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</o:shapelayout></xml><![endif]--></head><body bgcolor=white lang=EN-US link=blue vlink=purple><div class=WordSection1><p class=MsoNormal><font size=3 color=black face=Calibri><span style='font-size:12.0pt;color:windowtext'>This is one of those situations where you can do anything you want, so long as nobody objects. But …<o:p></o:p></span></font></p><p class=MsoNormal><font size=3 color=black face=Calibri><span style='font-size:12.0pt;color:windowtext'>I had a situation once where one party had been convicted of a felony by pleading guilty for marijuana growing. He wasn’t the grower, but the grower had it where he lived. After a year the federal court completely wiped the conviction off the records. Still, opposing counsel opposed his appointment as trustee based on the theory that the statute still applied to his serving as trustee because he had been convicted. That party withdrew from serving rather than deal with the hassle and cost of getting a court ruling. It was one of those hostile intra-family types of things.<o:p></o:p></span></font></p><p class=MsoNormal><font size=3 color=black face=Calibri><span style='font-size:12.0pt;color:windowtext'>S <o:p></o:p></span></font></p><p class=MsoNormal><font size=3 color=black face=Calibri><span style='font-size:12.0pt;color:windowtext'><o:p> </o:p></span></font></p><div><div style='border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in'><p class=MsoNormal><b><font size=2 color=black face=Calibri><span style='font-size:11.0pt;color:windowtext;font-weight:bold'>From:</span></font></b><font color=black><span style='color:windowtext'> wsbapt-bounces@lists.wsbarppt.com [mailto:wsbapt-bounces@lists.wsbarppt.com] <b><span style='font-weight:bold'>On Behalf Of </span></b>Doug Schafer<br><b><span style='font-weight:bold'>Sent:</span></b> Wednesday, September 23, 2015 3:13 PM<br><b><span style='font-weight:bold'>To:</span></b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br><b><span style='font-weight:bold'>Subject:</span></b> Re: [WSBAPT] convicted felon as trustee<o:p></o:p></span></font></p></div></div><p class=MsoNormal><font size=2 color=black face=Calibri><span style='font-size:11.0pt'><o:p> </o:p></span></font></p><p class=MsoNormal style='margin-bottom:12.0pt'><font size=2 color=black face=Calibri><span style='font-size:11.0pt'>Who would have standing to challenge the reformed felon's appointment as trustee or POA agent? Could those with standing be permitted to waive any objection, either by simply signing a waiver/consent or else by a TEDRA nonjudicial agreement?<br><br>Just wondering.<br>Doug Schafer</span></font><font size=3><span style='font-size:12.0pt'><o:p></o:p></span></font></p><div><p class=MsoNormal><font size=2 color=black face=Calibri><span style='font-size:11.0pt'>On 9/23/2015 2:26 PM, Sam Furgason wrote:<o:p></o:p></span></font></p></div><blockquote style='margin-top:5.0pt;margin-bottom:5.0pt'><p class=MsoNormal><font size=3 color=black face=Calibri><span style='font-size:12.0pt'>11.36.021(2)(a):</span></font><o:p></o:p></p><p class=MsoNormal><font size=2 color=black face=Calibri><span style='font-size:11.0pt'>(2) The following are disqualified to serve as trustees:<br><br> (a) Minors, persons of unsound mind, or persons who have been convicted of (i) <span style='background:yellow;mso-highlight:yellow'>any felony</span> or (ii) any crime involving moral turpitude; and<o:p></o:p></span></font></p><p class=MsoNormal><font size=3 color=black face=Calibri><span style='font-size:12.0pt'> </span></font><o:p></o:p></p><div><div style='border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in'><p class=MsoNormal><b><font size=2 color=black face=Calibri><span style='font-size:11.0pt;font-weight:bold'>From:</span></font></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><span style='font-weight:bold'>On Behalf Of </span></b>Mike Winslow<br><b><span style='font-weight:bold'>Sent:</span></b> Wednesday, September 23, 2015 2:03 PM<br><b><span style='font-weight:bold'>To:</span></b> WSBA RPPT Probate & Trust Discussion Forum <a