<div dir="ltr">Question about Revocable Living Trust<br><div><br></div><div>Candace, I do not think that you can use a future writing to change the terms of a Trust. You cannot for instance "incorporate by reference" unless the writing was in existence at the time the Will was executed. (RCW 11.12.255). I don't think you can use RCW 11.12.260 because some of the properties listed they want to later use the writing for are excluded per RCW 11.12.260(4).<br></div><div><br></div><div>I don't see a Statute on point specifically regarding Trusts, but I don't think it would be best practice to draft a document like the clients are seeking. </div><div><br></div></div><br><div class="gmail_quote"><div dir="ltr" class="gmail_attr">On Mon, Feb 27, 2023 at 11:07 AM <<a href="mailto:wsbapt-request@lists.wsbarppt.com">wsbapt-request@lists.wsbarppt.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">Send WSBAPT mailing list submissions to<br>
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Today's Topics:<br>
<br>
1. Re: out of state real property in an estate<br>
(<a href="mailto:attorneytoner@earthlink.net" target="_blank">attorneytoner@earthlink.net</a>)<br>
2. Looking for Attorney in Ventura California (<a href="mailto:deborah@neillaw.com" target="_blank">deborah@neillaw.com</a>)<br>
3. Question about Revocable Living Trust (Candace Wilkerson)<br>
4. Medicaid spend-down rules (Mike Zeno)<br>
5. Re: Question about Revocable Living Trust (Heather de Vrieze)<br>
6. Re: Question about Revocable Living Trust<br>
(<a href="mailto:Jeff@bellanddavispllc.com" target="_blank">Jeff@bellanddavispllc.com</a>)<br>
7. Re: Question about Revocable Living Trust (Philip N. Jones)<br>
8. Decedent co-signed student Loan - collection effort<br>
(Brent Williams-Ruth)<br>
9. Re: Question about Revocable Living Trust (Shannon Jones)<br>
10. Re: Question about Revocable Living Trust (Candace Wilkerson)<br>
11. Re: Question about Revocable Living Trust (Stuart Scarff)<br>
<br>
<br>
----------------------------------------------------------------------<br>
<br>
Message: 1<br>
Date: Sun, 26 Feb 2023 14:22:11 -0800<br>
From: <<a href="mailto:attorneytoner@earthlink.net" target="_blank">attorneytoner@earthlink.net</a>><br>
To: "'WSBA Probate & Trust Listserv'" <<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a>><br>
Subject: Re: [WSBAPT] out of state real property in an estate<br>
Message-ID: <07cd01d94a30$c6051dd0$520f5970$@<a href="http://earthlink.net" rel="noreferrer" target="_blank">earthlink.net</a>><br>
Content-Type: text/plain; charset="iso-8859-1"<br>
<br>
I don?t have the answer, but I believe that the characterization of real<br>
property depends on which jurisdiction it is in. For instance, in Oregon,<br>
my understanding is that real property owned by Washington spouses is not<br>
community property, even if purchased with community funds and with a<br>
community property agreement, and the basis adjustment is a formula that and<br>
is not an automatic adjustment on the whole property. So caution is<br>
warranted.<br>
<br>
Eden Toner (retired)<br>
<br>
<br>
<br>
From: <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>><br>
On Behalf Of Heather de Vrieze<br>
Sent: Thursday, February 23, 2023 5:44 PM<br>
To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a>><br>
Subject: Re: [WSBAPT] out of state real property in an estate<br>
<br>
<br>
<br>
Perhaps I?m missing something, but assuming the wife ends up with 100% of<br>
this property, either she inherited 100% because it all belonged to husband,<br>
so stepped up basis in 100% or she inherited ? because it was community<br>
property, and she owned ? already. Then, as CP, she would get a step up in<br>
basis. I can?t think of any reason this property would not have a new basis<br>
equal to its fair market value at husband?s death.<br>
<br>
<br>
<br>
Heather<br>
<br>
<br>
<br>
Heather S. de Vrieze<br>
Attorney-at-Law<br>
<br>
<br>
<br>
3909 California Avenue SW<br>
<br>
Seattle, WA 98116-3705 <br>
<br>
(206)938-5500 <br>
<br>
<mailto:<a href="mailto:heatherd@westseattlelaw.com" target="_blank">heatherd@westseattlelaw.com</a>> <a href="mailto:heatherd@westseattlelaw.com" target="_blank">heatherd@westseattlelaw.com</a> <br>
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From: <a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a><br>
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<mailto:<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a>> > On Behalf Of Jenna Brozik<br>
Sent: Thursday, February 23, 2023 3:11 PM<br>
To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a><br>
<mailto:<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a>> ><br>
Subject: [WSBAPT] out of state real property in an estate<br>
<br>
<br>
<br>
Hello listmates, <br>
<br>
<br>
<br>
I have a probate case where the property was bought by a married couple in<br>
1993 with community funds in Illinois. The property was only titled in the<br>
husband?s name although it was bought by the community with community funds<br>
and remained community property. <br>
<br>
<br>
<br>
The husband died in Washington State. For IRS purposes, doesn?t the wife<br>
get a step up in basis on the entire property, not just the 50% that is her<br>
community portion? For the purposes of this discussion, the husband died<br>
without a will, so intestate. Illinois is not a community property state,<br>
does that matter? <br>
<br>
<br>
<br>
Any comments or suggestions would be appreciated. <br>
<br>
<br>
<br>
Thank you, <br>
<br>
<br>
<br>
Jenna Brozik<br>
<br>
Managing Attorney<br>
<br>
PRINZ & BROZIK PLLC<br>
445 S. Grand Avenue<br>
Pullman, WA 99163<br>
509-338-0908 Telephone<br>
509-338-3527 Facsimile<br>
<br>
<br>
<br>
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------------------------------<br>
<br>
Message: 2<br>
Date: Mon, 27 Feb 2023 16:39:32 +0000<br>
From: "<a href="mailto:deborah@neillaw.com" target="_blank">deborah@neillaw.com</a>" <<a href="mailto:deborah@neillaw.com" target="_blank">deborah@neillaw.com</a>><br>
To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a>>,<br>
"<a href="mailto:wsbapt-owner@lists.wsbarppt.com" target="_blank">wsbapt-owner@lists.wsbarppt.com</a>" <<a href="mailto:wsbapt-owner@lists.wsbarppt.com" target="_blank">wsbapt-owner@lists.wsbarppt.com</a>><br>
Subject: [WSBAPT] Looking for Attorney in Ventura California<br>
Message-ID:<br>
