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</o:shapelayout></xml><![endif]--></head><body lang=EN-US link=blue vlink=purple><div class=WordSection1><p class=MsoNormal>Harkiran:<o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>The answer depends on how the RLT deals with the first decedent’s share. Is it a disclaimer trust, or is there a mandatory split? Unless the split is mandatory I see no need for a TEDRA or to involve the remainder beneficiaries at all. Simply don’t do the disclaimer (assuming this doesn’t shoot her estate in the foot with unnecessary estate taxes) and then everything is on her still fully revocable side of the trust. She doesn’t need TEDRA permission to revoke. <o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>But make sure she understands all the implications of not doing the disclaimer. <o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>If, however, it’s a mandatory split you need a TEDRA to undo that. <o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>John J. Sullivan<o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><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>Harkiran Sekhon<br><b>Sent:</b> Friday, May 22, 2020 10:11 AM<br><b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br><b>Subject:</b> [WSBAPT] joint rlt<o:p></o:p></p></div><p class=MsoNormal><o:p> </o:p></p><div><p class=MsoNormal>Hi Listmates, <o:p></o:p></p><div><p class=MsoNormal><o:p> </o:p></p></div><div><p class=MsoNormal>Couple created a joint rlt along with pourover wills but never actually funded the trust. First spouse passes and the surviving spouse (who is PR) opens probate but would like to do away with the joint rlt and update property title to surviving spouse's name rather than trust. <o:p></o:p></p></div><div><p class=MsoNormal><o:p> </o:p></p></div><div><p class=MsoNormal>Since surviving spouse is the beneficiary of deceased spouse's interest in community property, what does this process look like? A tedra agreement among surviving spouse and adult children? Anything in addition to this? <o:p></o:p></p></div><div><p class=MsoNormal><o:p> </o:p></p></div><div><p class=MsoNormal>Best,<o:p></o:p></p></div><div><p class=MsoNormal><o:p> </o:p></p></div><div><p class=MsoNormal>Harkiran<br clear=all><o:p></o:p></p><div><p class=MsoNormal><o:p> </o:p></p></div><p class=MsoNormal>-- <o:p></o:p></p><div><div><div><div><div><div><div><p class=MsoNormal><span style='color:#3D85C6'>Harkiran Sekhon</span><o:p></o:p></p><div><p class=MsoNormal>Attorney <o:p></o:p></p><div><div><p class=MsoNormal><b><span style='font-size:10.0pt'>Sekhon Law, PLLC</span></b><o:p></o:p></p></div><div><p class=MsoNormal><span style='color:#3D85C6'>P: </span>(425) 207-4866 | <span style='color:#3D85C6'>F: </span><span style='color:black'>(425) 332- 7035</span><span style='color:#3D85C6'> </span>| <span style='color:#3D85C6'>W: </span><span style='color:black'><a href="http://www.sekhonlawpllc.com" target="_blank">www.sekhonlawpllc.com</a> | </span><span style='color:#3D85C6'>A: </span>707 S. Grady Way STE 600 Renton, WA 98057<o:p></o:p></p></div></div></div></div></div></div></div></div></div></div></div></div></div></body></html>