<html><head><meta http-equiv="content-type" content="text/html; charset=utf-8"></head><body dir="auto"><div>The court has a list of SGALs and, the court just goes down the list for the next available SGAL. That said, I am a SGAL and could handle your matter.</div><div><br></div><div>Tom Gates<br><br>Sent from my iPad</div><div><br>On Feb 13, 2015, at 12:20 PM, Erin Fairley <<a href="mailto:efairley@advocateslg.com">efairley@advocateslg.com</a>> wrote:<br><br></div><blockquote type="cite"><div>
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<div>Is there a list of potential SGAL’s to review before I petition for a SGAL or will the commissioner pick a name at the hearing? If any of you are SGALs and interested in serving, please email me directly. Case: distribution of wrongful death settlement
with two minor children. </div>
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<div><span style="color: rgb(0, 0, 127); font-size: 16px;">Erin M. Fairley, Attorney</span></div>
<div>121 Lakeside Avenue, Suite 108<br>
Seattle, WA 98122<br>
<a href="mailto:efairley@advocateslg.com">mailto:efairley@advocateslg.com</a><br>
Phone: (206)-535-7929; Cell: (206) 353-4625<br>
<a href="http://www.advocateslg.com/" target="_blank">http://www.advocateslg.com</a><br>
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<span style="font-weight:bold">From: </span>John Creahan <<a href="mailto:john@cairn-law.com">john@cairn-law.com</a>><br>
<span style="font-weight:bold">Reply-To: </span>WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br>
<span style="font-weight:bold">Date: </span>Friday, February 13, 2015 at 11:08 AM<br>
<span style="font-weight:bold">To: </span>WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br>
<span style="font-weight:bold">Subject: </span>Re: [WSBAPT] IRA Conduit Trust for Minor beneficiary<br>
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<p class="MsoNormal"><span style="font-size:11.0pt;mso-bidi-font-family:"Times New Roman";color:#595959">It’s funny you ask. Just this morning I received an announcement that the book will be available in an on-line subscription edition for $9 per month, which
will include new and updated information. I assume that they will publish a new book at some point as well.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;mso-bidi-font-family:"Times New Roman";color:#595959"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;mso-bidi-font-family:"Times New Roman";color:#595959"><a href="https://retirementbenefitsplanning.com/?utm_source=promo&utm_medium=email&utm_content=button&utm_campaign=choate/">https://retirementbenefitsplanning.com/?utm_source=promo&utm_medium=email&utm_content=button&utm_campaign=choate/</a><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;mso-bidi-font-family:"Times New Roman";color:#595959"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;mso-bidi-font-family:"Times New Roman";color:#595959"><o:p> </o:p></span></p>
<div>
<p class="MsoNormal"><span style="font-size: 14pt; font-family: 'Tw Cen MT', sans-serif; color: rgb(89, 89, 89);">John Creahan</span><span style="font-family: 'Tw Cen MT', sans-serif; color: rgb(89, 89, 89);"><o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:12.0pt"><span style="font-family: 'Tw Cen MT', sans-serif; color: rgb(89, 89, 89);">206-621-5848<br>
<a href="http://www.cairn-law.com/"><span style="color:#595959">www.cairn-law.com</span></a></span><span style="font-family: 'Tw Cen MT', sans-serif; color: rgb(79, 98, 40);"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="mso-fareast-font-family:"Times New Roman";mso-bidi-font-family:"Times New Roman";color:#595959;mso-no-proof:yes"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="font-size:11.0pt;mso-bidi-font-family:"Times New Roman";color:#595959"><o:p> </o:p></span></p>
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<div style="border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in">
<p class="MsoNormal"><b><span style="font-size: 11pt; font-family: Calibri, sans-serif;">From:</span></b><span style="font-size: 11pt; font-family: Calibri, 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, February 13, 2015 10:50 AM<br>
<b>To:</b> 'WSBA Probate & Trust Listserv'<br>
<b>Subject:</b> Re: [WSBAPT] IRA Conduit Trust for Minor beneficiary<o:p></o:p></span></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="font-size: 11pt; font-family: Calibri, sans-serif; color: rgb(31, 73, 125);">I note that this book is in the 7<sup>th</sup> edition and came out in 2011. Does anyone know if she is going to release an updated very soon?
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size: 11pt; font-family: Calibri, sans-serif; color: rgb(31, 73, 125);"><o:p> </o:p></span></p>
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<div style="border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in">
<p class="MsoNormal" style="mso-outline-level:1"><b><span style="font-size: 11pt; font-family: Calibri, sans-serif;">From:</span></b><span style="font-size: 11pt; font-family: Calibri, sans-serif;"><a href="mailto:wsbapt-bounces@lists.wsbarppt.com"><span class="SpellE">wsbapt-bounces@lists.wsbarppt.com</span></a>
[<span class="SpellE"><a href="mailto:wsbapt-bounces@lists.wsbarppt.com">mailto:wsbapt-bounces@lists.wsbarppt.com</a></span>]
<b>On Behalf <span class="GramE">Of</span> </b>John Creahan<br>
<b>Sent:</b> Thursday, February 12, 2015 11:06 AM<br>
<b>To:</b> WSBA Probate & Trust Listserv<br>
<b>Subject:</b> Re: [WSBAPT] IRA Conduit Trust for Minor beneficiary<o:p></o:p></span></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="font-size:11.0pt;color:#595959">Natalie Choate’s book (Life and Death Planning for Retirement Benefits) includes numerous forms. The practical advice she provides is worth much more than the purchase price (about $100 on Amazon).
