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<p class="MsoNormal">Is there any language in the Trust that would provide for post-death amendment or revocation? Is there by chance a power of appointment? Any way to get rid of it after the fact?
<o:p></o:p></p>
<p class="MsoNormal">Any arguments that could be made that there was some kind of a writing by decedent that she would want her child to inherit from her that could be used in a TEDRA petition
<span style="background:yellow;mso-highlight:yellow">(see below)</span>? <o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<h3 style="mso-margin-top-alt:3.75pt;margin-right:0in;margin-bottom:7.5pt;margin-left:0in;background:white">
<span style="font-family:"Open Sans",sans-serif;color:black">RCW <a href="http://app.leg.wa.gov/RCW/default.aspx?cite=11.103.030"><span style="color:#2B674D">11.103.030</span></a></span><span style="font-family:"Open Sans",sans-serif;color:black"><o:p></o:p></span></h3>
<h3 style="mso-margin-top-alt:3.75pt;margin-right:0in;margin-bottom:7.5pt;margin-left:0in;background:white;box-sizing: border-box">
<span style="font-family:"Open Sans",sans-serif;color:black">Revocation or amendment. <i>(Effective until January 1, 2022.)</i><o:p></o:p></span></h3>
<p class="MsoNormal" style="text-indent:.5in;background:white"><span style="font-size:12.0pt;font-family:"Open Sans",sans-serif;color:black">(1) Unless the terms of a trust expressly provide that the trust is revocable, the trustor may not revoke or amend the
trust.<o:p></o:p></span></p>
<p class="MsoNormal" style="text-indent:.5in;background:white"><span style="font-size:12.0pt;font-family:"Open Sans",sans-serif;color:black">(2) If a revocable trust is created or funded by more than one trustor and unless the trust agreement provides otherwise:<o:p></o:p></span></p>
<p class="MsoNormal" style="text-indent:.5in;background:white"><span style="font-size:12.0pt;font-family:"Open Sans",sans-serif;color:black">(a) To the extent the trust consists of community property, the trust may be revoked by either spouse or either domestic
partner acting alone but may be amended only by joint action of both spouses or both domestic partners;<o:p></o:p></span></p>
<p class="MsoNormal" style="text-indent:.5in;background:white"><span style="font-size:12.0pt;font-family:"Open Sans",sans-serif;color:black">(b) To the extent the trust consists of property other than community property, each trustor may revoke or amend the
trust with regard to the portion of the trust property attributable to that trustor's contribution;<o:p></o:p></span></p>
<p class="MsoNormal" style="text-indent:.5in;background:white"><span style="font-size:12.0pt;font-family:"Open Sans",sans-serif;color:black">(c) The character of community property or separate property is unaffected by its transfer to and from a revocable trust;
and<o:p></o:p></span></p>
<p class="MsoNormal" style="text-indent:.5in;background:white"><span style="font-size:12.0pt;font-family:"Open Sans",sans-serif;color:black">(d) Upon the revocation or amendment of the trust by fewer than all of the trustors, the trustee must promptly notify
the other trustors of the revocation or amendment.<o:p></o:p></span></p>
<p class="MsoNormal" style="text-indent:.5in;background:white"><span style="font-size:12.0pt;font-family:"Open Sans",sans-serif;color:black;background:yellow;mso-highlight:yellow">(3) The trustor may revoke or amend a revocable trust:</span><span style="font-size:12.0pt;font-family:"Open Sans",sans-serif;color:black"><o:p></o:p></span></p>
<p class="MsoNormal" style="text-indent:.5in;background:white"><span style="font-size:12.0pt;font-family:"Open Sans",sans-serif;color:black;background:yellow;mso-highlight:yellow">(a) By substantial compliance with a method provided in the terms of the trust;</span><span style="font-size:12.0pt;font-family:"Open Sans",sans-serif;color:black">
or<o:p></o:p></span></p>
<p class="MsoNormal" style="text-indent:.5in;background:white"><span style="font-size:12.0pt;font-family:"Open Sans",sans-serif;color:black;background:yellow;mso-highlight:yellow">(b)(i) If the terms of the trust do not provide a method or the method provided
in the terms is not expressly made exclusive, by:</span><span style="font-size:12.0pt;font-family:"Open Sans",sans-serif;color:black"><o:p></o:p></span></p>
<p class="MsoNormal" style="text-indent:.5in;background:white"><span style="font-size:12.0pt;font-family:"Open Sans",sans-serif;color:black">(A) A later will or codicil that expressly refers to the trust or specifically devises property that would otherwise
have passed according to the terms of the trust; or<o:p></o:p></span></p>
