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</o:shapelayout></xml><![endif]--></head><body lang=EN-US link=blue vlink=purple><div class=WordSection1><p class=MsoNormal><span style='color:#1F497D'>Thanks everyone for your sound advice!<o:p></o:p></span></p><p class=MsoNormal><span style='color:#1F497D'><o:p> </o:p></span></p><p class=MsoNormal><span style='color:#1F497D'>Heather Kolbly<o:p></o:p></span></p><p class=MsoNormal><span style='color:#1F497D'><o:p> </o:p></span></p><div><div style='border:none;border-top:solid #B5C4DF 1.0pt;padding:3.0pt 0in 0in 0in'><p class=MsoNormal><b><span style='font-size:10.0pt;font-family:"Tahoma","sans-serif"'>From:</span></b><span style='font-size:10.0pt;font-family:"Tahoma","sans-serif"'> wsbarp-bounces@lists.wsbarppt.com [mailto:wsbarp-bounces@lists.wsbarppt.com] <b>On Behalf Of </b>Tom J. Westbrook<br><b>Sent:</b> Tuesday, June 16, 2015 6:13 PM<br><b>To:</b> WSBA Real Property Listserv<br><b>Subject:</b> Re: [WSBARP] New deed necessary for amended and restated trust?<o:p></o:p></span></p></div></div><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal><span style='font-family:"Arial","sans-serif";color:#44546A'>To add 2 cents to Dwight’s as always sound opinion – I would make sure the property and copy of the deed is appended to the restated Trust and mentioned as a Trust asset. Just to leave no stone unturned. <o:p></o:p></span></p><p class=MsoNormal><span style='font-family:"Arial","sans-serif";color:#44546A'><o:p> </o:p></span></p><div><p class=MsoNormal><span style='font-family:"Arial","sans-serif";color:#44546A'>Sincerely,<o:p></o:p></span></p><p class=MsoNormal><span style='font-family:"Arial","sans-serif";color:#44546A'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-family:"Arial","sans-serif";color:#44546A'>Tom<o:p></o:p></span></p><p class=MsoNormal><span style='font-family:"Arial","sans-serif";color:#44546A'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-family:"Arial","sans-serif";color:#44546A'>Thomas J. Westbrook<o:p></o:p></span></p><p class=MsoNormal><span style='font-family:"Arial","sans-serif";color:#44546A'>Attorney at Law<o:p></o:p></span></p><p class=MsoNormal><span style='font-family:"Arial","sans-serif";color:#44546A'><o:p> </o:p></span></p><p class=MsoNormal><span style='color:#44546A'><img width=170 height=67 id="Picture_x0020_3" src="cid:image001.jpg@01D0A9B9.42902050" alt="cid:image001.jpg@01CFC835.0D3988D0"></span><span style='font-family:"Arial","sans-serif";color:#44546A'><o:p></o:p></span></p><p class=MsoNormal><span style='font-family:"Arial","sans-serif";color:#44546A'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-family:"Arial","sans-serif";color:#44546A'>Rodgers, Kee & Card<o:p></o:p></span></p><p class=MsoNormal><span style='font-family:"Arial","sans-serif";color:#44546A'>324 West Bay Drive NW, Suite 201<o:p></o:p></span></p><p class=MsoNormal><span style='font-family:"Arial","sans-serif";color:#44546A'>Olympia, Washington 98502<o:p></o:p></span></p><p class=MsoNormal><span style='font-family:"Arial","sans-serif";color:#44546A'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-family:"Arial","sans-serif";color:#44546A'>Phone: 360-352-8311<o:p></o:p></span></p><p class=MsoNormal><span style='font-family:"Arial","sans-serif";color:#44546A'>Facsimile: 360-352-8501<o:p></o:p></span></p><p class=MsoNormal><span style='font-family:"Arial","sans-serif";color:#44546A'>Email: <a href="mailto:tjw@buddbaylaw.com">tjw@buddbaylaw.com</a><o:p></o:p></span></p><p class=MsoNormal><span style='font-family:"Arial","sans-serif";color:#44546A'>Skype: thomas.westbrook<o:p></o:p></span></p><p class=MsoNormal><span style='font-family:"Arial","sans-serif";color:#44546A'><a href="http://www.buddbaylaw.com">www.buddbaylaw.com</a><o:p></o:p></span></p><p