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<font face="Times New Roman, Times, serif">I recall the "Claflin
Doctrine," but it may have been overridden by TEDRA.<br>
<br>
The below quoted passage is from
<a class="moz-txt-link-freetext" href="https://lawshelf.com/courseware/entry/power-to-revoke-modify-or-terminate-trusts">https://lawshelf.com/courseware/entry/power-to-revoke-modify-or-terminate-trusts</a><br>
<br>
"</font>Under the “Claflin doctrine,” [<i>Claflin v. Claflin</i>,
20 N.E. 454 (Mass. 1889)], which is followed in the majority of
jurisdictions today, the beneficiaries can compel termination or
modification of a trust if and only if:
<ul>
<li>All beneficiaries join in the request to the trustee or in the
suit petitioning the court to modify or terminate the trust; and</li>
<li>The proposed modification or the termination will not defeat a
material purpose of the settlor in creating the trust."</li>
</ul>
<p>Doug Schafer, in Tacoma<br>
</p>
<div class="moz-cite-prefix">On 12/11/2017 12:10 PM, Carmen Rowe
wrote:<br>
</div>
<blockquote type="cite"
cite="mid:CAMTVkhCLVGqW3n8oqW7agGgxnNvvFupS25x1Hmd=MRPvzehNkQ@mail.gmail.com">
<div dir="ltr">
<div class="gmail_default" style="font-family:trebuchet
ms,sans-serif">On the question of the agreement between
cooperative heirs, I would agree that a court will favor entry
in lieu of a dispute.</div>
<div class="gmail_default" style="font-family:trebuchet
ms,sans-serif"><br>
But I am curious about that factor, in context of the caselaw
Rob laid out. The intent is to avoid disputes between heirs,
essentially, a settlement agreement. Naturally everyone wants
that.</div>
<div class="gmail_default" style="font-family:trebuchet
ms,sans-serif"><br>
But: here, it sounds like the heirs don't have a dispute among
themselves, and thus not really avoiding litigation (other
than contesting will in general) but rather all want the money
in hand when the deceased had, for whatever reason, a clear
intent to have the money paid out over time. There can be a
number of reasons/intent for that, and having the heirs (say,
siblings) say, heck no, we want the money now, may be exactly
what the deceased wanted to avoid (for whatever reason).</div>
<div class="gmail_default" style="font-family:trebuchet
ms,sans-serif"><br>
</div>
<div class="gmail_default" style="font-family:trebuchet
ms,sans-serif">So when it's not to mitigate/avoid a dispute,
is that still where a court will go? and contravene the intent
of the testator just to make the heirs happy?</div>
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<div class="gmail_quote">On Mon, Dec 11, 2017 at 12:00 PM, <span
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Today's Topics:<br>
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1. Re: TEDRA Agreements (Carla Higginson)<br>
2. Re: TEDRA Agreements (Rob Wilson-Hoss)<br>
<br>
<br>
------------------------------<wbr>------------------------------<wbr>----------<br>
<br>
Message: 1<br>
Date: Mon, 11 Dec 2017 07:25:46 +0000<br>
From: Carla Higginson <<a
href="mailto:carla@higginsonbeyer.com"
moz-do-not-send="true">carla@higginsonbeyer.com</a>><br>
To: WSBA Real Property Listserv <<a
href="mailto:wsbarp@lists.wsbarppt.com"
moz-do-not-send="true">wsbarp@lists.wsbarppt.com</a>><br>
Cc: "<a href="mailto:jared@hawklaw.biz"
moz-do-not-send="true">jared@hawklaw.biz</a>" <<a
href="mailto:jared@hawklaw.biz" moz-do-not-send="true">jared@hawklaw.biz</a>><br>
