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<p class="MsoNormal"><span style="font-family:"Arial",sans-serif">Belt and suspenders . . . list in the recitals as in the original document for consistency and add a new cross reference under the recitals to new section “x” in the amendment that identifies
the family?<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:black">Virginia C. Antipolo<br>
Antipolo & Paul Law Firm, P.S.<br>
2825 Colby Avenue, Suite 203<br>
Everett, WA 98201<br>
(425) 303-9100, ext. 111<br>
(425) 258-9685 (fax)<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:blue"><a href="mailto:virginia@aplawfirm.com" target="_blank"><span style="font-size:12.0pt;font-family:"Arial",sans-serif">virginia@aplawfirm.com</span></a></span><span style="font-family:"Arial",sans-serif;color:black"><br>
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</span><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:blue"><a href="mailto:virginia@aplawfirm.com" target="_blank"><span style="font-size:10.0pt;font-family:"Arial",sans-serif">virginia@aplawfirm.com</span></a></span><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black">.</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif"><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>Brent Williams-Ruth<br>
<b>Sent:</b> Monday, September 28, 2026 4:35 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> Re: [WSBAPT] Amending Trust where Family Is Not in the Terms<o:p></o:p></span></p>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif">I am just not doing a great job today with my questions. My apologies. <o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif">I am truly just trying to figure out how to deal with the fact that the family was listed in a recital before the actual enumerated terms began. <o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif">Normally, when I do a trust amendment, I will say Article 1, Paragraph 6 is deleted in its entirety and replace with.......type in new Article 1, Paragraph 6.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif">I cannot use the same formatting because the family is not in an article, but listed as a preamble statement that says, effectively I am married to bob, bob and I do not have any kids, I have
two kids from prior marriage... <o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif">Then, throughout the rest of the Trust, it makes reference to Daughter Elizabeth or Son Steven. <o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif">Well now we need to make adjustments where we do not have gendered children and instead says Trustors Children, Mars and Mercury. <o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif">Obviously, I am not using real names - but the issue is the same. <o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif">Should I create a new article at the end and just add Article 36 - Identification of Family - so that it is given a formal place in the Trust or just have it included in the Recitals at the start?
Normally my recitals are simply detailing the procedural history of original creation, first amendment second amendment, third amendment with full restatement, fourth amendment, etc....<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif">Thank you!<o:p></o:p></span></p>
<p class="MsoNormal"><br clear="all">
<o:p></o:p></p>
<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>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">On Mon, Sep 28, 2026 at 4:24<span style="font-family:"Arial",sans-serif"> </span>PM Diane Kiepe <<a href="mailto:diane@kiepelaw.com">diane@kiepelaw.com</a>> wrote:<o:p></o:p></p>
<blockquote style="border:none;border-left:solid #CCCCCC 1.0pt;padding:0in 0in 0in 6.0pt;margin-left:4.8pt;margin-right:0in">
<p class="MsoNormal"><span style="font-size:18.0pt">This may seem like overkill but I also add a statement along these lines: "I have carefully considered my estate and the distribution thereof. Except in the event of a failure of beneficiaries, I intentionally
make no bequest (or if a trust, no distribution) to any person or entity known or unknown to me." I also define children and descendants more narrowly then some documents I have seen.<o:p></o:p></span></p>
<p class="MsoNormal"><br clear="all">