<<a href="mailto:MW4PR11MB6763DEDC5E49FB8DBE4A5F37F7A89@MW4PR11MB6763.namprd11.prod.outlook.com" target="_blank">MW4PR11MB6763DEDC5E49FB8DBE4A5F37F7A89@MW4PR11MB6763.namprd11.prod.outlook.com</a>><br>
<br>
Content-Type: text/plain; charset="us-ascii"<br>
<br>
I am looking for an attorney near Ventura, California to help finalize a trust where one beneficiary is missing. Think missing beneficiary might have been in Ventura County. Would like to deposit money in registry of court or whatever attorney recommends so trust can be closed.<br>
<br>
Deborah Jameson (she/hers)| Attorney | Neil & Neil, P.S.<br>
5302 Pacific Avenue,Tacoma,WA 98408 | <a href="mailto:deborah@neillaw.com" target="_blank">deborah@neillaw.com</a><mailto:<a href="mailto:deborah@neillaw.com" target="_blank">deborah@neillaw.com</a>><br>
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<br>
Message: 3<br>
Date: Mon, 27 Feb 2023 18:31:32 +0000<br>
From: Candace Wilkerson <<a href="mailto:cwilkerson@wongfleming.com" target="_blank">cwilkerson@wongfleming.com</a>><br>
To: "'WSBA Probate & Trust Listserv'" <<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a>><br>
Subject: [WSBAPT] Question about Revocable Living Trust<br>
Message-ID: <<a href="mailto:e8eb3980bbd54899bceec7699db1a86c@wongfleming.com" target="_blank">e8eb3980bbd54899bceec7699db1a86c@wongfleming.com</a>><br>
Content-Type: text/plain; charset="us-ascii"<br>
<br>
Hi Listmates,<br>
<br>
I'm curious how to deal with this one. We have a client who wants to leave their trust assets (not just small items of personal property, but financial accounts, etc.) strictly according to a separate Letter of Instructions. This includes both specific gifts and the residuary trust estate. Most, if not all, of these beneficiaries will be charitable organizations.<br>
<br>
I have told the client that I think the distributions will need to be laid out specifically in the trust language itself, because a separate writing probably will not be legally binding. I've also told them that, of course, TOD accounts can be designated for a specific charitable beneficiary and not transferred into the trust itself. But the client wants the separate Letter of Instructions because it's more flexible than changing the terms of the trust when they want to add or delete a charitable beneficiary.<br>
<br>
Am I incorrect in believing that such a separate writing will not be considered legally binding? Or is it enough to say in the trust that, after the Settlor's death, "the trust estate will be distributed according to the Letter of Instructions dated ____ addressed to ______"?<br>
<br>
Thanks for your thoughts.<br>
<br>
Best,<br>
Candace Wilkerson<br>
<br>
*Candace is available to respond to emails and phone calls between the hours of 7:00 a.m. and 3:00 p.m. If you have an urgent matter outside that time period, please call our office at the number below.<br>
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------------------------------<br>
<br>
Message: 4<br>
Date: Mon, 27 Feb 2023 18:40:15 +0000<br>
From: "Mike Zeno" <<a href="mailto:mikez@zenolawfirm.com" target="_blank">mikez@zenolawfirm.com</a>><br>
To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a>><br>
Subject: [WSBAPT] Medicaid spend-down rules<br>
Message-ID:<br>
<<a href="mailto:BYAPR18MB24051018A981465660CCA8D3B1AF9@BYAPR18MB2405.namprd18.prod.outlook.com" target="_blank">BYAPR18MB24051018A981465660CCA8D3B1AF9@BYAPR18MB2405.namprd18.prod.outlook.com</a>><br>
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Content-Type: text/plain; charset="us-ascii"<br>
<br>
Dear all-<br>
<br>
I have let my knowledge of Medicaid spend-down rules become stale, and so I'd like to refer a potential client to someone who can advise about how to navigate them. Client is in the Seattle area. If you're interested, please let me know.<br>
<br>
Mike Zeno<br>
<br>
The Law Office of G. Michael Zeno, Jr., P.S.<br>
T: (425) 947-8050 F: (425) 947-8052<br>
135 Lake Street S., Suite 257<br>
Kirkland, WA 98033<br>
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<br>
Message: 5<br>
Date: Mon, 27 Feb 2023 18:46:56 +0000<br>
From: Heather de Vrieze <<a href="mailto:heatherd@westseattlelaw.com" target="_blank">heatherd@westseattlelaw.com</a>><br>
To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a>><br>
Subject: Re: [WSBAPT] Question about Revocable Living Trust<br>
Message-ID:<br>
<<a href="mailto:MW3PR22MB2107A402FA6EC6FC6A3B6CF6A7AF9@MW3PR22MB2107.namprd22.prod.outlook.com" target="_blank">MW3PR22MB2107A402FA6EC6FC6A3B6CF6A7AF9@MW3PR22MB2107.namprd22.prod.outlook.com</a>><br>
<br>
Content-Type: text/plain; charset="us-ascii"<br>
<br>
Candace,<br>
<br>
I'm interested to see if anyone has a contrary opinion, as I have had similar requests over the years, and have always advised clients that this is not a workable solution.<br>
<br>
Heather<br>
<br>
Heather S. de Vrieze<br>
Attorney-at-Law<br>
[cid:image005.jpg@01D94A98.CE7E5310]<br>
3909 California Avenue SW<br>
Seattle, WA 98116-3705<br>
(206)938-5500<br>
<a href="mailto:heatherd@westseattlelaw.com" target="_blank">heatherd@westseattlelaw.com</a><mailto:<a href="mailto:heatherd@westseattlelaw.com" target="_blank">heatherd@westseattlelaw.com</a>><br>
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From: <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>> On Behalf Of Candace Wilkerson<br>
Sent: Monday, February 27, 2023 10:32 AM<br>
To: 'WSBA Probate & Trust Listserv' <<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a>><br>
Subject: [WSBAPT] Question about Revocable Living Trust<br>
<br>
Hi Listmates,<br>
<br>
I'm curious how to deal with this one. We have a client who wants to leave their trust assets (not just small items of personal property, but financial accounts, etc.) strictly according to a separate Letter of Instructions. This includes both specific gifts and the residuary trust estate. Most, if not all, of these beneficiaries will be charitable organizations.<br>
<br>
I have told the client that I think the distributions will need to be laid out specifically in the trust language itself, because a separate writing probably will not be legally binding. I've also told them that, of course, TOD accounts can be designated for a specific charitable beneficiary and not transferred into the trust itself. But the client wants the separate Letter of Instructions because it's more flexible than changing the terms of the trust when they want to add or delete a charitable beneficiary.<br>