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;color:#595959"><o:p> </o:p></span></p>
<div>
<p class="MsoNormal"><span style="font-size: 14pt; font-family: 'Tw Cen MT', sans-serif; color: rgb(89, 89, 89);">John Creahan</span><span style="font-family: 'Tw Cen MT', sans-serif; color: rgb(89, 89, 89);"><o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:12.0pt"><span style="font-family: 'Tw Cen MT', sans-serif; color: rgb(89, 89, 89);">206-621-5848<br>
</span><a href="http://www.cairn-law.com/"><span style="font-family: 'Tw Cen MT', sans-serif; color: rgb(89, 89, 89);">www.cairn-law.com</span></a><span style="font-family: 'Tw Cen MT', sans-serif; color: rgb(79, 98, 40);"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#595959"><o:p> </o:p></span></p>
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<p class="MsoNormal" style="mso-outline-level:1"><b><span style="font-size: 11pt; font-family: Calibri, sans-serif;">From:</span></b><span style="font-size: 11pt; font-family: Calibri, 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>Kate Gamble<br>
<b>Sent:</b> Wednesday, February 11, 2015 4:33 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv<br>
<b>Subject:</b> Re: [WSBAPT] IRA Conduit Trust for Minor beneficiary<o:p></o:p></span></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal"><span style="font-size: 10.5pt; font-family: Calibri, sans-serif; color: black;">To list, please!<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size: 10.5pt; font-family: Calibri, sans-serif; color: black;">Thanks,<o:p></o:p></span></p>
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<p style="margin:0in;margin-bottom:.0001pt"><span style="font-size: 10.5pt; font-family: Garamond, serif; color: black;">Kate Gamble</span><span style="font-size: 10.5pt; font-family: Calibri, sans-serif; color: black;"><o:p></o:p></span></p>
<p style="margin:0in;margin-bottom:.0001pt"><span style="font-size: 10.5pt; font-family: Garamond, serif; color: black;">Attorney at Law</span><span style="font-size: 10.5pt; font-family: Calibri, sans-serif; color: black;"><o:p></o:p></span></p>
<p style="margin:0in;margin-bottom:.0001pt"><span style="font-size: 10.5pt; font-family: Garamond, serif; color: black;">Uptown Law PLLC</span><span style="font-size: 10.5pt; font-family: Calibri, sans-serif; color: black;"><o:p></o:p></span></p>
<p style="margin:0in;margin-bottom:.0001pt"><span style="font-size: 10.5pt; font-family: Calibri, sans-serif; color: black;"><o:p> </o:p></span></p>
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<p class="MsoNormal" style="mso-outline-level:1"><b><span style="font-size: 11pt; font-family: Calibri, sans-serif; color: black;">From:
</span></b><span style="font-size: 11pt; font-family: Calibri, sans-serif; color: black;">"Patrick J. Galloway" <</span><a href="mailto:patrick@alsnorthwest.com"><span style="font-size: 11pt; font-family: Calibri, sans-serif;">patrick@alsnorthwest.com</span></a><span style="font-size: 11pt; font-family: Calibri, sans-serif; color: black;">><br>
<b>Reply-To: </b>WSBA Probate & Trust Listserv <</span><a href="mailto:wsbapt@lists.wsbarppt.com"><span style="font-size: 11pt; font-family: Calibri, sans-serif;">wsbapt@lists.wsbarppt.com</span></a><span style="font-size: 11pt; font-family: Calibri, sans-serif; color: black;">><br>
<b>Date: </b>Wednesday, February 11, 2015 at 4:24 PM<br>
<b>To: </b>WSBA Probate & Trust Listserv <</span><a href="mailto:wsbapt@lists.wsbarppt.com"><span style="font-size: 11pt; font-family: Calibri, sans-serif;">wsbapt@lists.wsbarppt.com</span></a><span style="font-size: 11pt; font-family: Calibri, sans-serif; color: black;">><br>
<b>Subject: </b>[WSBAPT] IRA Conduit Trust for Minor beneficiary<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size: 10.5pt; font-family: Calibri, sans-serif; color: black;">Anyone willing to share forms you have developed for IRA Trusts?<o:p></o:p></span></p>
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<p class="MsoNormal" style="margin-bottom:12.0pt"><span style="font-size: 10.5pt; font-family: Calibri, sans-serif; color: black;">Thanks,<o:p></o:p></span></p>
<p class="MsoNormal"><strong><span style="font-size: 10.5pt; font-family: Calibri, sans-serif; color: black;">Patrick J. Galloway</span></strong><span style="font-size: 10.5pt; font-family: Calibri, sans-serif; color: black;"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size: 10.5pt; font-family: Calibri, sans-serif; color: black;">Advance Legal Services, PLLC<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size: 10.5pt; font-family: Calibri, sans-serif; color: black;">1920 N. Pittsburgh Ste. D-3<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size: 10.5pt; font-family: Calibri, sans-serif; color: black;">Kennewick, WA 99336<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size: 10.5pt; font-family: Calibri, sans-serif; color: black;"> <o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size: 10.5pt; font-family: Calibri, sans-serif; color: black;">(509) 851-7884<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size: 10.5pt; font-family: Calibri, sans-serif; color: black;"> <o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size: 10.5pt; font-family: Calibri, sans-serif; color: black;"> </span><a href="http://www.alsnorthwest.com" target="_blank"><span style="font-size: 10.5pt; font-family: Calibri, sans-serif;">www.alsnorthwest.com</span></a><span style="font-size: 10.5pt; font-family: Calibri, sans-serif; color: black;"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size: 10.5pt; font-family: Calibri, sans-serif; color: black;"> <o:p></o:p></span></p>
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