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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>If all of the beneficiaries agree, why not?<o:p></o:p></p><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>Erin Fairley<br><b>Sent:</b> Friday, January 19, 2024 9:06 AM<br><b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br><b>Subject:</b> Re: [WSBAPT] Olympia estate attorney recs?<o:p></o:p></p></div></div><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>PC needs help with a trust/trustee issue. <o:p></o:p></p><div><p class=MsoNormal><o:p> </o:p></p></div><div><p class=MsoNormal>Thank you <o:p></o:p></p></div><div><p class=MsoNormal><o:p> </o:p></p><div><p class=MsoNormal>Sent from my iPad<o:p></o:p></p></div><div><p class=MsoNormal><br><br><o:p></o:p></p><blockquote style='margin-top:5.0pt;margin-bottom:5.0pt'><p class=MsoNormal style='margin-bottom:12.0pt'>On Jan 18, 2024, at 3:09 PM, Kendel Froese <kendel@thrivelawpllc.com> wrote:<o:p></o:p></p></blockquote></div><blockquote style='margin-top:5.0pt;margin-bottom:5.0pt'><div><p class=MsoNormal> <o:p></o:p></p><div><div><div><p class=MsoNormal><span style='font-size:12.0pt;font-family:"Arial",sans-serif'>Good afternoon all! <o:p></o:p></span></p><div><p class=MsoNormal><span style='font-size:12.0pt;font-family:"Arial",sans-serif'><o:p> </o:p></span></p></div><div><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></div><div><p class=MsoNormal><span style='font-size:12.0pt;font-family:"Arial",sans-serif'><o:p> </o:p></span></p></div><div><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></div><div><p class=MsoNormal><span style='font-size:12.0pt;font-family:"Arial",sans-serif'><o:p> </o:p></span></p></div><div><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></div><div><p class=MsoNormal><span style='font-size:12.0pt;font-family:"Arial",sans-serif'><o:p> </o:p></span></p></div></div><div><div><div><div><p class=MsoNormal><span style='font-family:"Arial",sans-serif;color:#222222'>Warmly,</span><o:p></o:p></p></div><div><p class=MsoNormal><span style='font-family:"Arial",sans-serif;color:#222222'>Kendel</span><o:p></o:p></p></div><div><p class=MsoNormal><o:p> </o:p></p></div><div><p class=MsoNormal><span style='font-family:"Arial",sans-serif;color:#222222'>--</span><o:p></o:p></p></div><div><div><table class=MsoNormalTable border=0 cellspacing=0 cellpadding=0 style='border-collapse:collapse'><tr><td valign=top style='padding:5.0pt 5.0pt 5.0pt 5.0pt;overflow:hidden'><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://www.froeselawpllc.com" target="_blank">Froese Law PLLC</a></span><o:p></o:p></p><p style='margin:0in'><span style='font-size:10.0pt;font-family:"Arial",sans-serif'>203 N. Washington | Suite 200 | Spokane, WA | 99201 </span><o:p></o:p></p><p style='margin:0in'><span style='font-size:10.0pt;font-family:"Arial",sans-serif'>509.514.5317 (Call & Text) </span><o:p></o:p></p><p style='margin:0in'><i><span style='font-size:10.0pt;font-family:"Arial",sans-serif'>Instantly schedule an appointment with me </span></i><a href="https://calendly.com/froeselawpllc" target="_blank"><i><span style='font-size:10.0pt;font-family:"Arial",sans-serif;color:#1155CC'>here</span></i></a><i><span style='font-size:10.0pt;font-family:"Arial",sans-serif'>!</span></i><o:p></o:p></p></td><td valign=top style='padding:5.0pt 5.0pt 5.0pt 5.0pt;overflow:hidden'><p style='margin:0in'><span style='border:solid windowtext 1.0pt;padding:0in'><img border=0 width=81 height=96 style='width:.8416in;height:1.0in' id="Picture_x0020_1" src="cid:~WRD0000.jpg" alt="Image removed by sender."></span><o:p></o:p></p></td></tr></table></div></div><div><div><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'><b><span style='font-size:9.0pt;font-family:"Arial",sans-serif;color:#222222'>Please Note!</span></b><span style='color:#222222'><o:p></o:p></span></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'><span style='font-size:9.0pt;font-family:"Arial",sans-serif;color:#222222'>The information contained in this email and any attachments are meant only for the use of the intended recipient and may be confidential and/or privileged. If you are reading this communication and are not the intended recipient, any unauthorized use, disclosure or copying is strictly prohibited, and may be unlawful. If you received this communication by mistake, please immediately notify the sender by return email, and delete the original message and all copies from your system. Thank you for your cooperation!</span><span style='color:#222222'><o:p></o:p></span></p></div></div></div></div></div></div></div><p class=MsoNormal>***Disclaimer: Please note that RPPT listserv participation is not restricted to practicing attorneys and may include non-practicing attorneys, law students, professionals working in related fields, and others.***<br>_______________________________________________<br>WSBAPT mailing list<br>WSBAPT@lists.wsbarppt.com<br>http://mailman.fsr.com/mailman/listinfo/wsbapt<o:p></o:p></p></div></blockquote></div></div></body></html>