<html><head><meta http-equiv="Content-Type" content="text/html; charset=utf-8"></head><body style="word-wrap: break-word; -webkit-nbsp-mode: space; line-break: after-white-space;" class="">Hello — I have a question regarding a PC that contacted me in order to assist changing a trustee of a trust. The PC’s mother established the trust and named PC’s brother trustee. I believe that the assets are held with an administrator. PC’s niece is the named successor. Mother is still alive but not competent to modify the terms of the trust. PC is caring for father here in WA. Trustee sister is very ill and lives in out of state. The niece has no interest in serving as trustee in her father’s place. From what I have seen of a few provisions of the trust, the beneficiaries can agree to appoint a trustee if one no longer exists. In this case, sister trustee and her daughter, the named successor do not want to serve. <div class=""><br class=""></div><div class="">My question, if the beneficiaries are permitted to agree to appoint the PC to serve. What would be the likely process to effect and memorialize such a change? Current trustee resign by formal letter, then successor formally decline? At that point, is it simply a matter of having the beneficiaries sign an agreement appointing PC as trustee? Are there formalities that I am missing?</div><div class=""><br class=""></div><div class="">Thank you for your thoughts and comments.</div><div class=""><br class=""></div><div class="">Rich</div><div class=""><div class="">
<div style="color: rgb(0, 0, 0); font-family: Helvetica; font-style: normal; font-variant: normal; font-weight: normal; letter-spacing: normal; line-height: normal; orphans: 2; text-align: -webkit-auto; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; word-wrap: break-word; -webkit-nbsp-mode: space; -webkit-line-break: after-white-space;" class=""><div style="color: rgb(0, 0, 0); font-family: Helvetica; font-style: normal; font-variant: normal; font-weight: normal; letter-spacing: normal; line-height: normal; orphans: 2; text-align: -webkit-auto; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; word-wrap: break-word; -webkit-nbsp-mode: space; -webkit-line-break: after-white-space;" class=""><div style="color: rgb(0, 0, 0); font-variant: normal; letter-spacing: normal; line-height: normal; orphans: 2; text-align: -webkit-auto; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; word-wrap: break-word; -webkit-nbsp-mode: space; -webkit-line-break: after-white-space;" class=""><div class=""><div style=" font-family: Helvetica; font-weight: normal; font-style: normal;" class=""><b style="font-size: large;" class=""><u class=""><br class="Apple-interchange-newline"><br class=""></u></b></div><div class=""><u class=""><font face="Copperplate Gothic Bold" size="4" class=""><b class="">RICH McEntee</b></font></u></div><div class=""><font face="Copperplate Gothic Bold" size="4" class=""><b class="">McENTEE LAW OFFICE</b></font></div><div style="font-size: medium;" class=""><div class=""><font face="Copperplate" class="">3800 Bridgeport Way W, Ste A411</font></div><div class=""><font face="Copperplate" class="">University Place, WA 98466</font></div><div class=""><font face="Copperplate" class="">253.227.9894(m)</font></div></div><div style=" font-family: Helvetica; font-weight: normal; font-style: normal;" class=""><span style="font-family: Copperplate;" class=""><a href="mailto:jrmcentee@gmail.com" class="">jrmcentee@gmail.com</a></span> </div><div style=" font-family: Helvetica; font-weight: normal; font-style: normal;" class=""><span style="background-color: rgb(255, 255, 255); font-family: arial, sans-serif; font-size: small; text-align: -webkit-left;" class=""><br class=""></span></div><div style=" font-family: Helvetica; font-weight: normal; font-style: normal;" class=""><span style="background-color: rgb(255, 255, 255); font-family: arial, sans-serif; font-size: small; text-align: -webkit-left;" class=""><br class=""></span></div><div style=" font-family: Helvetica; font-weight: normal; font-style: normal;" class=""><span style="background-color: rgb(255, 255, 255); font-family: arial, sans-serif; font-size: small; text-align: -webkit-left;" class="">IMPORTANT/CONFIDENTIAL: This e-mail message (and any attachments accompanying it) may contain confidential information, including information protected by attorney-client privilege. The information is intended only for the use of the intended recipient(s). Delivery of this message to anyone other than the intended recipient(s) is not intended to waive any privilege or otherwise detract from the confidentiality of the message. If you are not the intended recipient, or if this message has been addressed to you in error, do not read, disclose, reproduce, distribute, disseminate or otherwise use this transmission, rather, please promptly notify the sender by reply e-mail, and then destroy all copies of the message and its attachments, if any.</span></div></div><div style=" font-family: Helvetica; font-weight: normal; font-style: normal;" class=""><br class=""></div></div><br class="Apple-interchange-newline"></div><br class="Apple-interchange-newline" style="color: rgb(0, 0, 0); font-family: Helvetica; font-style: normal; font-variant: normal; font-weight: normal; letter-spacing: normal; line-height: normal; orphans: 2; text-align: -webkit-auto; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px;"><br class="Apple-interchange-newline" style="color: rgb(0, 0, 0); font-family: Helvetica; font-style: normal; font-variant: normal; font-weight: normal; letter-spacing: normal; line-height: normal; orphans: 2; text-align: -webkit-auto; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px;"></div>
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