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<b><span style="font-size:13.5pt;font-family:"Open Sans",sans-serif;color:black">RCW <a href="http://app.leg.wa.gov/RCW/default.aspx?cite=11.98.160"><span style="color:#2B674D">11.98.160</span></a><o:p></o:p></span></b></p>
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<b><span style="font-size:13.5pt;font-family:"Open Sans",sans-serif;color:black">Effective date of irrevocable inter vivos trust</span></b><b><span style="font-size:13.5pt;font-family:"Times New Roman",serif;color:black">—</span></b><b><span style="font-size:13.5pt;font-family:"Open Sans",sans-serif;color:black">Effective
date of revocable inter vivos or testamentary trust.<o:p></o:p></span></b></p>
<p class="MsoNormal" style="text-indent:.5in;background:white"><span style="font-size:12.0pt;font-family:"Open Sans",sans-serif;color:black">For the purposes of RCW <a href="http://app.leg.wa.gov/RCW/default.aspx?cite=11.98.130"><b><span style="color:#2B674D">11.98.130</span></b></a> through <a href="http://app.leg.wa.gov/RCW/default.aspx?cite=11.98.150"><b><span style="color:#2B674D">11.98.150</span></b></a> the
effective date of an instrument purporting to create an irrevocable inter vivos trust is the date on which it is executed by the trustor, and the effective date of an instrument purporting to create either a revocable inter vivos trust or a testamentary trust
is the date of the trustor's or testator's death.<o:p></o:p></span></p>
<p class="MsoNormal"><o:p> </o:p></p>
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<b><span style="font-size:13.5pt;font-family:"Open Sans",sans-serif;color:black">RCW <a href="http://app.leg.wa.gov/RCW/default.aspx?cite=11.98.900"><span style="color:#2B674D">11.98.900</span></a><o:p></o:p></span></b></p>
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<b><span style="font-size:13.5pt;font-family:"Open Sans",sans-serif;color:black">Application of RCW <a href="http://app.leg.wa.gov/RCW/default.aspx?cite=11.98.130"><span style="color:#2B674D">11.98.130</span></a> through <a href="http://app.leg.wa.gov/RCW/default.aspx?cite=11.98.160"><span style="color:#2B674D">11.98.160</span></a></span></b><b><span style="font-size:13.5pt;font-family:"Times New Roman",serif;color:black">—</span></b><b><span style="font-size:13.5pt;font-family:"Open Sans",sans-serif;color:black">RCW <a href="http://app.leg.wa.gov/RCW/default.aspx?cite=11.68.090"><span style="color:#2B674D">11.68.090</span></a> prevails.<o:p></o:p></span></b></p>
<p class="MsoNormal" style="text-indent:.5in;background:white"><span style="font-size:12.0pt;font-family:"Open Sans",sans-serif;color:black">(1) The provisions of RCW <a href="http://app.leg.wa.gov/RCW/default.aspx?cite=11.98.130"><b><span style="color:#2B674D">11.98.130</span></b></a> through <a href="http://app.leg.wa.gov/RCW/default.aspx?cite=11.98.160"><b><span style="color:#2B674D">11.98.160</span></b></a> are
applicable to any instrument purporting to create a trust regardless of the date such instrument bears, unless it has been previously adjudicated in the courts of this state.<o:p></o:p></span></p>
<p class="MsoNormal" style="text-indent:.5in;background:white"><span style="font-size:12.0pt;font-family:"Open Sans",sans-serif;color:black">(2) To the extent that this chapter is in conflict with RCW <a href="http://app.leg.wa.gov/RCW/default.aspx?cite=11.68.090"><b><span style="color:#2B674D">11.68.090</span></b></a>,
RCW <a href="http://app.leg.wa.gov/RCW/default.aspx?cite=11.68.090"><b><span style="color:#2B674D">11.68.090</span></b></a> prevails.<o:p></o:p></span></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<font size="4" color="#777777"><span style="FONT-FAMILY: 'Calibri','sans-serif'"><font size="3"><font color="#000000"><o:p style="FONT-SIZE: 10pt; FONT-FAMILY: 'Calibri','sans-serif'">
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<p class="MsoNormal"><b>From:</b> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com>
<b>On Behalf Of </b>Philip N. Jones<br>
<b>Sent:</b> Tuesday, March 7, 2023 4:28 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> Re: [WSBAPT] Deed/Title Question<o:p></o:p></p>