<br>
Am I incorrect in believing that such a separate writing will not be considered legally binding? Or is it enough to say in the trust that, after the Settlor's death, "the trust estate will be distributed according to the Letter of Instructions dated ____ addressed to ______"?<br>
<br>
Thanks for your thoughts.<br>
<br>
Best,<br>
Candace Wilkerson<br>
<br>
*Candace is available to respond to emails and phone calls between the hours of 7:00 a.m. and 3:00 p.m. If you have an urgent matter outside that time period, please call our office at the number below.<br>
<br>
[cid:image007.png@01D94A98.CE7E5310]<br>
Top Ranked Law Firm for 2015 by Fortune Magazine and American Lawyer Media<br>
Candace Wilkerson | Senior Associate | Wong Fleming<br>
<br>
9840 Willows Road NE, Suite 200 | Redmond, WA 98052<br>
Phone: 425.869.4040 | Fax: 425.869.4050<br>
<a href="mailto:cwilkerson@wongfleming.com" target="_blank">cwilkerson@wongfleming.com</a><mailto:<a href="mailto:cwilkerson@wongfleming.com" target="_blank">cwilkerson@wongfleming.com</a>><br>
<br>
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[cid:image009.png@01D94A98.CE7E5310]<br>
[cid:image010.jpg@01D94A98.CE7E5310]<br>
Before proceeding, please note: If you are not a current client of Wong Fleming, please do not include any information in this e-mail that you or someone else considers to be of a confidential or secret nature. Wong Fleming has no duty to keep confidential any of the information you provide. Neither the transmission nor receipt of your information is considered a request for legal advice, securing legal services or retaining a lawyer. An attorney-client relationship with Wong Fleming or any lawyer at Wong Fleming is not established until and unless Wong Fleming agrees to such a relationship as reflected in a separate writing.<br>
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IRS Circular 230 disclosure: To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. federal tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (a) avoiding penalties under the Internal Revenue Code or (b) promoting, marketing or recommending to another party any transaction or matter addressed herein.<br>
THIS ELECTRONIC MAIL TRANSMISSION AND ANY ATTACHMENTS MAY CONTAIN PRIVILEGED, CONFIDENTIAL, OR PROPRIETARY INFORMATION INTENDED ONLY FOR THE PERSON(S) NAMED. IF THE READER OF THIS MESSAGE IS NOT THE INTENDED RECIPIENT OR THE AUTHORIZED REPRESENTATIVE OF THE INTENDED RECIPIENT, YOU ARE HEREBY NOTIFIED THAT ANY DISTRIBUTION, COPYING, OR DISCLOSURE OF THIS COMMUNICATION IS STRICTLY PROHIBITED<br>
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<br>
------------------------------<br>
<br>
Message: 6<br>
Date: Mon, 27 Feb 2023 10:52:32 -0800<br>
From: <<a href="mailto:Jeff@bellanddavispllc.com" target="_blank">Jeff@bellanddavispllc.com</a>><br>
To: "'WSBA Probate & Trust Listserv'" <<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a>><br>
Subject: Re: [WSBAPT] Question about Revocable Living Trust<br>
Message-ID: <01ab01d94adc$a68cdbd0$f3a69370$@<a href="http://bellanddavispllc.com" rel="noreferrer" target="_blank">bellanddavispllc.com</a>><br>
Content-Type: text/plain; charset="us-ascii"<br>
<br>
You should look at RCW 11.12.260, and in particular, subparagraph (4), the<br>
definition of "tangible personal property." You cannot use a separate<br>
writing to disburse either currency or bank/financial accounts.<br>
<br>
<br>
<br>
Jeff Davis<br>
<br>
<br>
<br>
W. Jeff Davis<br>
<br>
BELL & DAVIS PLLC<br>
<br>
Attorneys at Law<br>
P.O. Box 510<br>
<br>
720 E. Washington Street, Suite 105<br>
Sequim WA 98382<br>
Phone: (360) 683.1129 <br>
Fax: (360) 683.1258 <br>
email: <a href="mailto:jeff@bellanddavispllc.com" target="_blank">jeff@bellanddavispllc.com</a> <mailto:<a href="mailto:jeff@bellanddavispllc.com" target="_blank">jeff@bellanddavispllc.com</a>> <br>
<<a href="http://www.bellanddavispllc.com/" rel="noreferrer" target="_blank">http://www.bellanddavispllc.com/</a>> <a href="http://www.bellanddavispllc.com" rel="noreferrer" target="_blank">www.bellanddavispllc.com</a><br>
<br>
The information contained in this e-mail message may be privileged,<br>
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<br>
<br>
<br>
<br>
<br>
From: <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>><br>
On Behalf Of Heather de Vrieze<br>
Sent: Monday, February 27, 2023 10:47 AM<br>
To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a>><br>
Subject: Re: [WSBAPT] Question about Revocable Living Trust<br>
<br>
<br>
<br>
Candace,<br>
<br>
<br>
<br>
I'm interested to see if anyone has a contrary opinion, as I have had<br>
similar requests over the years, and have always advised clients that this<br>
is not a workable solution. <br>
<br>
<br>
<br>
Heather<br>
<br>
<br>
<br>
Heather S. de Vrieze<br>
Attorney-at-Law<br>
<br>
<br>
<br>
3909 California Avenue SW<br>
<br>
Seattle, WA 98116-3705 <br>
<br>
(206)938-5500 <br>
<br>
<mailto:<a href="mailto:heatherd@westseattlelaw.com" target="_blank">heatherd@westseattlelaw.com</a>> <a href="mailto:heatherd@westseattlelaw.com" target="_blank">heatherd@westseattlelaw.com</a> <br>
<br>
<<a href="http://www.westseattlelaw.com/" rel="noreferrer" target="_blank">http://www.westseattlelaw.com/</a>> <a href="http://www.westseattlelaw.com" rel="noreferrer" target="_blank">www.westseattlelaw.com</a> <br>
<br>
Click here to connect with de Vrieze | Carney on Facebook:<br>
<<a href="https://www.facebook.com/DeVriezeCarney" rel="noreferrer" target="_blank">https://www.facebook.com/DeVriezeCarney</a>> <br>
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CONFIDENTIAL & PRIVILEGED. This e-mail message may contain legally<br>
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<br>
<br>
From: <a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a><br>
<mailto:<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a>><br>
<<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a><br>
<mailto:<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a>> > On Behalf Of Candace Wilkerson<br>
Sent: Monday, February 27, 2023 10:32 AM<br>
To: 'WSBA Probate & Trust Listserv' <<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a><br>
<mailto:<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a>> ><br>
Subject: [WSBAPT] Question about Revocable Living Trust<br>
<br>
<br>
<br>
Hi Listmates,<br>
<br>
<br>
<br>
