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<p class="MsoNormal"><span style="font-size:16.0pt">Here’s a point for consideration:<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:16.0pt"><o:p> </o:p></span></p>
<p class="MsoListParagraph"><span style="font-size:16.0pt">If the Trust was properly signed and indicated the trust property was set forth on schedule A, the successor Trustee has the power to take the formal step of funding the trust and should do so and distribute
in accordance with the trust.<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">I have never done this with a fully unfunded trust without a pour over will but have done it when some assets were not titled in the name of the trust.
<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">Clearly a TEDRA would allow you to take the steps you are suggesting but the tricky part might be who you are going to represent and in what capacity. A trust beneficiary? An intestacy heir? If you can
reach out to the drafting attorney that person may shed some light on the intention and if there was a pour over Will your just not finding.<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">This is interesting and now for sure to incur more fees then necessary –
<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>
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<p class="MsoNormal"><span style="font-size:16.0pt"><o:p> </o:p></span></p>
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<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>Jon Fritzler<br>
<b>Sent:</b> Thursday, October 22, 2020 5:08 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> [WSBAPT] Unfunded trust<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Arial",sans-serif">Facts: Decedent dies with an unfunded living trust and no will (pour-over or otherwise). By unfunded I mean that the decedent’s assets, including real property, were never
formally titled in the name of the trust. However, the assets are listed on a schedule that is attached to the trust and is signed by the decedent. The residuary beneficiaries of the trust are different than the decedent’s heirs under the intestacy statute.
Has anyone been successfully (or unsuccessfully) used a TEDRA petition to get a ruling that the distribution of the assets are controlled by the trust?<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Arial",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Arial",sans-serif">Sincerely,<br>
Jon M. Fritzler<br>
Attorney at Law<br>
717 E. 22<sup>nd</sup> St.<br>
Vancouver, WA 98663<br>
Tel. 360.818.4431<br>
Eml </span><a href="mailto:fritzlerlaw@outlook.com"><span style="font-size:12.0pt;font-family:"Arial",sans-serif;color:blue">fritzlerlaw@outlook.com</span></a><span style="font-size:12.0pt;font-family:"Arial",sans-serif"><br>
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