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<p class="MsoNormal">Thank you so much. As to your question: <i><span style="color:black">Do you mean the decedent executed a revocable living trust and a pour over will as an unmarried person, did not refer in the pour over will to future spouses, and then
married and made no changes to include the new spouse in either the will or the trust?</span></i><span style="color:black"> The answer is yes, those are the facts I was thinking about. Though to put a finer point to what I am thinking about I did just respond
to Professor Box and change the facts to introduce a 1 year-old omitted child. <o:p>
</o:p></span></p>
<p class="MsoNormal"><span style="color:black"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:black">Best, <o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:black"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:black">Jacob<o:p></o:p></span></p>
<p class="MsoNormal"><o:p> </o:p></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>Joshua McKarcher<br>
<b>Sent:</b> Friday, July 2, 2021 7:39 AM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> Re: [WSBAPT] Application of RCW 11.12.095 (Omitted Spouse) to a RLT<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal" style="background:white"><span style="color:black">Jacob,<o:p></o:p></span></p>
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<p class="MsoNormal" style="background:white"><span style="color:black"><o:p> </o:p></span></p>
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<p class="MsoNormal" style="background:white"><span style="color:black">Interesting question, but I’m not sure we have enough facts to really provide a useful analysis. Do you mean the decedent executed a revocable living trust and a pour over will as an unmarried
person, did not refer in the pour over will to future spouses, and then married and made no changes to include the new spouse in either the will or the trust?<o:p></o:p></span></p>
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<p class="MsoNormal" style="background:white"><span style="color:black"><o:p> </o:p></span></p>
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<p class="MsoNormal" style="background:white"><span style="color:black">If so, then I think I would be careful to start my analysis with the will, which would seem clearly to have an omitted spouse issue requiring the analysis stipulated by the omitted spouse
statue. If there is property subject to probate, then perhaps that property is the easiest to analyze, because it has never been titled to the trust. Such as if they bought a home after marriage and titled it to them as husband and wife, without naming the
trust.<o:p></o:p></span></p>
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<p class="MsoNormal" style="background:white"><span style="color:black">I may be wrong, but it seems that step in the analysis would be important before analyzing the property that was titled to trust during the decedent’s lifetime. Then, it seems the analysis
might turn to whether it was titled to the trust before marriage or after, and especially perhaps any evidence that the new spouse was aware of the trust. Imagine a home purchased in the name of the trust for which a lender or title company (or the trustee
spouse) obtained a quitclaim deed from the new spouse to the trustee spouse. Consider also that property in Trust is not subject to intestacy and so you may have a hurdle to climb to pull it within the omitted spouse statute’s formula.<o:p></o:p></span></p>
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<p class="MsoNormal" style="background:white"><span style="color:black">So, even though I’ve never been hit with this issue, I think just applying the omitted spouse statute on its own terms would make it important to start with the will and not let the trust
or an IRA or anything else derail that initial “step one” analysis, especially given what I will call the “nuance” or “multi-factor test” provided under the omitted spouse statute.<o:p></o:p></span></p>
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<p class="MsoNormal" style="background:white"><span style="color:black"><o:p> </o:p></span></p>
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<p class="MsoNormal" style="background:white"><span style="color:black">Interesting issue, and would be interested in hearing what you learn or how your case comes out. <o:p></o:p></span></p>
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<p class="MsoNormal" style="background:white"><span style="color:black">Best, Josh <o:p></o:p></span></p>
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<p class="MsoNormal" style="background:white"><span style="color:black"><o:p> </o:p></span></p>
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<p class="MsoNormal">Joshua D. McKarcher<o:p></o:p></p>
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<p class="MsoNormal">McKarcher Law PLLC<o:p></o:p></p>
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<p class="MsoNormal">537 6th Street<o:p></o:p></p>
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<p class="MsoNormal">Clarkston, WA 99403<o:p></o:p></p>
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<p class="MsoNormal">(509) 758-3345<o:p></o:p></p>
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<p class="MsoNormal">(509) 758-3314 (fax)<o:p></o:p></p>
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<p class="MsoNormal"><a href="mailto:josh@mckarcherlaw.com">josh@mckarcherlaw.com</a><o:p></o:p></p>
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<p class="MsoNormal"><a href="http://www.mckarcherlaw.com">www.mckarcherlaw.com</a><o:p></o:p></p>
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<p class="MsoNormal"><b><span style="color:black">From:</span></b><span style="color:black">
<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a> <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a>> on behalf of Jacob Menashe <<a href="mailto:jacob@hickmanmenashe.com">jacob@hickmanmenashe.com</a>><br>
<b>Sent:</b> Friday, July 2, 2021 6:45:53 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] Application of RCW 11.12.095 (Omitted Spouse) to a RLT</span>
<o:p></o:p></p>
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<p class="xmsonormal">Hi David, <o:p></o:p></p>
<p class="xmsonormal"> <o:p></o:p></p>
<p class="xmsonormal">That’s super helpful and frankly the RCW I was looking for. (I’ll note for anyone reading that I’m sure David meant to cite RCW 11.97.<u>020</u>, not
<u>090</u>.) I’m not sure about the application to the omitted spouse issue but you definitely gave me a start. Thank you!