I'm curious how to deal with this one. We have a client who wants to leave<br>
their trust assets (not just small items of personal property, but financial<br>
accounts, etc.) strictly according to a separate Letter of Instructions.<br>
This includes both specific gifts and the residuary trust estate. Most, if<br>
not all, of these beneficiaries will be charitable organizations. <br>
<br>
<br>
<br>
I have told the client that I think the distributions will need to be laid<br>
out specifically in the trust language itself, because a separate writing<br>
probably will not be legally binding. I've also told them that, of course,<br>
TOD accounts can be designated for a specific charitable beneficiary and not<br>
transferred into the trust itself. But the client wants the separate Letter<br>
of Instructions because it's more flexible than changing the terms of the<br>
trust when they want to add or delete a charitable beneficiary.<br>
<br>
<br>
<br>
Am I incorrect in believing that such a separate writing will not be<br>
considered legally binding? Or is it enough to say in the trust that, after<br>
the Settlor's death, "the trust estate will be distributed according to the<br>
Letter of Instructions dated ____ addressed to ______"?<br>
<br>
<br>
<br>
Thanks for your thoughts.<br>
<br>
<br>
<br>
Best,<br>
<br>
Candace Wilkerson<br>
<br>
<br>
<br>
*Candace is available to respond to emails and phone calls between the hours<br>
of 7:00 a.m. and 3:00 p.m. If you have an urgent matter outside that time<br>
period, please call our office at the number below.<br>
<br>
<br>
<br>
<br>
<br>
Top Ranked Law Firm for 2015 by Fortune Magazine and American Lawyer Media<br>
<br>
Candace Wilkerson | Senior Associate | Wong Fleming <br>
<br>
<br>
<br>
9840 Willows Road NE, Suite 200 | Redmond, WA 98052<br>
Phone: 425.869.4040 | Fax: 425.869.4050 <br>
<mailto:<a href="mailto:cwilkerson@wongfleming.com" target="_blank">cwilkerson@wongfleming.com</a>> <a href="mailto:cwilkerson@wongfleming.com" target="_blank">cwilkerson@wongfleming.com</a><br>
<br>
<br>
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<br>
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Before proceeding, please note: If you are not a current client of Wong<br>
Fleming, please do not include any information in this e-mail that you or<br>
someone else considers to be of a confidential or secret nature. Wong<br>
Fleming has no duty to keep confidential any of the information you provide.<br>
Neither the transmission nor receipt of your information is considered a<br>
request for legal advice, securing legal services or retaining a lawyer. An<br>
attorney-client relationship with Wong Fleming or any lawyer at Wong Fleming<br>
is not established until and unless Wong Fleming agrees to such a<br>
relationship as reflected in a separate writing. <br>
<br>
IRS Circular 230 disclosure: To ensure compliance with requirements imposed<br>
by the IRS, we inform you that any U.S. federal tax advice contained in this<br>
communication (including any attachments) is not intended or written to be<br>
used, and cannot be used, for the purpose of (a) avoiding penalties under<br>
the Internal Revenue Code or (b) promoting, marketing or recommending to<br>
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THIS ELECTRONIC MAIL TRANSMISSION AND ANY ATTACHMENTS MAY CONTAIN<br>
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PERSON(S) NAMED. IF THE READER OF THIS MESSAGE IS NOT THE INTENDED RECIPIENT<br>
OR THE AUTHORIZED REPRESENTATIVE OF THE INTENDED RECIPIENT, YOU ARE HEREBY<br>
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<br>
------------------------------<br>
<br>
Message: 7<br>
Date: Mon, 27 Feb 2023 18:57:20 +0000<br>
From: "Philip N. Jones" <<a href="mailto:pjones@duffykekel.com" target="_blank">pjones@duffykekel.com</a>><br>
To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a>><br>
Subject: Re: [WSBAPT] Question about Revocable Living Trust<br>
Message-ID:<br>
<<a href="mailto:MWHPR02MB24158FA343F48CC8F18B1C64BCAF9@MWHPR02MB2415.namprd02.prod.outlook.com" target="_blank">MWHPR02MB24158FA343F48CC8F18B1C64BCAF9@MWHPR02MB2415.namprd02.prod.outlook.com</a>><br>
<br>
Content-Type: text/plain; charset="us-ascii"<br>
<br>
It does not sound like a very good idea, but this is a revocable trust, not a will.<br>
As long as each letter of instructions is described in the letter as an amendment to the trust, and as long as the trust states that it can be amended by a letter of instructions or by an amendment, or by a document that describes itself as both, then it should work.<br>
And each letter should state that it supersedes all prior letters.<br>
Of course, this client wants to take legal steps without benefit of counsel. Not an ideal client. Lots of traps for the unwary. At the very least, give the client a letter that tells the client exactly what they should do and not do. Then put a copy of the letter in your file. And hope for the best.<br>
Or maybe decline to do it altogether.<br>
Phil Jones<br>
<br>
Philip N. Jones<br>
Duffy Kekel LLP<br>
900 S.W. Fifth Ave. Suite 2500<br>
Portland, OR 97204<br>
<a href="mailto:pjones@duffykekel.com" target="_blank">pjones@duffykekel.com</a><mailto:<a href="mailto:pjones@duffykekel.com" target="_blank">pjones@duffykekel.com</a>><br>
(503) 226-1371 - office<br>
(503) 853-1482 - cell<br>
(503) 226-3574 - fax<br>
<br>
From: <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>> On Behalf Of Heather de Vrieze<br>
Sent: Monday, February 27, 2023 10:47 AM<br>
To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a>><br>
Subject: Re: [WSBAPT] Question about Revocable Living Trust<br>
<br>
Candace,<br>
<br>
I'm interested to see if anyone has a contrary opinion, as I have had similar requests over the years, and have always advised clients that this is not a workable solution.<br>
<br>
Heather<br>
<br>
Heather S. de Vrieze<br>
Attorney-at-Law<br>
[cid:image001.jpg@01D94A9A.10CEFD40]<br>
3909 California Avenue SW<br>
Seattle, WA 98116-3705<br>
(206)938-5500<br>
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From: <a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a><mailto:<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><mailto:<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a>>> On Behalf Of Candace Wilkerson<br>
Sent: Monday, February 27, 2023 10:32 AM<br>
