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<p class="MsoNormal">The answer probably is no, but read the trust agreement carefully, and then review the relevant statutes.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Take a look at RCW 11.98.072. Unless specifically waived in the trust agreement, there are notification requirements that apply to “qualified beneficiaries,” which are beneficiaries who are currently eligible to receive distributions.
RCW 11.98.002. Qualified beneficiaries have a right to request information to enforce their rights under the trust, which could include copies of the trust agreement and amendments. RCW 11.98.072(2)(a)(iv).
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<p class="MsoNormal"><b><span style="color:#595959">Megan S. Farr</span></b><span style="color:#595959"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:9.0pt;color:#595959">Member |<i> </i>
</span><b><span style="font-size:9.0pt;color:#AEB349">Farr Law Group, </span></b><b><span style="font-size:8.0pt;color:#AEB349">PLLC</span></b><b><span style="font-size:9.0pt;color:#AEBC4F">
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<p class="MsoNormal"><span style="font-size:9.0pt;color:#595959">1110 Stevenson Avenue, Ste. 100 | P.O. Box 890 | Enumclaw, WA 98022-0890</span><span style="color:#595959"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:9.0pt;color:#595959">360.825.6581 (o) | 360.825.0780 (f)
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:9.0pt;color:#595959"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:8.0pt;color:#595959">This communication is intended only for the above-named recipient. It might contain information that is subject to the attorney-client privilege and/or is otherwise confidential. If you are
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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>Ann Manley<br>
<b>Sent:</b> Wednesday, August 9, 2023 9:49 AM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> Re: [WSBAPT] Who gets Copy of Trust Agreements<o:p></o:p></p>
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<p class="MsoNormal">I believe the answer is no, but I'd love to know if this is not the correct answer!<o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif">Ann Manley, Esq.</span><o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif">The Manley Law Firm, P.S., Inc.</span><o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif">PO Box 16324</span><o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif">Seattle, WA 98116</span><o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif">(206)292-3064 / (206)292-3914 fax</span><o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif"><a href="http://www.manleyfirm.com" target="_blank">www.manleyfirm.com</a></span><o:p></o:p></p>
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<p><b><i><span style="font-size:10.0pt;font-family:"Arial",sans-serif">The Manley Law Firm practice areas include Bankruptcy*, Estate Planning, Auto Accidents, Civil Litigation, Construction, Commercial and Contract Law, Personal injury, Small Business, Unemployment
Claims, Wage Loss and Compensation claims</span></i></b><o:p></o:p></p>
<p><i><span style="font-size:8.0pt;font-family:"Arial",sans-serif">* The Manley Law Firm is a Debt Relief Agency. We help people file for bankruptcy relief under the Bankruptcy Code.</span></i><o:p></o:p></p>
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If you have received this communication in error, please immediately notify the sender.</span></b><o:p></o:p></p>
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<p class="MsoNormal">On Mon, Jul 31, 2023 at 1:40 PM <<a href="mailto:Jeff@bellanddavispllc.com">Jeff@bellanddavispllc.com</a>> wrote:<o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto">Husband dies. H & W created revocable trust. Trust can be amended or revoked by surviving spouse. This is a blended family. W will get everything with right to disclaim. Do
the children, some of which, but not all, are contingent beneficiaries, get copies of the Trust and the two amendments?<o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"> <o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto">Jeff Davis<o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"> <o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><b><span style="font-family:"Tahoma",sans-serif">W. Jeff Davis</span></b><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><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="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><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="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><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" target="_blank"><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>
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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
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or call 360.683.1129.</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><b> </b><o:p></o:p></p>
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