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</o:shapelayout></xml><![endif]--></head><body lang=EN-US link="#0563C1" vlink="#954F72"><div class=WordSection1><p class=MsoNormal><span style='color:#1F497D'>I agree with Mr. Grant, except that I do prefer to see “under the will of…” since it helps identify the source of the trust.<o:p></o:p></span></p><p class=MsoNormal><span style='color:#1F497D'><o:p> </o:p></span></p><div><p class=MsoNormal><span style='color:#1F497D'>John McCrady<o:p></o:p></span></p><p class=MsoNormal><span style='color:#1F497D'>Counsel<o:p></o:p></span></p><p class=MsoNormal><span style='color:#1F497D'>Puget Sound Title Company<o:p></o:p></span></p><p class=MsoNormal><span style='color:#1F497D'>5350 Orchard Street West<o:p></o:p></span></p><p class=MsoNormal><span style='color:#1F497D'>University Place WA 98467<o:p></o:p></span></p><p class=MsoNormal><span style='color:#1F497D'>253-476-5721<o:p></o:p></span></p><p class=MsoNormal><span style='color:#1F497D'><a href="mailto:j.mccrady@pstitle.com">j.mccrady@pstitle.com</a><o:p></o:p></span></p><p class=MsoNormal style='margin-top:6.0pt'><b><span style='font-size:10.0pt;font-family:"Arial",sans-serif;color:#1F497D'>WARNING-FRAUDULENT FUNDING INSTRUCTIONS </span></b><b><span style='font-size:4.0pt;font-family:"Arial",sans-serif;color:#1F497D'><o:p></o:p></span></b></p><p class=MsoNormal style='margin-top:6.0pt'><span style='font-size:10.0pt;font-family:"Arial",sans-serif;color:#1F497D'>Email hacking and fraud are on the rise to fraudulently misdirect funds. Please call your escrow officer immediately using contact information found from an independent source, such as the sales contract or internet, to verify any funding instructions received. We are not responsible for any wire sent by you to an incorrect bank account.<o:p></o:p></span></p><p class=MsoNormal><span style='color:#1F497D'><o:p> </o:p></span></p><p class=MsoNormal style='margin-bottom:12.0pt'><span style='font-size:10.0pt;font-family:"Verdana",sans-serif;color:#2E74B5'>***Due to the Covid 19 outbreak and with concern for the health and safety of our employees and community; our <b>University Place</b> lobby will remain locked during normal business hours. </span><b><span style='font-size:10.0pt;font-family:"Verdana",sans-serif;color:#0066CC'>If you need to make an appointment or have any questions or concerns, please contact us at our main office at 253-474-4747.</span></b><span style='font-size:10.0pt;font-family:"Verdana",sans-serif;color:#0070C0'> </span><span style='font-size:10.0pt;font-family:"Verdana",sans-serif;color:#2E74B5'>We appreciate your patience during these uncertain times and look forward to consistently exceeding your expectations.***<o:p></o:p></span></p></div><p class=MsoNormal><span style='color:#1F497D'><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 [mailto:wsbapt-bounces@lists.wsbarppt.com] <b>On Behalf Of </b>Josh Grant<br><b>Sent:</b> Wednesday, November 25, 2020 11:35 AM<br><b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br><b>Subject:</b> Re: [WSBAPT] Date Needed for Testamentary Trust?<o:p></o:p></p></div></div><p class=MsoNormal><o:p> </o:p></p><div><div><div><p class=MsoNormal><span style='font-size:13.5pt;color:black'>I think our title companies prefer “To ______ Trustee of the Jones Family Testamentary Trust ” and maybe add “under Will of _____” but I don’t. I believe a date is not needed for a testamentary trust... probably for the reasons you state.</span><span style='font-size:14.0pt;color:black'><o:p></o:p></span></p></div><div><p class=MsoNormal><span style='font-size:13.5pt;color:black'>Josh</span><span style='font-size:14.0pt;color:black'><o:p></o:p></span></p></div><div><p class=MsoNormal><span style='font-size:14.0pt;color:black'> <o:p></o:p></span></p></div><div><div><div><div><p class=MsoNormal><strong><span style='font-size:18.0pt;font-family:"Calibri",sans-serif;color:#004080'>Joshua F. Grant</span></strong><span style='font-size:14.0pt;color:#004080'><br></span><span style='font-size:14.0pt;color:black'><img border=0 width=207 height=43 id="_x0000_i1029" src="cid:image001.png@01D6C329.7A1350D0" alt=advocates></span><span style='font-size:14.0pt;color:black'><br></span><span style='color:#004080'>P. O. Box 619<br>Wilbur, WA 99185<br>509 647 5578</span><span style='font-size:14.0pt;color:black'><o:p></o:p></span></p></div></div></div></div><div><div><div><p class=MsoNormal><span style='font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black'> <o:p></o:p></span></p></div><div><div><p class=MsoNormal style='background:whitesmoke'><b><span style='font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black'>From:</span></b><span style='font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black'> Jane