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<p class="MsoNormal">Take a look at RCW 11.98.145(1), which provides for a “plan of distribution.”
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<p class="MsoNormal"><o:p> </o:p></p>
<font size="4" color="#777777"><span style="FONT-FAMILY: 'Calibri','sans-serif'"><font size="3"><font color="#000000"><o:p style="FONT-SIZE: 10pt; FONT-FAMILY: 'Calibri','sans-serif'">
<p style="FONT-SIZE: 10pt; FONT-FAMILY: 'Calibri','sans-serif'; MARGIN: 0in 0in 6pt"><span style="FONT-FAMILY: 'Calibri','sans-serif'">Amy Lewis,
Attorney<br>Pronouns she/her/hers<br></span><img style="HEIGHT: 68px; WIDTH: 211px" src="cid:Logo_fa335a1d-9f24-4802-a3dd-b58f259e3c98.png" width="211" height="68" border="0"><br></p></o:p></font></font></span><span style="FONT-SIZE: 11pt; FONT-FAMILY: 'Calibri','sans-serif'"><span style="COLOR: #000000"><span style="FONT-SIZE: 11pt; FONT-FAMILY: 'Calibri','sans-serif'">909 A Street, Suite
600 | Tacoma, WA 98402<br></span><span style="FONT-SIZE: 11pt; FONT-FAMILY: 'Calibri','sans-serif'"><strong style="COLOR: #000000"></strong>phone 253.572.4500 | fax 253.272.5732
|</span></span></span><span style="FONT-SIZE: 11pt; FONT-FAMILY: 'Calibri','sans-serif'"> </span><a href="http://www.eisenhowerlaw.com/"><span style="FONT-SIZE: 11pt; TEXT-DECORATION: none; FONT-FAMILY: 'Calibri','sans-serif'; COLOR: #c00000; text-underline: none">www.eisenhowerlaw.com</span></a></font>
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<p class="MsoNormal"><b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;mso-ligatures:none">From:</span></b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;mso-ligatures:none"> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com>
<b>On Behalf Of </b>steve@aitalaw.com<br>
<b>Sent:</b> Monday, April 14, 2025 11:02 AM<br>
<b>To:</b> 'WSBA Probate & Trust Listserv' <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> [WSBAPT] Trust Termination<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:11.0pt;font-family:"Franklin Gothic Book",sans-serif">Do any of you do anything special when a Trust terminates and the assets are finally distributed, aside from maybe a final accounting and a receipt from the beneficiary?
In this case, the Trust beneficiary has reached age 35 and the grandparents’ Will says that the Trust is to terminate and all remaining assets to be distributed to the beneficiary. Like a final report or something discharging the Trustee? And if so, do you
have a template you’d be willing to share?<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Franklin Gothic Book",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Franklin Gothic Book",sans-serif">Thank you,<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Franklin Gothic Book",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Franklin Gothic Book",sans-serif">Steve Aita<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Franklin Gothic Book",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Franklin Gothic Book",sans-serif;mso-ligatures:none">---------</span><span style="font-size:11.0pt;font-family:"Franklin Gothic Book",sans-serif;mso-ligatures:none"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Franklin Gothic Book",sans-serif;mso-ligatures:none">This e-mail is covered by the U.S. Electronic Communications Privacy Act, 18 U.S.C. 2510-2521. This e-mail was sent by an attorney or his agent,
is intended only for the addressee's use, and may contain confidential information and/or information protected by the attorney-client privilege. If you are not the intended recipient, nor the employee or agent responsible for delivering it to the intended
recipient, you are hereby notified that any dissemination or copying of this transmission (including any attachments) is strictly prohibited. If you have received this e-mail in error, please delete it and immediately notify the sender by reply e-mail. Thank
you.</span><span style="font-size:11.0pt;font-family:"Franklin Gothic Book",sans-serif;mso-ligatures:none"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Franklin Gothic Book",sans-serif;mso-ligatures:none"> </span><span style="font-size:11.0pt;font-family:"Franklin Gothic Book",sans-serif;mso-ligatures:none"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Franklin Gothic Book",sans-serif;mso-ligatures:none">P. Stephen Aita</span><span style="font-size:11.0pt;font-family:"Franklin Gothic Book",sans-serif;mso-ligatures:none"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Franklin Gothic Book",sans-serif;mso-ligatures:none">Attorney at Law</span><span style="font-size:11.0pt;font-family:"Franklin Gothic Book",sans-serif;mso-ligatures:none"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Franklin Gothic Book",sans-serif;mso-ligatures:none">Admitted in Washington & Idaho</span><span style="font-size:11.0pt;font-family:"Franklin Gothic Book",sans-serif;mso-ligatures:none"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Franklin Gothic Book",sans-serif;mso-ligatures:none"> </span><span style="font-size:11.0pt;font-family:"Franklin Gothic Book",sans-serif;mso-ligatures:none"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Franklin Gothic Book",sans-serif;mso-ligatures:none">3010 Harborview Dr., Suite 301</span><span style="font-size:11.0pt;font-family:"Franklin Gothic Book",sans-serif;mso-ligatures:none"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Franklin Gothic Book",sans-serif;mso-ligatures:none">Gig Harbor, WA 98335-1977</span><span style="font-size:11.0pt;font-family:"Franklin Gothic Book",sans-serif;mso-ligatures:none"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Franklin Gothic Book",sans-serif;mso-ligatures:none">Tel.: (253) 858-5434</span><span style="font-size:11.0pt;font-family:"Franklin Gothic Book",sans-serif;mso-ligatures:none"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Franklin Gothic Book",sans-serif;mso-ligatures:none">Fax: (253) 276-2373</span><span style="font-size:11.0pt;font-family:"Franklin Gothic Book",sans-serif;mso-ligatures:none"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Franklin Gothic Book",sans-serif;mso-ligatures:none"> </span><span style="font-size:11.0pt;font-family:"Franklin Gothic Book",sans-serif;mso-ligatures:none"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Franklin Gothic Book",sans-serif;mso-ligatures:none"><a href="steve@aitalaw.com"><span style="color:#0563C1">steve@aitalaw.com</span></a></span><span style="font-size:11.0pt;font-family:"Franklin Gothic Book",sans-serif;mso-ligatures:none"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Franklin Gothic Book",sans-serif;mso-ligatures:none"><a href="http://www.aitalaw.com"><span style="color:#0563C1">www.aitalaw.com</span></a></span><span style="font-size:11.0pt;font-family:"Franklin Gothic Book",sans-serif;mso-ligatures:none"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Franklin Gothic Book",sans-serif;mso-ligatures:none"><a href="http://www.facebook.com/aitalaw"><span style="color:#0563C1">www.facebook.com/aitalaw</span></a></span><span style="font-size:11.0pt;font-family:"Franklin Gothic Book",sans-serif;mso-ligatures:none"><o:p></o:p></span></p>
<p class="MsoNormal"><o:p> </o:p></p>
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