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<p class="MsoNormal">The beneficiaries of the decedents trust would have standing to object however if you had a tedra agreement which provided all the assets would be held in the survivors trust and that there would be no change in the ultimate beneficiaries
on the death of the second spouse you could do it<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Bryce H. Dille<o:p></o:p></p>
<p class="MsoNormal">Dille Law, PLLC<o:p></o:p></p>
<p class="MsoNormal">2010 Caton Way SW Ste. 101<o:p></o:p></p>
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<p class="MsoNormal">Office: 360-350-0270<o:p></o:p></p>
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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>Kendel Froese<br>
<b>Sent:</b> Thursday, January 18, 2024 3:03 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <WSBAPT@lists.wsbarppt.com><br>
<b>Subject:</b> [WSBAPT] RLT / Decedent's Trust<o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Arial",sans-serif">Good afternoon all!<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Arial",sans-serif"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Arial",sans-serif">I am reviewing an RLT drafted 25 years ago by another attorney that directs the creation of a Decedent's Trust and a Survivor's Trust when the first spouse dies, presumably for
tax planning purposes. The first spouse died recently. The RLT assets are well below the Washington estate tax threshold (just over a million total), and the surviving spouse does not want the extra work of the assets being divided into 2 separate trusts -
especially when there is no benefit tax-wise. <o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Arial",sans-serif"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Arial",sans-serif">My understanding is the Decedent's Trust is irrevocable, and there is no language in the RLT that makes the Decedent's Trust discretionary, or providing that it can be changed
or revoked. Absent that, is there any way for the surviving spouse/trustee to unwind this and just have access to all of the RLT assets outright? I'm not experienced with TEDRA, but is that an option in this situation? <o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Arial",sans-serif"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Arial",sans-serif">Thank you in advance for your insight!<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#222222">Warmly,</span><o:p></o:p></p>
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<p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#222222">Kendel</span><o:p></o:p></p>
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<p style="margin:0in"><span style="font-size:10.0pt;font-family:"Arial",sans-serif">Kendel Froese </span><o:p></o:p></p>
<p style="margin:0in"><span style="font-size:10.0pt;font-family:"Arial",sans-serif">Attorney,
<a href="https://urldefense.proofpoint.com/v2/url?u=https-3A__www.froeselawpllc.com&d=DwMFaQ&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=ZjJT61sMYHYXW1a7W0qvaz-zO3o_Ea2RRxXvW5Yr3-0&m=b_AxNi98Uusp8HLDYJo7zppwzH4egrcB6uAJ1gdwcMmNHBHBvz_e8JCnXNOq_0cz&s=ZBo4vEMID2QaHhruk-0zRn2imp7_M1zLI7756mcm7nc&e=" target="_blank">
Froese Law PLLC</a></span><o:p></o:p></p>
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