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On DATE I created the TRUST. At that time my child CURRENT NAME was unmarried and named FORMER NAME; and my child CURRENT NAME<u>, who currently identifies as [gender], previously identified as [gender] and</u> was named FORMER NAME. As permitted by section
1.23 of my Trust I wish to amend my Trust by this instrument, both to memorialize my children's current names and to make changes in dispositions for my beneficiaries [etc.]. </div>
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Section 1. I delete section 6.02 in its entirety and replace it with:</div>
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"Blah blah blah . . . "</div>
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<u>Underlined gender identity language</u> entirely optional but potentially clarifying. </div>
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Best, Josh </div>
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<b style="font-size: 12pt; color: black; font-family: Aptos, Aptos_MSFontService, -apple-system, Roboto, Arial, Helvetica, sans-serif;">Joshua McKarcher</b><br>
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<span style="font-family: Aptos, Aptos_MSFontService, -apple-system, Roboto, Arial, Helvetica, sans-serif; font-size: 12pt; color: black;"><i>Attorney, Owner</i><br>
McKarcher Law PLLC<br>
o: </span><span style="font-family: Aptos, Aptos_MSFontService, -apple-system, Roboto, Arial, Helvetica, sans-serif; font-size: 12pt; color: currentcolor;">(509) 758-3345</span><span style="font-family: Aptos, Aptos_MSFontService, -apple-system, Roboto, Arial, Helvetica, sans-serif; font-size: 12pt; color: black;"><br>
</span><span style="font-family: Aptos, Aptos_MSFontService, -apple-system, Roboto, Arial, Helvetica, sans-serif; font-size: 12pt; color: rgb(70, 158, 245);"><a href="mailto:josh@mckarcherlaw.com" class="outlook-break-word-in-links" data-outlook-id="4dfa75f5-a8c0-4cd4-b421-11237d5e2d46" data-linkindex="0" style="color: rgb(70, 158, 245); margin-top: 0px; margin-bottom: 0px;"><u>josh@mckarcherlaw.com</u></a></span></p>
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<div id="divRplyFwdMsg" dir="ltr"><font face="Calibri, sans-serif" style="font-size:11pt" color="#000000"><b>From:</b> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com> on behalf of Brent Williams-Ruth <brent@williams-ruthlaw.com><br>
<b>Sent:</b> Monday, 28 September 2026 16:34:41<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</font>
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<div class="x_gmail_default" style="font-family:arial,sans-serif">I am just not doing a great job today with my questions. My apologies. </div>
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<div class="x_gmail_default" 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. </div>
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<div class="x_gmail_default" 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.</div>
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<div class="x_gmail_default" 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... </div>
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<div class="x_gmail_default" style="font-family:arial,sans-serif">Then, throughout the rest of the Trust, it makes reference to Daughter Elizabeth or Son Steven. </div>
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<div class="x_gmail_default" 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. </div>
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<div class="x_gmail_default" style="font-family:arial,sans-serif">Obviously, I am not using real names - but the issue is the same. </div>
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<div class="x_gmail_default" 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....</div>
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<div class="x_gmail_default" style="font-family:arial,sans-serif">Thank you!</div>
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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></p>
<p><b><span style="font-family:"Times New Roman",serif">Law Offices of Brent Williams-Ruth, </span></b><b><span style="font-family:"Times New Roman",serif"><font size="1">a division of BWR Consulting, PLLC</font></span></b><b><span style="font-family:"Times New Roman",serif"></span></b></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><span style="font-family:"Times New Roman",serif"></span></p>
