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<p class="MsoNormal"><span style="font-size:16.0pt">Hi Michael,<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:16.0pt"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:16.0pt">Just a few quick thoughts in response:<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:16.0pt"><o:p> </o:p></span></p>
<ol style="margin-top:0in" start="1" type="1">
<li class="MsoListParagraph" style="margin-left:0in;mso-list:l1 level1 lfo5"><span style="font-size:16.0pt">When a Trustee is to receive assets, I do list the Trustee as the beneficiary on Schedule and for relationship I usually add “fiduciary” – probably not
needed. I do not list all the beneficiaries. I do add the name of the trust. For example – “Diane J. Kiepe, Trustee of the Jones Marital Trust created under the Last Will and Testament of Decedent” (or wherever it’s crated under).<o:p></o:p></span></li><li class="MsoListParagraph" style="margin-left:0in;mso-list:l1 level1 lfo5"><span style="font-size:16.0pt">You should not send notices to the beneficiaries; that is the Trustee’s job (who may in fact be the PR but the letter comes from him/her as Trustee).
The PR letter goes to Trustee.<o:p></o:p></span></li><li class="MsoListParagraph" style="margin-left:0in;mso-list:l1 level1 lfo5"><span style="font-size:16.0pt">Remember you have to notify heirs of the opening of probate too so this may well be the beneficiaries under the trust but you are notifying them as
heirs not beneficiaries.<o:p></o:p></span></li><li class="MsoListParagraph" style="margin-left:0in;mso-list:l1 level1 lfo5"><span style="font-size:16.0pt">You need to just define clearly who you are representing, in what capacity and draft what is proper under your scope of representation.<o:p></o:p></span></li><li class="MsoListParagraph" style="margin-left:0in;mso-list:l1 level1 lfo5"><span style="font-size:16.0pt">You absolutely should not terminate the marital trust without a TEDRA – if there is any one remainder beneficiary (which there usually is hence the purpose
of a marital trust) the doctrine of merger is inapplicable - the Trustee and initial beneficiary can be the same without issue-there is probably a HEMS standard to direct the Trustee for Principal Distribution. Again do not assume merger applies –<o:p></o:p></span></li></ol>
<p class="MsoNormal"><span style="font-size:16.0pt"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:16.0pt">Always happy to talk shop if you want – feel free to shoot me a direct e-mail if you’d like to set that up.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:16.0pt"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:16.0pt">Best,<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:16.0pt"><o:p> </o:p></span></p>
<div>
<p class="MsoNormal"><i><span style="font-family:"Script MT Bold"">Diane J. Kiepe<o:p></o:p></span></i></p>
<p class="MsoNormal"><i><span style="font-family:"Script MT Bold""><o:p> </o:p></span></i></p>
<p class="MsoNormal">Diane J. Kiepe<o:p></o:p></p>
<p class="MsoNormal">Douglas Eden<o:p></o:p></p>
<p class="MsoNormal">717 W. Sprague Ave.<o:p></o:p></p>
<p class="MsoNormal">Suite 1500<o:p></o:p></p>
<p class="MsoNormal">Spokane, WA 99201<o:p></o:p></p>
<p class="MsoNormal"><a href="mailto:djkiepe@depdslaw.com"><span style="color:#0563C1">djkiepe@depdslaw.com</span></a><o:p></o:p></p>
<p class="MsoNormal">509-455-5300<o:p></o:p></p>
</div>
<p class="MsoNormal"><span style="font-size:16.0pt"><o:p> </o:p></span></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>msafren@jennylinglaw.com<br>
<b>Sent:</b> Friday, September 25, 2020 9:11 AM<br>
<b>To:</b> 'WSBA Probate & Trust Listserv' <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> [WSBAPT] Question about listing a testamentary trust as a beneficiary on Schedule A of Verified Petition<o:p></o:p></p>
</div>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Hello Learned Listservers:<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">I have a quick question about a few mechanics of opening and administering probate and when the will specifies the creation of a pour over / testamentary marital trust upon the testor’s death and the creation of decedent trusts with a specific
bequest of funds to fund the trusts for the surviving children. <o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<ol style="margin-top:0in" start="1" type="1">
<li class="MsoListParagraph" style="margin-left:0in;mso-list:l3 level1 lfo3">On schedule A in the verified petition where you list all the beneficiaries of the will, should I list the trustee as the beneficiary since they will receive the property to manage
and administer within the trust or do I list the beneficiary or beneficiaries of the trust as the beneficiary since they are the ultimate beneficiary of the property? If you list only the trustee, do you list the trustee as XXXX XXXX trustee for the martial
testamentary trust of the decedent? <o:p></o:p></li><li class="MsoListParagraph" style="margin-left:0in;mso-list:l3 level1 lfo3">Once probate is open do you send the required notice of appointment and pendency of probate to the beneficiaries of the pour over trusts/ i.e. trust beneficiaries or is that not necessary
since the trustee will marshal and collect the assets for the testamentary trust on behalf of the trust beneficiaries?
<o:p></o:p></li><li class="MsoListParagraph" style="margin-left:0in;mso-list:l3 level1 lfo3">Once the probate is open and it is time to distribute assets or transfer assets into the trust, do you as practitioner draft anything like a certificate of trust for the trustee for
the trusts or dues the trustee simply use the will with the language showing the creation of the trust to prove to financial instructions that the trustee is holding assets and titling assets under the name of the trust?<o:p></o:p></li><li class="MsoListParagraph" style="margin-left:0in;mso-list:l3 level1 lfo3">If the beneficiary of the martial trust and the trustee are one in the same, might it be advisable to eliminate the trust altogether through the merger doctrine?
<o:p></o:p></li></ol>
<p class="MsoNormal" style="margin-left:.25in"><o:p> </o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">I appreciate you taking a few minutes to respond. Thanks so much!<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"><span style="color:black">Warmest regards,<br>
<br>
</span><b><span style="font-size:12.0pt;color:purple">Michael S. Safren, Esq.</span></b>
<b><br>
</b><i>Attorney at Law</i> <br>
<br>
14900 Interurban Ave. S., Ste. 280 | Seattle, WA 98168 <br>
11900 NE 1st St., Bldg. G - Ste. 300 | Bellevue, WA 98005 <br>
P: (206) 859-5098 | E: <a href="mailto:msafren@jennylinglaw.com" target="_blank">
<span style="color:blue">msafren@jennylinglaw.com</span></a> <br>
<u><a href="http://www.jennylinglaw.com" target="_blank"><span style="color:blue">www.jennylinglaw.com</span></a></u> |
<u><a href="http://www.facebook.com/jennylinglaw/" target="_blank"><span style="color:blue">facebook.com/jennylinglaw/</span></a></u>
<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><br>
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<p class="MsoNormal"><o:p> </o:p></p>
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