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<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:10.0pt;font-family:"Courier New";color:#1F497D">Marcus J. Fry<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Courier New";color:#1F497D">Lyon, Weigand & Gustafson, P.S.</span><span style="font-size:12.0pt;font-family:"Times New Roman","serif";color:#1F497D">
<br>
</span><span style="font-size:10.0pt;font-family:"Courier New";color:#1F497D">Adoption Attorney*<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Courier New";color:#1F497D">P.O. Box 1689</span><span style="font-size:12.0pt;font-family:"Times New Roman","serif";color:#1F497D">
<br>
</span><span style="font-size:10.0pt;font-family:"Courier New";color:#1F497D">Yakima, Washington 98907</span><span style="font-size:12.0pt;font-family:"Times New Roman","serif";color:#1F497D">
<br>
</span><span style="font-size:10.0pt;font-family:"Courier New";color:#1F497D">Telephone: (509) 248-7220</span><span style="font-size:12.0pt;font-family:"Times New Roman","serif";color:#1F497D">
<br>
</span><span style="font-size:10.0pt;font-family:"Courier New";color:#1F497D">Facsimile: (509) 575-1883</span><span style="font-size:12.0pt;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:9.0pt;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:9.0pt;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:9.0pt;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>
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<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
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<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif"">From:</span></b><span style="font-size:10.0pt;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>
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<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:12.0pt;color:#1F497D">===================<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><b><span style="font-size:12.0pt;color:#1F497D">Jones Butler Dolan, PS<o:p></o:p></span></b></p>
<p class="MsoNormal"><u><span style="font-size:12.0pt;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:12.0pt;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:12.0pt;color:#1F497D"><o:p><span style="text-decoration:none"> </span></o:p></span></u></p>
<p class="MsoNormal"><u><span style="font-size:12.0pt;color:#1F497D">Mount Vernon<o:p></o:p></span></u></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#1F497D">P.O. Box 2784<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#1F497D">720 South Main Street<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#1F497D">Suite 233<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#1F497D">Mount Vernon, WA 98273<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#1F497D">Telephone: 360-336-2939<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#1F497D">Facsimile: 360-336-2949<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><u><span style="font-size:12.0pt;color:#1F497D">Stanwood<o:p></o:p></span></u></p>
<p class="MsoNormal"><u><span style="font-size:12.0pt;color:#1F497D"><o:p><span style="text-decoration:none"> </span></o:p></span></u></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#1F497D">P.O. Box 458<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#1F497D">10027 - 269th Place NW (SR 532)<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#1F497D">Stanwood, WA 98292<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#1F497D">Telephone: 360-629-3833<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;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>
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<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif"">From:</span></b><span style="font-size:10.0pt;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>
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<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:-.25in">1.<span style="font-size:7.0pt;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:-.25in">2.<span style="font-size:7.0pt;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:-.25in">3.<span style="font-size:7.0pt;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>
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