<p><b><span style="font-family:"Times New Roman",serif"><font color="#ff0000">Mailing Address:</font> </span></b><b><span style="font-family:"Times New Roman",serif">PO BOX 3319; Federal Way, WA 98063 </span></b></p>
<p><span style="font-family:"Times New Roman",serif">Office/Scheduling Phone:<span style="color:#004080"> </span><font color="#ff0000">(253) 285-7751</font></span></p>
<p><font color="#ff0000" face="Times New Roman, serif">For All Meetings & Scheduling:
<a href="mailto:info@williams-ruthlaw.com" target="_blank">info@williams-ruthlaw.com</a></font></p>
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<div dir="ltr" class="x_gmail_attr">On Mon, Sep 28, 2026 at 4:24 PM Diane Kiepe <<a href="mailto:diane@kiepelaw.com">diane@kiepelaw.com</a>> wrote:<br>
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<div class="x_gmail_default" style="font-size:large">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.</div>
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<div><span style="color:rgb(56,118,29); font-family:georgia,serif; font-size:large">Diane Kiepe, J.D., LL.M. Taxation</span></div>
<div><font color="#38761d" face="georgia, serif" size="4">Kiepe Estate and Probate, PLLC<br>
</font>
<div><font size="4" face="georgia, serif" color="#38761d"><a href="mailto:diane@kiepelaw.com" target="_blank">diane@kiepelaw.com</a></font></div>
<div><font size="4" face="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></font></div>
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<div><span style="color:rgb(56,118,29); font-family:georgia,serif; font-size:large"><a href="tel:(509)%20808-2087" value="+15098082087" target="_blank">509-808-2087</a></span></div>
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<div dir="ltr" class="x_gmail_attr">On Mon, Sep 28, 2026 at 4:19 PM Heather de Vrieze <<a href="mailto:heatherd@westseattlelaw.com" target="_blank">heatherd@westseattlelaw.com</a>> wrote:<br>
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<p class="x_MsoNormal">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>. .<u></u><u></u></p>
<p class="x_MsoNormal"><u></u> <u></u></p>
<p class="x_MsoNormal"><span style="font-family:"Lucida Calligraphy"; color:rgb(31,73,125)">Heather S. de Vrieze</span><b><span style="font-size:16pt; color:rgb(31,73,125)"><br>
</span></b><i><span style="font-family:Garamond,serif; color:rgb(31,73,125)">(she/her)<u></u><u></u></span></i></p>
<p class="x_MsoNormal"><i><span style="font-family:Garamond,serif; color:rgb(31,73,125)">Attorney-at-Law</span></i><i><span style="font-size:11pt; font-family:Garamond,serif; color:rgb(31,73,125)"><u></u><u></u></span></i></p>
<p class="x_MsoNormal"><i><span style="font-family:Garamond,serif; color:rgb(31,73,125)"><img width="189" height="105" id="x_m_-6872689668302023297m_3811495086179013540Picture_x0020_1" src="cid:ii_1a0ea5213ff4ce8e91" style="width:1.9666in; height:1.0916in"></span></i><i><span style="font-family:"Kunstler Script"; color:rgb(31,73,125)"><u></u><u></u></span></i></p>
<p class="x_MsoNormal"><span style="font-size:10pt; font-family:Nyala; color:rgb(68,82,78)"><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><u></u><u></u></span></p>
<p class="x_MsoNormal"><span style="font-size:10pt; font-family:Nyala; color:rgb(68,82,78)"><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><u></u><u></u></span></p>
<p class="x_MsoNormal"><span style="font-size:10pt; font-family:Nyala; color:rgb(68,82,78)"><a href="tel:(206)%20938-5500" value="+12069385500" target="_blank">(206)938-5500</a>
<u></u><u></u></span></p>
<p class="x_MsoNormal"><a href="mailto:heatherd@westseattlelaw.com" target="_blank"><span style="font-size:10pt; font-family:Nyala; color:rgb(68,82,78)">heatherd@westseattlelaw.com</span></a><span style="font-size:10pt; font-family:Nyala; color:rgb(68,82,78)">
<u></u><u></u></span></p>
<p class="x_MsoNormal"><a href="http://www.westseattlelaw.com/" target="_blank"><span style="font-size:10pt; font-family:Nyala; color:rgb(68,82,78)">www.westseattlelaw.com</span></a><span style="font-size:10pt; font-family:Nyala; color:rgb(68,82,78)">
<u></u><u></u></span></p>
<p class="x_MsoNormal"><span style="font-size:11pt; font-family:"Aptos Display",sans-serif; color:rgb(192,0,0)"><u></u> <u></u></span></p>
<p class="x_MsoNormal"><span style="font-size:10pt; font-family:"Aptos Display",sans-serif; color:rgb(192,0,0)">For your advance planning, Heather will be out of the office mid-October (12th-22nd).
