<div dir="ltr"><div class="gmail_default" style="font-family:arial,sans-serif">Thank you for the help in adjusting my lens - we have 11.98.005 which talks about Trust situs....but it wasn't helping me with my query because I was looking at it from the wrong angle. The question is not that Washington would permit a resident to select another state, but whether the selected state will allow for the situation. </div><div class="gmail_default" style="font-family:arial,sans-serif"><br></div><div class="gmail_default" style="font-family:arial,sans-serif">Once again, the List Serve to the rescue - if they insist on maintaining a CA trust, I will defer them to finding a CA attorney. </div><div class="gmail_default" style="font-family:arial,sans-serif"><br></div><div class="gmail_default" style="font-family:arial,sans-serif"><br></div><div><div dir="ltr" class="gmail_signature" data-smartmail="gmail_signature"><div dir="ltr"><div dir="ltr"><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></p><p><b><span style="font-family:"Times New Roman",serif">Law
Offices of Brent Williams-Ruth, </span></b><b><span style="font-family:"Times New Roman",serif"><font size="1">a division of BWR Consulting, PLLC</font></span></b><b><span style="font-family:"Times New Roman",serif"></span></b></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><span style="font-family:"Times New Roman",serif"></span></p><p><b><span style="font-family:"Times New Roman",serif"><font color="#ff0000">**EFFECTIVE IMMEDIATELY**</font> All mail sent through the USPS should be sent to the following address: </span></b><b><span style="font-family:"Times New Roman",serif">PO BOX 3319; Federal Way, WA 98063 </span></b></p><p><span style="font-family:"Times New Roman",serif">Office/Scheduling
Phone:<span style="color:#004080"> </span><font color="#ff0000">(253) 285-7751</font></span></p><p><span style="font-family:"Times New Roman",serif">Direct:<font color="#ff0000"> (253) 285-7453</font></span></p><p>
</p><p><span style="font-family:"Times New Roman",serif"><a href="mailto:Brent@Williams-RuthLaw.com" target="_blank">e-mail</a> / <a href="http://www.williams-ruthlaw.com/" target="_blank">website</a> /</span><span style="font-size:9.5pt;font-family:"Times New Roman",serif"> </span><span style="font-family:"Times New Roman",serif"><a href="http://www.facebook.com/bwrlaw" target="_blank"><span style="font-size:9.5pt">facebook</span></a></span><span style="font-size:9.5pt;font-family:"Times New Roman",serif"> / </span><span style="font-size:12.0pt;font-family:"Times New Roman",serif"></span></p></div></div></div></div><br></div><br><div class="gmail_quote"><div dir="ltr" class="gmail_attr">On Wed, Nov 9, 2022 at 12:59 PM Philip N. Jones <<a href="mailto:pjones@duffykekel.com">pjones@duffykekel.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"><div class="msg8326545411643261164">
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<p class="MsoNormal"><span style="font-size:16pt;font-family:"Times New Roman",serif">Way down here in Oregon, we have a version of the Uniform Trust Code, and our version includes ORS 130.030 (OUTC §7).<b>
</b>It provides that a trust document is permitted to select the law of a particular state that will govern the trust. Most trusts are either silent on this point or designate the law of the state where the trust was drafted. Such choice of law provisions
should be read carefully; no two are alike. Some pertain only to interpretations of the trust, while others pertain to interpretive, administrative, validity, or procedural matters, or all four.<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:16pt;font-family:"Times New Roman",serif">Did Washington adopt this part of the UTC?<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:16pt;font-family:"Times New Roman",serif">I cannot think of any particular advantage to selecting California law. And if the Washington counsel is unfamiliar with California law, such a choice might be a bad choice.<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:16pt;font-family:"Times New Roman",serif">Also take into account the fiduciary income tax. Oregon and California have such a tax. Washington does not. On this subject, the fewer ties to California, the better.<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:16pt;font-family:"Times New Roman",serif">Phil Jones<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:16pt;font-family:"Times New Roman",serif"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-size:14pt;font-family:"Times New Roman",serif">Philip N. Jones<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:14pt;font-family:"Times New Roman",serif">Duffy Kekel LLP<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:14pt;font-family:"Times New Roman",serif">900 S.W. Fifth Ave. Suite 2500<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:14pt;font-family:"Times New Roman",serif">Portland, OR 97204<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:14pt;font-family:"Times New Roman",serif"><a href="mailto:pjones@duffykekel.com" target="_blank"><span style="color:rgb(5,99,193)">pjones@duffykekel.com</span></a><u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:14pt;font-family:"Times New Roman",serif">(503) 226-1371 – office<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:14pt;font-family:"Times New Roman",serif">(503) 853-1482 – cell<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:14pt;font-family:"Times New Roman",serif">(503) 226-3574 - fax<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:14pt;font-family:"Times New Roman",serif"><u></u> <u></u></span></p>