href="mailto:wsbapt@lists.wsbarppt.com"><wsbapt@lists.wsbarppt.com></a><br><b><span style='font-weight:bold'>Subject:</span></b> [WSBAPT] convicted felon as trustee<o:p></o:p></p></div></div><p class=MsoNormal><font size=2 color=black face=Calibri><span style='font-size:11.0pt'> <o:p></o:p></span></font></p><p class=MsoNormal><font size=2 color=black face=Calibri><span style='font-size:11.0pt'>Have a client that would like to appoint a party who is a convicted felon as his alternate trustee under an RLT and alternate AIF under a power of attorney. <o:p></o:p></span></font></p><p class=MsoNormal><font size=2 color=black face=Calibri><span style='font-size:11.0pt'>A quick search via WestLaw Next does not disclose any statutory restrictions on felons in Title 11, other than the rules about not serving as PR.<o:p></o:p></span></font></p><p class=MsoNormal><font size=2 color=black face=Calibri><span style='font-size:11.0pt'> <o:p></o:p></span></font></p><p class=MsoNormal><font size=2 color=black face=Calibri><span style='font-size:11.0pt'>Is there any other restriction lurking out there in some other part of the state law?<o:p></o:p></span></font></p><p class=MsoNormal><font size=2 color=black face=Calibri><span style='font-size:11.0pt'> <o:p></o:p></span></font></p><p class=MsoNormal><font size=2 color=black face=Calibri><span style='font-size:11.0pt'>BTW; The party in mind to serve in these alternate roles was convicted of Federal tax evasion many years ago. It was part of fall out of business dealings by other family members. I have known the party for years and have no concerns about their integrity, would trust them with my personal finances without question.<o:p></o:p></span></font></p><p class=MsoNormal><font size=2 color=black face=Calibri><span style='font-size:11.0pt'> <o:p></o:p></span></font></p><p class=MsoNormal><font size=2 color=black face=Calibri><span style='font-size:11.0pt'>Michael A. Winslow<o:p></o:p></span></font></p><p class=MsoNormal><font size=2 color=black face=Calibri><span style='font-size:11.0pt'>1204 Cleveland Ave.<o:p></o:p></span></font></p><p class=MsoNormal><font size=2 color=black face=Calibri><span style='font-size:11.0pt'>Mount Vernon, WA 98273<o:p></o:p></span></font></p><p class=MsoNormal><font size=2 color=black face=Calibri><span style='font-size:11.0pt'>Ph. 360-336-3321<o:p></o:p></span></font></p><p class=MsoNormal><font size=2 color=black face=Calibri><span style='font-size:11.0pt'>Em. <a href="mailto:Mike@winslegal.com">Mike@winslegal.com</a><o:p></o:p></span></font></p><p class=MsoNormal><font size=2 color=black face=Calibri><span style='font-size:11.0pt'> <o:p></o:p></span></font></p><p class=MsoNormal><font size=2 color=black face=Calibri><span style='font-size:11.0pt'>This message is from an attorney, so it’s confidential. If you are not the intended recipient, it’s too late to stop reading this message, but you may not use it for any improper purpose. Huge Disclaimer available upon request.<o:p></o:p></span></font></p><p class=MsoNormal><font size=2 color=black face=Calibri><span style='font-size:11.0pt'> <o:p></o:p></span></font></p><p class=MsoNormal><font size=3 color=black face="Times New Roman"><span style='font-size:12.0pt;font-family:"Times New Roman",serif'><br><br><br><o:p></o:p></span></font></p><pre><font size=2 color=black face="Courier New"><span style='font-size:10.0pt'>_______________________________________________<o:p></o:p></span></font></pre><pre><font size=2 color=black face="Courier New"><span style='font-size:10.0pt'>WSBAPT mailing list<o:p></o:p></span></font></pre><pre><font size=2 color=black face="Courier New"><span style='font-size:10.0pt'><a href="mailto:WSBAPT@lists.wsbarppt.com">WSBAPT@lists.wsbarppt.com</a><o:p></o:p></span></font></pre><pre><font size=2 color=black face="Courier New"><span style='font-size:10.0pt'><a href="http://mailman.fsr.com/mailman/listinfo/wsbapt">http://mailman.fsr.com/mailman/listinfo/wsbapt</a><o:p></o:p></span></font></pre></blockquote><p class=MsoNormal><font size=3 color=black face="Times New Roman"><span style='font-size:12.0pt;font-family:"Times New Roman",serif'><o:p> </o:p></span></font></p></div></body></html>