Bitz <o:p></o:p></span></p></div><div><p class=MsoNormal style='background:whitesmoke'><b><span style='font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black'>Sent:</span></b><span style='font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black'> Wednesday, November 25, 2020 11:19 AM<o:p></o:p></span></p></div><div><p class=MsoNormal style='background:whitesmoke'><b><span style='font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black'>To:</span></b><span style='font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black'> 'WSBA Probate & Trust Listserv' <o:p></o:p></span></p></div><div><p class=MsoNormal style='background:whitesmoke'><b><span style='font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black'>Subject:</span></b><span style='font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black'> [WSBAPT] Date Needed for Testamentary Trust?<o:p></o:p></span></p></div></div></div><div><p class=MsoNormal><span style='font-size:12.0pt;color:black'> <o:p></o:p></span></p></div></div><div><p class=MsoNormal><span style='font-size:14.0pt;color:black'>I am attorney for an estate where a testamentary trust is set up for grandchildren of the decedent. We are funding the Trust from the Estate and I am drafting a Deed of estate real property from the PR to the Trustee of the Trust. Ordinarily the grant would be: “To the Trustee of the Jones Family Trust dated ________.” <o:p></o:p></span></p><p class=MsoNormal><span style='color:black'> </span><span style='font-size:14.0pt;color:black'><o:p></o:p></span></p><p class=MsoNormal><span style='font-size:14.0pt;color:black'>Do I have to use a date for this testamentary Trust? And if yes, do I use the Grantor’s Date of Death or the date that the Will was signed or other date?<o:p></o:p></span></p><p class=MsoNormal><span style='color:black'> </span><span style='font-size:14.0pt;color:black'><o:p></o:p></span></p><p class=MsoNormal><span style='font-size:14.0pt;color:black'>What would be the best practice here?<o:p></o:p></span></p><p class=MsoNormal><span style='color:black'> </span><span style='font-size:14.0pt;color:black'><o:p></o:p></span></p><p class=MsoNormal><span style='font-size:14.0pt;color:black'>Thanks.<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:14.0pt;color:black'>Jane.<o:p></o:p></span></p><p class=MsoNormal><span style='color:black'> </span><span style='font-size:14.0pt;color:black'><o:p></o:p></span></p><p class=MsoNormal><span style='color:black'>Jane G. Bitz<o:p></o:p></span></p><p class=MsoNormal><span style='color:black'>Of Counsel<o:p></o:p></span></p><p class=MsoNormal><span style='color:black'>Wolff, Hislop & Crockett, PLLC<o:p></o:p></span></p><p class=MsoNormal><span style='color:black'>12209 E. Mission Ave, Suite 5<o:p></o:p></span></p><p class=MsoNormal><span style='color:black'>Spokane Valley, WA 99206-4824<o:p></o:p></span></p><p class=MsoNormal><span style='color:black'>(509) 927-9700 x126<o:p></o:p></span></p><p class=MsoNormal><span style='color:black'>FAX: (509) 777-1800<o:p></o:p></span></p><p class=MsoNormal><span style='color:black'> <o:p></o:p></span></p><p class=MsoNormal><span style='font-size:12.0pt;font-family:"Times New Roman",serif;color:#1F497D'><img border=0 width=191 height=96 id="Picture_x0020_1" src="cid:image002.jpg@01D6C329.7A1350D0" alt="image001 (4)"></span><span style='color:black'><img border=0 width=115 height=100 id="Picture_x0020_2" src="cid:image003.png@01D6C329.7A1350D0" alt="cid:image003.png@01D6C329.7A1350D0"><img border=0 width=273 height=96 id="Picture_x0020_3" src="cid:image004.jpg@01D6C329.7A1350D0" alt="cid:image004.jpg@01D6C329.7A1350D0"></span><span style='color:black'><o:p></o:p></span></p><p class=MsoNormal><b><i><span style='font-size:12.0pt;color:#2F5496'>THE CONTENTS OF THIS ELECTRONIC MAIL ARE CONFIDENTIAL AND PROTECTED BY THE ATTORNEY-CLIENT PRIVILEGE OR OTHER APPLICABLE PROTECTION.</span></i></b><i><span style='font-size:12.0pt;color:#2F5496'> Any review, use, distribution or disclosure by others is strictly prohibited. <u>If you have received this electronic mail in error</u>, <b>PLEASE NOTIFY ME BY E-MAIL, FAX OR TELEPHONE and PROMPTLY DELETE</b> this electronic mail. This mail cannot be modified without express written consent of Wolff, Hislop & Crockett, PLLC. Thank You.<o:p></o:p></span></i></p><p class=MsoNormal><span style='color:black'> <o:p></o:p></span></p><div class=MsoNormal align=center style='text-align:center'><span style='font-size:12.0pt;color:black'><hr size=2 width="100%" align=center></span></div><p class=MsoNormal><span style='font-size:12.0pt;color:black'>***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></span></p></div></div></div></div>
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