2025 Navigating the New Washington Uniform Custodial Trust Act: What Attorneys Need to Know: Guardianship and Elder Law Section Meeting | KCBA CLE WEB CATALOG

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2025 Navigating the New Washington Uniform Custodial Trust Act: What Attorneys Need to Know

Guardianship and Elder Law Section Meeting

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Price

$0 for KCBA Guardianship and Elder Section Member
$40 for KCBA Member
$60 for Non-Member

60 minutes
Date Published

September 18, 2025

Publisher

King County Bar Association

Subjects

Estate Planning, Guardianship & Elder Law, Real Property Probate & Trust Law

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Summary

Presentation: “Navigating the New Washington Uniform Custodial Trust Act: What Attorneys Need to Know” by Kelley Duggan & Jenica Cassidy of Helsell Fetterman LLP

Discuss the recently adopted Uniform Custodial Trust Act, RCW 11.140 (SB 5037, effective July 27, 2025). The Act allows for a simplified method of creating a trust in which the beneficiary who is not incapacitated has the power to direct the management of the trust property and the payment of income to the beneficiary. 

If the beneficiary is incapacitated, the custodial trustee continues to manage the property as a discretionary trust under the prudent person standard for the benefit of the incapacitated beneficiary. The bill specifies a means of monitoring and enforcing a custodial trust, the rights and liability of third persons, limitations of action against the custodial trustee and distribution of trust property on termination. 

This program will cover what this means in practice and how it could harm/help the beneficiary and custodial trustee.

2064099

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Presenters

Jenica Cassidy
Attorney - Helsell Fetterman LLP

Jenica helps individuals and their families plan for the future and resolve legal issues relating to aging. Her practice... Read More

Kelley A. Duggan
Attorney - Helsell Fetterman LLP

Kelley has dedicated her legal career -spanning nearly two decades – to estate planning, probate, trust administration, and... Read More

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Program Titles and Supporting Materials

This program contains the following components:

Media Files
2025 Navigating the New Washington UCTA MP4
Downloadable Files
2025 Navigating the New Washington UCTA PDF
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