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</o:shapelayout></xml><![endif]--></head><body lang=EN-US link=blue vlink=purple><div class=WordSection1><p class=MsoNormal><span style='color:#1F497D'>Perfect, thank you for your thorough, and helpful, answer.<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><div><div style='border:none;border-top:solid #B5C4DF 1.0pt;padding:3.0pt 0in 0in 0in'><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>Heather deVrieze<br><b>Sent:</b> Friday, April 03, 2015 3:03 PM<br><b>To:</b> WSBA Probate & Trust Listserv<br><b>Subject:</b> Re: [WSBAPT] Probate GAL for Minor Beneficiary?<o:p></o:p></span></p></div></div><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal><span style='color:#1F497D'>James,<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'>I have copied below a snippet of materials for a presentation I did on this topic several months ago. It should get you started.<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'>I don’t think a probate GAL is mandatory in your situation, but full disclosure to the Court and let the Commissioner exercise discretion to determine if it makes sense. Might depend on the size of the POD account relative to the overall probate assets that will be delivered to the Trust pursuant to the Will.<o:p></o:p></span></p><p class=MsoNormal><b><o:p> </o:p></b></p><p class=MsoNormal><b><o:p> </o:p></b></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>Statutory authority for dealing with minors in inheritance/estate situations:<span style='font-size:12.0pt;font-family:"Times New Roman","serif"'><o:p></o:p></span></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal><b>11.76.080</b> – Spells out situations where the Court <b>shall </b>appoint a GAL, exceptions to that rule and clear authority for the Court to exercise authority to appoint a GAL at any point in estate proceedings.<o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal><b>11.76.095</b> – Requires distribution of estates to minors to be handled in one of three ways. <o:p></o:p></p><p class=MsoNormal> ( Blocked Account, Court appointed Guardian or Custodian under UTMA)<o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal><b>11.114.030</b>, <b>.050</b> & <b>.060</b> – Provide circumstances where the distribution may be made to a custodian whether or not specified in the Will. (.060(c) indicates that Court order is required if over $30,000)<o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal><b>11.114.200</b> – Allows for Custodianship to be extended to age 25. <o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal><b>11.96A.160</b> – Provides that the Court on its own motion, or upon request of any party at any point in the proceedings <b>may</b> appoint a GAL to represent interest of minor(s).<o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>Though there are only a few situations where a GAL is <b>required</b>, because under both 11.96A.160 and 11.76.080(1) the Court <b>may</b> appoint a GAL at any time for practically any reason, disclosure to the Court of the existence of the minor and the plan for protecting their interest is critical. Similarly, planning for minors in the estate plan (trust, custodianship, etc.) is also critical. A distribution to a Trustee on behalf of a minor is not a “distribution to a minor” under 11.76.095, but should nevertheless be disclosed in the pleadings and if appearing, to the commissioner directly.<o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal><span style='color:#1F497D'>Heather <o:p></o:p></span></p><p class=MsoNormal><span style='color:#1F497D'><o:p> </o:p></span></p><div><p class=MsoNormal><span style='color:#1F497D'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:16.0pt;font-family:"Vladimir Script";color:#1F497D'>Heather S. de Vrieze</span><b><span style='font-size:16.0pt;color:#1F497D'><br></span></b><i><span style='font-family:"Garamond","serif";color:#1F497D'>Attorney-at-Law<o:p></o:p></span></i></p><p class=MsoNormal><i><span style='font-family:"Garamond","serif";color:#1F497D'><img width=264 height=147 id="_x0000_i1025" src="cid:image001.jpg@01D06E21.0DC4ECD0" alt="cid:image001.jpg@01D013C2.30F35160"></span></i><i><span style='font-size:12.0pt;font-family:"Garamond","serif";color:#1F497D'><o:p></o:p></span></i></p><p class=MsoNormal><span style='font-size:10.0pt;font-family:Nyala;color:#44524E'>3909 California Avenue SW<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:10.0pt;font-family:Nyala;color:#44524E'>Seattle, WA 98116-3705 <o:p></o:p></span></p><p class=MsoNormal><span style='font-size:10.0pt;font-family:Nyala;color:#44524E'>(206)938-5500 <o:p></o:p></span></p><p class=MsoNormal><span style='color:#1F497D'><a href="mailto:heatherd@westseattlelaw.com"><span style='font-size:10.0pt;font-family:Nyala;color:#44524E'>heatherd@westseattlelaw.com</span></a></span><span style='font-size:10.0pt;font-family:Nyala;color:#44524E'> <o:p></o:p></span></p><p class=MsoNormal><span style='color:#1F497D'><a href="http://www.westseattlelaw.com/"><span style='font-size:10.0pt;font-family:Nyala;color:#44524E'>www.westseattlelaw.com</span></a></span><span style='font-size:10.0pt;font-family:Nyala;color:#44524E'> <o:p></o:p></span></p><p class=MsoNormal><span style='font-family:Nyala;color:#44524E'><o:p> </o:p></span></p><p class=MsoNormal><b><span style='font-size:9.0pt;font-family:"Arial","sans-serif";color:#002E8A'>Click here to connect with de Vrieze | Carney on Facebook: </span><span style='color:#1F497D'> </span></b><a href="https://www.facebook.com/DeVriezeCarney"><b><span style='text-decoration:none'><img border=0 width=100 height=30 id="Picture_x0020_1" src="cid:image002.png@01D06E21.0DC4ECD0" alt="FB Logo"></span></b></a><span style='font-family:Nyala;color:#44524E'><o:p></o:p></span></p><p class=MsoNormal><span style='font-family:Nyala;color:#44524E'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:8.0pt;color:#A6A6A6'>CONFIDENTIAL & PRIVILEGED. This e-mail message may contain legally privileged and/or confidential information. If you have received this e-mail in error, please notify the sender immediately and delete all copies of this e-mail message and any attachment.</span><span style='font-size:16.0pt;font-family:"Cambria","serif";color:blue'><o:p></o:p></span></p></div><p class=MsoNormal><span style='color:#1F497D'><o:p> </o:p></span></p><div><div style='border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in'><p class=MsoNormal><b>From:</b> <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>James B. Dolan<br><b>Sent:</b> Friday, April 03, 2015 2:37 PM<br><b>To:</b> 'WSBA Probate & Trust Listserv'<br><b>Subject:</b> [WSBAPT] Probate GAL for Minor Beneficiary?<o:p></o:p></p></div></div><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>Can anyone point me to the rule or statute regarding the need for appointment of a probate GAL for a minor Beneficiary?<o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>Personal Rep is petitioning the court to redirect payable on death (to the minor child) assets to the minor trust (for the benefit of the same minor child) he created in his LWT.<o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>Our legal basis is (1) abatement and (2) mistake.<o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>I believe that a GAL is appropriate, but I am having trouble finding the applicable SPR rule or RCW.<o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>Anyone still online this afternoon?<o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>Thanks,<o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>Jim Dolan<o:p></o:p></p><p class=MsoNormal><o:p> </o:p></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><o:p> </o:p></p></div></body></html>