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<DIV style="FONT-SIZE: 12pt; FONT-FAMILY: 'Calibri'; COLOR: #000000">
<DIV>A 3rd party SNT has no waiting period, so if SS hits the nursing home
within 5 years, maybe in 6 monhts?? at least Husband won’t have to pay
down all of his assets to $2000 in order to get Medicaid. So
in case of nursing home, the house would be sold and 1/2 of the proceeds would
be kept back and later available for his special needs (if properly drafted),
once he has spent his 1/2 down to $2000, then later, whatever is left
would be inherited by the kids. It would, however, not work if it is
discretionary. All SNT’s which are meant for Medicaid eligibility are not
discretionary. So, if they all want to scrap the SNT, make sure you
disclose that the fam is happy with losing 1/2 of the house proceeds
unnecessarily .... and by the way, husband doesn’thave to go to son for
anything, until he goes through his 1/2 of the assets, as only her half is in
the trust.</DIV>
<DIV> </DIV>
<DIV>you can do anything you want with a TEDRA. Yes signed by all
beneficiaries.</DIV>
<DIV> </DIV>
<DIV style="FONT-SIZE: 12pt; FONT-FAMILY: 'Calibri'; COLOR: #000000">Joshua F.
Grant, PS<BR>Attorney at Law<BR>P. O. Box 619<BR>Wilbur, WA 99185<BR>tel 509 647
5578<BR>fax 509 647 2734<BR></DIV>
<DIV> </DIV>
<DIV
style='FONT-SIZE: small; TEXT-DECORATION: none; FONT-FAMILY: "Calibri"; FONT-WEIGHT: normal; COLOR: #000000; FONT-STYLE: normal; DISPLAY: inline'>
<DIV style="FONT: 10pt tahoma">
<DIV> </DIV>
<DIV style="BACKGROUND: #f5f5f5">
<DIV style="font-color: black"><B>From:</B> <A title=mfry@lyon-law.com
href="mailto:mfry@lyon-law.com">Marcus Fry</A> </DIV>
<DIV><B>Sent:</B> Friday, January 16, 2015 1:04 PM</DIV>
<DIV><B>To:</B> <A title=wsbapt@lists.wsbarppt.com
href="mailto:wsbapt@lists.wsbarppt.com">'WSBA Probate & Trust Listserv'</A>
</DIV>
<DIV><B>Subject:</B> Re: [WSBAPT] Unring a SNT Bell??</DIV></DIV></DIV>
<DIV> </DIV></DIV>
<DIV
style='FONT-SIZE: small; TEXT-DECORATION: none; FONT-FAMILY: "Calibri"; FONT-WEIGHT: normal; COLOR: #000000; FONT-STYLE: normal; DISPLAY: inline'>
<DIV class=WordSection1>
<P class=MsoNormal><A name=_GoBack></A><SPAN
style="COLOR: #1f497d">Paul:<o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN style="COLOR: #1f497d">Most if not all SNT are
completely discretionary. I look at the terms of the trust more closely,
may likely be able to distribute it outright without issue. Also be
careful about wife’s intent, maybe this was doubling as a marital type trust to
protect a husband from a future conniving love interest. Who handled the
finances in the family? How was the marriage? <o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN style="COLOR: #1f497d"><o:p></o:p></SPAN> </P>
<DIV>
<P class=MsoNormal style="TEXT-ALIGN: justify"><SPAN
style='FONT-SIZE: 10pt; FONT-FAMILY: "Courier New"; COLOR: #1f497d'>Marcus J.