<o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:18.0pt;font-family:"Georgia",serif;color:#38761D">Diane Kiepe, J.D., LL.M. Taxation</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:13.5pt;font-family:"Georgia",serif;color:#38761D">Kiepe Estate and Probate, PLLC</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:13.5pt;font-family:"Georgia",serif;color:#38761D"><a href="mailto:diane@kiepelaw.com" target="_blank">diane@kiepelaw.com</a></span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:13.5pt;font-family:"Georgia",serif;color:#38761D"><a href="https://www.google.com/maps/search/200+N.+Mullan+Rd.,+Suite+203+Spokane+Valley,+WA%C2%A0+99206?entry=gmail&source=g">200 N. Mullan Rd., Suite 203</a></span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:13.5pt;font-family:"Georgia",serif;color:#38761D"><a href="https://www.google.com/maps/search/200+N.+Mullan+Rd.,+Suite+203+Spokane+Valley,+WA%C2%A0+99206?entry=gmail&source=g">Spokane Valley, WA 99206</a></span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:18.0pt;font-family:"Georgia",serif;color:#38761D"><a href="tel:(509)%20808-2087" target="_blank">509-808-2087</a></span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:7.5pt;font-family:"Verdana",sans-serif;color:dimgray">Confidentiality Notice: This page and any accompanying documents contain information that is confidential, privileged, or exempt from disclosure under applicable
law and is intended for the exclusive use of the addressee. This information is private and protected by law. If you are not the intended recipient, you are hereby notified that any disclosure, copying, distribution, or use of the contents of this information
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">On Mon, Sep 28, 2026 at 4:19<span style="font-family:"Arial",sans-serif"> </span>PM Heather de Vrieze <<a href="mailto:heatherd@westseattlelaw.com" target="_blank">heatherd@westseattlelaw.com</a>> wrote:<o:p></o:p></p>
<blockquote style="border:none;border-left:solid #CCCCCC 1.0pt;padding:0in 0in 0in 6.0pt;margin-left:4.8pt;margin-right:0in">
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto">I sure don’t think it is “required” but it is good evidence of knowledge of their heirs and a roadmap for the folks who follow (the next attorney) needing to administer the will/trust
for the benefit of my children/issue/descendants. .<a href="https://www.google.com/maps/search/3909+California+Avenue+SW+%0D%0A+Seattle,+WA+98116-3705?entry=gmail&source=g" target="_blank">
</a>. .<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"><span style="font-family:"Lucida Calligraphy";color:#1F497D">Heather S. de Vrieze</span><b><span style="font-size:16.0pt;color:#1F497D"><br>
</span></b><i><span style="font-family:"Garamond",serif;color:#1F497D">(she/her)</span></i><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><i><span style="font-family:"Garamond",serif;color:#1F497D">Attorney-at-Law</span></i><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><i><span style="font-family:"Garamond",serif;color:#1F497D"><img border="0" width="189" height="105" style="width:1.9687in;height:1.0937in" id="m_-6872689668302023297m_3811495086179013540Picture_x0020_1" src="cid:image001.jpg@01DD4F69.02BA7F40"></span></i><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:10.0pt;font-family:Nyala;color:#44524E"><a href="https://www.google.com/maps/search/3909+California+Avenue+SW+%0D%0A+Seattle,+WA+98116-3705?entry=gmail&source=g" target="_blank">3909
California Avenue SW</a></span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:10.0pt;font-family:Nyala;color:#44524E"><a href="https://www.google.com/maps/search/3909+California+Avenue+SW+%0D%0A+Seattle,+WA+98116-3705?entry=gmail&source=g" target="_blank">Seattle,
WA 98116-3705</a> <a href="https://www.google.com/maps/search/3909+California+Avenue+SW+%0D%0A+Seattle,+WA+98116-3705?entry=gmail&source=g">
</a></span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:10.0pt;font-family:Nyala;color:#44524E"><a href="tel:(206)%20938-5500" target="_blank">(206)938-5500</a>
</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><a href="mailto:heatherd@westseattlelaw.com" target="_blank"><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">heatherd@westseattlelaw.com</span></a><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">
</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><a href="http://www.westseattlelaw.com/" target="_blank"><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">www.westseattlelaw.com</span></a><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">
</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;font-family:"Aptos Display",sans-serif;color:#C00000"> </span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:10.0pt;font-family:"Aptos Display",sans-serif;color:#C00000">For your advance planning, Heather will be out of the office mid-October (12th-22nd).
