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<p class="MsoNormal">I don’t do the planning side of estates—most of all I see are the problems. And these sorts of family cabins, vacation properties, etc., that try to get passed down from one couple to their several children are pretty common problems.
There’s certainly a confirmation bias issue for me, since I don’t see the happy endings, but I have seen many, many bitter endings over these sorts of arrangements. They are mistakes in my opinion.
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<p class="MsoNormal" style="margin-bottom:12.0pt;text-autospace:none"><b><span style="font-size:12.0pt;font-family:"Segoe UI",sans-serif;color:#4E4848">Jason</span></b><span style="font-size:10.0pt;font-family:"Segoe UI",sans-serif;color:#4E4848"> </span><b><span style="font-size:12.0pt;font-family:"Segoe UI",sans-serif;color:#4E4848">W.</span></b><span style="font-size:10.0pt;font-family:"Segoe UI",sans-serif;color:#4E4848"> </span><b><span style="font-size:12.0pt;font-family:"Segoe UI",sans-serif;color:#4E4848">Burnett<br>
</span></b><span style="font-family:"Segoe UI",sans-serif;color:#4E4848">Attorney at Law</span><b><span style="font-size:14.0pt;font-family:"Segoe UI",sans-serif;color:#4E4848"><br>
</span></b><span style="font-size:10.0pt;font-family:"Segoe UI",sans-serif;color:#4E4848">Reed Longyear Malnati Corwin & Burnett, PLLC<br>
</span><a href="http://reedlongyearlaw.com/"><span style="color:windowtext;text-decoration:none"><img border="0" width="179" height="61" style="width:1.8645in;height:.6354in" id="Picture_x0020_5" src="cid:image001.png@01D94DA4.8E81B220" alt="A black background with white text
Description automatically generated with low confidence"></span></a><i><o:p></o:p></i></p>
<p class="MsoNormal" style="margin-bottom:12.0pt"><span style="font-size:10.0pt;font-family:"Segoe UI",sans-serif;color:#4E4848">801 Second Ave, Suite 1415<br>
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<span style="font-size:8.0pt;font-family:"Segoe UI",sans-serif;color:#4E4848">The information in this email message may be privileged and confidential. It is intended only for the use of the recipient named above (or the employee or agent responsible to deliver
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<p class="MsoNormal"><b>From:</b> wsbarp-bounces@lists.wsbarppt.com <wsbarp-bounces@lists.wsbarppt.com>
<b>On Behalf Of </b>Tom Westbrook<br>
<b>Sent:</b> Friday, March 3, 2023 7:35 AM<br>
<b>To:</b> WSBA Real Property Listserv <wsbarp@lists.wsbarppt.com><br>
<b>Subject:</b> Re: [WSBARP] Testamentary Trust<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#1F497D">Hello Timothy,</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#1F497D"> </span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#1F497D">Having had to represent children that ended up in a parent impose cabin trust a few times over the years, I have come to the conclusion that the parents need to talk to their children
and find out if they are on board with the arrangement. Too often the parents have hope of the cabin being what anchors the family together while the children just see it as an anchor they want to get off their necks and prefer to have their individual stuff
and not have to share with their siblings. Good luck.</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#1F497D"> </span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#1F497D">Sincerely,</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#1F497D"> </span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#1F497D">Tom</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#1F497D"> </span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#1F497D">Thomas J. Westbrook</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#1F497D">Attorney at Law</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#1F497D"> </span><o:p></o:p></p>
