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<p class="MsoNormal">Great, thanks, Phil. Here, the will does a great job of laying out the trustee’s powers. I also like Susan’s suggestion of the Certification of Trust for those institutions that want an additional document besides the will.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">I appreciate all of the help!<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Candace<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></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>Philip N. Jones<br>
<b>Sent:</b> Wednesday, May 13, 2020 6:40 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> Re: [WSBAPT] Need template for drafting trust for nonincapacitated adults created by terms of will<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">I vote with Marcus. Almost always, the will contains all of the terms of the trusts and no further drafting is needed. In the future, if someone asks for a copy of the trust, hand them the will.
<o:p></o:p></p>
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<p class="MsoNormal" style="margin-bottom:12.0pt">Phil Jones<o:p></o:p></p>
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<p class="MsoNormal">Philip N. Jones <o:p></o:p></p>
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<p class="MsoNormal">Duffy Kekel LLP<o:p></o:p></p>
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<p class="MsoNormal">Portland, OR<o:p></o:p></p>
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<p class="MsoNormal"><a href="mailto:pjones@duffykekel.com">pjones@duffykekel.com</a><o:p></o:p></p>
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<p class="MsoNormal">(503) 226-1371<o:p></o:p></p>
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<p class="MsoNormal" style="margin-bottom:12.0pt">On May 13, 2020, at 2:14 PM, Marcus Fry <<a href="mailto:mfry@lyon-law.com">mfry@lyon-law.com</a>> wrote:<o:p></o:p></p>
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<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal"><span style="color:#1F497D">Candace:</span><o:p></o:p></p>
<p class="MsoNormal"><span style="color:#1F497D">It sounds like you have testamentary trusts. As such, you don’t need to draft separate trusts. You just need to get tax identification numbers for each of the trusts, and each trustee assigned receives a copy
of the will containing the terms of the trust to operate. Now if the will has some holes with regard to the trust, then TEDRA can fix those terms.</span><o:p></o:p></p>
<p class="MsoNormal"><span style="color:#1F497D"> </span><o:p></o:p></p>
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<p class="MsoNormal" style="text-align:justify"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#1F497D">Marcus J. Fry</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#1F497D">Lyon, Weigand & Gustafson, P.S.
</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#1F497D">P.O. Box 1689
<br>
Yakima, Washington 98907 <br>
Telephone: (509) 248-7220 <br>
Facsimile: (509) 575-1883 </span><o:p></o:p></p>
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<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif">From:</span></b><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif">
<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a> [<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">mailto:wsbapt-bounces@lists.wsbarppt.com</a>]
<b>On Behalf Of </b>Candace Wilkerson<br>
<b>Sent:</b> Wednesday, May 13, 2020 1:52 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv<br>
<b>Subject:</b> [WSBAPT] Need template for drafting trust for nonincapacitated adults created by terms of will</span><o:p></o:p></p>
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<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal">Hi Listmates,<o:p></o:p></p>
<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal">I am representing the PR in a nonintervention probate case. The terms of the will strangely require that a separate (“Descendants’) trust be created for each of the 3 beneficiaries of the estate (all adults, none disabled in any way),
and that a separate trustee be appointed for each trust (named in the will). As far as I see it, there is no need for the court to make any determination regarding these trusts since the will lays out the terms pretty clearly, and the trustees are willing
to be appointed.<o:p></o:p></p>
<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal">I’ve dealt with special needs trusts created from the wills during probate, but never ones like this.<o:p></o:p></p>
<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal">My questions are:<o:p></o:p></p>
<p class="MsoNormal"> <o:p></o:p></p>
<ol style="margin-top:0in" start="1" type="1">
<li class="MsoNormal" style="mso-list:l1 level1 lfo3">Is it necessary to actually draft trust instruments for these trusts? And if so, can I simply attach the trust terms laid out in the Will as Ex. A to each trust? Or do I need to create a separate irrevocable
trust for each, and type all of the trust terms from the will into each document?<o:p></o:p></li><li class="MsoNormal" style="mso-list:l1 level1 lfo3">If I need to create a trust instrument for each, should each be signed by the PR of the estate as Settlor, and the appointed trustee?<o:p></o:p></li><li class="MsoNormal" style="mso-list:l1 level1 lfo3">Or is it enough to have the PR sign the trust instrument, and then have the trustees sign an Acceptance of Appointment to be kept with the trust records for each trust?<o:p></o:p></li></ol>
<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal">Does anyone have a Word template of a similarly created trust instrument they would be willing to share with me offline? I’d really appreciate it.<o:p></o:p></p>
<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal">Thanks,<o:p></o:p></p>
<p class="MsoNormal"> <o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:10.0pt;color:black">Candace Wilkerson<b> |</b> Senior Associate</span><b><span style="font-size:10.0pt;color:red"> </span></b><b><span style="font-size:10.0pt;color:#484848">|
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