To: 'WSBA Probate & Trust Listserv' <<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a><mailto:<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a>>><br>
Subject: [WSBAPT] Question about Revocable Living Trust<br>
<br>
Hi Listmates,<br>
<br>
I'm curious how to deal with this one. We have a client who wants to leave their trust assets (not just small items of personal property, but financial accounts, etc.) strictly according to a separate Letter of Instructions. This includes both specific gifts and the residuary trust estate. Most, if not all, of these beneficiaries will be charitable organizations.<br>
<br>
I have told the client that I think the distributions will need to be laid out specifically in the trust language itself, because a separate writing probably will not be legally binding. I've also told them that, of course, TOD accounts can be designated for a specific charitable beneficiary and not transferred into the trust itself. But the client wants the separate Letter of Instructions because it's more flexible than changing the terms of the trust when they want to add or delete a charitable beneficiary.<br>
<br>
Am I incorrect in believing that such a separate writing will not be considered legally binding? Or is it enough to say in the trust that, after the Settlor's death, "the trust estate will be distributed according to the Letter of Instructions dated ____ addressed to ______"?<br>
<br>
Thanks for your thoughts.<br>
<br>
Best,<br>
Candace Wilkerson<br>
<br>
*Candace is available to respond to emails and phone calls between the hours of 7:00 a.m. and 3:00 p.m. If you have an urgent matter outside that time period, please call our office at the number below.<br>
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------------------------------<br>
<br>
Message: 8<br>
Date: Mon, 27 Feb 2023 10:57:21 -0800<br>
From: Brent Williams-Ruth <<a href="mailto:brent@williams-ruthlaw.com" target="_blank">brent@williams-ruthlaw.com</a>><br>
To: "WSBA Probate & Trust Listserv" <<a href="mailto:WSBAPT@lists.wsbarppt.com" target="_blank">WSBAPT@lists.wsbarppt.com</a>><br>
Subject: [WSBAPT] Decedent co-signed student Loan - collection effort<br>
Message-ID:<br>
<<a href="mailto:CAMMb1JN7dxy11Xipku%2BU4UEX0Qb_0bwXQg8R-PByevPUQiChzA@mail.gmail.com" target="_blank">CAMMb1JN7dxy11Xipku+U4UEX0Qb_0bwXQg8R-PByevPUQiChzA@mail.gmail.com</a>><br>
Content-Type: text/plain; charset="utf-8"<br>
<br>
Greetings List -<br>
<br>
One of my Executors that was about to close her mother's estate (literally<br>
just sent the Declaration of Completion to be signed by the Executor)<br>
received a collection notice for a student loan that the Decedent co-signed<br>
for a friend's daughter.<br>
<br>
1) No notice was sent to them as there was no paperwork or any indication<br>
prior to this letter that Decedent had co-signed.<br>
<br>
2) The collection effort makes no discussion regarding the other signatory<br>
of the loan.<br>
<br>
Has anyone had experience with this before? I have been looking for any<br>
specific reference to Washington case law on this topic but haven't found<br>
one on point.<br>
<br>
Appreciate any insights.<br>
<br>
Brent<br>
<br>
*Brent Williams-Ruth* (pronouns: he/him)<br>
*Attorney-At-Law*<br>
<br>
*Law Offices of Brent Williams-Ruth, **a division of BWR Consulting, PLLC*<br>
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<br>
Message: 9<br>
Date: Mon, 27 Feb 2023 18:58:02 +0000<br>
From: Shannon Jones <<a href="mailto:shannonj@campbellbarnettlaw.com" target="_blank">shannonj@campbellbarnettlaw.com</a>><br>
To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a>><br>
Subject: Re: [WSBAPT] Question about Revocable Living Trust<br>
Message-ID:<br>
<<a href="mailto:DM4PR12MB51839140C79996E1915844CEBCAF9@DM4PR12MB5183.namprd12.prod.outlook.com" target="_blank">DM4PR12MB51839140C79996E1915844CEBCAF9@DM4PR12MB5183.namprd12.prod.outlook.com</a>><br>
<br>
Content-Type: text/plain; charset="us-ascii"<br>
<br>
I can share a related cautionary tale, where a trust had such a list "incorporated by reference" to distribute a large percentage of the residue to non-profits "to be selected by the Grantor." Grantor died before completing the list, leaving a blank list and no alternative disposition of that % of the Trust. Made a mess of things particularly as this was a taxable estate without the non-profit gifts.<br>
<br>
<br>
[cid:image001.png@01D94A9A.5B80FFA0]<br>
Shannon R. Jones | Attorney<br>
Campbell Barnett PLLC<br>
Direct: 253.848.3515<br>
Office: 253.848.3513| Fax: 253.845.4941<br>
317 South Meridian<br>
Puyallup, WA 98371<br>
<a href="mailto:shannonj@campbellbarnettlaw.com" target="_blank">shannonj@campbellbarnettlaw.com</a><mailto:<a href="mailto:shannonj@campbellbarnettlaw.com" target="_blank">shannonj@campbellbarnettlaw.com</a>><br>
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From: <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>> On Behalf Of <a href="mailto:Jeff@bellanddavispllc.com" target="_blank">Jeff@bellanddavispllc.com</a><br>
Sent: Monday, February 27, 2023 10:53 AM<br>
To: 'WSBA Probate & Trust Listserv' <<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a>><br>
Subject: Re: [WSBAPT] Question about Revocable Living Trust<br>
<br>
You should look at RCW 11.12.260, and in particular, subparagraph (4), the definition of "tangible personal property." You cannot use a separate writing to disburse either currency or bank/financial accounts.<br>
<br>
Jeff Davis<br>
<br>
W. Jeff Davis<br>
BELL & DAVIS PLLC<br>
Attorneys at Law<br>
P.O. Box 510<br>
720 E. Washington Street, Suite 105<br>
Sequim WA 98382<br>
Phone: (360) 683.1129<br>
Fax: (360) 683.1258<br>
email: <a href="mailto:jeff@bellanddavispllc.com" target="_blank">jeff@bellanddavispllc.com</a><mailto:<a href="mailto:jeff@bellanddavispllc.com" target="_blank">jeff@bellanddavispllc.com</a>><br>
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From: <a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a><mailto:<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><mailto:<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a>>> On Behalf Of Heather de Vrieze<br>
Sent: Monday, February 27, 2023 10:47 AM<br>
To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a><mailto:<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a>>><br>
Subject: Re: [WSBAPT] Question about Revocable Living Trust<br>
<br>
Candace,<br>
<br>