</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:10.0pt;font-family:"Aptos Display",sans-serif;color:#C00000"> </span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:10.0pt;font-family:"Aptos Display",sans-serif;color:#C00000">UPDATE<s>:</s> deVrieze | Carney PLLC will be CLOSED on FRIDAYS through January 1, 2027,
</span><span style="font-size:10.0pt;font-family:"Aptos Display",sans-serif;color:#275317">returning to
</span><span style="font-size:11.0pt;color:#275317">a five day work week January 4, 2027</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><b><span style="font-size:9.0pt;font-family:"Arial",sans-serif;color:#002E8A">Click here to connect with de Vrieze | Carney on Facebook:
</span><span style="color:#1F497D"> </span></b><a href="https://www.facebook.com/DeVriezeCarney" target="_blank"><b><span style="text-decoration:none"><img border="0" width="72" height="21" style="width:.75in;height:.2187in" id="m_-6872689668302023297m_3811495086179013540Picture_x0020_2" src="cid:image002.png@01DD4F69.02BA7F40" alt="FB Logo"></span></b></a><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:8.0pt;color:#A6A6A6"> </span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:8.0pt;color:#A6A6A6">CONFIDENTIAL & PRIVILEGED. This e-mail message may contain legally privileged and/or confidential information. If you have received
this e-mail in error, please notify the sender immediately and delete all copies of this e-mail message and any attachment.</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 style="border:none;border-top:solid windowtext 1.0pt;padding:3.0pt 0in 0in 0in;border-color:currentcolor currentcolor">
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><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">wsbapt-bounces@lists.wsbarppt.com</a> <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a>>
<b>On Behalf Of </b>Diane Kiepe<br>
<b>Sent:</b> Monday, September 28, 2026 4:15 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a>><br>
<b>Subject:</b> Re: [WSBAPT] Amending Trust where Family Is Not in the Terms</span><o:p></o:p></p>
</div>
<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"><span style="font-size:18.0pt">I am in the habit of listing the names and you could even say (as to the children), whose names currently are.....</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:18.0pt"> </span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:18.0pt">Some attorneys put down the current name and then a FKA name.</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><br clear="all">
<o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:18.0pt;font-family:"Georgia",serif;color:#38761D">Diane Kiepe, J.D., LL.M. Taxation</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:13.5pt;font-family:"Georgia",serif;color:#38761D">Kiepe Estate and Probate, PLLC</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:13.5pt;font-family:"Georgia",serif;color:#38761D"><a href="mailto:diane@kiepelaw.com" target="_blank">diane@kiepelaw.com</a></span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:13.5pt;font-family:"Georgia",serif;color:#38761D"><a href="https://www.google.com/maps/search/200+N.+Mullan+Rd.,+Suite+203+%0D%0A+Spokane+Valley,+WA+99206?entry=gmail&source=g" target="_blank">200
N. Mullan Rd., Suite 203</a></span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:13.5pt;font-family:"Georgia",serif;color:#38761D"><a href="https://www.google.com/maps/search/200+N.+Mullan+Rd.,+Suite+203+%0D%0A+Spokane+Valley,+WA+99206?entry=gmail&source=g" target="_blank">Spokane
Valley, WA</a><a href="https://www.google.com/maps/search/200+N.+Mullan+Rd.,+Suite+203+%0D%0A+Spokane+Valley,+WA+%C2%A0++99206?entry=gmail&source=g">
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto">On Mon, Sep 28, 2026 at 3:59<span style="font-family:"Arial",sans-serif"> </span>PM Brent Williams-Ruth <<a href="mailto:brent@williams-ruthlaw.com" target="_blank">brent@williams-ruthlaw.com</a>>
wrote:<o:p></o:p></p>
<blockquote style="border:none;border-left:solid windowtext 1.0pt;padding:0in 0in 0in 6.0pt;margin-left:4.8pt;margin-top:5.0pt;margin-right:0in;margin-bottom:5.0pt;border-color:currentcolor currentcolor currentcolor rgb(204,204,204)">
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-family:"Arial",sans-serif">I have an RLT done by another attorney. The attorney did not have a paragraph in the terms that specifically identified the family and
issue of the Trustor, but stated that she is married and has kids from a prior marriage in the preamble recitals. </span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-family:"Arial",sans-serif"> </span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-family:"Arial",sans-serif">As I am doing the amendment - should I just include an update to this? The issue is that one child has married and has a different name;
another child has transitioned and has a new legal name. </span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-family:"Arial",sans-serif"> </span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-family:"Arial",sans-serif">I had not encountered this before where I couldn't simply write "Amend Paragrah 1.5 to say......" because they are in the list of recitals
that are not enumerated but "Witnesseth"</span><o:p></o:p></p>
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<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: <a href="https://www.google.com/maps/search/500+S+336th+Street,+Suite+214;+Federal%0D%0AWay,+WA+98003?entry=gmail&source=g" target="_blank">
500 S 336th Street, Suite 214; Federal Way, WA 98003</a></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"><a href="tel:(253)%20285-7751" target="_blank">(253) 285-7751</a></span></span><o:p></o:p></p>
<p><span style="font-family:"Times New Roman",serif;color:red">For All Meetings & Scheduling:
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