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<p class="MsoNormal"><span style="font-size:16.0pt;font-family:"Times New Roman",serif">Amy –
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<p class="MsoNormal"><span style="font-size:16.0pt;font-family:"Times New Roman",serif"> I used to use a receipt refunding agreement – see attached. Not so much anymore, as I’m with you and insist on waiting out the creditor claim period. It’s only
four months and some of that time is needed to marshal assets anyway. But, so estates/trusts are really simple and straight forward and marshaling is done quickly.
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<p class="MsoNormal"><span style="font-size:16.0pt;font-family:"Times New Roman",serif"><o:p> </o:p></span></p>
<p class="MsoNormal" style="text-indent:.5in"><span style="font-size:16.0pt;font-family:"Times New Roman",serif">This one is for a probate, but you can amend it for a trust. One still wants to be very careful not to overdistribute as it’s never easy to recover
distributed funds, but this might be helpful. Beneficiaries may be reluctant to sign this, but if they want pre-settlement distributions, well then…
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<p class="MsoNormal"><span style="font-size:16.0pt;font-family:"Times New Roman",serif;mso-ligatures:standardcontextual">Regards,</span><span style="font-size:16.0pt;font-family:"Times New Roman",serif"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:16.0pt;font-family:"Times New Roman",serif;mso-ligatures:standardcontextual">Mark<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:16.0pt;font-family:"Times New Roman",serif;mso-ligatures:standardcontextual">Mark C. Vohr, J.D. CPGC<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:16.0pt;font-family:"Times New Roman",serif;mso-ligatures:standardcontextual">Ohana Fiduciary Corporation<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:16.0pt;font-family:"Times New Roman",serif;mso-ligatures:standardcontextual">A Washington Trust Company<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:16.0pt;font-family:"Times New Roman",serif;mso-ligatures:standardcontextual">155 NE 100<sup>th</sup> St., Suite 209<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:16.0pt;font-family:"Times New Roman",serif;mso-ligatures:standardcontextual">Seattle, WA 98125<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:16.0pt;font-family:"Times New Roman",serif;mso-ligatures:standardcontextual">Telephone: (206) 782-1189<o:p></o:p></span></p>
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<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>Amy Goertz<br>
<b>Sent:</b> Friday, May 30, 2025 10:15 AM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> [WSBAPT] Distribution before Will Contest<o:p></o:p></span></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Good Morning -<o:p></o:p></p>
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<p class="MsoNormal">I have a client who is Successor Trustee of a substantial Trust (around 10 million) where the original Trustor recently died.<o:p></o:p></p>
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<p class="MsoNormal">We published a NonProbate Notice to Creditors and sent it to each of the beneficiaries.<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">I have advised the Trustee not to make any distributions until that 4-month claim period has ended.<o:p></o:p></p>
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<p class="MsoNormal">Trustee is certain there are not going to be any substantial creditors and would like to make a partial distribution (about half). There would be plenty of money holdback for taxes, etc.<o:p></o:p></p>
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<p class="MsoNormal">Obviously the safest course of action, which I have recommended, is to wait the four months. <o:p></o:p></p>
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<p class="MsoNormal">However, Trustee is really hoping to get some of the money to people sooner. I would only feel comfortable doing this if the beneficiaries would sign a waiver of any objection to the Trust and Amendments and we know for sure no one is going
to contest Trustor’s capacity or allege undue influence, etc. Does anyone have a Receipt or form they use for this type of thing to waive their right to contest? Do you use a TEDRA (even though there is no dispute at this point)?<o:p></o:p></p>
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<p class="MsoNormal">Thanks in advance for any input or suggestions - <o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">Amy<o:p></o:p></p>
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<p class="MsoNormal"><i><span style="font-size:9.0pt;font-family:"Lucida Calligraphy";color:black">Amy J. Goertz, J.D.</span></i><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><i><span style="font-size:9.0pt;font-family:"Lucida Calligraphy";color:black">Goertz & Lambrecht PLLC</span></i><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black"><a href="mailto:amyjgoertz@icloud.com">amyjgoertz@icloud.com</a> <o:p></o:p></span></p>
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<p class="MsoNormal" style="margin-bottom:12.0pt"><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black">1.888.926.2607 phone<br>
1.877.684.1627 fax<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black">Address for correspondence:<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black">2829 S. Grand Blvd., Suite 303<br>
Spokane, WA 99203 <o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black">Additional office locations:<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black">510 Bell Street<br>
Edmonds, WA 98020<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black">Goertz & Lambrecht PLLC<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black"><a href="https://urldefense.proofpoint.com/v2/url?u=http-3A__www.goertzlambrecht.com_&d=DwMFaQ&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=K1mLMC1eFjwfeeMM-AC6zQ&m=7Md8qD67h_OUe4lDowSHgBN_fUhpbwWfFlJlXrKWlMVUMr1M2avgbgJiJLpxZux2&s=3ZEDdKZ-b2xErAhKp-8FT-ZR0ul-m8YzcWmRwfJ8wXk&e=">www.goertzlambrecht.com</a><o:p></o:p></span></p>
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