<html><head><meta http-equiv="content-type" content="text/html; charset=utf-8"></head><body dir="auto"><div>And what if the only beneficiary is the trustee for their own trust share? If the felon trustee is only over their own portion of the trust is the conflict and protection intended by the statute moot?</div><div><br>Sent from my iPhone ~ Paul H. Grant</div><div><br>On Sep 23, 2015, at 3:12 PM, Doug Schafer <<a href="mailto:schafer@pobox.com">schafer@pobox.com</a>> wrote:<br><br></div><blockquote type="cite"><div>
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<font face="Times New Roman, Times, serif">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<br>
</font><br>
<div class="moz-cite-prefix">On 9/23/2015 2:26 PM, Sam Furgason
wrote:<br>
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<p class="MsoNormal"><font size="3" face="Calibri"><span style="font-size:12.0pt">11.36.021(2)(a):<o:p></o:p></span></font></p>
<p class="MsoNormal"><font size="2" 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</span></font><font size="3"><span style="font-size:12.0pt"><o:p></o:p></span></font></p>
<p class="MsoNormal"><font size="3" face="Calibri"><span style="font-size:12.0pt"><o:p> </o:p></span></font></p>
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1.0pt;padding:3.0pt 0in 0in 0in">
<p class="MsoNormal"><b><font size="2" face="Calibri"><span style="font-size:11.0pt;font-weight:bold">From:</span></font></b>
<a class="moz-txt-link-abbreviated" href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a>
[<a class="moz-txt-link-freetext" 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 class="moz-txt-link-rfc2396E" 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>
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<p class="MsoNormal"><font size="2" face="Calibri"><span style="font-size:11.0pt"><o:p> </o:p></span></font></p>
<p class="MsoNormal"><font size="2" 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" 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" face="Calibri"><span style="font-size:11.0pt"><o:p> </o:p></span></font></p>
<p class="MsoNormal"><font size="2" 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" face="Calibri"><span style="font-size:11.0pt"><o:p> </o:p></span></font></p>
<p class="MsoNormal"><font size="2" 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" face="Calibri"><span style="font-size:11.0pt"><o:p> </o:p></span></font></p>
<p class="MsoNormal"><font size="2" face="Calibri"><span style="font-size:11.0pt">Michael A. Winslow<o:p></o:p></span></font></p>
<p class="MsoNormal"><font size="2" face="Calibri"><span style="font-size:11.0pt">1204 Cleveland Ave.<o:p></o:p></span></font></p>
<p class="MsoNormal"><font size="2" 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" 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" face="Calibri"><span style="font-size:11.0pt">Em. <a moz-do-not-send="true" href="mailto:Mike@winslegal.com">Mike@winslegal.com</a><o:p></o:p></span></font></p>
<p class="MsoNormal"><font size="2" face="Calibri"><span style="font-size:11.0pt"><o:p> </o:p></span></font></p>
<p class="MsoNormal"><font size="2" 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" face="Calibri"><span style="font-size:11.0pt"><o:p> </o:p></span></font></p>
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