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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><span style='font-size:11.0pt;font-family:"Calibri",sans-serif'>To me, that is a meaningless provision. In any event, you have nine months from one of the events set out in RCW 11.86.031 to disclaim assets. I assume you will sit town with client’s financial advisor, CPA and decide with, if any, asset you will disclaim, which I assume will go into a disclaimer/credit trust.<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri",sans-serif'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri",sans-serif'>Jeff <o:p></o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri",sans-serif'><o:p> </o:p></span></p><p class=MsoNormal><b><span style='font-size:11.0pt;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><span style='font-size:11.0pt;font-family:"Calibri",sans-serif'><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><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><span style='font-size:11.0pt;font-family:"Calibri",sans-serif'><a href="mailto:info@bellanddavispllc.com"><span style='font-size:10.0pt;font-family:"Tahoma",sans-serif'>info@bellanddavispllc.com</span></a></span><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><span style='font-size:11.0pt;font-family:"Calibri",sans-serif'><o:p> </o:p></span></b></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri",sans-serif'><o:p> </o:p></span></p><div style='border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in'><p class=MsoNormal><b><span style='font-size:11.0pt;font-family:"Calibri",sans-serif'>From:</span></b><span style='font-size:11.0pt;font-family:"Calibri",sans-serif'> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com> <b>On Behalf Of </b>Brent Williams-Ruth<br><b>Sent:</b> Thursday, April 10, 2025 1:20 PM<br><b>To:</b> WSBA Probate & Trust Listserv <WSBAPT@lists.wsbarppt.com><br><b>Subject:</b> [WSBAPT] Disclaimer in Trust Document<o:p></o:p></span></p></div><p class=MsoNormal><o:p> </o:p></p><div><div><p class=MsoNormal><span class=gmaildefault><span style='font-family:"Arial",sans-serif'>I am doing my first Trust Administration from a Trust prepared by the folks at We The People, P.S. in Lakewood, WA. I could really use some help understanding this particular paragraph: </span></span><br clear=all><o:p></o:p></p></div><div><p class=MsoNormal><o:p> </o:p></p></div><div><p class=MsoNormal><span class=gmaildefault><b><u><span style='font-family:"Arial",sans-serif'>11.6 - Preparation of Documents.</span></u></b></span><span class=gmaildefault><span style='font-family:"Arial",sans-serif'> The Trustors acknowledge that We the People, P.S. have prepared this trust according to the instructions of the Trustors, and have given the Trustors legal advice relating to this Trust. However, Trustors further acknowledge that neither We the People, P.S. nor any employee or agent of We The People, P.S. are financial or estate planning advisors and have not given the Trustors financial planning or estate planning advice. </span></span><o:p></o:p></p></div><div><p class=MsoNormal><o:p> </o:p></p></div><div><p class=MsoNormal><span class=gmaildefault><span style='font-family:"Arial",sans-serif'>I am trying not to be dense but what is this actually saying? Feels a lot like double talk - we gave you legal advice to create a trust (an estate planning document) but we didn't give you any estate planning advice. WHAT?</span></span><o:p></o:p></p></div><div><p class=MsoNormal><o:p> </o:p></p></div><div><p class=MsoNormal><span class=gmaildefault><span style='font-family:"Arial",sans-serif'>Appreciate any help that can make sense of this paragraph. </span></span><o:p></o:p></p></div><div><div><div><div><p><b><span style='font-family:"Times New Roman",serif'>Brent Williams-Ruth</span></b><span style='font-family:"Times New Roman",serif'> (pronouns: he/him)<br><i>Attorney-At-Law</i></span><o:p></o:p></p><p><b><span style='font-family:"Times New Roman",serif'>Law Offices of Brent Williams-Ruth, </span></b><b><span style='font-size:7.5pt;font-family:"Times New Roman",serif'>a division of BWR Consulting, PLLC</span></b><o:p></o:p></p><p><b><span style='font-family:"Times New Roman",serif'>Physical Address: 500 S 336th Street, Suite 214; Federal Way, WA 98003</span></b><o:p></o:p></p><p><b><span style='font-family:"Times New Roman",serif;color:red'>Mailing Address:</span></b><b><span style='font-family:"Times New Roman",serif'> PO BOX 3319; Federal Way, WA 98063 </span></b><o:p></o:p></p><p><span style='font-family:"Times New Roman",serif'>Office/Scheduling Phone:<span style='color:#004080'> </span><span style='color:red'>(253) 285-7751</span></span><o:p></o:p></p><p><span style='font-family:"Times New Roman",serif;color:red'>For All Meetings & Scheduling: <a href="mailto:info@williams-ruthlaw.com" target="_blank">info@williams-ruthlaw.com</a></span><o:p></o:p></p><p><span style='font-family:"Times New Roman",serif'><a href="mailto:Brent@Williams-RuthLaw.com" target="_blank">e-mail</a> / <a href="http://www.williams-ruthlaw.com/" target="_blank">website</a> /</span><span style='font-size:9.5pt;font-family:"Times New Roman",serif'> </span><span style='font-family:"Times New Roman",serif'><a href="http://www.facebook.com/bwrlaw" target="_blank"><span style='font-size:9.5pt'>facebook</span></a></span><span style='font-size:9.5pt;font-family:"Times New Roman",serif'> / </span><o:p></o:p></p></div></div></div></div></div></div></body></html>