<html xmlns:v="urn:schemas-microsoft-com:vml" xmlns:o="urn:schemas-microsoft-com:office:office" xmlns:w="urn:schemas-microsoft-com:office:word" xmlns:m="http://schemas.microsoft.com/office/2004/12/omml" xmlns="http://www.w3.org/TR/REC-html40"><head><meta http-equiv=Content-Type content="text/html; charset=utf-8"><meta name=Generator content="Microsoft Word 15 (filtered medium)"><style><!--
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</o:shapelayout></xml><![endif]--></head><body lang=EN-US link="#0563C1" vlink=purple><div class=WordSection1><p class=MsoNormal>There also may be some beneficiary survivorship issues (e.g. beneficiary must survive trustor by 60 days, etc.) that might come into play depending on timing of notice.<o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal><i>Cyrus W. Field, Attorney at Law (admitted in Washington and Oregon)<o:p></o:p></i></p><p class=MsoNormal><i>phone: 360-472-1223 Mail: POB 367, Shaw Island, WA 98286 Office: 640 Mullis St. Friday Harbor, WA</i><o:p></o:p></p><p class=MsoNormal><span style='font-size:8.0pt'>******************************************************************<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:8.0pt'>The information contained in this e-mail message, including attachments, may be privileged, confidential and protected from disclosure. If you are not the intended recipient, any dissemination, distribution or copying is strictly prohibited. If you think you have received this e-mail in error, please e-mail the sender at cyfield@rockisland.com and destroy or delete the original and any copies. <o:p></o:p></span></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal><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>Philip N. Jones<br><b>Sent:</b> Monday, April 20, 2020 1:23 PM<br><b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br><b>Subject:</b> [ADV] Re: [WSBAPT] Trust Notice / Qualified Beneficiary<o:p></o:p></p></div></div><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>It seems to me that the first thing we need to know is whether the original trustor is still alive. If not, then the names of the beneficiaries are known and fixed, and the contingent beneficiaries are SOL. <o:p></o:p></p><div><p class=MsoNormal style='margin-bottom:12.0pt'>Phil Jones<o:p></o:p></p><div><p class=MsoNormal>Philip N. Jones <o:p></o:p></p><div><p class=MsoNormal>Duffy Kekel LLP<o:p></o:p></p></div><div><p class=MsoNormal>Portland, OR<o:p></o:p></p></div><div><p class=MsoNormal><a href="mailto:pjones@duffykekel.com">pjones@duffykekel.com</a><o:p></o:p></p></div><div><p class=MsoNormal>(503) 226-1371<o:p></o:p></p></div></div><div><p class=MsoNormal><br><br><o:p></o:p></p><blockquote style='margin-top:5.0pt;margin-bottom:5.0pt'><p class=MsoNormal style='margin-bottom:12.0pt'>On Apr 20, 2020, at 1:10 PM, Mark Vohr <<a href="mailto:mcv@ohanafc.com">mcv@ohanafc.com</a>> wrote:<o:p></o:p></p></blockquote></div><blockquote style='margin-top:5.0pt;margin-bottom:5.0pt'><div><p class=MsoNormal> <o:p></o:p></p><p class=MsoNormal><span style='font-family:"Times New Roman",serif'>That is correct – The definition for “qualified beneficiaries” is broader to include the principal distributee plus any person who will become a principal distributee if the current principal distributee ceases being one. </span><o:p></o:p></p><p class=MsoNormal><span style='font-family:"Times New Roman",serif'> </span><o:p></o:p></p><div><p class=MsoNormal><span style='font-family:"Times New Roman",serif'>Regards, </span><o:p></o:p></p><p class=MsoNormal><span style='font-family:"Times New Roman",serif'> </span><o:p></o:p></p><p class=MsoNormal><span style='font-size:14.0pt;font-family:"Times New Roman",serif'>Mark</span><o:p></o:p></p><p class=MsoNormal><span style='font-family:"Times New Roman",serif'> </span><o:p></o:p></p><p class=MsoNormal><span style='font-family:"Times New Roman",serif'>Mark C. Vohr, Esq.</span><o:p></o:p></p><p class=MsoNormal><span style='font-family:"Times New Roman",serif'>Ohana Fiduciary Corp.