<html xmlns:v="urn:schemas-microsoft-com:vml" xmlns:o="urn:schemas-microsoft-com:office:office" xmlns:w="urn:schemas-microsoft-com:office:word" xmlns:m="http://schemas.microsoft.com/office/2004/12/omml" xmlns="http://www.w3.org/TR/REC-html40"><head><meta http-equiv=Content-Type content="text/html; charset=utf-8"><meta name=Generator content="Microsoft Word 15 (filtered medium)"><style><!--
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</o:shapelayout></xml><![endif]--></head><body lang=EN-US link="#0563C1" vlink="#954F72"><div class=WordSection1><p class=MsoNormal>Makes perfect sense from the standpoint that Trustee is not enforcing a debt but reducing a gift or distribution. Let us say this clause was not included and the Trustee wanted to recoup the debt for Trust then not enforceable if S/L has run.<o:p></o:p></p><p class=MsoNormal><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. 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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><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>Terry Tassin<br><b>Sent:</b> Friday, July 31, 2020 12:27 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></div></div><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><p class=MsoNormal><br><br><o:p></o:p></p><p class=MsoNormal>The information transmitted in this e-mail message and attachments, if any, may be attorney-client information, including privileged or confidential material, and is intended only for the use of the individual or entity named above. Distribution to, or review by, unauthorized persons is prohibited. If you have received this transmission in error, please immediately notify the sender and permanently delete this transmission including attachments, if any.<o:p></o:p></p><p class=MsoNormal> <o:p></o:p></p></div><div><p class=MsoNormal><br><br><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></blockquote></div><blockquote style='margin-top:5.0pt;margin-bottom:5.0pt'><div><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><p class=MsoNormal>2010 Caton Way SW Ste. 101<o:p></o:p></p><p class=MsoNormal>Olympia, WA 98502<o:p></o:p></p><p class=MsoNormal>Office: 360-350-0270<o:p></o:p></p><p class=MsoNormal>Cell: 253-579-5561<o:p></o:p></p><p class=MsoNormal> <o:p></o:p></p><p class=MsoNormal>** Please note that I use the dictation feature of my iPhone and that sometimes everything I say does not get properly translated**<o:p></o:p></p><p class=MsoNormal> <o:p></o:p></p><p class=MsoNormal>This transmission contains confidential attorney-client communications and may not be disclosed to any person but the intended recipient(s). If this matter is transmitted to you in error, please notify the sender immediately. <o:p></o:p></p><p class=MsoNormal> <o:p></o:p></p><p class=MsoNormal>Business Entity Creation and Management<o:p></o:p></p><p class=MsoNormal>Business, Government and Tax Law<o:p></o:p></p><p class=MsoNormal>Real Estate and Land Use, Residential, Commercial and Condominium Development Real Estate and Commercial Transactions & Closings, Including Performing Services as IRS Section 1031 Exchange Facilitator Estate Planning, including Wills and Trusts, and Probate Administration Representation Homeowners/Condominium Association Real Estate Developments Real Property Foreclosures and Forfeitures<o:p></o:p></p><p class=MsoNormal> <o:p></o:p></p><p class=MsoNormal>***Disclaimer: Please note that RPPT listserv participation is not restricted to practicing attorneys and may include non-practicing attorneys, law students, professionals working in related fields, and others.***<br>_______________________________________________<br>WSBAPT mailing list<br><a href="mailto:WSBAPT@lists.wsbarppt.com">WSBAPT@lists.wsbarppt.com</a><br><a href="http://mailman.fsr.com/mailman/listinfo/wsbapt">http://mailman.fsr.com/mailman/listinfo/wsbapt</a><o:p></o:p></p></div></blockquote></div></body></html>