Fry<o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN
style='FONT-SIZE: 10pt; FONT-FAMILY: "Courier New"; COLOR: #1f497d'>Lyon,
Weigand & Gustafson, P.S.</SPAN><SPAN
style='FONT-SIZE: 12pt; FONT-FAMILY: "Times New Roman","serif"; COLOR: #1f497d'>
<BR></SPAN><SPAN
style='FONT-SIZE: 10pt; FONT-FAMILY: "Courier New"; COLOR: #1f497d'>Adoption
Attorney*<o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN
style='FONT-SIZE: 10pt; FONT-FAMILY: "Courier New"; COLOR: #1f497d'>P.O. Box
1689</SPAN><SPAN
style='FONT-SIZE: 12pt; FONT-FAMILY: "Times New Roman","serif"; COLOR: #1f497d'>
<BR></SPAN><SPAN
style='FONT-SIZE: 10pt; FONT-FAMILY: "Courier New"; COLOR: #1f497d'>Yakima,
Washington 98907</SPAN><SPAN
style='FONT-SIZE: 12pt; FONT-FAMILY: "Times New Roman","serif"; COLOR: #1f497d'>
<BR></SPAN><SPAN
style='FONT-SIZE: 10pt; FONT-FAMILY: "Courier New"; COLOR: #1f497d'>Telephone:
(509) 248-7220</SPAN><SPAN
style='FONT-SIZE: 12pt; FONT-FAMILY: "Times New Roman","serif"; COLOR: #1f497d'>
<BR></SPAN><SPAN
style='FONT-SIZE: 10pt; FONT-FAMILY: "Courier New"; COLOR: #1f497d'>Facsimile:
(509) 575-1883</SPAN><SPAN
style='FONT-SIZE: 12pt; FONT-FAMILY: "Times New Roman","serif"; COLOR: #1f497d'>
<o:p></o:p></SPAN></P>
<P class=MsoNormal style="TEXT-ALIGN: justify"><B><U><SPAN
style='FONT-SIZE: 9pt; FONT-FAMILY: "Arial","sans-serif"; COLOR: #1f497d'><o:p><SPAN
style="TEXT-DECORATION: none"> </SPAN></o:p></SPAN></U></B></P>
<P class=MsoNormal style="TEXT-ALIGN: justify"><B><U><SPAN
style='FONT-SIZE: 9pt; FONT-FAMILY: "Arial","sans-serif"; COLOR: #1f497d'>NOTICES:<o:p></o:p></SPAN></U></B></P>
<P class=MsoNormal style="TEXT-ALIGN: justify"><SPAN
style='FONT-SIZE: 9pt; FONT-FAMILY: "Arial","sans-serif"; COLOR: #1f497d'>*Adoption
Attorney reflects election as a Fellow of the American Academy of Adoption
Attorneys, an invitation based organization of 300+ attorneys nationwide, under
its criteria of experience, ethics and peer recommendation. Washington's Supreme
Court has not yet developed or recognized a credentialing process for
specialties, and certification/fellowship is not required to practice law in
this state.<o:p></o:p></SPAN></P>
<P class=MsoNormal style="TEXT-ALIGN: justify"><B><SPAN
style='FONT-SIZE: 9pt; FONT-FAMILY: "Arial","sans-serif"; COLOR: #1f497d'>Confidentiality:
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<P class=MsoNormal><SPAN style="COLOR: #1f497d"><o:p></o:p></SPAN> </P>
<DIV>
<DIV
style="BORDER-TOP: #b5c4df 1pt solid; BORDER-RIGHT: medium none; BORDER-BOTTOM: medium none; PADDING-BOTTOM: 0in; PADDING-TOP: 3pt; PADDING-LEFT: 0in; BORDER-LEFT: medium none; PADDING-RIGHT: 0in">
<P class=MsoNormal><B><SPAN
style='FONT-SIZE: 10pt; FONT-FAMILY: "Tahoma","sans-serif"'>From:</SPAN></B><SPAN
style='FONT-SIZE: 10pt; FONT-FAMILY: "Tahoma","sans-serif"'>
wsbapt-bounces@lists.wsbarppt.com [mailto:wsbapt-bounces@lists.wsbarppt.com]
<B>On Behalf Of </B>James B. Dolan<BR><B>Sent:</B> Friday, January 16, 2015
12:09 PM<BR><B>To:</B> 'WSBA Probate & Trust Listserv'<BR><B>Subject:</B>
Re: [WSBAPT] Unring a SNT Bell??<o:p></o:p></SPAN></P></DIV></DIV>
<P class=MsoNormal><o:p></o:p> </P>
<P class=MsoNormal><SPAN style="COLOR: #1f497d">Paul:<o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN style="COLOR: #1f497d"><o:p></o:p></SPAN> </P>
<P class=MsoNormal><SPAN style="COLOR: #1f497d">Check out 11.96A.125.
