<html xmlns:v="urn:schemas-microsoft-com:vml" xmlns:o="urn:schemas-microsoft-com:office:office" xmlns:w="urn:schemas-microsoft-com:office:word" xmlns:m="http://schemas.microsoft.com/office/2004/12/omml" xmlns="http://www.w3.org/TR/REC-html40">
<head>
<meta http-equiv="Content-Type" content="text/html; charset=us-ascii">
<meta name="Generator" content="Microsoft Word 15 (filtered medium)">
<!--[if !mso]><style>v\:* {behavior:url(#default#VML);}
o\:* {behavior:url(#default#VML);}
w\:* {behavior:url(#default#VML);}
.shape {behavior:url(#default#VML);}
</style><![endif]--><style><!--
/* Font Definitions */
@font-face
{font-family:Helvetica;
panose-1:2 11 6 4 2 2 2 2 2 4;}
@font-face
{font-family:"Cambria Math";
panose-1:2 4 5 3 5 4 6 3 2 4;}
@font-face
{font-family:Calibri;
panose-1:2 15 5 2 2 2 4 3 2 4;}
@font-face
{font-family:"Open Sans";}
@font-face
{font-family:Garamond;
panose-1:2 2 4 4 3 3 1 1 8 3;}
@font-face
{font-family:Nyala;}
@font-face
{font-family:"Script MT Bold";
panose-1:3 4 6 2 4 6 7 8 9 4;}
@font-face
{font-family:"Vladimir Script";
panose-1:3 5 4 2 4 4 7 7 3 5;}
/* Style Definitions */
p.MsoNormal, li.MsoNormal, div.MsoNormal
{margin:0in;
font-size:11.0pt;
font-family:"Calibri",sans-serif;}
a:link, span.MsoHyperlink
{mso-style-priority:99;
color:blue;
text-decoration:underline;}
p.xmsonormal, li.xmsonormal, div.xmsonormal
{mso-style-name:x_msonormal;
margin:0in;
font-size:11.0pt;
font-family:"Calibri",sans-serif;}
span.EmailStyle25
{mso-style-type:personal-compose;
font-family:"Times New Roman",serif;}
.MsoChpDefault
{mso-style-type:export-only;
font-size:10.0pt;}
@page WordSection1
{size:8.5in 11.0in;
margin:1.0in 1.0in 1.0in 1.0in;}
div.WordSection1
{page:WordSection1;}
--></style><!--[if gte mso 9]><xml>
<o:shapedefaults v:ext="edit" spidmax="1026" />
</xml><![endif]--><!--[if gte mso 9]><xml>
<o:shapelayout v:ext="edit">
<o:idmap v:ext="edit" data="1" />
</o:shapelayout></xml><![endif]-->
</head>
<body lang="EN-US" link="blue" vlink="purple" style="word-wrap:break-word">
<div class="WordSection1">
<div>
<div>
<div>
<div>
<p class="MsoNormal">Absolutely must agree. I respect Jen’s posting about “effective dates,” but I believe the statutory analysis reveals that those relate to the “effective date” for triggering various limitations provided by law, such as the famous rule against
perpetuities and other limitations that are designed to limit the time that a given trust can “do things.”<o:p></o:p></p>
</div>
<div>
<p class="MsoNormal"><o:p> </o:p></p>
</div>
<div>
<p class="MsoNormal">Thus it is logical that the “effective date” for an irrevocable trust is its agreement date — because it
<u>awaits nobody’s death</u> to start “doing” its substantial work. But a revocable living trust — being revocable until the moment of death, like a will — does not “do things” equivalent to what an irrevocable trust does — indeed it generally does not even
become irrevocable — until the relevant grantor’s <u>death</u>. <o:p></o:p></p>
</div>
<div>
<p class="MsoNormal"><o:p> </o:p></p>
</div>
<div>
<p class="MsoNormal">These issues are significantly distinct from the “date of trust” such as for ASSET TITLING purposes. Asset titling is an effort in IDENTIFICATION, not an effort in time limitation or clock starting.<o:p></o:p></p>
</div>
<div>
<p class="MsoNormal"><o:p> </o:p></p>
</div>
<div>
<p class="MsoNormal">Thus, the trust certificate statute’s reference to the date of the instrument’s execution. If a will dated 1/1/1982 and probated by order dated 4/1/2021 creates a trust that is declared and funded on 6/1/2023, I would identify that trust
as “XYZ Testamentary Trust u/w/d 1/1/1982” (meaning “under will dated” -- substituting a “w” for the “a” in u/a/d for “under agreement dated “).
