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<p class="MsoNormal"><span style="font-family:"Arial",sans-serif">This raises a good drafting tip – when I include these provisions on the front end, I specify that the debt should be taken into account regardless of whether it is legally enforceable at the
time of death.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif"><o:p> </o:p></span></p>
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<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>Eric Nelsen<br>
<b>Sent:</b> Friday, July 31, 2020 12:46 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> Re: [WSBAPT] advancement<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">I agree with Terry, at least with regard to a debt that was enforceable but is now barred by statute of limitations. The S/L only bars an affirmative suit to enforce the debt; it does not prevent an Estate from deducting the debt owed from
an inheritance.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<div>
<p class="MsoNormal">Sincerely,<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Eric<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Eric C. Nelsen<o:p></o:p></p>
<p class="MsoNormal">Sayre Law Offices, PLLC<o:p></o:p></p>
<p class="MsoNormal">1417 31st Ave South<o:p></o:p></p>
<p class="MsoNormal">Seattle WA 98144-3909<o:p></o:p></p>
<p class="MsoNormal">206-625-0092<o:p></o:p></p>
<p class="MsoNormal"><a href="mailto:eric@sayrelawoffices.com">eric@sayrelawoffices.com</a><o:p></o:p></p>
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<p class="MsoNormal"><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>Terry Tassin<br>
<b>Sent:</b> Friday, July 31, 2020 12:27 PM<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] advancement<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal" style="margin-bottom:12.0pt">I ran into this some years ago, with a beneficiary represented by a very aggressive attorney. He said yes, the debt has to be enforceable. I and trustee said no, unless the trust so states. We won. <o:p></o:p></p>
<div>
<p class="MsoNormal">_____________________________<br>
<b>TERRY J. TASSIN, JR.</b><br>
<b>Scarborough, McNeese, Oelke & Kilkenny, P.C.</b><br>
<b>Attorneys at Law</b><br>
<b>Five Centerpointe Drive, Suite 240</b> <br>
<b><a href="x-apple-data-detectors://0/0">Lake Oswego, Oregon 97035-8682</a></b> <br>
<b>Tel: <a href="tel:503.601.3698">503.601.3698</a></b> <br>
<b>Fax: <a href="tel:503.601.3699">503.601.3699</a></b> <br>
<b>Email: <a href="mailto:tjt@smoklaw.com">tjt@smoklaw.com</a></b> <br>
<b>Web: <a href="http://www.smoklaw.com/">www.smoklaw.com</a></b><o:p></o:p></p>
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<p class="MsoNormal" style="margin-bottom:12.0pt"><o:p> </o:p></p>
<blockquote style="margin-top:5.0pt;margin-bottom:5.0pt">
<p class="MsoNormal" style="margin-bottom:12.0pt">On Jul 31, 2020, at 12:21 PM, Bryce Dille <<a href="mailto:Bryce@dillelaw.com">Bryce@dillelaw.com</a>> wrote:<o:p></o:p></p>
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<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal">If trust states that any amount owed by a beneficiary to trust grantor is to be considered an advancement when making a final distribution does the debt have to be legally enforceable when distribution is made in my case s/l has run on
the debt owed trustor? Thanks for your input<o:p></o:p></p>
<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal">Bryce H. Dille<o:p></o:p></p>
<p class="MsoNormal">Dille Law, PLLC<o:p></o:p></p>
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