</div>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">I rarely disagree with Diane, but I will stick my neck out this time.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">Let’s say that my brother Sam died, and I am the trustee. Sam signed his RLT in 2007, and died in 2015.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">The first deed should be from Phil Jones, successor trustee of the Sam Jones RLT u/a/d 1/1/07 to Phil Jones, trustee of the Sam Jones Exemption Trust u/a/d 1/1/07.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">Both trusts are controlled by the same piece of paper, the same governing document, and the date of that document never changes. The date of funding is not relevant. One
trust is governed by article IV and one is governed by article VII.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">When someone goes to a title company or a bank and is asked for the governing document of either trust, the same piece of paper will be handed over.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">Phil Jones<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">Philip N. Jones<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">Duffy Kekel LLP<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">900 S.W. Fifth Ave. Suite 2500<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">Portland, OR 97204<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif"><a href="mailto:pjones@duffykekel.com"><span style="color:#0563C1">pjones@duffykekel.com</span></a><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">(503) 226-1371 – office<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">(503) 853-1482 – cell<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">(503) 226-3574 - fax<o:p></o:p></span></p>
</div>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif"><o:p> </o:p></span></p>
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<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>Diane J. Kiepe<br>
<b>Sent:</b> Tuesday, March 7, 2023 12:25 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br>
<b>Subject:</b> Re: [WSBAPT] Deed/Title Question<o:p></o:p></p>
</div>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif">Maura, I’m not fully sure I understand the facts but if the exemption trust was funded by real property owned by the original RLT, the transfer deed to the exemption trust
should reflect original date as remaining trustee is transferring from that master trust to new 2015 trust.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif">When Trustee of exemption trust transfers it will show a reference to the 2015 deed.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif"><o:p> </o:p></span></p>
<div>
<p class="MsoNormal"><i><span style="font-family:"Script MT Bold"">Diane J. Kiepe<o:p></o:p></span></i></p>
<p class="MsoNormal"><i><span style="font-family:"Script MT Bold""><o:p> </o:p></span></i></p>
<p class="MsoNormal">Diane J. Kiepe<o:p></o:p></p>
<p class="MsoNormal">Douglas Eden<o:p></o:p></p>
<p class="MsoNormal">717 W. Sprague Ave.<o:p></o:p></p>
<p class="MsoNormal">Suite 1500<o:p></o:p></p>
<p class="MsoNormal">Spokane, WA 99201<o:p></o:p></p>
<p class="MsoNormal"><a href="mailto:djkiepe@depdslaw.com"><span style="color:#0563C1">djkiepe@depdslaw.com</span></a><o:p></o:p></p>
<p class="MsoNormal">509-455-5300<o:p></o:p></p>
</div>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif"><o:p> </o:p></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>Maura McCoy<br>
<b>Sent:</b> Monday, March 6, 2023 3:51 PM<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] Deed/Title Question<o:p></o:p></p>
</div>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">This is a deed/title question - we have a client who is the sole beneficiary of her parents' trust. The parents' underlying RLT was created in 2007 and fully funded. <o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">Dad died in 2015, at which time the exemption trust was created. Real property was funded to the exemption trust, but the date of the exemption trust on the deed is from the ORIGINAL RLT date (2007, rather than 2015). All other accounts
held in the exemption trust also have the original trust date. The certificate of trust from the exemption trust also has the original trust date. Mom is now deceased and we are administering the trust and noticed the error on the deed. <o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">Thoughts? Does this need to be corrected on the deed, or is the original trust date sufficient for title purposes? <o:p></o:p></p>
</div>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black">Maura Senecal McCoy | Associate Attorney <br>
(she/her/hers)<o:p></o:p></span></p>
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