I'm interested to see if anyone has a contrary opinion, as I have had similar requests over the years, and have always advised clients that this is not a workable solution.<br>
<br>
Heather<br>
<br>
Heather S. de Vrieze<br>
Attorney-at-Law<br>
[cid:image002.jpg@01D94A9A.5B80FFA0]<br>
3909 California Avenue SW<br>
Seattle, WA 98116-3705<br>
(206)938-5500<br>
<a href="mailto:heatherd@westseattlelaw.com" target="_blank">heatherd@westseattlelaw.com</a><mailto:<a href="mailto:heatherd@westseattlelaw.com" target="_blank">heatherd@westseattlelaw.com</a>><br>
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From: <a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a><mailto:<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><mailto:<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a>>> On Behalf Of Candace Wilkerson<br>
Sent: Monday, February 27, 2023 10:32 AM<br>
To: 'WSBA Probate & Trust Listserv' <<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a><mailto:<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a>>><br>
Subject: [WSBAPT] Question about Revocable Living Trust<br>
<br>
Hi Listmates,<br>
<br>
I'm curious how to deal with this one. We have a client who wants to leave their trust assets (not just small items of personal property, but financial accounts, etc.) strictly according to a separate Letter of Instructions. This includes both specific gifts and the residuary trust estate. Most, if not all, of these beneficiaries will be charitable organizations.<br>
<br>
I have told the client that I think the distributions will need to be laid out specifically in the trust language itself, because a separate writing probably will not be legally binding. I've also told them that, of course, TOD accounts can be designated for a specific charitable beneficiary and not transferred into the trust itself. But the client wants the separate Letter of Instructions because it's more flexible than changing the terms of the trust when they want to add or delete a charitable beneficiary.<br>
<br>
Am I incorrect in believing that such a separate writing will not be considered legally binding? Or is it enough to say in the trust that, after the Settlor's death, "the trust estate will be distributed according to the Letter of Instructions dated ____ addressed to ______"?<br>
<br>
Thanks for your thoughts.<br>
<br>
Best,<br>
Candace Wilkerson<br>
<br>
*Candace is available to respond to emails and phone calls between the hours of 7:00 a.m. and 3:00 p.m. If you have an urgent matter outside that time period, please call our office at the number below.<br>
<br>
[cid:image006.png@01D94A9A.5B80FFA0]<br>
Top Ranked Law Firm for 2015 by Fortune Magazine and American Lawyer Media<br>
Candace Wilkerson | Senior Associate | Wong Fleming<br>
<br>
9840 Willows Road NE, Suite 200 | Redmond, WA 98052<br>
Phone: 425.869.4040 | Fax: 425.869.4050<br>
<a href="mailto:cwilkerson@wongfleming.com" target="_blank">cwilkerson@wongfleming.com</a><mailto:<a href="mailto:cwilkerson@wongfleming.com" target="_blank">cwilkerson@wongfleming.com</a>><br>
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Before proceeding, please note: If you are not a current client of Wong Fleming, please do not include any information in this e-mail that you or someone else considers to be of a confidential or secret nature. Wong Fleming has no duty to keep confidential any of the information you provide. Neither the transmission nor receipt of your information is considered a request for legal advice, securing legal services or retaining a lawyer. An attorney-client relationship with Wong Fleming or any lawyer at Wong Fleming is not established until and unless Wong Fleming agrees to such a relationship as reflected in a separate writing.<br>
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IRS Circular 230 disclosure: To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. federal tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (a) avoiding penalties under the Internal Revenue Code or (b) promoting, marketing or recommending to another party any transaction or matter addressed herein.<br>
THIS ELECTRONIC MAIL TRANSMISSION AND ANY ATTACHMENTS MAY CONTAIN PRIVILEGED, CONFIDENTIAL, OR PROPRIETARY INFORMATION INTENDED ONLY FOR THE PERSON(S) NAMED. IF THE READER OF THIS MESSAGE IS NOT THE INTENDED RECIPIENT OR THE AUTHORIZED REPRESENTATIVE OF THE INTENDED RECIPIENT, YOU ARE HEREBY NOTIFIED THAT ANY DISTRIBUTION, COPYING, OR DISCLOSURE OF THIS COMMUNICATION IS STRICTLY PROHIBITED<br>
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<br>
------------------------------<br>
<br>
Message: 10<br>
Date: Mon, 27 Feb 2023 19:06:11 +0000<br>
From: Candace Wilkerson <<a href="mailto:cwilkerson@wongfleming.com" target="_blank">cwilkerson@wongfleming.com</a>><br>
To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a>><br>
Subject: Re: [WSBAPT] Question about Revocable Living Trust<br>
Message-ID: <<a href="mailto:9fefabea08664cdb8a78f8e83d30663c@wongfleming.com" target="_blank">9fefabea08664cdb8a78f8e83d30663c@wongfleming.com</a>><br>
Content-Type: text/plain; charset="us-ascii"<br>
<br>
Thanks, Heather, and thanks to Natalie as well for your responses! I thought this was the case, but wanted to make absolutely sure I wasn't missing anything.<br>
<br>
(And Natalie, I appreciate your thoughts on the CRT. Considering this is a client from one of those employer-subsidized legal plans, I won't be drafting a charitable remainder trust for them.)<br>
<br>
Best,<br>
Candace<br>
<br>
*Candace is available to respond to emails and phone calls between the hours of 7:00 a.m. and 3:00 p.m. If you have an urgent matter outside that time period, please call our office at the number below.<br>
<br>
[cid:image001.png@01D94AB4.A3FFF690]<br>
Top Ranked Law Firm for 2015 by Fortune Magazine and American Lawyer Media<br>
Candace Wilkerson | Senior Associate | Wong Fleming<br>
<br>
9840 Willows Road NE, Suite 200 | Redmond, WA 98052<br>
Phone: 425.869.4040 | Fax: 425.869.4050<br>
<a href="mailto:cwilkerson@wongfleming.com" target="_blank">cwilkerson@wongfleming.com</a><mailto:<a href="mailto:cwilkerson@wongfleming.com" target="_blank">cwilkerson@wongfleming.com</a>><br>
