<div dir="ltr">Hello Jensen,<div><br></div><div>Have you looked at a fraud/discovery rule angle? Is it a diminished capacity and/or fiduciary presumed undue influence? </div></div><br><div class="gmail_quote"><div dir="ltr" class="gmail_attr">On Tue, Oct 26, 2021 at 3:18 PM Jensen Mauseth <<a href="mailto:jmauseth@mausethlegal.com">jmauseth@mausethlegal.com</a>> wrote:<br></div><blockquote class="gmail_quote" style="margin:0px 0px 0px 0.8ex;border-left:1px solid rgb(204,204,204);padding-left:1ex">
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<p class="MsoNormal"><span style="font-size:12pt;font-family:"Goudy Old Style",serif">Good afternoon everyone. Hoping you can help me resolve a statute of limitations question.
<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:12pt;font-family:"Goudy Old Style",serif"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-size:12pt;font-family:"Goudy Old Style",serif">Decedent had a revocable living trust that was drafted in 2013 naming a third party, we’ll call her Joan, as Trustee. In January 2015, decedent signed an amendment to the
trust removing his sons as beneficiary and naming Joan as sole beneficiary. Consequently, after the amendment Joan was sole beneficiary and sole trustee. (<i>See
</i>RCW 11.98.011(1)(e)). A month after the amendment, Joan transfers all of the trust assets out of the trust and into her own revocable living trust. Decedent dies in spring 2021 and son is named as Administrator. Upon investigation, son learns of the 2015
amendment and the transfer of real estate for the first time in late spring 2021.
<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:12pt;font-family:"Goudy Old Style",serif"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-size:12pt;font-family:"Goudy Old Style",serif">My questions are these:<u></u><u></u></span></p>
<ol style="margin-top:0in" start="1" type="1">
<li class="gmail-m_-5038659329240871214MsoListParagraph" style="margin-left:0in"><span style="font-size:12pt;font-family:"Goudy Old Style",serif">Does the 3-year SOL under RCW 11.96A.070 apply to a determination of the validity of the 2015 Amendment? (I don’t
think it does because the request for declaratory judgment re the validity of the Amendment is not a claim against the Trustee….)<u></u><u></u></span></li></ol>
<p class="gmail-m_-5038659329240871214MsoListParagraph"><span style="font-size:12pt;font-family:"Goudy Old Style",serif"><u></u> <u></u></span></p>
<ol style="margin-top:0in" start="2" type="1">
<li class="gmail-m_-5038659329240871214MsoListParagraph" style="margin-left:0in"><span style="font-size:12pt;font-family:"Goudy Old Style",serif">Does a 6-year SOL under RCW 4.16.040 for claims on a contract apply to the validity of the 2015 Amendment to the
trust?<u></u><u></u></span></li></ol>
<p class="MsoNormal"><span style="font-size:12pt;font-family:"Goudy Old Style",serif"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-size:12pt;font-family:"Goudy Old Style",serif">Any citations to case law would be great.
<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:12pt;font-family:"Goudy Old Style",serif"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-size:12pt;font-family:"Goudy Old Style",serif">Thanks for your help and insight.
<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:12pt;font-family:"Goudy Old Style",serif"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-size:12pt;font-family:"Goudy Old Style",serif">Best regards,<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:12pt;font-family:"Goudy Old Style",serif">Jensen<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:12pt;font-family:"Goudy Old Style",serif"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-size:12pt;font-family:"Goudy Old Style",serif"><u></u> <u></u></span></p>
<p class="MsoNormal"><b><span style="font-size:12pt;font-family:"Goudy Old Style",serif">Jensen Mauseth</span></b><span style="font-size:12pt;font-family:"Goudy Old Style",serif"><u></u><u></u></span></p>
<p class="MsoNormal"><b><span style="font-size:12pt;font-family:"Goudy Old Style",serif">Mauseth Legal, PLLC</span></b><span style="font-size:12pt;font-family:"Goudy Old Style",serif"><u></u><u></u></span></p>
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