Also, look at the <U>Riddell </U>case. Maybe that will
help.<o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN style="COLOR: #1f497d"><o:p></o:p></SPAN> </P>
<P class=MsoNormal><SPAN style="COLOR: #1f497d">Jim Dolan<o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN style="COLOR: #1f497d"><o:p></o:p></SPAN> </P>
<P class=MsoNormal><SPAN
style="FONT-SIZE: 12pt; COLOR: #1f497d">===================<o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN
style="FONT-SIZE: 12pt; COLOR: #1f497d"><o:p></o:p></SPAN> </P>
<P class=MsoNormal><B><SPAN style="FONT-SIZE: 12pt; COLOR: #1f497d">Jones Butler
Dolan, PS<o:p></o:p></SPAN></B></P>
<P class=MsoNormal><U><SPAN style="FONT-SIZE: 12pt; COLOR: #1f497d"><A
href="http://www.jbdolan.com">www.jbdolan.com</A><o:p></o:p></SPAN></U></P>
<P class=MsoNormal><U><SPAN style="FONT-SIZE: 12pt; COLOR: #1f497d"><A
href="http://www.jonesbutlerdolan.com">www.jonesbutlerdolan.com</A><o:p></o:p></SPAN></U></P>
<P class=MsoNormal><U><SPAN style="FONT-SIZE: 12pt; COLOR: #1f497d"><o:p><SPAN
style="TEXT-DECORATION: none"> </SPAN></o:p></SPAN></U></P>
<P class=MsoNormal><U><SPAN style="FONT-SIZE: 12pt; COLOR: #1f497d">Mount
Vernon<o:p></o:p></SPAN></U></P>
<P class=MsoNormal><SPAN
style="FONT-SIZE: 12pt; COLOR: #1f497d"><o:p></o:p></SPAN> </P>
<P class=MsoNormal><SPAN style="FONT-SIZE: 12pt; COLOR: #1f497d">P.O. Box
2784<o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN style="FONT-SIZE: 12pt; COLOR: #1f497d">720 South Main
Street<o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN style="FONT-SIZE: 12pt; COLOR: #1f497d">Suite
233<o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN style="FONT-SIZE: 12pt; COLOR: #1f497d">Mount Vernon,
WA 98273<o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN style="FONT-SIZE: 12pt; COLOR: #1f497d">Telephone:
360-336-2939<o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN style="FONT-SIZE: 12pt; COLOR: #1f497d">Facsimile:
360-336-2949<o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN
style="FONT-SIZE: 12pt; COLOR: #1f497d"><o:p></o:p></SPAN> </P>
<P class=MsoNormal><U><SPAN
style="FONT-SIZE: 12pt; COLOR: #1f497d">Stanwood<o:p></o:p></SPAN></U></P>
<P class=MsoNormal><U><SPAN style="FONT-SIZE: 12pt; COLOR: #1f497d"><o:p><SPAN
style="TEXT-DECORATION: none"> </SPAN></o:p></SPAN></U></P>
<P class=MsoNormal><SPAN style="FONT-SIZE: 12pt; COLOR: #1f497d">P.O. Box
458<o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN style="FONT-SIZE: 12pt; COLOR: #1f497d">10027 - 269th
Place NW (SR 532)<o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN style="FONT-SIZE: 12pt; COLOR: #1f497d">Stanwood, WA
98292<o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN style="FONT-SIZE: 12pt; COLOR: #1f497d">Telephone:
360-629-3833<o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN style="FONT-SIZE: 12pt; COLOR: #1f497d">Facsimile:
360-629-6253<o:p></o:p></SPAN></P>
<P class=MsoNormal><U><SPAN style="COLOR: #1f497d"><o:p><SPAN
style="TEXT-DECORATION: none"> </SPAN></o:p></SPAN></U></P>
<P class=MsoNormal><SPAN style="COLOR: #1f497d"><o:p></o:p></SPAN> </P>