class=MsoNormal><span style='font-family:"Arial","sans-serif";color:#44546A'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:9.0pt;font-family:"Arial","sans-serif";color:#44546A'>The information contained in this email and attachment(s) are for the exclusive use of the addressee(s) and may contain private, privileged and/or confidential information. If you are not the addressee, you are strictly prohibited from reading, photocopying, distributing or otherwise using this email or its contents in any way. If you have received this communication in error, please notify us immediately by telephone at 360-352-8311 or by e-mail to <a href="mailto:reception@buddbaylaw.com">reception@buddbaylaw.com</a>, and destroy the original message from your electronic files.<o:p></o:p></span></p></div><p class=MsoNormal><span style='font-family:"Arial","sans-serif";color:#44546A'><o:p> </o:p></span></p><div><div style='border:none;border-top:solid #B5C4DF 1.0pt;padding:3.0pt 0in 0in 0in'><p class=MsoNormal><b><span style='font-size:10.0pt;font-family:"Tahoma","sans-serif"'>From:</span></b><span style='font-size:10.0pt;font-family:"Tahoma","sans-serif"'> <a href="mailto:wsbarp-bounces@lists.wsbarppt.com">wsbarp-bounces@lists.wsbarppt.com</a> [<a href="mailto:wsbarp-bounces@lists.wsbarppt.com">mailto:wsbarp-bounces@lists.wsbarppt.com</a>] <b>On Behalf Of </b>Bickel, Dwight<br><b>Sent:</b> Tuesday, June 16, 2015 5:09 PM<br><b>To:</b> WSBA Real Property Listserv<br><b>Subject:</b> Re: [WSBARP] New deed necessary for amended and restated trust?<o:p></o:p></span></p></div></div><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal><span style='font-family:"Verdana","sans-serif";color:#1F497D'>The same Trustees appear to hold title. The Trust terms have changed. Upon a later conveyance, the Trustee will be required to show the initial Trust allowed the amendment and it was done properly, then to show present authority as Trustee of the amended Trust, finally to show that the proposed conveyance is within the authority of the amended Trust.<o:p></o:p></span></p><p class=MsoNormal><span style='font-family:"Verdana","sans-serif";color:#1F497D'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-family:"Verdana","sans-serif";color:#1F497D'>I see no value to the recordation evidencing the amended terms of the trust. <o:p></o:p></span></p><div><p class=MsoNormal><span style='font-family:"Verdana","sans-serif";color:#002060'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:10.0pt;font-family:"Arial","sans-serif";color:gray'>Dwight A. Bickel</span><span style='font-size:12.0pt;font-family:"Times New Roman","serif";color:blue'><o:p></o:p></span></p><p class=MsoNormal><span style='font-size:10.0pt;font-family:"Arial","sans-serif";color:gray'>Regional Counsel</span><span style='color:gray'><o:p></o:p></span></p><p class=MsoNormal><span style='font-size:10.0pt;font-family:"Arial","sans-serif";color:gray'>Fidelity National Title Group</span><span style='color:gray'><o:p></o:p></span></p><p class=MsoNormal><span style='font-size:10.0pt;font-family:"Arial","sans-serif";color:gray'>701 - 5th Avenue, Suite 2300<br>Seattle, WA 98104<br>Phone: (206) 370-3189</span><span style='color:navy'><o:p></o:p></span></p><p class=MsoNormal><span style='font-size:10.0pt;font-family:"Arial","sans-serif";color:gray'>Toll free: 800 627-0530<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:10.0pt;font-family:"Arial","sans-serif";color:gray'>Cell: (206) 484-1976</span><span style='font-size:12.0pt;font-family:"Times New Roman","serif";color:navy'><o:p></o:p></span></p><p class=MsoNormal><span style='font-size:10.0pt;font-family:"Arial","sans-serif";color:gray'>E-mail: </span><span style='color:#1F497D'><a href="mailto:Dwight.Bickel@fntg.com"><span