<html xmlns:o="urn:schemas-microsoft-com:office:office" xmlns:w="urn:schemas-microsoft-com:office:word" xmlns:m="http://schemas.microsoft.com/office/2004/12/omml" xmlns="http://www.w3.org/TR/REC-html40">
<head>
<meta http-equiv="Content-Type" content="text/html; charset=utf-8">
<meta name="Generator" content="Microsoft Word 15 (filtered medium)">
<style><!--
/* Font Definitions */
@font-face
{font-family:"Cambria Math";
panose-1:2 4 5 3 5 4 6 3 2 4;}
@font-face
{font-family:Calibri;
panose-1:2 15 5 2 2 2 4 3 2 4;}
@font-face
{font-family:Aptos;
panose-1:0 0 0 0 0 0 0 0 0 0;}
/* Style Definitions */
p.MsoNormal, li.MsoNormal, div.MsoNormal
{margin:0in;
font-size:12.0pt;
font-family:"Times New Roman",serif;}
a:link, span.MsoHyperlink
{mso-style-priority:99;
color:blue;
text-decoration:underline;}
span.EmailStyle19
{mso-style-type:personal-compose;
font-family:"Aptos",serif;
color:windowtext;}
.MsoChpDefault
{mso-style-type:export-only;
font-size:10.0pt;
mso-ligatures:none;}
@page WordSection1
{size:8.5in 11.0in;
margin:1.0in 1.0in 1.0in 1.0in;}
div.WordSection1
{page:WordSection1;}
--></style>
</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:"Aptos",serif">It’s a joint living trust, and no, the attorney in Oregon (they didn’t restate after moving and before one spouse passed) didn’t leave much flexibility, unfortunately.
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Aptos",serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Aptos",serif">Thanks to those who sent a template! I appreciate not having to fully recreate the wheel!<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Aptos",serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Aptos",serif">Thanks,<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Aptos",serif">Anna<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Aptos",serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Aptos",serif">Van Pelt Law <o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Aptos",serif">(206) 635-7250<o:p></o:p></span></p>
<p class="MsoNormal"><a href="http://www.vanpeltlegal.com/"><span style="font-family:"Aptos",serif">www.vanpeltlegal.com</span></a><span style="font-family:"Aptos",serif"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Aptos",serif">Pronouns: She/Her<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Aptos",serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><b><i><span style="font-size:10.0pt;font-family:"Aptos",serif">CONFIDENTIALITY NOTICE: </span></i></b><i><span style="font-size:10.0pt;font-family:"Aptos",serif"><br>
</span></i><span style="font-size:10.0pt;font-family:"Aptos",serif">This communication (including any attachments) is confidential and may contain legally privileged information. If you are not the intended recipient or believe that you may have received this
communication in error, please delete this communication from your computer and do not retransmit, copy, print or otherwise disseminate this communication.<o:p></o:p></span></p>
<p class="MsoNormal"><b><i><span style="font-size:10.0pt;font-family:"Aptos",serif">ATTORNEY-CLIENT RELATIONSHIP:<br>
</span></i></b><span style="font-size:10.0pt;font-family:"Aptos",serif">This e-mail does not in any way intend to provide legal advice to be relied upon by any recipient and does not create any duty or obligation for legal representation on behalf of the sender
Van Pelt Law & Mediation PLLC on behalf of the recipient of this e-mail without a written engagement agreement.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Aptos",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>Genissa Richardson<br>
<b>Sent:</b> Monday, January 5, 2026 11:21 AM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> Re: [WSBAPT] TEDRA agreement for no credit shelter trust<o:p></o:p></span></p>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<div>
<div>
<p class="MsoNormal">So the Will isn't worded in such a way that funding the bypass trust is optional in a case like this where it isn't needed? That's unusual.<o:p></o:p></p>
</div>
<div>
<div>
<div>
<div>
<p class="MsoNormal"><b><span style="font-size:13.5pt;color:black">Genissa Richardson</span><i><span style="color:black">,</span></i><span style="color:black"> Attorney at Law</span></b><o:p></o:p></p>
</div>
<div>
<p class="MsoNormal"><b><span style="color:black">True North Legal Services, PLLC</span></b><o:p></o:p></p>
</div>
<div>
<p class="MsoNormal"><b><span style="color:black">301 Prospect St., Bellingham, WA 98225</span></b><o:p></o:p></p>
</div>
<div>
<p class="MsoNormal"><b><span style="color:black">PO Box 934, Bellingham, WA 98227 (mailing address)</span></b><o:p></o:p></p>
</div>
<div>
<p class="MsoNormal"><b><span style="color:black">Phone (360) 639-3393</span></b><o:p></o:p></p>
</div>
<div>
<p class="MsoNormal"><b><span style="color:black">Fax (360) 838-6584</span></b><o:p></o:p></p>
</div>
<div>
<p class="MsoNormal"><b><span style="color:#222222">U.S. Coast Guard Veteran</span></b><span style="color:#222222"><o:p></o:p></span></p>
</div>
<div>
<p class="MsoNormal"><span style="color:#222222"><o:p> </o:p></span></p>
</div>
<div>
