<html><head><meta http-equiv="content-type" content="text/html; charset=utf-8"></head><body dir="auto">Joshua:<div><br></div><div>I didn’t plow through the entire thread. </div><div><br></div><div>What I thought was being suggested was that the client would informally make changes to the trust agreement without an actual amendment, but also not relying on the Separate Writing statute. I have actually had clients who tried to avoid paying for my time by doing that, sometimes even combining intended changes to a pour over will and a power of attorney into a global single document (that of course does not work). </div><div><br></div><div>Since it is a contract not subject to the formal requirements of a will, amendments can be done, as long as signed by the grantor and IMHO accepted in writing by the trustee. I take the position they have to be notarized, at least if they may be used by a trustee to convey or encumber real estate. For the reasons stated I probably would decline to prepare a “blank check” amendment like that, but theoretically it could serve to amend the RLT if properly executed. </div><div><br></div><div>John J. Sullivan<br><br><div dir="ltr">Sent from my iPhone</div><div dir="ltr"><br><blockquote type="cite">On Feb 28, 2023, at 7:15 AM, Joshua McKarcher <josh@mckarcherlaw.com> wrote:<br><br></blockquote></div><blockquote type="cite"><div dir="ltr">
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<div dir="ltr" style="">Hi John,</div>
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<div dir="ltr" style="">I probably would not agree to do the model trust amendment workaround I suggested in my elaboration upon Phil’s quite correct observations (which had been met with crickets 😉). </div>
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<div dir="ltr" style="">But the fact remains that an <u>amendment</u> to a trust can be in handwriting and fully enforceable like any other amendment. And give away millions of dollars and acres of real property. <span></span><span></span><span id="ms-outlook-ios-cursor"></span></div>
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<div dir="ltr" style="">This thread has discussed two <u>very</u> distinct things:</div>
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<div dir="ltr" style="">(1) <u>separate writings</u> incorporated by reference pursuant to statutory authority; and </div>
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<div dir="ltr" style="">(2) handwritten <u>trust amendments</u> that meet the subject trust’s requirements for amending it.</div>
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<div dir="ltr" style="">Item (1) above is controlled by RCW 11.12.260, which refers to a "will or a trust." A separate writing cannot successfully be
<u>incorporated by reference</u> if it disposes of property other than tangible personal property as defined in that provision. I have not seen anyone suggest otherwise on this thread; if I did so, I retract and apologize.</div>
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<div dir="ltr" style="">Item (2) above is NOT controlled by that provision. An <u>
amendment</u> is not a separate writing incorporated by reference. An amendment’s validity is controlled by other law applicable to trusts.</div>
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<div dir="ltr" style="">As inadvisable and unwise as it may be to setup a blank model trust amendment with language and signature blocks customized to a client's trust, it is nonetheless the case that it cannot simply be deemed invalid and unenforceable if
done properly just because RCW 11.12.260 addresses incorporation by reference in wills and trusts. </div>
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<div dir="ltr" style="">Nobody would argue that the threshold validity of a trust amendment (or codicil, for that matter) is controlled by <span style="color: rgb(0, 0, 0); background-color: rgb(255, 255, 255); display: inline !important;">RCW 11.12.260.</span></div>
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<div dir="ltr" style=""><span style="color: rgb(0, 0, 0); background-color: rgb(255, 255, 255); display: inline !important;">That analytical distinction is all that Phil Jones and I addressed in our emails responding to the inquiry and the resulting blanket
statements that something like what was contemplated simply <u>could not</u> be done. We both view that as incorrect for the reasons above.</span></div>
<div dir="ltr" style=""><span style="color: rgb(0, 0, 0); background-color: rgb(255, 255, 255); display: inline !important;"><br>
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<div dir="ltr" style=""><span style="color: rgb(0, 0, 0); background-color: rgb(255, 255, 255); display: inline !important;">And as much as I might never do my “template trust amendment workaround” myself, I can nonetheless admit that I have at least three