style='font-size:10.0pt;font-family:"Arial","sans-serif";color:gray'>Dwight.Bickel@fntg.com</span></a></span><span style='color:gray'><o:p></o:p></span></p><p class=MsoNormal><span style='font-size:10.0pt;font-family:"Arial","sans-serif";color:gray'> </span><span style='color:navy'><o:p></o:p></span></p><p class=MsoNormal><span style='color:gray'> </span><span style='color:#1F497D'><o:p></o:p></span></p></div><p class=MsoNormal><span style='font-family:"Verdana","sans-serif";color:#1F497D'><o:p> </o:p></span></p><div><div style='border:none;border-top:solid #B5C4DF 1.0pt;padding:3.0pt 0in 0in 0in'><p class=MsoNormal style='margin-left:.5in'><b><span style='font-size:10.0pt;font-family:"Tahoma","sans-serif"'>From:</span></b><span style='font-size:10.0pt;font-family:"Tahoma","sans-serif"'> <a href="mailto:wsbarp-bounces@lists.wsbarppt.com">wsbarp-bounces@lists.wsbarppt.com</a> [<a href="mailto:wsbarp-bounces@lists.wsbarppt.com">mailto:wsbarp-bounces@lists.wsbarppt.com</a>] <b>On Behalf Of </b>Heather Kolbly<br><b>Sent:</b> Tuesday, June 16, 2015 4:28 PM<br><b>To:</b> 'WSBA Real Property Listserv'; <a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a><br><b>Subject:</b> [WSBARP] New deed necessary for amended and restated trust?<o:p></o:p></span></p></div></div><p class=MsoNormal style='margin-left:.5in'><o:p> </o:p></p><p class=MsoNormal style='margin-left:.5in'><span style='color:#1F497D'>Hi All,<o:p></o:p></span></p><p class=MsoNormal style='margin-left:.5in'><span style='color:#1F497D'><o:p> </o:p></span></p><p class=MsoNormal style='margin-left:.5in'><span style='color:#1F497D'>Client husband and wife are having me amend and restate their revocable living trust from CA (they wanted some major changes and needed other big changes that a simple amendment would not cover). When they moved here to WA 2 years ago, they bought a house and placed it in the trust. The deed language states that the property is owned by <u>John James Doe and Jane Ann Doe, Trustees of the Doe Family Living trust dated March 16, 2004</u>. The name of the revised trust is as follows: “The Doe Family Living trust dated March 16, 2004, and amended and restated on June 30, 2015.” QUESTION: Do I need to draft a new deed that refers to the trust as amended and restated (i.e.: “John James Doe and Jane Ann Doe, Trustees of the Doe Family Living trust dated March 16, 2004, and amended and restated on June 30, 2015” OR can I just use the existing deed? I haven’t done an amendment and restatement where the client/trustees had already placed the real property in the trust before amending the trust.<o:p></o:p></span></p><p class=MsoNormal style='margin-left:.5in'><span style='color:#1F497D'><o:p> </o:p></span></p><p class=MsoNormal style='margin-left:.5in'><span style='color:#1F497D'>Hope this makes sense… Thanks for any help you can offer.<o:p></o:p></span></p><p class=MsoNormal style='margin-left:.5in'><span style='color:#1F497D'><o:p> </o:p></span></p><p class=MsoNormal style='margin-left:.5in'><span style='color:#1F497D'>Heather Kolbly<o:p></o:p></span></p><p class=MsoNormal align=center style='margin-left:.5in;text-align:center'><b><i><u><span style='font-size:12.0pt;font-family:"Castellar","serif";color:#1F497D'><o:p><span style='text-decoration:none'> </span></o:p></span></u></i></b></p><p class=MsoNormal style='margin-left:.5in'><b><span style='font-size:14.0pt;font-family:"Goudy Old Style","serif";color:#1F497D'>Heather Tobin Kolbly<o:p></o:p></span></b></p><p class=MsoNormal style='margin-left:.5in'><b><span style='font-size:14.0pt;font-family:"Goudy Old Style","serif";color:#1F497D'>Mobile Attorney <o:p></o:p></span></b></p><p class=MsoNormal style='margin-left:.5in'><b><span style='font-size:14.0pt;font-family:"Goudy Old Style","serif";color:#1F497D'>KOLBLY LAW FIRM, P.C.