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</o:shapelayout></xml><![endif]--></head><body lang=EN-US link=blue vlink=purple style='word-wrap:break-word'><div class=WordSection1><p class=MsoNormal>Thanks Phil. The trust for child is a testamentary trust. The parent’s RLT appears to be well funded and pours over child’s share to testamentary trust (e.g. backwards from the usual scheme). No apparent other assets to probate. I suspect drafting attorney confused requirements for SNT for surviving spouse (which needs to be testamentary according to the rules but otherwise seems illogical to me) with that of discretionary 3<sup>rd</sup> party trust for benefit of non-spouse (which can be either testamentary or inter vivos).<o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>I’d heard of attorneys drafting pour over trusts to fund testamentary SNT for spouse for those couples who’d moved from probate adverse states with fully funded RLTs. However, I wasn’t sure of the mechanics of actually establishing/funding the testamentary trust (i.e whether filing Will was enough). Thinking out loud, if there are no probate assets, or a WD claim, I am not sure there is even subject matter jurisdiction for a probate proceeding. Thanks again for your thoughts, Cy<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>Cyrus W. Field, Attorney at Law (admitted in Washington and Oregon)<o:p></o:p></i></p><p class=MsoNormal><i>phone: 360-472-1223 Mail: POB 367, Shaw Island, WA 98286 Office: 640 Mullis St. Friday Harbor, WA</i><o:p></o:p></p><p class=MsoNormal><span style='font-size:8.0pt'>******************************************************************<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:8.0pt'>The information contained in this e-mail message, including attachments, may be privileged, confidential and protected from disclosure. If you are not the intended recipient, any dissemination, distribution or copying is strictly prohibited. If you think you have received this e-mail in error, please e-mail the sender at cyfield@rockisland.com and destroy or delete the original and any copies. <o:p></o:p></span></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><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>Philip N. Jones<br><b>Sent:</b> Saturday, April 3, 2021 4:25 PM<br><b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br><b>Subject:</b> Re: [WSBAPT] probating Will w Testamentary trust<o:p></o:p></p></div></div><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>I normally think of a testamentary trust as one created by a will. In your situation, you have a trust to be created by an RLT. If all of the assets are in the RLT, then the trustee of the RLT has the full ability to fund the new trust. I don’t see how the probate of the will is necessary or even relevant. After all, one of the primary purposes of an RLT is to avoid probate. If all of the assets are in the RLT, you have avoided probate. <o:p></o:p></p><div><p class=MsoNormal>On the other hand, if not all of the assets are in the RLT, and some of the assets are in the testator’s name without beneficiary designations, then you need to probate the will, which is presumably a pourover will. You will need to probate the will in order to fully fund the RLT. But that has little to do with funding the new trust. The trustee of the RLT can fund the new trust with the stroke of a pen. He is fully authorized to do so.<o:p></o:p></p></div><div><p class=MsoNormal>Phil Jones<o:p></o:p></p></div><div><p class=MsoNormal>Portland, OR<o:p></o:p></p><div><p class=MsoNormal><o:p> </o:p></p><div><p class=MsoNormal>Philip N. Jones <o:p></o:p></p><div><p class=MsoNormal>Duffy Kekel LLP<o:p></o:p></p></div><div><p class=MsoNormal>Portland, OR<o:p></o:p></p></div><div><p class=MsoNormal><a href="mailto:pjones@duffykekel.com">pjones@duffykekel.com</a><o:p></o:p></p></div><div><p class=MsoNormal>(503) 853-1482 cell<o:p></o:p></p></div></div><div><p class=MsoNormal><br><br><o:p></o:p></p><blockquote style='margin-top:5.0pt;margin-bottom:5.0pt'><p class=MsoNormal style='margin-bottom:12.0pt'>On Apr 2, 2021, at 2:19 PM, Cyrus Field <<a href="mailto:cyfield@rockisland.com">cyfield@rockisland.com</a>> wrote:<o:p></o:p></p></blockquote></div><blockquote style='margin-top:5.0pt;margin-bottom:5.0pt'><div><p class=MsoNormal> <o:p></o:p></p><p class=MsoNormal>Folks- I am reviewing an E/P whereby RLT calls for assets to “pour over” to a testamentary discretionary spendthrift trust for an adult child. Not sure why discretionary trust wasn’t part of RLT, instead of Will, but at this point Trustor may not have ability to amend her estate plan. <o:p></o:p></p><p class=MsoNormal> <o:p></o:p></p><p class=MsoNormal>My question is, if probate is not otherwise required, whether Will has to be probated to fund the testamentary trust? I was thinking Will just needs to be filed, instead, but its Friday and I could use a reality check. Thanks in advance, Cy <o:p></o:p></p><p class=MsoNormal> <o:p></o:p></p><p class=MsoNormal><i>Cyrus W. Field, Attorney at Law (admitted in Washington and Oregon)</i><o:p></o:p></p><p class=MsoNormal><i>phone: 360-472-1223 Mail: POB 367, Shaw Island, WA 98286 Office: 640 Mullis St. Friday Harbor, WA</i><o:p></o:p></p><p class=MsoNormal><span style='font-size:8.0pt'>******************************************************************</span><o:p></o:p></p><p class=MsoNormal><span style='font-size:8.0pt'>The information contained in this e-mail message, including attachments, may be privileged, confidential and protected from disclosure. If you are not the intended recipient, any dissemination, distribution or copying is strictly prohibited. If you think you have received this e-mail in error, please e-mail the sender at </span><a href="mailto:cyfield@rockisland.com"><span style='font-size:8.0pt'>cyfield@rockisland.com</span></a><span style='font-size:8.0pt'> and destroy or delete the original and any copies. </span><o:p></o:p></p><p class=MsoNormal> <o:p></o:p></p><p class=MsoNormal>***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></p></div></blockquote></div></div></div></body></html>