Subject: Re: [WSBARP] TEDRA Agreements<br>
Message-ID:<br>
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Dear Jared,<br>
<br>
I've used TEDRA agreements to modify provisions of a Will;
with the agreement of all involved parties, the court has
not inquired further before signing the order approving
the non-judicial settlement agreement. You will want to
have a probate open before submitting the TEDRA agreement,
of course.<br>
<br>
Regards,<br>
Carla Higginson<br>
<br>
___________________________<br>
<br>
Carla J. Higginson, Attorney<br>
Higginson Beyer, P.S. [<a class="moz-txt-link-freetext" href="cid:image004.png@01D142F8">cid:image004.png@01D142F8</a>.<wbr>438976E0]<br>
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[mailto:<a href="mailto:wsbarp-bounces@lists.wsbarppt.com"
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On Behalf Of Jared Hawkins<br>
Sent: Friday, December 8, 2017 12:22 PM<br>
To: <a href="mailto:wsbarp@lists.wsbarppt.com"
moz-do-not-send="true">wsbarp@lists.wsbarppt.com</a><br>
Subject: [WSBARP] TEDRA Agreements<br>
Sensitivity: Confidential<br>
<br>
Good afternoon everyone,<br>
<br>
As a follow up to a message I sent out earlier this week,
any thoughts about using a TEDRA Agreement to avoid
provisions of a Will the heirs don't like? Specifically,
can the heirs agree through a TEDRA to a method of
disposition of estate assets that differs from the
apparent intent of the testator in the Will (i.e., receive
assets outright instead of placing the funds in an annuity
to be paid over time)?<br>
<br>
Any help is appreciated. Thanks!<br>
<br>
<br>
Jared N. Hawkins, Attorney at Law<br>
<a href="mailto:jared@hawklaw.biz" moz-do-not-send="true">jared@hawklaw.biz</a><mailto:<a
href="mailto:jared@hawklaw.biz" moz-do-not-send="true">jared<wbr>@hawklaw.biz</a>><br>
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------------------------------<br>
<br>
Message: 2<br>
Date: Mon, 11 Dec 2017 10:16:11 -0800<br>
From: "Rob Wilson-Hoss" <<a href="mailto:rob@hctc.com"
moz-do-not-send="true">rob@hctc.com</a>><br>
To: "'WSBA Real Property Listserv'" <<a
href="mailto:wsbarp@lists.wsbarppt.com"
moz-do-not-send="true">wsbarp@lists.wsbarppt.com</a>><br>
Cc: <a href="mailto:jared@hawklaw.biz"
moz-do-not-send="true">jared@hawklaw.biz</a><br>
Subject: Re: [WSBARP] TEDRA Agreements<br>
Message-ID: <00c801d372ac$1fdc9ed0$<wbr>5f95dc70$@com><br>
Content-Type: text/plain; charset="iso-8859-1"<br>
<br>
TEDRA Agreements are certainly possible; the family
settlement agreement<br>
cases are also available:<br>
<br>
<br>
<br>
Family Settlement Agreement Doctrine. Heirs may enter into
an agreement that<br>
disposes of the estate in a plan different from that
provided by a will.<br>
Collins v. Collins, 151 Wash. 201, 215, 275 P. 571 (1929).
Family settlement<br>
agreements are favored and honored in Washington law to
resolve a dispute<br>
among heirs if the agreement is made without fraud or
injustice, and where<br>
the creditors do not have the right to intervene. Id. The
policy behind<br>
upholding family settlement agreement is to avert family
disputes, adjust<br>
doubtful rights, protect the honor of a family, and avoid
litigation. In re<br>
Estate of Witte, 25 Wash.2d 487, 498, 171 P.2d 183 (1946)
(quoting Warner v.<br>
Warner, 124 Conn. 625, 631, 1 A.2d 911 (1938)). Family
settlements ?should<br>
be accorded finality to the fullest extent possible, and
should be<br>
encouraged and fostered as a matter of public policy.?
