<div style="font-family: Arial, sans-serif; font-size: 14px;">I would as well, if that's ok! I have this same situation at the moment.</div><div style="font-family: Arial, sans-serif; font-size: 14px;"><br></div><div style="font-family: Arial, sans-serif; font-size: 14px;">Thanks so much, Jen</div><div style="font-family: Arial, sans-serif; font-size: 14px;"><br></div>
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<p class="MsoNormal"><i><b>Jennifer M. Johnson</b></i></p><p class="MsoNormal"><b style="font-size: 0.875rem;">Title Officer | Attorney</b></p><p class="MsoNormal"><span style="font-size: 0.875rem;">Wahkiakum Title & Escrow Co.</span></p><p class="MsoNormal"><span style="font-size: 0.875rem;">Hanigan Law Office, PS</span></p><p class="MsoNormal"><span style="font-size: 0.875rem;">68 Main Street / P.O. Box 39</span></p><p class="MsoNormal"><span style="font-size: 0.875rem;">Cathlamet, WA 98612</span></p><p class="MsoNormal"><span style="font-size: 0.875rem;">(360) 795-3494</span></p><p class="MsoNormal"><span style="font-size: 0.875rem;">(360) 795-3001 (f)</span></p><p class="MsoNormal"><span style="font-size: 0.875rem;">www.wahtitle.com</span></p><div><br></div><div><span>CONFIDENTIALITY NOTICE:<span> </span>THIS EMAIL IS INTENDED TO BE A CONFIDENTIAL AND PRIVILEGED ATTORNEY-CLIENT COMMUNICATION.<span> </span>IF YOU ARE NOT THE INTENDED RECIPIENT OF THIS EMAIL, PLEASE DO NOT READ OR PRINT IT.<span> </span>This transmission is intended for the sole use of the individual and entity to whom it is addressed, and may contain information that is privileged, confidential, and exempt from disclosure under applicable law.<span> </span>You are hereby notified that any dissemination, distribution, or duplication of this transmission by someone other than the intended addressee or its designated agent is strictly prohibited.<span> </span>If your receipt of this transmission is in error, please notify the sender immediately by calling 360.795.3494, or by reply to this transmission, and then permanently delete the message.</span><br></div><p><span>DISCLAIMER NOTICE:<span> </span>Email communication on the internet is NOT secure.<span> </span>There is a risk that this communication may be intercepted illegally, waiving any implied or explicit attorney-client or work-product privileges.</span><br></p><div><br></div>
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On Thursday, January 8th, 2026 at 1:02 PM, Rebecca Gandy <rebgandy@gmail.com> wrote:<br>
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<div dir="auto">Hi Anna,</div><div dir="auto"><br></div><div dir="auto">I would love to see any templates you can pass on. I have clients affected both ways and would like to prevent this issue for them .</div><div dir="auto">Thank you,</div><div dir="auto">Rebecca <br clear="all"><br clear="all"><div dir="auto"><div dir="ltr" class="gmail_signature" data-smartmail="gmail_signature"><div dir="ltr">Rebecca Gandy, Attorney at Law<div>Admitted in Oregon and Washington <br><div>Gandy Legal Services, LLC.</div><div>110 E. Historic Columbia River Hwy, Troutdale</div><div>P.O. Box 487, Corbett OR 97019 (mailing)</div><div><a href="mailto:rebgandy@gmail.com" target="_blank" rel="noreferrer nofollow noopener">rebgandy@gmail.com</a></div><div>(971) 394-9237</div></div></div></div></div></div><div><br></div><div><br><div class="gmail_quote gmail_quote_container"><div dir="ltr" class="gmail_attr">On Mon, Jan 5, 2026 at 11:35 AM Anna Van Pelt <<a href="mailto:anna@vanpeltlegal.com" rel="noreferrer nofollow noopener">anna@vanpeltlegal.com</a>> wrote:<br></div><blockquote class="gmail_quote" style="margin:0 0 0 .8ex;border-left:1px #ccc solid;padding-left:1ex">
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<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.
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<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!<u></u><u></u></span></p></div></div><div lang="EN-US" style="word-wrap:break-word"><div class="m_-89887178682436126WordSection1">
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Aptos",serif"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Aptos",serif">Thanks,<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Aptos",serif">Anna<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Aptos",serif"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-family:"Aptos",serif">Van Pelt Law <u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-family:"Aptos",serif">(206) 635-7250<u></u><u></u></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"> <a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank" rel="noreferrer nofollow noopener">wsbapt-bounces@lists.wsbarppt.com</a> <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank" rel="noreferrer nofollow noopener">wsbapt-bounces@lists.wsbarppt.com</a>>
<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 <<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank" rel="noreferrer nofollow noopener">wsbapt@lists.wsbarppt.com</a>><br>
<b>Subject:</b> Re: [WSBAPT] TEDRA agreement for no credit shelter trust<u></u><u></u></span></p>
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<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.<u></u><u></u></p>
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<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><u></u><u></u></p>
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<p class="MsoNormal"><b><span style="color:black">True North Legal Services, PLLC</span></b><u></u><u></u></p>
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<p class="MsoNormal">On Sat, Jan 3, 2026 at 1:59 PM Anna Van Pelt <<a href="mailto:anna@vanpeltlegal.com" target="_blank" rel="noreferrer nofollow noopener">anna@vanpeltlegal.com</a>> wrote:<u></u><u></u></p>
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<p class="MsoNormal"><span style="font-size:11.0pt">Happy New Year!</span><u></u><u></u></p>
<p class="MsoNormal"><span style="font-size:11.0pt"> </span><u></u><u></u></p>
<p class="MsoNormal"><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><u></u><u></u></p>
<p class="MsoNormal"><span style="font-size:11.0pt"> </span><u></u><u></u></p>
<p class="MsoNormal"><span style="font-size:11.0pt">Thanks,</span><u></u><u></u></p>
<p class="MsoNormal"><span style="font-size:11.0pt">Anna</span><u></u><u></u></p>
<p class="MsoNormal"><span style="font-size:11.0pt"> </span><u></u><u></u></p>
<p class="MsoNormal">Van Pelt Law <u></u><u></u></p>
<p class="MsoNormal">(206) 635-7250<u></u><u></u></p>
<p class="MsoNormal"><a href="http://www.vanpeltlegal.com/" target="_blank" rel="noreferrer nofollow noopener">www.vanpeltlegal.com</a><u></u><u></u></p>
<p class="MsoNormal">Pronouns: She/Her<u></u><u></u></p>
<p class="MsoNormal"> <u></u><u></u></p>
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