnslaw.com" target="_blank">www.jamiaburnslaw.com</a><o:p></o:p></span></p></div><div><p class=MsoNormal><span style='font-size:10.0pt;font-family:"Verdana",sans-serif;color:black'><o:p> </o:p></span></p></div><div><p class=MsoNormal><span style='font-size:8.0pt;font-family:"Arial",sans-serif;color:black;background:white'>NOTICE: This e-mail may contain confidential or privileged material and is intended for use solely by the above-referenced recipient. Any review, copying, printing, disclosure, distribution, or other use by any other person or entity is strictly prohibited. If you are not the named recipient, or believe you have received this e-mail in error, please reply to the sender and delete the copy you received. Thank you.</span><span style='font-size:10.0pt;font-family:"Verdana",sans-serif;color:black'><o:p></o:p></span></p></div></div></div></div></div></div></div></div></div></div></div><p class=MsoNormal><span style='font-size:10.0pt;font-family:"Verdana",sans-serif;color:black'><o:p> </o:p></span></p></div></div><p class=MsoNormal><span style='font-size:10.0pt;font-family:"Verdana",sans-serif;color:black'><o:p> </o:p></span></p><div><div><p class=MsoNormal><span style='font-size:10.0pt;font-family:"Verdana",sans-serif;color:black'>On Fri, Mar 20, 2020 at 11:17 AM <<a href="mailto:michael@westseattleattorney.com" target="_blank">michael@westseattleattorney.com</a>> wrote:<o:p></o:p></span></p></div><blockquote style='border:none;border-left:solid #CCCCCC 1.0pt;padding:0in 0in 0in 6.0pt;margin-left:4.8pt;margin-right:0in'><div><div><p class=MsoNormal><span style='font-size:12.0pt;font-family:"Times New Roman",serif;color:black'>Hi: <o:p></o:p></span></p></div><div><p class=MsoNormal><span style='font-size:12.0pt;font-family:"Times New Roman",serif;color:black'><o:p> </o:p></span></p></div><div><p class=MsoNormal><span style='font-size:12.0pt;font-family:"Times New Roman",serif;color:black'>Can a Canadian be appointed as a PR or Trustee in US? <o:p></o:p></span></p></div><div><p class=MsoNormal><span style='font-size:12.0pt;font-family:"Times New Roman",serif;color:black'><o:p> </o:p></span></p></div><div><p class=MsoNormal><span style='font-size:12.0pt;font-family:"Times New Roman",serif;color:black'>I recall that I was informed by a Successor Trustee that after the Trustor had passed a broker (might have been Schwab) had refused to distribute money to him saying he had to be a US Citizen. <o:p></o:p></span></p></div><div><p class=MsoNormal><span style='font-size:12.0pt;font-family:"Times New Roman",serif;color:black'><o:p> </o:p></span></p></div><div><p class=MsoNormal><span style='font-size:12.0pt;font-family:"Times New Roman",serif;color:black'>If this is current practice, anyway around it?<o:p></o:p></span></p></div><div><p class=MsoNormal><span style='font-size:12.0pt;font-family:"Times New Roman",serif;color:black'><o:p> </o:p></span></p></div><div><p class=MsoNormal><span style='font-size:12.0pt;font-family:"Times New Roman",serif;color:black'>Thanks <o:p></o:p></span></p></div><div><p class=MsoNormal><span style='font-size:12.0pt;font-family:"Times New Roman",serif;color:black'>Mike <o:p></o:p></span></p></div><div><p class=MsoNormal><span style='font-size:12.0pt;font-family:"Times New Roman",serif;color:black'><o:p> </o:p></span></p></div><div><p class=MsoNormal><span style='font-size:12.0pt;font-family:"Times New Roman",serif;color:black'><img border=0 width=500 height=100 style='width:5.2083in;height:1.0416in' id="gmail-m_-1435210585343397136sigimg0" src="cid:image001.png@01D5FF8B.BDB12D60"><o:p></o:p></span></p></div></div><p class=MsoNormal><span style='font-size:10.0pt;font-family:"Verdana",sans-serif;color:black'>***Disclaimer: Please note that RPPT listserv participation is not restricted to practicing attorneys and may include non-practicing attorneys, law students, professionals working in related fields, and others.***<br>_______________________________________________<br>WSBAPT mailing list<br><a href="mailto:WSBAPT@lists.wsbarppt.com" target="_blank">WSBAPT@lists.wsbarppt.com</a><br><a href="http://mailman.fsr.com/mailman/listinfo/wsbapt" target="_blank">http://mailman.fsr.com/mailman/listinfo/wsbapt</a><o:p></o:p></span></p></blockquote></div><div class=MsoNormal align=center style='text-align:center'><span style='font-size:10.0pt;font-family:"Verdana",sans-serif;color:black'><hr size=2 width="100%" align=center></span></div><p class=MsoNormal><span style='font-size:10.0pt;font-family:"Verdana",sans-serif;color:black'>***Disclaimer: Please note that RPPT listserv participation is not restricted to practicing attorneys and may include non-practicing attorneys, law students, professionals working in related fields, and others.***<br>_______________________________________________<br>WSBAPT mailing list<br><a href="mailto:WSBAPT@lists.wsbarppt.com">WSBAPT@lists.wsbarppt.com</a><br><a href="http://mailman.fsr.com/mailman/listinfo/wsbapt">http://mailman.fsr.com/mailman/listinfo/wsbapt</a> <o:p></o:p></span></p></div></blockquote></div></body></html>