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Before proceeding, please note: If you are not a current client of Wong Fleming, please do not include any information in this e-mail that you or someone else considers to be of a confidential or secret nature. Wong Fleming has no duty to keep confidential any of the information you provide. Neither the transmission nor receipt of your information is considered a request for legal advice, securing legal services or retaining a lawyer. An attorney-client relationship with Wong Fleming or any lawyer at Wong Fleming is not established until and unless Wong Fleming agrees to such a relationship as reflected in a separate writing.<br>
<br>
IRS Circular 230 disclosure: To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. federal tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (a) avoiding penalties under the Internal Revenue Code or (b) promoting, marketing or recommending to another party any transaction or matter addressed herein.<br>
THIS ELECTRONIC MAIL TRANSMISSION AND ANY ATTACHMENTS MAY CONTAIN PRIVILEGED, CONFIDENTIAL, OR PROPRIETARY INFORMATION INTENDED ONLY FOR THE PERSON(S) NAMED. IF THE READER OF THIS MESSAGE IS NOT THE INTENDED RECIPIENT OR THE AUTHORIZED REPRESENTATIVE OF THE INTENDED RECIPIENT, YOU ARE HEREBY NOTIFIED THAT ANY DISTRIBUTION, COPYING, OR DISCLOSURE OF THIS COMMUNICATION IS STRICTLY PROHIBITED<br>
<br>
From: <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>> On Behalf Of Heather de Vrieze<br>
Sent: Monday, February 27, 2023 1:47 PM<br>
To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a>><br>
Subject: Re: [WSBAPT] Question about Revocable Living Trust<br>
<br>
Candace,<br>
<br>
I'm interested to see if anyone has a contrary opinion, as I have had similar requests over the years, and have always advised clients that this is not a workable solution.<br>
<br>
Heather<br>
<br>
Heather S. de Vrieze<br>
Attorney-at-Law<br>
[cid:image005.jpg@01D94AB4.A3FFF690]<br>
3909 California Avenue SW<br>
Seattle, WA 98116-3705<br>
(206)938-5500<br>
<a href="mailto:heatherd@westseattlelaw.com" target="_blank">heatherd@westseattlelaw.com</a><mailto:<a href="mailto:heatherd@westseattlelaw.com" target="_blank">heatherd@westseattlelaw.com</a>><br>
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From: <a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a><mailto:<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><mailto:<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a>>> On Behalf Of Candace Wilkerson<br>
Sent: Monday, February 27, 2023 10:32 AM<br>
To: 'WSBA Probate & Trust Listserv' <<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a><mailto:<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a>>><br>
Subject: [WSBAPT] Question about Revocable Living Trust<br>
<br>
Hi Listmates,<br>
<br>
I'm curious how to deal with this one. We have a client who wants to leave their trust assets (not just small items of personal property, but financial accounts, etc.) strictly according to a separate Letter of Instructions. This includes both specific gifts and the residuary trust estate. Most, if not all, of these beneficiaries will be charitable organizations.<br>
<br>
I have told the client that I think the distributions will need to be laid out specifically in the trust language itself, because a separate writing probably will not be legally binding. I've also told them that, of course, TOD accounts can be designated for a specific charitable beneficiary and not transferred into the trust itself. But the client wants the separate Letter of Instructions because it's more flexible than changing the terms of the trust when they want to add or delete a charitable beneficiary.<br>
<br>
Am I incorrect in believing that such a separate writing will not be considered legally binding? Or is it enough to say in the trust that, after the Settlor's death, "the trust estate will be distributed according to the Letter of Instructions dated ____ addressed to ______"?<br>
<br>
Thanks for your thoughts.<br>
<br>
Best,<br>
Candace Wilkerson<br>
<br>
*Candace is available to respond to emails and phone calls between the hours of 7:00 a.m. and 3:00 p.m. If you have an urgent matter outside that time period, please call our office at the number below.<br>
<br>
[cid:image001.png@01D94AB4.A3FFF690]<br>
Top Ranked Law Firm for 2015 by Fortune Magazine and American Lawyer Media<br>
Candace Wilkerson | Senior Associate | Wong Fleming<br>
<br>
9840 Willows Road NE, Suite 200 | Redmond, WA 98052<br>
Phone: 425.869.4040 | Fax: 425.869.4050<br>
<a href="mailto:cwilkerson@wongfleming.com" target="_blank">cwilkerson@wongfleming.com</a><mailto:<a href="mailto:cwilkerson@wongfleming.com" target="_blank">cwilkerson@wongfleming.com</a>><br>
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Before proceeding, please note: If you are not a current client of Wong Fleming, please do not include any information in this e-mail that you or someone else considers to be of a confidential or secret nature. Wong Fleming has no duty to keep confidential any of the information you provide. Neither the transmission nor receipt of your information is considered a request for legal advice, securing legal services or retaining a lawyer. An attorney-client relationship with Wong Fleming or any lawyer at Wong Fleming is not established until and unless Wong Fleming agrees to such a relationship as reflected in a separate writing.<br>
<br>
IRS Circular 230 disclosure: To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. federal tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (a) avoiding penalties under the Internal Revenue Code or (b) promoting, marketing or recommending to another party any transaction or matter addressed herein.<br>
THIS ELECTRONIC MAIL TRANSMISSION AND ANY ATTACHMENTS MAY CONTAIN PRIVILEGED, CONFIDENTIAL, OR PROPRIETARY INFORMATION INTENDED ONLY FOR THE PERSON(S) NAMED. IF THE READER OF THIS MESSAGE IS NOT THE INTENDED RECIPIENT OR THE AUTHORIZED REPRESENTATIVE OF THE INTENDED RECIPIENT, YOU ARE HEREBY NOTIFIED THAT ANY DISTRIBUTION, COPYING, OR DISCLOSURE OF THIS COMMUNICATION IS STRICTLY PROHIBITED<br>
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Message: 11<br>
Date: Mon, 27 Feb 2023 19:06:36 +0000<br>
From: Stuart Scarff <<a href="mailto:stuart@scarfflaw.com" target="_blank">stuart@scarfflaw.com</a>><br>
To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a>><br>
Subject: Re: [WSBAPT] Question about Revocable Living Trust<br>
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I have had similar requests and advised against the concept. Because trusts need not comply with the Statute of Wills, I wonder if referencing the list of beneficiaries and assets/Letter of Instruction in the Trust and attaching it as a schedule/exhibit to the Trust makes a difference?<br>