<u></u><u></u></span></p>
<p class="x_MsoNormal"><span style="font-size:10pt; font-family:"Aptos Display",sans-serif; color:rgb(192,0,0)"><u></u> <u></u></span></p>
<p class="x_MsoNormal"><span style="font-size:10pt; font-family:"Aptos Display",sans-serif; color:rgb(192,0,0)">UPDATE<s>:</s> deVrieze | Carney PLLC will be CLOSED on FRIDAYS through January 1, 2027,
</span><span style="font-size:10pt; font-family:"Aptos Display",sans-serif; color:rgb(39,83,23)">returning to
</span><span style="font-size:11pt; color:rgb(39,83,23)">a five day work week January 4, 2027</span><span style="color:rgb(39,83,23)"><u></u><u></u></span></p>
<p class="x_MsoNormal"><b><span style="font-size:9pt; font-family:Arial,sans-serif; color:rgb(0,46,138)">Click here to connect with de Vrieze | Carney on Facebook:
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and delete all copies of this e-mail message and any attachment.</span><span style="font-size:16pt; font-family:Cambria,serif; color:blue"><u></u><u></u></span></p>
<p class="x_MsoNormal"><u></u> <u></u></p>
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<p class="x_MsoNormal"><b><span style="font-size:11pt; font-family:Calibri,sans-serif">From:</span></b><span style="font-size:11pt; 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<u></u><u></u></span></p>
</div>
<p class="x_MsoNormal"><u></u> <u></u></p>
<p class="x_MsoNormal"><span style="font-size:18pt">I am in the habit of listing the names and you could even say (as to the children), whose names currently are.....<u></u><u></u></span></p>
<p class="x_MsoNormal"><span style="font-size:18pt"><u></u> <u></u></span></p>
<p class="x_MsoNormal"><span style="font-size:18pt">Some attorneys put down the current name and then a FKA name.<u></u><u></u></span></p>
<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"></a>
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<p class="x_MsoNormal"><span style="font-size:18pt; font-family:Georgia,serif; color:rgb(56,118,29)">Diane Kiepe, J.D., LL.M. Taxation</span><u></u><u></u></p>
<p class="x_MsoNormal"><span style="font-size:13.5pt; font-family:Georgia,serif; color:rgb(56,118,29)">Kiepe Estate and Probate, PLLC</span><u></u><u></u></p>
<p class="x_MsoNormal"><span style="font-size:13.5pt; font-family:Georgia,serif; color:rgb(56,118,29)"><a href="mailto:diane@kiepelaw.com" target="_blank">diane@kiepelaw.com</a></span><u></u><u></u></p>
<p class="x_MsoNormal"><span style="font-size:13.5pt; font-family:Georgia,serif; color:rgb(56,118,29)"><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><u></u><u></u></p>
<p class="x_MsoNormal"><span style="font-size:13.5pt; font-family:Georgia,serif; color:rgb(56,118,29)"><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">
</a><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">99206</a></span><u></u><u></u></p>
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<p class="x_MsoNormal">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:<u></u><u></u></p>
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<p class="x_MsoNormal"><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. <u></u><u></u></span></p>
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<p class="x_MsoNormal"><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. <u></u><u></u></span></p>
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<p class="x_MsoNormal"><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"<u></u><u></u></span></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><u></u><u></u></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><u></u><u></u></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><u></u><u></u></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><u></u><u></u></p>
<p><span style="font-family:"Times New Roman",serif">Office/Scheduling Phone:<span style="color:rgb(0,64,128)"> </span><span style="color:red"><a href="tel:(253)%20285-7751" target="_blank">(253) 285-7751</a></span></span><u></u><u></u></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><u></u><u></u></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><u></u><u></u></p>
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