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<span>Thanks<font color="#ba0010"></font></span> everyone. That's where I was leaning, but it's great to have a solid second (third, fourth) opinion! </div>
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<span>So the financial advisor is managing a trust account, and the successor trustee would then be his client. Would your opinion change if the FA did not manage or deal with any trust accounts? So no relation with the trustee?</span></div>
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<span>jerry </span></div>
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<div id="Signature">Law Office of Gerald A. Sprute<br>
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<div id="divRplyFwdMsg" dir="ltr"><font color="#000000" face="Calibri, sans-serif" style="font-size:11pt"><b>From:</b> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com> on behalf of Mark Vohr <mcv@ohanafc.com><br>
<b>Sent:</b> Tuesday, April 21, 2020 12:13 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> Re: [WSBAPT] Copy of revocable trust to heirs?</font>
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<span style="font-family:"Times New Roman",serif">Thought I would weigh in here. Agree with Nestor. Put a different way, “who is the client of the FA?” It’s the trustee, not anyone else. So, an FA should be taking direction from the Trustee, not anyone
else, even the permissible distributee. It’s a privacy issue, and a management issue. If the FA does not understand that, then it’s time to find a different FA.
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<span style="font-family:"Times New Roman",serif">Regards, </span></p>
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<span style="font-size:14.0pt; font-family:"Times New Roman",serif">Mark</span></p>
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<span style="font-family:"Times New Roman",serif">Mark C. Vohr, Esq.</span></p>
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<span style="font-family:"Times New Roman",serif">Ohana Fiduciary Corp.</span></p>
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<span style="font-family:"Times New Roman",serif">Ohana Financial Services</span></p>
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<span style="font-family:"Times New Roman",serif">A Washington Trust Company</span></p>
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<span style="font-family:"Times New Roman",serif">Mark C. Vohr, J.D., CPG, Principal</span></p>
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<span style="font-family:"Times New Roman",serif">PO Box 33710 Seattle, WA 98133</span></p>
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<span style="font-family:"Times New Roman",serif">T: (206) 782-1189 F: (206) 782-1434</span></p>
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<span style="font-family:"Times New Roman",serif">mcv@ohanafc.com www.ohanafc.com</span></p>
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<b>From:</b> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com>
<b>On Behalf Of </b>nestor@pplsweb.com<br>
<b>Sent:</b> Tuesday, April 21, 2020 11:51 AM<br>
<b>To:</b> 'WSBA Probate & Trust Listserv' <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> Re: [WSBAPT] Copy of revocable trust to heirs?</p>
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Your right, I am guilty of a knee jerk reaction. The FA’s duty is to the trustee and until they receive the Trustee’s consent or a court order they don’t have to disclose.</p>
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<span style="color:black">Nestor Gorfinkel, Attorney at Law</span></p>
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<span style="color:black">Licensed in Washington & Florida</span></p>
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<span style="color:black">Florida Civil-Law (International) Notary</span></p>
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<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>Diane J. Kiepe<br>
<b>Sent:</b> Tuesday, April 21, 2020 11:06 AM<br>
<b>To:</b> WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br>
<b>Subject:</b> Re: [WSBAPT] Copy of revocable trust to heirs?</p>
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<span style="font-size:14.0pt">Nestor,</span></p>
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<span style="font-size:14.0pt">That was my first thought but even it is, the Trustee is the person to properly notify Trust Beneficiaries in accordance with the trust terms/law – with siblings I have gone through enough to be leery……sad but true jaded by my
experience.</span></p>
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<span style="font-size:14.0pt"> </span></p>
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<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><a href="mailto:nestor@pplsweb.com">nestor@pplsweb.com</a><br>
<b>Sent:</b> Tuesday, April 21, 2020 10:22 AM<br>
<b>To:</b> 'WSBA Probate & Trust Listserv' <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br>
<b>Subject:</b> Re: [WSBAPT] Copy of revocable trust to heirs?</p>
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Is she a beneficiary?</p>
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<span style="color:black">Nestor Gorfinkel, Attorney at Law</span></p>
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<span style="color:black">Licensed in Washington & Florida</span></p>
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<span style="color:black">Florida Civil-Law (International) Notary</span></p>
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<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>Gerald Sprute<br>
<b>Sent:</b> Tuesday, April 21, 2020 9:34 AM<br>
<b>To:</b> WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br>
<b>Subject:</b> [WSBAPT] Copy of revocable trust to heirs?</p>
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<p style="margin-bottom:8.0pt; line-height:105%"><span style="font-size:14.0pt; line-height:105%; font-family:"Calibri Light",sans-serif; color:black">Colleagues,</span></p>
<p style="margin-bottom:8.0pt; line-height:105%"><span style="font-size:14.0pt; line-height:105%; font-family:"Calibri Light",sans-serif; color:black"> </span></p>
<p style="margin-bottom:8.0pt; line-height:105%"><span style="font-size:14.0pt; line-height:105%; 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).
</span></p>
<p style="margin-bottom:8.0pt; line-height:105%"><span style="font-size:14.0pt; line-height:105%; 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?
</span></p>
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<span style="font-size:12.0pt; color:black">Jerry Sprute </span></p>
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