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</o:shapelayout></xml><![endif]--></head><body lang=EN-US link=blue vlink=purple><div class=WordSection1><p class=MsoNormal>Is she a beneficiary?<o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal><span style='color:black'>Nestor Gorfinkel, Attorney at Law<o:p></o:p></span></p><p class=MsoNormal><span style='color:black'>Licensed in Washington & Florida<o:p></o:p></span></p><p class=MsoNormal><span style='color:black'>Florida Civil-Law (International) Notary<o:p></o:p></span></p><p class=MsoNormal><span style='color:black'><o:p> </o:p></span></p><p class=MsoNormal><b><span style='font-size:10.0pt;color:black'>ATTENTION - This e-mail message and any attachment to this e-mail message may contain confidential information that is legally privileged. If you are not the intended recipient, you must not review, retransmit, convert to hard copy, copy, use or disseminate this e-mail or any attachments to it. If you have received this e-mail in error, please notify us immediately by return e-mail or by telephone at the phone numbers provided herein and delete this message. Please note that if this e-mail message contains a forwarded message or is a reply to a prior message, some or all of the contents of this message or any attachments may not have been produced by the sender.<o:p></o:p></span></b></p><p class=MsoNormal><b><span style='font-size:10.0pt;color:black'><o:p> </o:p></span></b></p><p class=MsoNormal><b><span style='font-size:24.0pt;font-family:Webdings;color:#009900'>P</span></b><b><span style='font-size:24.0pt;color:#009900'> </span></b><b><span style='font-size:9.0pt;font-family:"Verdana",sans-serif;color:#009900'>Please consider the environment before printing this e-mail.</span></b><o:p></o:p></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>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></div></div><p class=MsoNormal><o:p> </o:p></p><div><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></div><div><div><p class=MsoNormal><span style='font-size:12.0pt;color:black'><o:p> </o:p></span></p></div><div id=Signature><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><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=MsoNormal><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=ecxecxececec462415623-27032009>to</span> whom it is addressed.<span class=ecxecxececec462415623-27032009> </span>If you are not the intended recipient or an agent responsible for delivering it to the intended recipient, you are hereby notified that unauthorized viewing, dissemination, distribution or copying of this transmission is in violation of the Electric Communications Privacy Act of 1986 as well as the Domestic and International Laws and Treaties. <span class=ecxecxececec462415623-27032009> </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=MsoNormal><o:p> </o:p></p></div></div></div></body></html>