<br>
Stuart Scarff, Esq.<br>
3035 Island Crest Way, Suite 201<br>
Mercer Island, WA 98040<br>
206.236.1500<br>
206.905.5912 (fax)<br>
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From: <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>> On Behalf Of Heather de Vrieze<br>
Sent: Monday, February 27, 2023 10:47 AM<br>
To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a>><br>
Subject: Re: [WSBAPT] Question about Revocable Living Trust<br>
<br>
Candace,<br>
<br>
I'm interested to see if anyone has a contrary opinion, as I have had similar requests over the years, and have always advised clients that this is not a workable solution.<br>
<br>
Heather<br>
<br>
Heather S. de Vrieze<br>
Attorney-at-Law<br>
[cid:image004.jpg@01D94A9B.8AFE53D0]<br>
3909 California Avenue SW<br>
Seattle, WA 98116-3705<br>
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From: <a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a><mailto:<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><mailto:<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a>>> On Behalf Of Candace Wilkerson<br>
Sent: Monday, February 27, 2023 10:32 AM<br>
To: 'WSBA Probate & Trust Listserv' <<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a><mailto:<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a>>><br>
Subject: [WSBAPT] Question about Revocable Living Trust<br>
<br>
Hi Listmates,<br>
<br>
I'm curious how to deal with this one. We have a client who wants to leave their trust assets (not just small items of personal property, but financial accounts, etc.) strictly according to a separate Letter of Instructions. This includes both specific gifts and the residuary trust estate. Most, if not all, of these beneficiaries will be charitable organizations.<br>
<br>
I have told the client that I think the distributions will need to be laid out specifically in the trust language itself, because a separate writing probably will not be legally binding. I've also told them that, of course, TOD accounts can be designated for a specific charitable beneficiary and not transferred into the trust itself. But the client wants the separate Letter of Instructions because it's more flexible than changing the terms of the trust when they want to add or delete a charitable beneficiary.<br>
<br>
Am I incorrect in believing that such a separate writing will not be considered legally binding? Or is it enough to say in the trust that, after the Settlor's death, "the trust estate will be distributed according to the Letter of Instructions dated ____ addressed to ______"?<br>
<br>
Thanks for your thoughts.<br>
<br>
Best,<br>
Candace Wilkerson<br>
<br>
*Candace is available to respond to emails and phone calls between the hours of 7:00 a.m. and 3:00 p.m. If you have an urgent matter outside that time period, please call our office at the number below.<br>
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</blockquote></div><br clear="all"><div><br></div>-- <br><div dir="ltr" class="gmail_signature"><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><div><div><div><div><div><div>Felt Law <br></div><div>Amy Felt - Attorney<br></div></div>9840 Willows Road NE Suite #200<br></div>Redmond, WA 98052</div><div>425-780-6103</div><div>(within law offices of Wong Fleming Attorneys)<br><br></div></div></div><br><br><div style="color:rgb(0,0,0);font-family:Tahoma;font-size:13px;font-style:normal;font-weight:400;letter-spacing:normal;text-align:start;text-indent:0px;text-transform:none;white-space:normal;word-spacing:0px;margin:0px"><font face="Calibri,sans-serif" size="2"><span style="font-size:11pt"><font color="black" size="1"><span style="font-size:8pt">Before proceeding, please note: If you are not a current client of Felt Law, please do not include any information in this e-mail that you or someone else considers to be of a confidential or secret nature. </span></font></span></font><font face="Calibri,sans-serif" size="2"><span style="font-size:11pt"><font color="black" size="1"><span style="font-size:8pt"><span><font face="Calibri,sans-serif" size="2"><span style="font-size:11pt"><font color="black" size="1"><span style="font-size:8pt">Felt Law</span></font></span></font></span> has no duty to keep confidential any of the information you provide. Neither the transmission nor receipt of your information is considered a request for legal advice, securing legal services or retaining a lawyer. An attorney-client relationship with </span></font></span></font><font face="Calibri,sans-serif" size="2"><span style="font-size:11pt"><font color="black" size="1"><span style="font-size:8pt"><span><font face="Calibri,sans-serif" size="2"><span style="font-size:11pt"><font color="black" size="1"><span style="font-size:8pt">Felt Law</span></font></span></font></span> or any lawyer at </span></font></span></font><font face="Calibri,sans-serif" size="2"><span style="font-size:11pt"><font color="black" size="1"><span style="font-size:8pt"><span><font face="Calibri,sans-serif" size="2"><span style="font-size:11pt"><font color="black" size="1"><span style="font-size:8pt">Felt Law</span></font></span></font></span> is not established until and unless Felt Law agrees to such a relationship as reflected in a separate writing.<span> </span></span></font><font color="black" size="1"><span style="font-size:8pt"><br></span></font><font color="black" size="1"><span style="font-size:8pt"><br></span></font></span></font></div><div style="color:rgb(0,0,0);font-family:Tahoma;font-size:13px;font-style:normal;font-weight:400;letter-spacing:normal;text-align:start;text-indent:0px;text-transform:none;white-space:normal;word-spacing:0px;margin:0px"><font face="Calibri,sans-serif" size="2"><span style="font-size:11pt"><font color="black" size="1"><span style="font-size:8pt">THIS ELECTRONIC MAIL TRANSMISSION AND ANY ATTACHMENTS MAY CONTAIN PRIVILEGED, CONFIDENTIAL, OR PROPRIETARY INFORMATION INTENDED ONLY FOR THE PERSON(S) NAMED. IF THE READER OF THIS MESSAGE IS NOT THE INTENDED RECIPIENT OR THE AUTHORIZED REPRESENTATIVE OF THE INTENDED RECIPIENT, YOU ARE HEREBY NOTIFIED THAT ANY DISTRIBUTION, COPYING, OR DISCLOSURE OF THIS COMMUNICATION IS STRICTLY PROHIBITED.</span></font></span></font></div></div></div></div></div></div></div></div></div></div></div></div></div>