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<p class="MsoNormal"><span style="font-size:12.0pt;color:blue">I customarily get an Acknowledgement from the beneficiaries that they have received their full distributive share of the trust, approve all action of the Trustee, and state the trust is terminated.
Close the bank account, if any, and that’s it.<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:blue">Gore & Grewe, P.S.</span><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:blue"><o:p></o:p></span></p>
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<p class="MsoNormal"><b>From:</b> wsbarp-bounces@lists.wsbarppt.com <b>On Behalf Of
</b>Jim Doran<br>
<b>Sent:</b> Wednesday, October 27, 2021 8:45 AM<br>
<b>To:</b> WSBA Real Property Listserv <wsbarp@lists.wsbarppt.com><br>
<b>Subject:</b> [WSBARP] Termination of Trust<o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:13.5pt">Client is the Trustee of a Trust that has now become obsolete due to the transfer of all the assets per the terms of the Trust. What do we do to terminate the Trust?</span><o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:13.5pt">I can prepare a "Termination of Trust" document to be signed and put in the file. Does the IRS or any other entity need to be notified? How do you wind up a Trust?</span><o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:13.5pt">Jim Doran </span><br clear="all">
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<p class="MsoNormal">James R. Doran<o:p></o:p></p>
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<p class="MsoNormal">Attorney at Law<o:p></o:p></p>
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<p class="MsoNormal">100 E. Pine Street - Suite 205<o:p></o:p></p>
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<p class="MsoNormal">Bellingham, WA 98225<br>
(360)393-9506<o:p></o:p></p>
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<p class="MsoNormal"><a href="mailto:jim@doranlegal.com" target="_blank">jim@doranlegal.com</a><o:p></o:p></p>
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<p class="MsoNormal"><a href="http://www.doranlegal.com" target="_blank">www.doranlegal.com</a><o:p></o:p></p>
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