<div dir="ltr"><font size="4">Ahhh. Now I understand the Certificate of Trust and its purpose. Thank you Josh.</font><div><font size="4"><br></font></div><div><font size="4">Jim Doran<br clear="all"></font><div><div dir="ltr" class="gmail_signature" data-smartmail="gmail_signature"><div dir="ltr"><div><div><div><div><div>James R. Doran<br></div>Attorney at Law<br></div>100 E. Pine Street - Suite 205<br></div>Bellingham, WA 98225<br>(360)393-9506<br></div><a href="mailto:jim@doranlegal.com" target="_blank">jim@doranlegal.com</a><br></div><a href="http://www.doranlegal.com" target="_blank">www.doranlegal.com</a><br></div></div></div><br></div></div><br><div class="gmail_quote"><div dir="ltr" class="gmail_attr">On Sat, Sep 11, 2021 at 6:54 AM Joshua McKarcher <<a href="mailto:josh@mckarcherlaw.com">josh@mckarcherlaw.com</a>> wrote:<br></div><blockquote class="gmail_quote" style="margin:0px 0px 0px 0.8ex;border-left:1px solid rgb(204,204,204);padding-left:1ex">
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<div>Jim,</div>
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<div dir="ltr">Unopposed probate hearings in California — last I heard BEFORE Covid — were taking a year to be scheduled and heard in some parts of California. They have statutory PR fees and complicated processes. That’s why nearly everyone in California has
or should have an RLT.</div>
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<div dir="ltr">After you amend, you might provide the client a Washington form certificate of trust (per my email the other day) and recite the fact of the trust’s new location of administration (situs), last amendment date, and amended choice of<span style="color:rgb(0,0,0);background-color:rgb(255,255,255);display:inline"> law
provision.</span></div>
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<div dir="ltr">In this situation, the certificate may prove to be a helpful prophylactic for the client and more readily “tip off” a future reader to this change from the original document (if, for example, the amendment isn’t readily apparent or gets separated
from the original or is overlooked or what have you).</div>
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<div dir="ltr">Best, Josh </div>
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<div style="direction:ltr">Joshua D. McKarcher</div>
<div style="direction:ltr">McKarcher Law PLLC</div>
<div style="direction:ltr">537 6th Street</div>
<div style="direction:ltr">Clarkston, WA 99403</div>
<div style="direction:ltr">(509) 758-3345</div>
<div style="direction:ltr">(509) 758-3314 (fax)</div>
<div style="direction:ltr"><a href="mailto:josh@mckarcherlaw.com" target="_blank">josh@mckarcherlaw.com</a></div>
<div style="direction:ltr;text-align:left" dir="auto"><a href="http://www.mckarcherlaw.com" target="_blank">www.mckarcherlaw.com</a><span style="font-family:-apple-system,HelveticaNeue;background-color:rgb(255,255,255);display:inline"></span></div>
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<div id="gmail-m_6009350423835446271divRplyFwdMsg" dir="ltr"><font face="Calibri, sans-serif"><b>From:</b> <a href="mailto:wsbarp-bounces@lists.wsbarppt.com" target="_blank">wsbarp-bounces@lists.wsbarppt.com</a> <<a href="mailto:wsbarp-bounces@lists.wsbarppt.com" target="_blank">wsbarp-bounces@lists.wsbarppt.com</a>> on behalf of Jim Doran <<a href="mailto:jim@doranlegal.com" target="_blank">jim@doranlegal.com</a>><br>
<b>Sent:</b> Friday, September 10, 2021 7:01 PM<br>
<b>To:</b> WSBA Real Property Listserv<br>
<b>Subject:</b> Re: [WSBARP] California Trust in Washington
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<div dir="ltr"><font size="4">John:</font>
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<div><font size="4">So this is still a revocable trust. What you are saying is to amend the Trust to change the situs and applicable law to Washington State, since that is where she intends to live forever.</font></div>
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<div><font size="4">A simple amendment, then, changing the situs? And, of course, deeding the property to the existing Trust.</font></div>
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<div><font size="4">Good. </font></div>
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<div><font size="4">Jim Doran</font></div>
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<div><font size="4">P.S. Caveat: your sentiments about the "other attoney's work" makes me think about how simple the Washington probate process is and whether she needs a RLT at all. But Californians have been sold on the RLT for 25 year. <br clear="all">
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<div>James R. Doran<br>
</div>
Attorney at Law<br>
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100 E. Pine Street - Suite 205<br>
</div>
Bellingham, WA 98225<br>
(360)393-9506<br>
</div>
<a href="mailto:jim@doranlegal.com" target="_blank">jim@doranlegal.com</a><br>
</div>
<a href="http://www.doranlegal.com" target="_blank">www.doranlegal.com</a><br>
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<div dir="ltr" class="gmail_attr">On Fri, Sep 10, 2021 at 4:45 PM John J. Sullivan <<a href="mailto:sullaw@comcast.net" target="_blank">sullaw@comcast.net</a>> wrote:<br>
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<div dir="auto">Jim:
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<div>Is it still revocable? If so I usually either do a restatement for migrating clients or at least amend the choice of law clause. My least favorite task is responsibility for another attorney’s work. Especially if I’m not licenses in the state of the law
chosen. </div>
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<div>If irrevocable look for a common clause permitting trustee to transfer situs and choice of law. </div>
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<div>John J. Sullivan<br>
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<div dir="ltr">Sent from my iPhone</div>
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<blockquote type="cite">On Sep 10, 2021, at 2:45 PM, Jim Doran <<a href="mailto:jim@doranlegal.com" target="_blank">jim@doranlegal.com</a>> wrote:<br>
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<div dir="ltr"><font size="4">I think we have been through this before:</font>
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<div><font size="4">A single California woman moves to Bellingham. (Beginning to be a common occurrence.) She already has a California situs RLT. She bought a home here and wants to put it into the Trust. No problem. Deed from her to the Trust.</font></div>
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<div><font size="4">However, what sort of issues do we run into if her Trust was drafted and situated in California and now she resides in Washington?</font></div>
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<div><font size="4">If I recall correctly, there is no problem. She doesn't have to re-do the Trust. She just needs to put the property into the Trust. Correct?</font></div>
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<div><font size="4">Thank you.</font></div>
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<div><font size="4">Jim Doran</font></div>
<div><font size="4"><br clear="all">
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<div>
<div>James R. Doran<br>
</div>
Attorney at Law<br>
</div>
100 E. Pine Street - Suite 205<br>
</div>
Bellingham, WA 98225<br>
(360)393-9506<br>
</div>
<a href="mailto:jim@doranlegal.com" target="_blank">jim@doranlegal.com</a><br>
</div>
<a href="http://www.doranlegal.com" target="_blank">www.doranlegal.com</a><br>
</div>
</div>
</div>
</div>
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