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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.
<div>Phil Jones<br>
<br>
<div dir="ltr">Philip N. Jones
<div>Duffy Kekel LLP</div>
<div>Portland, OR</div>
<div>pjones@duffykekel.com</div>
<div>(503) 226-1371</div>
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<blockquote type="cite">On Apr 20, 2020, at 1:10 PM, Mark Vohr <mcv@ohanafc.com> wrote:<br>
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<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. <o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">Regards, <o:p>
</o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">Mark<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">Mark C. Vohr, Esq.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">Ohana Fiduciary Corp.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">Ohana Financial Services<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">A Washington Trust Company<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">Mark C. Vohr, J.D., CPG, Principal<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">PO Box 33710 Seattle, WA 98133<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">T: (206) 782-1189 F: (206) 782-1434<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">mcv@ohanafc.com www.ohanafc.com<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Times New Roman",serif"><o:p> </o:p></span></p>
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<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>Kristi L. Richards<br>
<b>Sent:</b> Monday, April 20, 2020 12:54 PM<br>
<b>To:</b> wsbapt@lists.wsbarppt.com<br>
<b>Subject:</b> [WSBAPT] Trust Notice / Qualified Beneficiary<o:p></o:p></p>
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<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?<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Book Antiqua",serif"><o:p> </o:p></span></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.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Book Antiqua",serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Book Antiqua",serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Book Antiqua",serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Book Antiqua",serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Lucida Handwriting"">Kristi L. Richards<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Book Antiqua",serif">Attorney<o:p></o:p></span></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<o:p></o:p></span></b></p>
<p class="MsoNormal"><span style="font-family:"Book Antiqua",serif;color:black">2150 N. 107<sup>th</sup> Street, Suite 501<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Book Antiqua",serif;color:black">Seattle, WA 98133<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Book Antiqua",serif;color:black">P: (206) 937-6102, ext. 5<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Book Antiqua",serif;color:black">F: (206) 830-9326<o:p></o:p></span></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><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Book Antiqua",serif;color:black"><o:p> </o:p></span></p>
<p class="MsoNormal"><i><span style="font-family:"Book Antiqua",serif;color:black">Providing Services in Elder Law<o:p></o:p></span></i></p>
<p class="MsoNormal"><span style="color:black"> <o:p></o:p></span></p>
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