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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#002060">To make it evident that terms had changed, I would characterize the new version as an “Amended and Restated” trust agreement.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#002060"><o:p> </o:p></span></p>
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<p class="MsoNormal" style="margin-bottom:12.0pt"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#222A35;mso-ligatures:none">Mark B. Anderson<br>
</span></b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#222A35;mso-ligatures:none">ANDERSON LAW FIRM PLLC<br>
821 Dock St Ste 209 PMB 4-12<br>
Tacoma, Washington 98402<br>
+1 253-327-1750<br>
+1 253-327-1751 (fax)<br>
<a href="mailto:marka@mbaesq.com"><span style="color:blue">marka@mbaesq.com</span></a><br>
<a href="http://www.mbaesq.com/"><span style="color:blue">www.mbaesq.com</span></a><b><o:p></o:p></b></span></p>
<p class="MsoNormal" style="margin-bottom:12.0pt"><b><span style="font-size:10.0pt;font-family:"Arial Narrow",sans-serif;color:#002060;mso-ligatures:none">CONFIDENTIALITY NOTICE<br>
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<p class="MsoNormal"><b><span style="mso-ligatures:none">From:</span></b><span style="mso-ligatures:none"> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com>
<b>On Behalf Of </b>Jon Fritzler<br>
<b>Sent:</b> 09/20/2023 3:26 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> [WSBAPT] Question re: restating a trust<o:p></o:p></span></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Arial",sans-serif">Clients came to me with a revocable living trust that was created after they were married and which holds virtually all of their property. Nothing unusual about that, except
that it is not a joint trust. Husband is the sole settlor of the trust. (Apparently, wife had co-signed on a child’s loan and the thinking was that having only H as settlor would protect their assets.) The loan situation is now resolved and they want to
know if the trust can be converted to a joint trust so that W will have the ability to amend it if husband dies first. Of course, H could revoke the current trust and they could transfer all of the assets to a new trust but they would rather avoid having
to retitle all of their assets. Is there any reason the current trust can’t be restated as a joint trust?<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Arial",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Arial",sans-serif;color:black;mso-ligatures:none">Sincerely,</span><span style="font-size:12.0pt;font-family:"Arial",sans-serif;mso-ligatures:none"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Arial",sans-serif;color:black;mso-ligatures:none">Jon M. Fritzler</span><span style="font-size:12.0pt;font-family:"Arial",sans-serif;mso-ligatures:none"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Arial",sans-serif;color:black;mso-ligatures:none">Attorney at Law</span><span style="font-size:12.0pt;font-family:"Arial",sans-serif;mso-ligatures:none"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Arial",sans-serif;color:black;mso-ligatures:none">717 E. 22<sup>nd</sup> St.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Arial",sans-serif;color:black;mso-ligatures:none">Vancouver, WA 98666</span><span style="font-size:12.0pt;font-family:"Arial",sans-serif;mso-ligatures:none"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Arial",sans-serif;color:black;mso-ligatures:none">Tel. 360.818.4431</span><span style="font-size:12.0pt;font-family:"Arial",sans-serif;mso-ligatures:none"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Arial",sans-serif;color:black;mso-ligatures:none">E-mail
<a href="mailto:fritzlerlaw@outlook.com"><span style="color:blue">fritzlerlaw@outlook.com</span></a></span><span style="font-size:12.0pt;font-family:"Arial",sans-serif;mso-ligatures:none"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Arial",sans-serif;color:black;mso-ligatures:none"> </span><span style="font-size:12.0pt;font-family:"Arial",sans-serif;mso-ligatures:none"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Arial",sans-serif;color:black;mso-ligatures:none">CONFIDENTIALITY</span><span style="font-size:12.0pt;font-family:"Arial",sans-serif;mso-ligatures:none"><o:p></o:p></span></p>
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