<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">In a real property deed, I would be kind enough in prefatory language to refer to the probate court and case number where the subject will could be found, but I would not TITLE the trust with a date other than the will‘s date, because that’s
the date on the instrument I’m asking third parties to refer to as proof of the trustee’s authority to act.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">And it’s more objective: It makes it hard for anyone to argue with me about dates considering the certification statute’s requirement for the trust
<u>instrument</u> <u>execution</u> date. <o:p></o:p></p>
</div>
<div>
<p class="MsoNormal"><o:p> </o:p></p>
</div>
<div>
<p class="MsoNormal">All the best, Josh<o:p></o:p></p>
</div>
</div>
</div>
<div id="ms-outlook-mobile-signature">
<div>
<p class="MsoNormal"><o:p> </o:p></p>
</div>
<div>
<div>
<p class="MsoNormal">Joshua D. McKarcher<o:p></o:p></p>
</div>
<div>
<p class="MsoNormal">McKarcher Law PLLC<o:p></o:p></p>
</div>
<div>
<p class="MsoNormal">537 6th Street<o:p></o:p></p>
</div>
<div>
<p class="MsoNormal">Clarkston, WA 99403<o:p></o:p></p>
</div>
<div>
<p class="MsoNormal">(509) 758-3345<o:p></o:p></p>
</div>
<div>
<p class="MsoNormal">(509) 758-3314 (fax)<o:p></o:p></p>
</div>
<div>
<p class="MsoNormal"><a href="mailto:josh@mckarcherlaw.com">josh@mckarcherlaw.com</a><o:p></o:p></p>
</div>
<div>
<p class="MsoNormal"><a href="http://www.mckarcherlaw.com">www.mckarcherlaw.com</a><o:p></o:p></p>
</div>
</div>
</div>
</div>
<div class="MsoNormal" align="center" style="text-align:center">
<hr size="2" width="98%" align="center">
</div>
<div id="divRplyFwdMsg">
<p class="MsoNormal"><b><span style="color:black">From:</span></b><span style="color:black">
<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>> on behalf of Heather de Vrieze <<a href="mailto:heatherd@westseattlelaw.com">heatherd@westseattlelaw.com</a>><br>
<b>Sent:</b> Tuesday, March 7, 2023 6:09:26 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</span> <o:p></o:p></p>
<div>
<p class="MsoNormal"> <o:p></o:p></p>
</div>
</div>
<div>
<div>
<p class="xmsonormal"><span style="font-size:12.0pt">I don’t believe the “effective date” is the relevant question but the identity of the trust. Specifically, the date of the agreement under which the trust was established. If the deed references a 2015 trust,
folks are going to be looking for a trust document signed in 2015.</span><o:p></o:p></p>
<p class="xmsonormal"><span style="font-size:12.0pt"> </span><o:p></o:p></p>
<p class="xmsonormal"><span style="font-size:12.0pt">In a review of the trust certification statute
<a href="http://app.leg.wa.gov/RCW/default.aspx?cite=11.98.075">http://app.leg.wa.gov/RCW/default.aspx?cite=11.98.075</a> it seems relevant that this statute refers to “the date the trust instrument was executed” which in the instant case is 2007. The clarity
that should be on the deed, or accounts is that they are part of the exemption trust share, distinct from the original revocable trust.</span><o:p></o:p></p>
<p class="xmsonormal"><span style="font-size:12.0pt"> </span><o:p></o:p></p>
<p class="xmsonormal"><span style="font-size:12.0pt">Heather </span><o:p></o:p></p>
<p class="xmsonormal"><span style="font-size:12.0pt"> </span><o:p></o:p></p>
<div>
<p class="xmsonormal"><span style="font-size:16.0pt;font-family:"Vladimir Script";color:#1F497D">Heather S. de Vrieze</span><b><span style="font-size:16.0pt;color:#1F497D"><br>
</span></b><i><span style="font-family:"Garamond",serif;color:#1F497D">Attorney-at-Law</span></i><o:p></o:p></p>
<p class="xmsonormal"><i><span style="font-family:"Garamond",serif;color:#1F497D"><img border="0" width="189" height="105" style="width:1.9702in;height:1.0952in" id="x_Picture_x0020_3" src="cid:image002.jpg@01D95117.906228B0"></span></i><o:p></o:p></p>
<p class="xmsonormal"><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">3909 California Avenue SW</span><o:p></o:p></p>
<p class="xmsonormal"><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">Seattle, WA 98116-3705
</span><o:p></o:p></p>
<p class="xmsonormal"><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">(206)938-5500
</span><o:p></o:p></p>
<p class="xmsonormal"><a href="mailto:heatherd@westseattlelaw.com"><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">heatherd@westseattlelaw.com</span></a><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">
</span><o:p></o:p></p>
<p class="xmsonormal"><a href="http://www.westseattlelaw.com/"><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">www.westseattlelaw.com</span></a><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">
</span><o:p></o:p></p>
<p class="xmsonormal"><b><span style="font-size:9.0pt;font-family:"Arial",sans-serif;color:#002E8A">Click here to connect with de Vrieze | Carney on Facebook:
</span><span style="color:#1F497D"> </span></b><a href="https://www.facebook.com/DeVriezeCarney"><b><span style="text-decoration:none"><img border="0" width="73" height="21" style="width:.7559in;height:.2202in" id="x_Picture_x0020_4" src="cid:image003.png@01D95117.906228B0" alt="FB Logo"></span></b></a><o:p></o:p></p>
<p class="xmsonormal"><span style="font-family:Nyala;color:red"> </span><o:p></o:p></p>
<p class="xmsonormal"><span style="font-size:8.0pt;color:#A6A6A6">CONFIDENTIAL & PRIVILEGED. This e-mail message may contain legally privileged and/or confidential information. If you have received this e-mail in error, please notify the sender immediately
and delete all copies of this e-mail message and any attachment.</span><o:p></o:p></p>
</div>
<p class="xmsonormal"><span style="font-size:12.0pt"> </span><o:p></o:p></p>
<div>
<div style="border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in">
<p class="xmsonormal"><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>Doehne, Jen<br>
<b>Sent:</b> Tuesday, March 7, 2023 4:44 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="xmsonormal"> <o:p></o:p></p>
<p class="xmsonormal" style="margin-bottom:7.5pt;background:white"><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></span></b><o:p></o:p></p>
<p class="xmsonormal" style="margin-bottom:7.5pt;background:white"><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.</span></b><o:p></o:p></p>
<p class="xmsonormal" 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.</span><o:p></o:p></p>
<p class="xmsonormal"> <o:p></o:p></p>
<p class="xmsonormal" style="margin-bottom:7.5pt;background:white"><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></span></b><o:p></o:p></p>
<p class="xmsonormal" style="margin-bottom:7.5pt;background:white"><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.</span></b><o:p></o:p></p>
<p class="xmsonormal" 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.</span><o:p></o:p></p>
<p class="xmsonormal" 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.</span><o:p></o:p></p>
<p class="xmsonormal"> <o:p></o:p></p>
<p class="xmsonormal"> <o:p></o:p></p>
<p class="xmsonormal"><span style="font-size:12.0pt;color:black"> </span><o:p></o:p></p>
<p style="margin-bottom:6.0pt"><span style="font-size:10.0pt;color:black">Jen Doehne, Attorney<br>
Pronouns she/her/hers<br>
<img border="0" width="211" height="68" style="width:2.1964in;height:.7083in" id="x_Picture_x0020_1" src="cid:image004.png@01D95117.906228B0"></span><o:p></o:p></p>
<p class="xmsonormal"><span style="color:black">909 A Street, Suite 600 | Tacoma, WA 98402<br>
phone 253.572.4500 | fax 253.272.5732 |</span><span style="color:#777777"> </span>
<span style="font-size:13.5pt;color:#777777"><a href="http://www.eisenhowerlaw.com/"><span style="font-size:11.0pt;color:#C00000;text-decoration:none">www.eisenhowerlaw.com</span></a></span>
<o:p></o:p></p>
<div>
<div style="border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in">
<p class="xmsonormal"><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>Philip N. Jones<br>
<b>Sent:</b> Tuesday, March 7, 2023 4:28 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="xmsonormal"> <o:p></o:p></p>
<p class="xmsonormal"><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.</span><o:p></o:p></p>
<p class="xmsonormal"><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.</span><o:p></o:p></p>
<p class="xmsonormal"><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.</span><o:p></o:p></p>
<p class="xmsonormal"><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.</span><o:p></o:p></p>
<p class="xmsonormal"><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.</span><o:p></o:p></p>
<p class="xmsonormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">Phil Jones</span><o:p></o:p></p>
<p class="xmsonormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif"> </span><o:p></o:p></p>
<div>
<p class="xmsonormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">Philip N. Jones</span><o:p></o:p></p>
<p class="xmsonormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">Duffy Kekel LLP</span><o:p></o:p></p>
<p class="xmsonormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">900 S.W. Fifth Ave. Suite 2500</span><o:p></o:p></p>
<p class="xmsonormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">Portland, OR 97204</span><o:p></o:p></p>
<p class="xmsonormal"><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></span><o:p></o:p></p>
<p class="xmsonormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">(503) 226-1371 – office</span><o:p></o:p></p>
<p class="xmsonormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">(503) 853-1482 – cell</span><o:p></o:p></p>
<p class="xmsonormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">(503) 226-3574 - fax</span><o:p></o:p></p>
</div>
<p class="xmsonormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif"> </span><o:p></o:p></p>
<div>
<div style="border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in">
<p class="xmsonormal"><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="xmsonormal"> <o:p></o:p></p>