<p class="MsoNormal"><b><span style="font-size:13.5pt;color:#222222">NOTICE OF UNAVAILABILITY:</span></b><span style="color:#222222"><o:p></o:p></span></p>
</div>
<div>
<p class="MsoNormal"><b><span style="color:#222222">I am out of the office and/or unavailable the following dates:</span></b><span style="color:#222222"><o:p></o:p></span></p>
</div>
<div>
<p class="MsoNormal">December 22nd - January 4th, 2026 (Holiday Break)<o:p></o:p></p>
</div>
<div>
<p class="MsoNormal">January 22nd - February 3rd, 2026 (Much Needed Vacation)<o:p></o:p></p>
</div>
<div>
<p class="MsoNormal">February 25th, 2026 (Trial)<o:p></o:p></p>
</div>
<div>
<p class="MsoNormal">March 25th, 2026 (Trial)<o:p></o:p></p>
</div>
<div>
<p class="MsoNormal">April 2nd - 3rd, 2026<o:p></o:p></p>
</div>
<div>
<p class="MsoNormal">April 22nd - 24th, 2026<o:p></o:p></p>
</div>
<div>
<p class="MsoNormal"><o:p> </o:p></p>
</div>
<div>
<p class="MsoNormal"><o:p> </o:p></p>
</div>
<div>
<p class="MsoNormal"><b><span style="font-family:"Arial",sans-serif;color:black">The information transmitted by this email is intended only for the person or entity to which it is addressed. This email may contain proprietary, business-confidential and/or privileged
material. If you are not the intended recipient of this message, be aware that any use, review, retransmission, distribution, reproduction or any action taken in reliance upon this message is strictly prohibited. If you received this in error, please contact
the sender and delete the material from all computers.</span></b><o:p></o:p></p>
</div>
<div>
<p class="MsoNormal"><o:p> </o:p></p>
</div>
<div>
<p class="MsoNormal"><b><span style="color:black">NOTE: ATTORNEY RICHARDSON AND/OR STAFF ANSWERING AN EMAIL, TEXT, OR PHONE CALL REGARDING A GENERAL INQUIRY DOES NOT ESTABLISH AN ATTORNEY-CLIENT RELATIONSHIP BETWEEN YOU (OR YOUR COMPANY) AND ATTORNEY RICHARDSON
OR TRUE NORTH LEGAL SERVICES, PLLC — YOU MUST BE ESTABLISHED AS A CLIENT WITH OUR OFFICE BEFORE ANY SUCH RELATIONSHIP EXISTS. IF YOU HAVE ANY DOUBT AS TO WHETHER OR NOT AN ATTORNEY-CLIENT RELATIONSHIP EXISTS, IT PROBABLY DOES NOT.</span></b><o:p></o:p></p>
</div>
</div>
</div>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<div>
<div>
<p class="MsoNormal">On Sat, Jan 3, 2026 at 1:59 PM Anna Van Pelt <<a href="mailto:anna@vanpeltlegal.com">anna@vanpeltlegal.com</a>> wrote:<o:p></o:p></p>
</div>
<blockquote style="border:none;border-left:solid #CCCCCC 1.0pt;padding:0in 0in 0in 6.0pt;margin-left:4.8pt;margin-top:5.0pt;margin-right:0in;margin-bottom:5.0pt">
<div>
<div>
<div>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:11.0pt">Happy New Year!</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:11.0pt"> </span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:11.0pt">Anyone have a template they could share for a NJSA to skip a bypass trust? RLT created when the exemption was lower, spouse passed just before it
went up to $3 million, and now it would serve no purpose. Surviving spouse and all their kids are in agreement.
</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:11.0pt"> </span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:11.0pt">Thanks,</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:11.0pt">Anna</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:11.0pt"> </span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto">Van Pelt Law <o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto">(206) 635-7250<o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><a href="http://www.vanpeltlegal.com/" target="_blank">www.vanpeltlegal.com</a><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto">Pronouns: She/Her<o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"> <o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><b><i><span style="font-size:10.0pt">CONFIDENTIALITY NOTICE: </span></i></b><i><span style="font-size:10.0pt"><br>
</span></i><span style="font-size:10.0pt">This communication (including any attachments) is confidential and may contain legally privileged information. If you are not the intended recipient or believe that you may have received this communication in error,
please delete this communication from your computer and do not retransmit, copy, print or otherwise disseminate this communication.</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><b><i><span style="font-size:10.0pt">ATTORNEY-CLIENT RELATIONSHIP:<br>
</span></i></b><span style="font-size:10.0pt">This e-mail does not in any way intend to provide legal advice to be relied upon by any recipient and does not create any duty or obligation for legal representation on behalf of the sender Van Pelt Law & Mediation
PLLC on behalf of the recipient of this e-mail without a written engagement agreement.</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"> <o:p></o:p></p>
</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>
<a href="mailto:WSBAPT@lists.wsbarppt.com" target="_blank">WSBAPT@lists.wsbarppt.com</a><br>
<a href="http://mailman.fsr.com/mailman/listinfo/wsbapt" target="_blank">http://mailman.fsr.com/mailman/listinfo/wsbapt</a><o:p></o:p></p>
</div>
</blockquote>
</div>
</div>
</body>
</html>