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<p class="MsoNormal"><b>From:</b> <a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a> <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a>>
<b>On Behalf Of </b>Brent Williams-Ruth<br>
<b>Sent:</b> Wednesday, November 9, 2022 12:33 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <<a href="mailto:WSBAPT@lists.wsbarppt.com" target="_blank">WSBAPT@lists.wsbarppt.com</a>><br>
<b>Subject:</b> [WSBAPT] Question re: Governing Law<u></u><u></u></p>
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<p class="MsoNormal"><u></u> <u></u></p>
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<p class="MsoNormal"><span style="font-family:Arial,sans-serif">Greetings List - <u></u><u></u></span></p>
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<p class="MsoNormal"><span style="font-family:Arial,sans-serif"><u></u> <u></u></span></p>
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<p class="MsoNormal"><span style="font-family:Arial,sans-serif">I have a PC (that may not become a client) that is unhappy with their original attorney. OK, that's fine, everyone can choose their own counsel. They would like to come to my firm. OK, sounds
great. They have sent me their documents.....an RLT that has the governing law of California. <u></u><u></u></span></p>
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<p class="MsoNormal"><span style="font-family:Arial,sans-serif"><u></u> <u></u></span></p>
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<p class="MsoNormal"><span style="font-family:Arial,sans-serif">I ask - do you have any contact/assets in California? No. None. Have never even visited. <u></u><u></u></span></p>
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<p class="MsoNormal"><span style="font-family:Arial,sans-serif"><u></u> <u></u></span></p>
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<p class="MsoNormal"><span style="font-family:Arial,sans-serif">They were told by their previous attorney that they could choose any state they wanted that would be good for Trusts to be the controlling law. <u></u><u></u></span></p>
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<p class="MsoNormal"><span style="font-family:Arial,sans-serif"><u></u> <u></u></span></p>
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<p class="MsoNormal"><span style="font-family:Arial,sans-serif">Looking to hear from anyone regarding how a Washington resident, with only Washington property (for the sake of this query assume all finances are held at a local Credit Union with no branches
or contacts with any state other than Washington) can select the applicable law of another state to control their estate planning.<u></u><u></u></span></p>
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<p class="MsoNormal"><span style="font-family:Arial,sans-serif"><u></u> <u></u></span></p>
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<p class="MsoNormal"><span style="font-family:Arial,sans-serif">Thank you!<u></u><u></u></span></p>
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<p class="MsoNormal"><span style="font-family:Arial,sans-serif"><u></u> <u></u></span></p>
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<p class="MsoNormal"><span style="font-family:Arial,sans-serif">. <u></u><u></u></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><u></u><u></u></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><u></u><u></u></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><u></u><u></u></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><u></u><u></u></p>
<p><span style="font-family:"Times New Roman",serif">Office/Scheduling Phone:<span style="color:rgb(0,64,128)"> </span><span style="color:red">(253) 285-7751</span></span><u></u><u></u></p>
<p><span style="font-family:"Times New Roman",serif">Direct:<span style="color:red"> (253) 285-7453</span></span><u></u><u></u></p>
<p><span style="font-family:"Times New Roman",serif"><a href="mailto:Brent@Williams-RuthLaw.com" target="_blank">e-mail</a> / <a href="https://nam11.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.williams-ruthlaw.com%2F&data=05%7C01%7Cpjones%40duffykekel.com%7C28731d0859b34af12d5e08dac2920f53%7C2d66ed5354fa4c2f8c4dbff1aca5479d%7C0%7C0%7C638036229831181360%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=pCHkd7OMOBOJfa4c0FOgiAcPe7YnVxiZDL9kF4H88NA%3D&reserved=0" target="_blank">website</a> /</span><span style="font-size:9.5pt;font-family:"Times New Roman",serif"> </span><span style="font-family:"Times New Roman",serif"><a href="https://nam11.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.facebook.com%2Fbwrlaw&data=05%7C01%7Cpjones%40duffykekel.com%7C28731d0859b34af12d5e08dac2920f53%7C2d66ed5354fa4c2f8c4dbff1aca5479d%7C0%7C0%7C638036229831337604%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=I10TVucBX4quLHXldJz3uId3N10Cnnhpd5DzqFXDEdw%3D&reserved=0" target="_blank"><span style="font-size:9.5pt">facebook</span></a></span><span style="font-size:9.5pt;font-family:"Times New Roman",serif"> / </span><u></u><u></u></p>
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