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</o:shapelayout></xml><![endif]--></head><body lang=EN-US link=blue vlink=purple style='word-wrap:break-word'><div class=WordSection1><p class=MsoNormal>The trust states any modification “shall be valid and fully effective whenever Trustee shall receive from Trustor written notice thereof, . . . “ An argument can be made that the hand written markings, on the original trust, are notice to the trustee. In looking at RCW 11.98.008, .009, 011, you don’t have the same requirements for creating a trust as you do Wills. In fact .014 allows for oral trusts. I do not see anything in RCW 11.103.030, that would invalidate the markups. <o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>So, the argument can be made the hand written revisions by the Trustor during her life time are valid. It just doesn’t seem right without a formal amendment.<o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>Jeff<o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><div><p class=MsoNormal><b><span style='font-family:"Tahoma",sans-serif'>W. Jeff Davis<o:p></o:p></span></b></p><p class=MsoNormal><b><span style='font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black'>BELL & DAVIS PLLC<o:p></o:p></span></b></p><p class=MsoNormal><b><span style='font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black'>Attorneys at Law</span></b><span style='font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black'><br>P.O. Box 510<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black'>720 E. Washington Street, Suite 105<br>Sequim WA 98382<br>Phone: (360) 683.1129 <br>Fax: (360) 683.1258 <br>email: </span><span style='font-size:10.0pt;font-family:"Tahoma",sans-serif'><a href="mailto:jeff@bellanddavispllc.com"><span style='color:#0563C1'>jeff@bellanddavispllc.com</span></a><span style='color:black'><br></span></span><a href="http://www.bellanddavispllc.com/" target="_blank"><span style='font-size:10.0pt;font-family:"Tahoma",sans-serif'>www.bellanddavispllc.com</span></a><span style='font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black'><br> <br>The information contained in this e-mail message may be privileged, confidential, and protected from disclosure. If you are not the intended recipient, any dissemination, distribution, or copying is strictly prohibited. If you think that you have received this e-mail message in error, please e-mail the sender at </span><a href="mailto:info@bellanddavispllc.com"><span style='font-size:10.0pt;font-family:"Tahoma",sans-serif'>info@bellanddavispllc.com</span></a><span style='font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black'> or call 360.683.1129.</span><span style='font-size:10.0pt;font-family:"Tahoma",sans-serif'><o:p></o:p></span></p><p class=MsoNormal><b><o:p> </o:p></b></p></div><p class=MsoNormal><o:p> </o:p></p><div><div style='border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in'><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> Monday, March 27, 2023 4:13 PM<br><b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br><b>Subject:</b> Re: [WSBAPT] To send or not to send<o:p></o:p></p></div></div><p class=MsoNormal><o:p> </o:p></p><div><div><div><div><p class=MsoNormal>Yes, trusts are contracts, sort of. But a revocable living trust is entered into between the trustor and the trustee. They usually the same person. What does the trust say about the formalities that are needed for an amendment?<o:p></o:p></p></div><div><p class=MsoNormal>Phil Jones<o:p></o:p></p></div></div></div><div id=ms-outlook-mobile-signature><div><p class=MsoNormal><o:p> </o:p></p></div><p class=MsoNormal>Get <a href="https://aka.ms/o0ukef">Outlook for iOS</a><o:p></o:p></p></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 <a href="mailto:Jeff@bellanddavispllc.com">Jeff@bellanddavispllc.com</a> <<a href="mailto:Jeff@bellanddavispllc.com">Jeff@bellanddavispllc.com</a>><br><b>Sent:</b> Monday, March 27, 2023 1:10:48 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] To send or not to send</span> <o:p></o:p></p><div><p class=MsoNormal> <o:p></o:p></p></div></div><div><div><p class=xmsonormal>Decedent heavily marked up her original living trust taking out and adding beneficiaries. You can read through the markups. We have a clean copy of the trust. I do not know if this is treated differently then a marked up Will, which if you can read through the markups, the Court enforces the original language. Trusts are contracts. Do the markups change that, or does it invalidate it? I am inclined to send both documents to the named people. <o:p></o:p></p><p class=xmsonormal> <o:p></o:p></p><p class=xmsonormal>Have any of you dealt with this before?<o:p></o:p></p><p class=xmsonormal> <o:p></o:p></p><p class=xmsonormal>Jeff Davis<o:p></o:p></p><p class=xmsonormal> <o:p></o:p></p><p class=xmsonormal><b><span style='font-family:"Tahoma",sans-serif'>W. Jeff Davis</span></b><o:p></o:p></p><p class=xmsonormal><b><span style='font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black'>BELL & DAVIS PLLC</span></b><o:p></o:p></p><p class=xmsonormal><b><span style='font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black'>Attorneys at Law</span></b><span style='font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black'><br>P.O. Box 510</span><o:p></o:p></p><p class=xmsonormal><span style='font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black'>720 E. Washington Street, Suite 105<br>Sequim WA 98382<br>Phone: (360) 683.1129 <br>Fax: (360) 683.1258 <br>email: </span><span style='font-size:10.0pt;font-family:"Tahoma",sans-serif'><a href="mailto:jeff@bellanddavispllc.com"><span style='color:#0563C1'>jeff@bellanddavispllc.com</span></a><span style='color:black'><br></span></span><a href="https://nam11.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.bellanddavispllc.com%2F&data=05%7C01%7Cpjones%40duffykekel.com%7C292c186253ed47016aae08db2effba28%7C2d66ed5354fa4c2f8c4dbff1aca5479d%7C0%7C0%7C638155448116849730%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=74iAzrl6rsD%2BRInzRHV6Lj4%2BPsLfYrbZHgYEBuHWgXM%3D&reserved=0" target="_blank"><span style='font-size:10.0pt;font-family:"Tahoma",sans-serif'>www.bellanddavispllc.com</span></a><span style='font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black'><br> <br>The information contained in this e-mail message may be privileged, confidential, and protected from disclosure. If you are not the intended recipient, any dissemination, distribution, or copying is strictly prohibited. If you think that you have received this e-mail message in error, please e-mail the sender at </span><a href="mailto:info@bellanddavispllc.com"><span style='font-size:10.0pt;font-family:"Tahoma",sans-serif'>info@bellanddavispllc.com</span></a><span style='font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black'> or call 360.683.1129.</span><o:p></o:p></p><p class=xmsonormal><b> </b><o:p></o:p></p><p class=xmsonormal> <o:p></o:p></p></div></div></div></body></html>