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--></style></head><body lang="EN-US" link="#0563C1" vlink="purple" style="word-wrap:break-word"><div class="WordSection1"><p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#1f497d">Hey Jacob,</span></p><p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#1f497d"> </span></p><p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#1f497d">Why would Florida even care? It’s not like any governmental agency should care. I don’t think there is any grayness in WA if the Trust allows the situs to be changed. If the Trust does not allow the situs to be changed then I don’t think it can be changed. If there is no express language about change of situs, then my research a couple of years ago led me to understand it can be changed by the Trustee and Beneficiary. At least I was confident enough to make the change of situs and so far there has been no problem for the Trustee with any institutions or others. Not sure you can take that to the bank, but not sure you even want to deal with a bank any longer from all the horror stories </span><span style="font-family:"Segoe UI Emoji",sans-serif;color:#1f497d">☹</span><span style="font-family:"Arial",sans-serif;color:#1f497d"></span></p><p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#1f497d"> </span></p><p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#1f497d">Sincerely,</span></p><p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#1f497d"> </span></p><p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#1f497d">Tom</span></p><p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#1f497d"> </span></p><p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#1f497d">Thomas J. Westbrook</span></p><p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#1f497d">Attorney at Law</span></p><p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#1f497d"> </span></p><p class="MsoNormal"><span style="color:#1f497d"><img width="152" height="62" style="width:1.5833in;height:.6416in" id="Picture_x0020_2" src="cid:image001.jpg@01D8B318.86E80810"></span></p><p class="MsoNormal"><span style="font-family:"Book Antiqua",serif;color:#1f497d">324 West Bay Drive NW, Suite 201</span></p><p class="MsoNormal"><span style="font-family:"Book Antiqua",serif;color:#1f497d">Olympia, WA 98502</span></p><p class="MsoNormal"><span style="font-family:"Book Antiqua",serif;color:#1f497d">(360) 866-4000 phone</span></p><p class="MsoNormal"><span style="font-family:"Book Antiqua",serif;color:#1f497d">(360) 866--3832 fax</span></p><p class="MsoNormal"><span style="font-family:"Book Antiqua",serif;color:#1f497d"><a href="http://www.buddbaylaw.com/"><span style="color:blue">www.buddbaylaw.com</span></a></span></p><p class="MsoNormal"><span style="color:#1f497d"> </span></p><p class="MsoNormal"><span style="color:red">COVID POLICY:</span></p><p class="MsoNormal"><i><span style="color:#1f497d">Our firm continues to follow guidance from the CDC and Governor Inslee’s office regarding social distancing and the wearing of face coverings, and we encourage the public and our clients to do the same. Our staff is still working remotely much of the time so electronic communication by phone and email continues to be encouraged. We appreciate your patience and understanding.</span></i><span style="color:#1f497d"></span></p><p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#1f497d"> </span></p><p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#1f497d"> </span></p><p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#1f497d"> </span></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>Jacob Menashe<br><b>Sent:</b> Thursday, August 18, 2022 8:53 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> [WSBAPT] Change of Trust Situs</p></div></div><p class="MsoNormal"> </p><p class="MsoNormal">I am thinking about a situation where a trust from Florida allows the change of “principal place of administration” (PPA), which looks like the replacement term in the Uniform Act for situs. Florida counsel is saying there is some “grayness” in Florida law about whether changing PPA changes the law governing the trust.</p><p class="MsoNormal"> </p><p class="MsoNormal">If that grayness <u>didn’t</u> exist, is there any question that changing the situs (or maybe more accurately, registering the trust as a Washington trust) to Washington under RCW 11.98.005 also means that Washington <u>law</u> governs the trust? (This seems like a pretty basic question and I think I’ve thought the answer is yes but I’ve spent a chunk of time and I’m not certain.) </p><p class="MsoNormal"> </p><p class="MsoNormal">And what about if there is uncertainty in the law from the other state. If the trust authorizes PPA can be changed will that be good enough for Washington law to apply even if the law in the other state is unclear? About this, I’ve read and reread 11.98.005(2)(a) which says, “Unless the trust instrument designates a state other than Washington as the situs of the trust and does not expressly authorize transfer of situs, the trustee may register . . . .” I think this means if the trust doesn’t authorize changing situs, you can’t use 11.98.005. Am I right? </p><p class="MsoNormal"> </p><p class="MsoNormal">I realize there are a few questions above and any and all responses to any of the questions will be appreciated. </p><p class="MsoNormal"> </p><p class="MsoNormal">Thanks, </p><p class="MsoNormal"> </p><p class="MsoNormal">Jacob</p><p class="MsoNormal"> </p><p class="MsoNormal">Jacob H. Menashe</p><p class="MsoNormal">Hickman Menashe, PS</p><p class="MsoNormal">4211 Alderwood Mall Blvd., Suite 204</p><p class="MsoNormal">Lynnwood, WA 98036</p><p class="MsoNormal">(425) 744-5658 phone</p><p class="MsoNormal">(425) 744-6078 fax</p><p class="MsoNormal">Satellite Office in Bellevue</p><p class="MsoNormal"><a href="www.hickmanmenashe.com"><span style="color:windowtext">www.hickmanmenashe.com</span></a></p><p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Times New Roman",serif"> </span></p><p class="MsoNormal"><b><span style="font-size:10.0pt">CONFIDENTIALITY:</span></b><span style="font-size:10.0pt"> The contents of this message and any attachment(s) may contain confidential or privileged information. Any disclosure, copying, distribution, or unauthorized use of the contents of this message is prohibited and doing so may destroy the confidential nature of the communication. If you have received this message by mistake, please do not review, disclose, copy, or distribute the e-mail. Instead, please notify us immediately by replying to this message or telephoning us at (425) 744-5658.</span> </p></div></body></html>