<p class="MsoNormal" style="text-indent:.5in;background:white"><span style="font-size:12.0pt;font-family:"Open Sans",sans-serif;color:black;background:yellow;mso-highlight:yellow">(B) A written instrument signed by the trustor evidencing intent to revoke or
amend.</span><span style="font-size:12.0pt;font-family:"Open Sans",sans-serif;color:black"><o:p></o:p></span></p>
<p class="MsoNormal" style="text-indent:.5in;background:white"><span style="font-size:12.0pt;font-family:"Open Sans",sans-serif;color:black">(ii) The requirements of chapter <a href="http://app.leg.wa.gov/RCW/default.aspx?cite=11.11"><b><span style="color:#2B674D">11.11</span></b></a> RCW
do not apply to revocation or amendment of a revocable trust under (b)(i) of this subsection.<o:p></o:p></span></p>
<p class="MsoNormal" style="text-indent:.5in;background:white"><span style="font-size:12.0pt;font-family:"Open Sans",sans-serif;color:black">(4) Upon revocation of a revocable trust, the trustee must deliver the trust property as the trustor directs.<o:p></o:p></span></p>
<p class="MsoNormal" style="text-indent:.5in;background:white"><span style="font-size:12.0pt;font-family:"Open Sans",sans-serif;color:black">(5) A trustor's powers with respect to the revocation or amendment of a trust or distribution of the property of a trust
may be exercised by the trustor's agent under a power of attorney only to the extent specified in the power of attorney document, as provided in RCW <a href="http://app.leg.wa.gov/RCW/default.aspx?cite=11.125.240"><b><span style="color:#2B674D">11.125.240</span></b></a> and
to the extent consistent with or expressly authorized by the trust agreement.<o:p></o:p></span></p>
<p class="MsoNormal" style="text-indent:.5in;background:white"><span style="font-size:12.0pt;font-family:"Open Sans",sans-serif;color:black">(6) A guardian of the trustor may exercise a trustor's powers with respect to revocation, amendment, or distribution
of trust property only with the approval of the court supervising the guardianship pursuant to *RCW <a href="http://app.leg.wa.gov/RCW/default.aspx?cite=11.92.140"><b><span style="color:#2B674D">11.92.140</span></b></a>.<o:p></o:p></span></p>
<p class="MsoNormal" style="text-indent:.5in;background:white"><span style="font-size:12.0pt;font-family:"Open Sans",sans-serif;color:black">(7) A trustee who does not know that a trust has been revoked or amended is not liable to the trustor or trustor's successors
in interest for distributions made and other actions taken on the assumption that the trust had not been amended or revoked.<o:p></o:p></span></p>
<p class="MsoNormal" style="text-indent:.5in;background:white"><span style="font-size:12.0pt;font-family:"Open Sans",sans-serif;color:black">(8) This section does not limit or affect operation of RCW <a href="http://app.leg.wa.gov/RCW/default.aspx?cite=11.96A.220"><b><span style="color:#2B674D">11.96A.220</span></b></a> through <a href="http://app.leg.wa.gov/RCW/default.aspx?cite=11.96A.240"><b><span style="color:#2B674D">11.96A.240</span></b></a>.<o:p></o:p></span></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<div>
<p class="MsoNormal"><span style="font-family:"Script MT Bold"">Jennifer L. White, Esq.</span>
<span style="font-family:"Script MT Bold""><o:p></o:p></span></p>
<p class="MsoNormal"><img border="0" width="105" height="105" style="width:1.0958in;height:1.0958in" id="Picture_x0020_1" src="cid:image001.jpg@01D76F24.1686D580"><o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><a href="mailto:jen@appletreelaw.com"><span style="font-family:"Arial Rounded MT Bold",sans-serif;color:#0563C1">jen@appletreelaw.com</span></a><i><span style="font-family:"Arial Rounded MT Bold",sans-serif"><o:p></o:p></span></i></p>
<p class="MsoNormal"><span style="font-family:"Arial Rounded MT Bold",sans-serif">PO Box 11037<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Arial Rounded MT Bold",sans-serif">Yakima, WA 98909<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Arial Rounded MT Bold",sans-serif">509.225.9813<o:p></o:p></span></p>
</div>
<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>Jacob Menashe<br>
<b>Sent:</b> Friday, July 2, 2021 8:05 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>
</div>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Thank you so much Karen. Just to follow up (with made up facts) if I could: Sally establishes a RLT in 2017 and puts all she has, $1,000,000 in it, and names the Red Cross as beneficiary at her death. She has a kid, John, in 2019. She
passes away unexpectedly in 2020, with $1 million in the trust still being all she has, without having gotten around to changing her RLT. So in this case the Red Cross gets $1,000,000 and baby John gets nothing?