<P class=MsoNormal><SPAN style="COLOR: #1f497d"><o:p></o:p></SPAN> </P>
<P class=MsoNormal><SPAN style="COLOR: #1f497d"><o:p></o:p></SPAN> </P>
<DIV>
<DIV
style="BORDER-TOP: #b5c4df 1pt solid; BORDER-RIGHT: medium none; BORDER-BOTTOM: medium none; PADDING-BOTTOM: 0in; PADDING-TOP: 3pt; PADDING-LEFT: 0in; BORDER-LEFT: medium none; PADDING-RIGHT: 0in">
<P class=MsoNormal><B><SPAN
style='FONT-SIZE: 10pt; FONT-FAMILY: "Tahoma","sans-serif"'>From:</SPAN></B><SPAN
style='FONT-SIZE: 10pt; FONT-FAMILY: "Tahoma","sans-serif"'> <A
href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</A>
[<A
href="mailto:wsbapt-bounces@lists.wsbarppt.com">mailto:wsbapt-bounces@lists.wsbarppt.com</A>]
<B>On Behalf Of </B>Paul Neumiller<BR><B>Sent:</B> Friday, January 16, 2015
11:49 AM<BR><B>To:</B> <A
href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</A><BR><B>Subject:</B>
[WSBAPT] Unring a SNT Bell??<o:p></o:p></SPAN></P></DIV></DIV>
<P class=MsoNormal><o:p></o:p> </P>
<P class=MsoNormal>Is it possible to unring a SNT bell? Wife dies and her
reciprocal Will distributes everything to a Special Needs Trust on behalf of
surviving husband (his Will does the same thing). He is selected as the
Personal Representative of her estate and I am probating her Will. Thing
is, he’s not disabled and doesn’t want to hassle with going to his eldest son
(trustee of the trust) to get money. Modest estate of less than
$500k. Terms of testamentary trust says upon husband’s death, remaining
assets in SNT go to adult children. Almost all of the estate’s value is
wrapped up in the equity of the family residence. <o:p></o:p></P>
<P class=MsoNormal><o:p></o:p> </P>
<P class=MsoListParagraph style="TEXT-INDENT: -0.25in">1.<SPAN
style='FONT-SIZE: 7pt; FONT-FAMILY: "Times New Roman","serif"'>
</SPAN>Why did their estate planning attorney put them into testamentary
SNTs? Is this a plan to preserve estate assets just in case there is a
catastrophic illness and the family wants to use government benefits (SSI and
Medicaid) instead of family assets?? Does this even make sense when the
value of the Decedent’s estate will be one half of the equity of the family
residence?<o:p></o:p></P>
<P class=MsoListParagraph style="TEXT-INDENT: -0.25in">2.<SPAN
style='FONT-SIZE: 7pt; FONT-FAMILY: "Times New Roman","serif"'>
</SPAN>If the family is willing, can the family overturn the SNT by entering
into a TEDRA agreement to terminate (or not activate) the SNT?
<o:p></o:p></P>
<P class=MsoListParagraph style="TEXT-INDENT: -0.25in">3.<SPAN
style='FONT-SIZE: 7pt; FONT-FAMILY: "Times New Roman","serif"'>
</SPAN>If yes, must all the residual beneficiaries (all of the adult children)
need to sign off? Father is hesitant to have to get all of his kids
signatures if it isn’t necessary?<o:p></o:p></P>
<P class=MsoNormal><o:p></o:p> </P>
<P class=MsoNormal>Thank you for your guidance and help. <o:p></o:p></P>
<P class=MsoNormal><o:p></o:p> </P>
<P class=MsoNormal><o:p></o:p> </P></DIV>
<P>
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