<p class="xmsonormal"><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.</span><o:p></o:p></p>
<p class="xmsonormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif"> </span><o:p></o:p></p>
<p class="xmsonormal"><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.</span><o:p></o:p></p>
<p class="xmsonormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif"> </span><o:p></o:p></p>
<div>
<p class="xmsonormal"><i><span style="font-family:"Script MT Bold"">Diane J. Kiepe</span></i><o:p></o:p></p>
<p class="xmsonormal"><i><span style="font-family:"Script MT Bold""> </span></i><o:p></o:p></p>
<p class="xmsonormal">Diane J. Kiepe<o:p></o:p></p>
<p class="xmsonormal">Douglas Eden<o:p></o:p></p>
<p class="xmsonormal">717 W. Sprague Ave.<o:p></o:p></p>
<p class="xmsonormal">Suite 1500<o:p></o:p></p>
<p class="xmsonormal">Spokane, WA 99201<o:p></o:p></p>
<p class="xmsonormal"><a href="mailto:djkiepe@depdslaw.com"><span style="color:#0563C1">djkiepe@depdslaw.com</span></a><o:p></o:p></p>
<p class="xmsonormal">509-455-5300<o:p></o:p></p>
</div>
<p class="xmsonormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif"> </span><o:p></o:p></p>
<div>
<div style="border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in">
<p class="xmsonormal"><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="xmsonormal"> <o:p></o:p></p>
<p class="xmsonormal">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>
<div>
<p class="xmsonormal"> <o:p></o:p></p>
</div>
<div>
<p class="xmsonormal">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>
<div>
<p class="xmsonormal"> <o:p></o:p></p>
</div>
<div>
<p class="xmsonormal">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>
</div>
<div>
<p class="xmsonormal"> <o:p></o:p></p>
</div>
<div>
<div>
<p class="xmsonormal"><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black">Maura Senecal McCoy | Associate Attorney <br>
(she/her/hers)</span><o:p></o:p></p>
</div>
<p class="xmsonormal"><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black"><br>
</span><img border="0" width="96" height="48" style="width:1.0in;height:.5in" id="x_B555E28E-9CFC-4EDA-876E-0D4565065A99" src="cid:image005.png@01D95117.906228B0"><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black"><br>
<br>
</span><b><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:#FF2600">Please Note Our New Address as of January 1, 2023:</span></b><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black"><br>
<br>
The Harbor Law Group <br>
8811 Harborview Dr. Ste. B<br>
Gig Harbor, WA 98332-2174<br>
Tel. (253) 358-2215 | (800) 836-6531<br>
Direct: (253) 432-8953<br>
Fax. (253) 358-2215<br>
<a href="https://nam11.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.theharborlawgroup.com%2F&data=05%7C01%7Cpjones%40duffykekel.com%7C2dc5b81755b347db7da108db1f4a8360%7C2d66ed5354fa4c2f8c4dbff1aca5479d%7C0%7C0%7C638138177139833048%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=VKQ9RpYI%2Bar36dbGBhfkH32mqilWq%2F5EpE%2Fah9V9AN0%3D&reserved=0">www.theharborlawgroup.com</a><br>
The information transmitted (including any attachments) is intended only for the person to whom it is addressed and may contain confidential and/or privileged material that may be protected by law from disclosure. If you receive this transmission in error,
please notify the sender by reply e-mail and delete the message and any attachments from your computer. Any review, retransmission, dissemination, copying, or other use of, or taking of any action in reliance upon, this information by persons or entities
other than the intended recipient is prohibited.</span> <o:p></o:p></p>
</div>
<p class="xmsonormal"> <o:p></o:p></p>
<p class="xmsonormal"> <o:p></o:p></p>
<div style="border:solid #7F7F7F 1.5pt;padding:1.0pt 4.0pt 1.0pt 4.0pt">
<div style="border:solid #7F7F7F 1.5pt;padding:1.0pt 4.0pt 1.0pt 4.0pt">
<p class="xmsonormal"><span style="font-size:9.0pt;font-family:"Times New Roman",serif;color:gray">IMPORTANT/CONFIDENTIAL:</span><span style="font-size:10.0pt;font-family:"Times New Roman",serif;color:gray">
</span><span style="font-size:9.0pt;font-family:"Times New Roman",serif;color:gray">This e-mail message (and any attachments accompanying it) may contain confidential information, including information protected by attorney-client privilege. The information
is intended only for the use of the intended recipient(s). Delivery of this message to anyone other than the intended recipient(s) is not intended to waive any privilege or otherwise detract from the confidentiality of the message. If you are not the intended
recipient, or if this message has been addressed to you in error, do not read, disclose, reproduce, distribute, disseminate or otherwise use this transmission. Rather,<em> please promptly notify the sender by reply e-mail, and then destroy all copies of the
message and its attachments, if any.</em> </span><o:p></o:p></p>
</div>
</div>
</div>
</div>
</div>
</body>
</html>