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<p class="MsoNormal"><span style="font-size:14.0pt">Jerry,<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt">Not a legal answer per se but a practice approach.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt">I personally would give it to the Trustee in line and tell the daughter to request from the son – If there is already an issue brewing, you don’t want to become part of it – if there is no issue, the son shouldn’t
have any trouble passing it on.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt"><o:p> </o:p></span></p>
<p class="MsoNormal"><i><span style="font-family:"Script MT Bold"">Diane J. Kiepe<o:p></o:p></span></i></p>
<p class="MsoNormal"><i><span style="font-family:"Script MT Bold""><o:p> </o:p></span></i></p>
<p class="MsoNormal">Diane J. Kiepe<o:p></o:p></p>
<p class="MsoNormal">Douglas Eden<o:p></o:p></p>
<p class="MsoNormal">717 W. Sprague Ave.<o:p></o:p></p>
<p class="MsoNormal">Suite 1500<o:p></o:p></p>
<p class="MsoNormal">Spokane, WA 99201<o:p></o:p></p>
<p class="MsoNormal"><a href="mailto:djkiepe@depdslaw.com"><span style="color:#0563C1">djkiepe@depdslaw.com</span></a><o:p></o:p></p>
<p class="MsoNormal">509-455-5300<o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:14.0pt"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt"><o:p> </o:p></span></p>
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<p class="MsoNormal"><b>From:</b> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com>
<b>On Behalf Of </b>Gerald Sprute<br>
<b>Sent:</b> Tuesday, April 21, 2020 9:34 AM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> [WSBAPT] Copy of revocable trust to heirs?<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p style="margin-bottom:8.0pt;line-height:106%"><span style="font-size:14.0pt;line-height:106%;font-family:"Calibri Light",sans-serif;color:black">Colleagues,<o:p></o:p></span></p>
<p style="margin-bottom:8.0pt;line-height:106%"><span style="font-size:14.0pt;line-height:106%;font-family:"Calibri Light",sans-serif;color:black"> <o:p></o:p></span></p>
<p style="margin-bottom:8.0pt;line-height:106%"><span style="font-size:14.0pt;line-height:106%;font-family:"Calibri Light",sans-serif;color:black">Financial advisor has a copy of his client’s Revocable Trust in his records. Client died, son is the successor
trustee, daughter is the next alternate trustee. Daughter asks advisor for a copy of the trust ( it was a “blue binder trust mill” trust and the attorney is no longer in practice or can be located).
<o:p></o:p></span></p>
<p style="margin-bottom:8.0pt;line-height:106%"><span style="font-size:14.0pt;line-height:106%;font-family:"Calibri Light",sans-serif;color:black">Offhand, does anyone know of a restriction on the financial advisor giving a copy of the trust to daughter? <o:p></o:p></span></p>
<p style="margin-bottom:8.0pt;line-height:106%"><span style="font-size:14.0pt;line-height:106%;font-family:"Calibri Light",sans-serif;color:black"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:black">Jerry Sprute <o:p></o:p></span></p>
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<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">www.sprutelaw.com </a><br>
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