</span><o:p></o:p></p><p class=MsoNormal><span style='font-family:"Times New Roman",serif'>Ohana Financial Services</span><o:p></o:p></p><p class=MsoNormal><span style='font-family:"Times New Roman",serif'>A Washington Trust Company</span><o:p></o:p></p><p class=MsoNormal><span style='font-family:"Times New Roman",serif'>Mark C. Vohr, J.D., CPG, Principal</span><o:p></o:p></p><p class=MsoNormal><span style='font-family:"Times New Roman",serif'>PO Box 33710 Seattle, WA 98133</span><o:p></o:p></p><p class=MsoNormal><span style='font-family:"Times New Roman",serif'>T: (206) 782-1189 F: (206) 782-1434</span><o:p></o:p></p><p class=MsoNormal><span style='font-family:"Times New Roman",serif'><a href="mailto:mcv@ohanafc.com">mcv@ohanafc.com</a> <a href="http://www.ohanafc.com">www.ohanafc.com</a></span><o:p></o:p></p></div><p class=MsoNormal><span style='font-family:"Times New Roman",serif'> </span><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 href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a> <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a>> <b>On Behalf Of </b>Kristi L. Richards<br><b>Sent:</b> Monday, April 20, 2020 12:54 PM<br><b>To:</b> <a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a><br><b>Subject:</b> [WSBAPT] Trust Notice / Qualified Beneficiary<o:p></o:p></p></div></div><p class=MsoNormal> <o:p></o:p></p><p class=MsoNormal><span style='font-size:12.0pt;font-family:"Book Antiqua",serif'>When sending notice of existence of a trust that terminates by giving all assets to living children outright and free of trust at the death of the original trustor, does everyone include the contingent beneficiaries as recipients of the notice of existence of trust?</span><o:p></o:p></p><p class=MsoNormal><span style='font-size:12.0pt;font-family:"Book Antiqua",serif'> </span><o:p></o:p></p><p class=MsoNormal><span style='font-size:12.0pt;font-family:"Book Antiqua",serif'>RCW 11.98.072(1) requires the trustee to keep all “qualified beneficiaries” of a trust reasonably informed regarding the administration of the trust. The definitions in RCW 11.98.002 appear to include more than just the current beneficiaries/children.</span><o:p></o:p></p><p class=MsoNormal><span style='font-size:12.0pt;font-family:"Book Antiqua",serif'> </span><o:p></o:p></p><p class=MsoNormal><span style='font-size:12.0pt;font-family:"Book Antiqua",serif'> </span><o:p></o:p></p><p class=MsoNormal><span style='font-size:12.0pt;font-family:"Book Antiqua",serif'> </span><o:p></o:p></p><p class=MsoNormal><span style='font-size:12.0pt;font-family:"Book Antiqua",serif'> </span><o:p></o:p></p><p class=MsoNormal><span style='font-size:12.0pt;font-family:"Lucida Handwriting"'>Kristi L. Richards</span><o:p></o:p></p><p class=MsoNormal><span style='font-size:12.0pt;font-family:"Book Antiqua",serif'>Attorney</span><o:p></o:p></p><p class=MsoNormal> <o:p></o:p></p><p class=MsoNormal><b><span style='font-family:"Book Antiqua",serif;color:black'>Northwest Elder Law Group</span></b><o:p></o:p></p><p class=MsoNormal><span style='font-family:"Book Antiqua",serif;color:black'>2150 N. 107<sup>th</sup> Street, Suite 501</span><o:p></o:p></p><p class=MsoNormal><span style='font-family:"Book Antiqua",serif;color:black'>Seattle, WA 98133</span><o:p></o:p></p><p class=MsoNormal><span style='font-family:"Book Antiqua",serif;color:black'>P: (206) 937-6102, ext. 5</span><o:p></o:p></p><p class=MsoNormal><span style='font-family:"Book Antiqua",serif;color:black'>F: (206) 830-9326</span><o:p></o:p></p><p class=MsoNormal><span style='font-family:"Book Antiqua",serif;color:black'><a href="https://urldefense.proofpoint.com/v2/url?u=http-3A__www.nwelg.com_&d=DwMFAg&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=K1mLMC1eFjwfeeMM-AC6zQ&m=ZpaHFdGFMIXMLNyau-i1Xv6Hr1t72hOCIKS8UuvV3Ms&s=ktNoM8e44JjI4ocfQe24kOToKt3gi8SxMsKs2bxRN-o&e=">www.nwelg.com</a></span><o:p></o:p></p><p class=MsoNormal><span style='font-family:"Book Antiqua",serif;color:black'> </span><o:p></o:p></p><p class=MsoNormal><i><span style='font-family:"Book Antiqua",serif;color:black'>Providing Services in Elder Law</span></i><o:p></o:p></p><p class=MsoNormal><span style='color:black'> </span><o:p></o:p></p><p class=MsoNormal><span style='font-family:"Book Antiqua",serif;color:black'>CONFIDENTIALITY NOTICE: This e-mail message, including any attachments, is for the sole use of the intended recipient(s) and may contain confidential and privileged information protected by law. Any unauthorized review, use, disclosure or distribution is prohibited. If you are not the intended recipient, please contact the sender by reply e-mail and destroy all copies of the original message.</span><o:p></o:p></p><p class=MsoNormal> <o:p></o:p></p><p class=MsoNormal>***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></p></div></blockquote></div></div></body></html>