clients I can think of who could implement that if they wanted to — and it would probably work perfectly (so meticulous are they! 😂). But I also have hundreds more clients that would lose their minds trying to do that and could likely destroy their entire
estate plan with their scribblings.</span></div>
<div dir="ltr" style=""><span style="color: rgb(0, 0, 0); background-color: rgb(255, 255, 255); display: inline !important;"><br>
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<div dir="ltr" style=""><span style="color: rgb(0, 0, 0); background-color: rgb(255, 255, 255); display: inline !important;">Which is why I’d never suggest the idea, even though I can acknowledge that it would be perfectly legal to accomplish.</span></div>
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<div dir="ltr" style=""><span style="color: rgb(0, 0, 0); background-color: rgb(255, 255, 255); display: inline !important;">All my very best, Josh</span></div>
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<div dir="ltr">Joshua D. McKarcher</div>
<div dir="ltr">McKarcher Law PLLC</div>
<div dir="ltr">537 6th Street</div>
<div dir="ltr">Clarkston, WA 99403</div>
<div dir="ltr">(509) 758-3345</div>
<div dir="ltr">(509) 758-3314 (fax)</div>
<div dir="ltr">josh@mckarcherlaw.com</div>
<div dir="ltr"><a href="http://www.mckarcherlaw.com">www.mckarcherlaw.com</a></div>
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<div id="divRplyFwdMsg" dir="ltr"><font face="Calibri, sans-serif"><b>From:</b> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com> on behalf of John J. Sullivan <sullaw@comcast.net><br>
<b>Sent:</b> Monday, February 27, 2023 11:09 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> Re: [WSBAPT] Question about Revocable Living Trust
<div> </div>
</font></div>
I agree with those who weighed in saying the Separate Writing cannot dispose of cash or dirt, but only TPP. I question the wisdom of trying to cobble such a thing, and would not try to, if for no other reason than to cover my own rear. In my experience it would
be too easy to modify a “separate writing” fraudulently. I’ve had family members walk away with RLTs and had to do restatements to fix the mess.
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<div>An RLT does not require the formalities of a Will, but is still a testamentary instrument. The Separate Writing is limited to contain risk. </div>
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<div>John J. Sullivan <br>
<div><br>
<div dir="ltr">Sent from my iPad</div>
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<blockquote type="cite">On Feb 27, 2023, at 10:52 AM, Jeff@bellanddavispllc.com wrote:<br>
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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.</p>
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<b>From:</b> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com>
<b>On Behalf Of </b>Heather de Vrieze<br>
<b>Sent:</b> Monday, February 27, 2023 10:47 AM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> Re: [WSBAPT] Question about Revocable Living Trust</p>
</div>
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<span style="font-size:12.0pt">Candace,</span></p>
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<span style="font-size:12.0pt"> </span></p>
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<span style="font-size:12.0pt">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.
</span></p>
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</span></b><i><span style="font-family: Garamond, serif; color: rgb(31, 73, 125);">Attorney-at-Law</span></i></p>
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<b>From:</b> <a href="mailto:wsbapt-bounces@lists.wsbarppt.com" style="">wsbapt-bounces@lists.wsbarppt.com</a> <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" style="">wsbapt-bounces@lists.wsbarppt.com</a>>
<b>On Behalf Of </b>Candace Wilkerson<br>
<b>Sent:</b> Monday, February 27, 2023 10:32 AM<br>
<b>To:</b> 'WSBA Probate & Trust Listserv' <<a href="mailto:wsbapt@lists.wsbarppt.com" style="">wsbapt@lists.wsbarppt.com</a>><br>
<b>Subject:</b> [WSBAPT] Question about Revocable Living Trust</p>
</div>
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Hi Listmates,</p>
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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.
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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.</p>
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Am I incorrect in believing that such a separate writing will <u>not</u> 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 ______”?</p>
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Thanks for your thoughts.</p>
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Best,</p>
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Candace Wilkerson</p>
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