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<p class="MsoNormal">I agree with Terry and others. The right of retention permits the estate to recover a debt that is otherwise uncollectable.
<i>In re Smith’s Estate</i>, 179 Wash. 417, 421-422, 38 P.2d 244 (1934). Also see this newer case discussing similar issues:
<i>In re Estate of Roe</i>, Washington Court of Appeals Div. III, Case No. 34545-9-III (<a href="https://www.courts.wa.gov/opinions/pdf/345459_unp.pdf">https://www.courts.wa.gov/opinions/pdf/345459_unp.pdf</a>)<o:p></o:p></p>
<p class="MsoNormal">Best,<o:p></o:p></p>
<p class="MsoNormal">Nick<o:p></o:p></p>
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<p class="MsoNormal"><b><span style="color:#5B9BD5">Nicholas Pleasants<o:p></o:p></span></b></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>nestor@pplsweb.com<br>
<b>Sent:</b> Friday, July 31, 2020 12:55 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">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>
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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>
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<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>
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<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">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>
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