Hadley v. Cowan, 60<br>
Wash.App. 433, 438?39, 804 P.2d 1271 (1991).<br>
<br>
<br>
<br>
In re Estate of Washburn, 168 Wash. App. 1043 (2012)<br>
<br>
<br>
<br>
Rob<br>
<br>
<br>
<br>
Robert D. Wilson-Hoss<br>
Hoss & Wilson-Hoss, LLP<br>
236 West Birch Street<br>
Shelton, WA 98584<br>
360 426-2999<br>
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From: <a href="mailto:wsbarp-bounces@lists.wsbarppt.com"
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[mailto:<a href="mailto:wsbarp-bounces@lists.wsbarppt.com"
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On Behalf Of Carla Higginson<br>
Sent: Sunday, December 10, 2017 11:26 PM<br>
To: WSBA Real Property Listserv<br>
Cc: <a href="mailto:jared@hawklaw.biz"
moz-do-not-send="true">jared@hawklaw.biz</a><br>
Subject: Re: [WSBARP] TEDRA Agreements<br>
Sensitivity: Confidential<br>
<br>
<br>
<br>
Dear Jared,<br>
<br>
<br>
<br>
I?ve used TEDRA agreements to modify provisions of a Will;
with the<br>
agreement of all involved parties, the court has not
inquired further before<br>
signing the order approving the non-judicial settlement
agreement. You will<br>
want to have a probate open before submitting the TEDRA
agreement, of<br>
course.<br>
<br>
<br>
<br>
Regards,<br>
<br>
Carla Higginson<br>
<br>
<br>
<br>
___________________________<br>
<br>
<br>
<br>
Carla J. Higginson, Attorney<br>
<br>
Higginson Beyer, P.S. <a class="moz-txt-link-freetext" href="cid:image004.png@01D142F8">cid:image004.png@01D142F8</a>.<wbr>438976E0<br>
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Internet<br>
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<br>
From: <a href="mailto:wsbarp-bounces@lists.wsbarppt.com"
moz-do-not-send="true">wsbarp-bounces@lists.wsbarppt.<wbr>com</a><br>
[mailto:<a href="mailto:wsbarp-bounces@lists.wsbarppt.com"
moz-do-not-send="true">wsbarp-bounces@lists.<wbr>wsbarppt.com</a>]
On Behalf Of Jared Hawkins<br>
Sent: Friday, December 8, 2017 12:22 PM<br>
To: <a href="mailto:wsbarp@lists.wsbarppt.com"
moz-do-not-send="true">wsbarp@lists.wsbarppt.com</a><br>
Subject: [WSBARP] TEDRA Agreements<br>
Sensitivity: Confidential<br>
<br>
<br>
<br>
Good afternoon everyone,<br>
<br>
<br>
<br>
As a follow up to a message I sent out earlier this week,
any thoughts about<br>
using a TEDRA Agreement to avoid provisions of a Will the
heirs don?t like?<br>
Specifically, can the heirs agree through a TEDRA to a
method of disposition<br>
of estate assets that differs from the apparent intent of
the testator in<br>
the Will (i.e., receive assets outright instead of placing
the funds in an<br>
annuity to be paid over time)?<br>
<br>
<br>
<br>
Any help is appreciated. Thanks!<br>
<br>
<br>
<br>
<br>
<br>
Jared N. Hawkins, Attorney at Law<br>
<br>
<mailto:<a href="mailto:jared@hawklaw.biz"
moz-do-not-send="true">jared@hawklaw.biz</a>> <a
href="mailto:jared@hawklaw.biz" moz-do-not-send="true">jared@hawklaw.biz</a><br>
Hawkins Law, PLLC<br>
Phone <a href="tel:509-529-5175" value="+15095295175"
moz-do-not-send="true">509-529-5175</a> / Fax <a
href="tel:509-529-2564" value="+15095292564"
moz-do-not-send="true">509-529-2564</a><br>
2225 Isaacs, Suite A/ Walla Walla, WA 99362<br>
<br>
Visit our website at <a href="http://hawklaw.biz"
rel="noreferrer" target="_blank" moz-do-not-send="true">hawklaw.biz</a>.<br>
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and may contain legally privileged or confidential
information. If you have<br>
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and notify the sender. Thank you.<br>
<br>
<br>
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