<o:p></o:p></span></b></p><p class=MsoNormal style='margin-left:.5in'><b><span style='font-size:12.0pt;font-family:"Goudy Old Style","serif";color:#1F497D'>Mail:</span></b><span style='font-size:12.0pt;font-family:"Goudy Old Style","serif";color:#1F497D'> 704 228<sup>th</sup> Ave. NE #122, Sammamish, WA 98074<o:p></o:p></span></p><p class=MsoNormal style='margin-left:.5in'><span style='font-size:12.0pt;font-family:"Goudy Old Style","serif";color:#1F497D'>(425) 444-1888 <o:p></o:p></span></p><p class=MsoNormal style='margin-left:.5in'><span style='color:#1F497D'><a href="mailto:Heather@KolblyLaw.com"><span style='font-size:12.0pt;font-family:"Goudy Old Style","serif";color:#1F497D;text-decoration:none'>Heather@KolblyLaw.com</span></a></span><span style='font-size:12.0pt;font-family:"Goudy Old Style","serif";color:#1F497D'><o:p></o:p></span></p><p class=MsoNormal style='margin-left:.5in'><span style='color:#1F497D'><a href="http://www.kolblylaw.com/"><span style='font-size:12.0pt;font-family:"Goudy Old Style","serif";color:#1F497D;text-decoration:none'>www.KolblyLaw.com</span></a></span><span style='font-size:12.0pt;font-family:"Goudy Old Style","serif";color:#1F497D'><o:p></o:p></span></p><p class=MsoNormal style='margin-left:.5in'><span style='font-family:"Goudy Old Style","serif";color:#1F497D'> </span><b><span style='color:#1F497D'> </span></b><span style='font-family:"Goudy Old Style","serif";color:#1F497D'><o:p></o:p></span></p><p class=MsoNormal style='mso-margin-top-alt:0in;margin-right:0in;margin-bottom:12.0pt;margin-left:.5in'><b><span style='font-family:"Goudy Old Style","serif";color:#CC0000'>CONFIDENTIALITY: </span></b><b><span style='font-family:"Goudy Old Style","serif";color:#1F497D'>This e-mail and its attachments are confidential and may be protected by attorney/client privilege, work product doctrine, or other nondisclosure protection. If you are not the intended recipient of this e-mail, please contact the sender immediately; you may not read, disclose, print, copy, store or disseminate the e-mail or any attachments or any information contained therein.<o:p></o:p></span></b></p><p class=MsoNormal style='margin-left:.5in;text-align:justify'><b><span style='font-family:"Goudy Old Style","serif";color:#C00000'>IRS CIRCULAR 230 DISCLOSURE:</span></b><b><span style='font-family:"Goudy Old Style","serif";color:black'> To ensure compliance with new requirements of the Internal Revenue Service, we inform you that, to the extent any advice relating to a Federal tax issue is contained in this communication, including any attachments, it was not written or intended to be used, and cannot be used, for the purpose of (a) avoiding any tax related penalties that may be imposed on you or any other person under the Internal Revenue Code, or (b) promoting, marketing or recommending to another person any transaction or matter addressed in this communication.<o:p></o:p></span></b></p><p class=MsoNormal style='margin-left:.5in'><span style='color:#1F497D'><o:p> </o:p></span></p><p class=MsoNormal style='margin-left:.5in'><span style='color:#1F497D'><o:p> </o:p></span></p><p class=MsoNormal style='margin-left:.5in'><span style='color:#1F497D'><o:p> </o:p></span></p><div><p class=MsoNormal style='margin-left:.5in'><span style='font-size:10.0pt;font-family:"Arial","sans-serif";color:#1F497D'><o:p> </o:p></span></p></div><div class=MsoNormal align=center style='text-align:center'><span style='font-size:12.0pt;font-family:"Times New Roman","serif"'><hr size=1 width="100%" noshade style='color:black' align=center></span></div><p class=MsoNormal><span style='font-size:12.0pt;font-family:"Times New Roman","serif"'>NOTICE: The information contained in this message is proprietary and/or confidential and may be privileged. 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