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<p class="MsoNormal">My take is that the right of D/PB is vested to D/PB’s estate and heirs, and should not pass under the Trust (unless the Trust had language that allowed D/PB to leave it in, but it sounds like that was not the case). D/PB’s Estate would
have claim against Trustee for failure to distribute. There are some statute of limitations issues, but breach would run from discovery, and there is a pretty strong argument if it was just discovered by D/PB’s heirs.<o:p></o:p></p>
<p class="MsoNormal">I’ve crossed this issue in several probates that stretched on for years, and during the pendency of probate, a beneficiary of the probate died. I’ve always understood that the share vested to the beneficiary, and now beneficiary’s estate
must also be probated.<o:p></o:p></p>
<p class="MsoNormal">Best, <o:p></o:p></p>
<p class="MsoNormal">Nick<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><b><span style="color:#2B6AA4">Nicholas Pleasants<o:p></o:p></span></b></p>
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<p class="MsoNormal"><span style="color:black">Pleasants Law Firm, P.S.<br>
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<p class="MsoNormal"><b><span style="font-size:12.0pt;color:black">From: </span></b><span style="font-size:12.0pt;color:black"><wsbapt-bounces@lists.wsbarppt.com> on behalf of Brent Williams-Ruth <brent@williams-ruthlaw.com><br>
<b>Reply-To: </b>WSBA Probate & Trust Listserv <WSBAPT@lists.wsbarppt.com><br>
<b>Date: </b>Tuesday, November 2, 2021 at 10:59 AM<br>
<b>To: </b>WSBA Probate & Trust Listserv <WSBAPT@lists.wsbarppt.com><br>
<b>Subject: </b>[WSBAPT] Trust Property Not Distributed Per Terms, Now Beneficiary has died....<o:p></o:p></span></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal"><span style="font-family:"Arial",sans-serif">Greetings List - <o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Arial",sans-serif"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Arial",sans-serif">New to me situation. <o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Arial",sans-serif"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Arial",sans-serif">Decedent/Primary Beneficiary (D/PB) dies at 50 years old. The parents of the D/PB set up a family trust decades ago with a term that said the Trustee SHALL distribute, free of trust, once the
D/PB attains the age of 40. <o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Arial",sans-serif"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Arial",sans-serif">That Trust distribution and dissolution of the Trust never happened and D/PB died with assets still in the family trust. <o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Arial",sans-serif"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Arial",sans-serif">Can/should the Trustee make a distribution now to the D/PB estate for distribution under the D/PB Will OR because the funds were left in the Trust, the contingent beneficiaries who were to take
if "D/PB dies before the complete distribution of their trust share.."<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Arial",sans-serif"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Arial",sans-serif">One the one hand, I say it should pass by terms of the Trust, but then I wonder if the beneficiary of the D/PB estate would have actionable claim against the Trustee because they failed in their
duty to comply with the terms of the trust and distribute free of trust - so those assets would have been in the D/PB's estate if they did their duty. <o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Arial",sans-serif"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Arial",sans-serif">Appreciate thoughts and input on this. <o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Arial",sans-serif"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Arial",sans-serif">Thank you!<o:p></o:p></span></p>
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<p><b><span style="font-family:"Times New Roman",serif">Brent Williams-Ruth</span></b><span style="font-family:"Times New Roman",serif"> (pronouns: he/him)<br>
<i>Attorney-At-Law</i></span><o:p></o:p></p>
<p><b><span style="font-family:"Times New Roman",serif">Law Offices of Brent Williams-Ruth, </span></b><b><span style="font-size:7.5pt;font-family:"Times New Roman",serif">a division of BWR Consulting, PLLC</span></b><o:p></o:p></p>
<p><b><span style="font-family:"Times New Roman",serif">Physical Address: 500 S 336th Street, Suite 214; Federal Way, WA 98003</span></b><o:p></o:p></p>
<p><b><span style="font-family:"Times New Roman",serif;color:red">**EFFECTIVE IMMEDIATELY**</span></b><b><span style="font-family:"Times New Roman",serif"> All mail sent through the USPS should be sent to the following address: PO BOX 3319; Federal Way, WA
98063 </span></b><o:p></o:p></p>
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<p><span style="font-family:"Times New Roman",serif">Direct:<span style="color:red"> (253) 285-7453</span></span><o:p></o:p></p>
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