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<p class="MsoNormal"><span style="font-size:14.0pt">Thank you to all who weighed in on this. It is good to know the way I draft a deed can help to keep things orderly in the future.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt">Jane Bitz.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt"><o:p> </o:p></span></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>John McCrady<br>
<b>Sent:</b> Wednesday, November 25, 2020 12:50 PM<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>
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<p class="MsoNormal"><o:p> </o:p></p>
<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>
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<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
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<p class="MsoNormal"><span style="color:#1F497D"><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">mailto:wsbapt-bounces@lists.wsbarppt.com</a>]
<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 <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br>
<b>Subject:</b> Re: [WSBAPT] Date Needed for Testamentary Trust?<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<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>
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<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>
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<p class="MsoNormal"><span style="font-size:14.0pt;color:black"> <o:p></o:p></span></p>
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<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" style="width:2.1562in;height:.4479in" id="_x0000_i1033" src="cid:image001.png@01D6C32D.452D7540" 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>
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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black"> <o:p></o:p></span></p>
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<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>
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<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>
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<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>
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<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>
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<p class="MsoNormal"><span style="font-size:12.0pt;color:black"> <o:p></o:p></span></p>
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<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" style="width:1.9895in;height:1.0in" id="Picture_x0020_1" src="cid:image002.jpg@01D6C32D.452D7540" alt="image001 (4)"></span><span style="color:black"><img border="0" width="115" height="100" style="width:1.1979in;height:1.0416in" id="Picture_x0020_2" src="cid:image003.png@01D6C32D.452D7540"><img border="0" width="273" height="96" style="width:2.8437in;height:1.0in" id="Picture_x0020_3" src="cid:image004.jpg@01D6C32D.452D7540"></span><span style="color:black"><o:p></o:p></span></p>
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