<p class="MsoNormal"><span style="color:#1F497D"><img border="0" width="152" height="62" style="width:1.5833in;height:.6458in" id="Picture_x0020_2" src="cid:image007.jpg@01D94DA4.8E81B220"></span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-family:"Book Antiqua",serif;color:#1F497D">324 West Bay Drive NW, Suite 201</span><span style="color:#1F497D"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Book Antiqua",serif;color:#1F497D">Olympia, WA 98502</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-family:"Book Antiqua",serif;color:#1F497D">(360) 866-4000 phone</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-family:"Book Antiqua",serif;color:#1F497D">(360) 866--3832 fax</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-family:"Book Antiqua",serif;color:#1F497D"><a href="https://nam11.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.buddbaylaw.com%2F&data=05%7C01%7Cjburnett%40reedlongyearlaw.com%7Cc4a8f86900bf4f54aaa008db1bfe07b2%7Cc42db07999e840ff9b106ba95e2918a6%7C0%7C0%7C638134550103276125%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=krrtVIMLBiWs41jxkV9Cpyblo1h5tivWFfVpLBbA%2F84%3D&reserved=0"><span style="color:blue">www.buddbaylaw.com</span></a></span><o:p></o:p></p>
<p class="MsoNormal"><span style="color:#1F497D"> </span><o:p></o:p></p>
<p class="MsoNormal"><span style="color:red">COVID POLICY:</span><o:p></o:p></p>
<p class="MsoNormal"><i><span style="color:#1F497D">Our firm continues to follow guidance from the CDC and Governor Inslee’s office regarding social distancing and the wearing of face coverings, and we encourage the public and our clients to do the same. Our
staff is still working remotely much of the time so electronic communication by phone and email continues to be encouraged. We appreciate your patience and understanding.</span></i><o:p></o:p></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#1F497D"> </span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#1F497D"> </span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#1F497D"> </span><o:p></o:p></p>
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<p class="MsoNormal"><b>From:</b> <a href="mailto:wsbarp-bounces@lists.wsbarppt.com">
wsbarp-bounces@lists.wsbarppt.com</a> <<a href="mailto:wsbarp-bounces@lists.wsbarppt.com">wsbarp-bounces@lists.wsbarppt.com</a>>
<b>On Behalf Of </b>Timothy Lehr<br>
<b>Sent:</b> Thursday, March 02, 2023 2:39 PM<br>
<b>To:</b> <a href="mailto:wsbarp@lists.wsbarppt.com">wsbarp@lists.wsbarppt.com</a><br>
<b>Subject:</b> [WSBARP] Testamentary Trust<o:p></o:p></p>
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<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal">All,<o:p></o:p></p>
<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal">PCs would like to set up a testamentary trust in their Wills that will be funded with a vacation cabin in WA, as well as the proceeds from PR selling a couple additional lots. The intent, is to have the trust created for the benefit of
their two kids and have the vacation home in it as well as a $200k + to help initially with taxes, insurance, upkeep, etc. The kids will be co-trustees and can continue to use the vacation house or sell if they both agree. PCs just want to have that property
available for the kids and funds to pay for it to ease the initial financial burden. <o:p></o:p></p>
<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal">Does anyone have a rough template for this type of situation? I understand there is a lot to contemplate and I am beginning my research on it. But I was hoping for some direction with a template that I can spring off of. Any advice would
be appreciated! <o:p></o:p></p>
<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal">Best,<o:p></o:p></p>
<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal"><b>Timothy C. Lehr</b><o:p></o:p></p>
<p class="MsoNormal">Attorney & Partner<o:p></o:p></p>
<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal"><img border="0" width="191" height="69" style="width:1.9895in;height:.7187in" id="Picture_x0020_1" src="cid:image008.jpg@01D94DA4.8E81B220"><o:p></o:p></p>
<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal">p: 360.855.0131<o:p></o:p></p>
<p class="MsoNormal">e: <a href="mailto:timothy@stileslaw.com">timothy@stileslaw.com</a><o:p></o:p></p>
<p class="MsoNormal">w: <a href="https://nam11.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.stileslaw.com%2F&data=05%7C01%7Cjburnett%40reedlongyearlaw.com%7Cc4a8f86900bf4f54aaa008db1bfe07b2%7Cc42db07999e840ff9b106ba95e2918a6%7C0%7C0%7C638134550103276125%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=80%2FETVWjMGpNto8ZgqFdzOXOjsRKMz3h5MLjuu0mF3g%3D&reserved=0">
www.stileslaw.com</a><o:p></o:p></p>
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