<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Best, <o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Jacob<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> <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>Karen E. Boxx<br>
<b>Sent:</b> Friday, July 2, 2021 7:10 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<o:p></o:p></p>
</div>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Jacob, the omitted spouse and omitted child statutes apply only to probate assets, not assets in a revocable trust. That’s true, I think, in all states. It’s not clear to me why states that have elective shares have expanded spousal claims
to non probate assets but have not expanded the omitted spouse claims as well.
<o:p></o:p></p>
<div>
<p class="MsoNormal"><o:p> </o:p></p>
</div>
<div>
<p class="MsoNormal" style="margin-bottom:12.0pt">Karen<o:p></o:p></p>
<div>
<p class="MsoNormal">Sent from my iPad<o:p></o:p></p>
</div>
<div>
<p class="MsoNormal" style="margin-bottom:12.0pt"><o:p> </o:p></p>
<blockquote style="margin-top:5.0pt;margin-bottom:5.0pt">
<p class="MsoNormal" style="margin-bottom:12.0pt">On Jul 2, 2021, at 8:46 AM, Jacob Menashe <<a href="mailto:jacob@hickmanmenashe.com">jacob@hickmanmenashe.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">Hi David, <o:p></o:p></p>
<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal">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="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal">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="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal">Best, <o:p></o:p></p>
<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal">Jacob<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> <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>
</div>
</div>
<p class="MsoNormal"> <o:p></o:p></p>
<h3 style="mso-margin-top-alt:3.75pt;margin-right:0in;margin-bottom:7.5pt;margin-left:0in;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="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal">David Moe Attorney, P.S.<o:p></o:p></p>
<p class="MsoNormal">Telephone: 425-432-1277<o:p></o:p></p>
<p class="MsoNormal">Fax: 425-432-1280<o:p></o:p></p>
<p class="MsoNormal">23745 225<sup>th</sup> Way SE, Suite 108<o:p></o:p></p>
<p class="MsoNormal">Maple Valley, WA 98038<o:p></o:p></p>
<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal">Email: <a href="mailto:davidmoe@maplevalleylaw.com" target="_parent">
davidmoe@maplevalleylaw.com</a><o:p></o:p></p>
<p class="MsoNormal"> <o:p></o:p></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> <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>
</div>
</div>
<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal">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="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal">Thanks!<o:p></o:p></p>
<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal">Jacob<o:p></o:p></p>
<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal">Jacob H. Menashe<o:p></o:p></p>
<p class="MsoNormal">Hickman Menashe, PS<o:p></o:p></p>
<p class="MsoNormal">4211 Alderwood Mall Blvd., Suite 204<o:p></o:p></p>
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<p class="MsoNormal">(425) 744-5658 phone<o:p></o:p></p>
<p class="MsoNormal">(425) 744-6078 fax<o:p></o:p></p>
<p class="MsoNormal">Satellite Office in Bellevue<o:p></o:p></p>
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</blockquote>
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<p class="MsoNormal">[External] <o:p></o:p></p>
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