<o:p></o:p></p>
<p class="xmsonormal"> <o:p></o:p></p>
<p class="xmsonormal">Has anyone out there applied 11.97.020 to 11.12.095? So far I haven’t found any cases.
<o:p></o:p></p>
<p class="xmsonormal"> <o:p></o:p></p>
<p class="xmsonormal">Best, <o:p></o:p></p>
<p class="xmsonormal"> <o:p></o:p></p>
<p class="xmsonormal">Jacob<o:p></o:p></p>
<p class="xmsonormal"> <o:p></o:p></p>
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<p class="xmsonormal"><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">wsbapt-bounces@lists.wsbarppt.com</a>>
<b>On Behalf Of </b>David Moe<br>
<b>Sent:</b> Thursday, July 1, 2021 2:44 PM<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] Application of RCW 11.12.095 (Omitted Spouse) to a RLT<o:p></o:p></p>
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<p class="xmsonormal"> <o:p></o:p></p>
<h3 style="margin-bottom:7.5pt;background:white"><span style="font-size:11.0pt;color:black;font-weight:normal">RCW 11.97.090 (?)
</span><span style="font-size:11.0pt;font-family:"Helvetica",sans-serif;color:black;font-weight:normal">Trust term interpretation and property disposition</span><span style="font-size:11.0pt;font-family:"Times New Roman",serif;color:black;font-weight:normal">—</span><span style="font-size:11.0pt;font-family:"Helvetica",sans-serif;color:black;font-weight:normal">Rules
of construction</span><o:p></o:p></h3>
<p class="xmsonormal"> <o:p></o:p></p>
<p class="xmsonormal"> <o:p></o:p></p>
<p class="xmsonormal">David Moe Attorney, P.S.<o:p></o:p></p>
<p class="xmsonormal">Telephone: 425-432-1277<o:p></o:p></p>
<p class="xmsonormal">Fax: 425-432-1280<o:p></o:p></p>
<p class="xmsonormal">23745 225<sup>th</sup> Way SE, Suite 108<o:p></o:p></p>
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<p class="xmsonormal"> <o:p></o:p></p>
<p class="xmsonormal">Email: <a href="mailto:davidmoe@maplevalleylaw.com" target="_parent">
davidmoe@maplevalleylaw.com</a><o:p></o:p></p>
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<p class="xmsonormal"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:navy">CONFIDENTIALITY NOTICE: </span></b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:navy"> This communication is intended for the sole use of
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<p class="xmsonormal"><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">wsbapt-bounces@lists.wsbarppt.com</a>>
<b>On Behalf Of </b>Jacob Menashe<br>
<b>Sent:</b> Thursday, July 1, 2021 12:31 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br>
<b>Subject:</b> [WSBAPT] Application of RCW 11.12.095 (Omitted Spouse) to a RLT<o:p></o:p></p>
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<p class="xmsonormal"> <o:p></o:p></p>
<p class="xmsonormal">I am struggling to answer a question I thought I knew or could find the answer to but I am falling short: Does the omitted spouse statute, RCW 11.12.095, apply when there’s a revocable living trust? I’m going to keep looking but I figured
I’d throw out the question and see what responses I get. <o:p></o:p></p>
<p class="xmsonormal"> <o:p></o:p></p>
<p class="xmsonormal">Thanks!<o:p></o:p></p>
<p class="xmsonormal"> <o:p></o:p></p>
<p class="xmsonormal">Jacob<o:p></o:p></p>
<p class="xmsonormal"> <o:p></o:p></p>
<p class="xmsonormal">Jacob H. Menashe<o:p></o:p></p>
<p class="xmsonormal">Hickman Menashe, PS<o:p></o:p></p>
<p class="xmsonormal">4211 Alderwood Mall Blvd., Suite 204<o:p></o:p></p>
<p class="xmsonormal">Lynnwood, WA 98036<o:p></o:p></p>
<p class="xmsonormal">(425) 744-5658 phone<o:p></o:p></p>
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<p class="xmsonormal"><a href="www.hickmanmenashe.com"><span style="color:windowtext">www.hickmanmenashe.com</span></a><o:p></o:p></p>
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