<html><head><meta http-equiv="content-type" content="text/html; charset=utf-8"></head><body dir="auto"><div>Love this option! Maybe talk with your local Community Foundation (Seattle, Snohomish Co, Tacoma, etc) to discuss how to set this up<br><br>Misspelled from my iPhone<div><br></div><div>Melinda</div><div><br></div><div>Law Office of Melinda K Grout</div><div>PO Box 1360</div><div>Monroe, WA 98272</div><div>(360) 794-4322. Tel</div><div>(425) 744-6745. Fax</div><div><br></div><div>Notice: This message is intended only for the addressee, and may contain confidential and/or privileged information. If you are not the intended recipient, it is too late to stop reading, but please do not use it for any improper purpose.</div><div><br></div><div><br></div></div><div><br>On Jan 19, 2016, at 9:45 AM, Teunis J. Wyers <<a href="mailto:teunisj@wyerslawpc.com">teunisj@wyerslawpc.com</a>> wrote:<br><br></div><blockquote type="cite"><div><div dir="ltr">I have had the "match the W-2" discussion with clients in the past, but have never had one actually put such a plan into action.<div><br></div><div>The basic concern seems to be that there is a surplus of money, and the client doesn't want to ruin the beneficiary's life with money. Potential grantors in those cases would be well advised to teach philanthropy to their beneficiaries, to draw attention to giving as opposed to taking. An idea there would be to authorize distributions to the beneficiary which match contributions made by the beneficiary to a charity or charities selected by, or selected through a process designed by, the grantor. Just a thought on a well-caffienated Monday morning.</div></div><div class="gmail_extra"><br><div class="gmail_quote">On Sun, Jan 17, 2016 at 2:55 PM, Kristina DeVore <span dir="ltr"><<a href="mailto:kristina@devore-law.com" target="_blank">kristina@devore-law.com</a>></span> wrote:<br><blockquote class="gmail_quote" style="margin:0 0 0 .8ex;border-left:1px #ccc solid;padding-left:1ex">
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<div style="text-indent:24px"><font face="Verdana">I have a client who would like to leave a portion of his estate to his son in trust and would like to have the trust be completely secret for a period of time after his death. He is concerned that a large
looming inheritance might create an incentive for the son to no longer be a productive member of society and instead just wait out the time period until he would receive his inheritance. I have read RCW 11.98.072 and the waiver in that section seems to imply
that a trustor can waive the requirements in 11.98.072(2) and/or (3) but does not imply that a trustor can waive the requirements of 11.98.072(1) to keep a “qualified beneficiary reasonably informed about the administration of<span style="color:rgb(0,0,0);text-indent:24px;background-color:rgb(255,255,255)"> </span><span style="text-indent:24px;background-color:rgb(255,255,255)">the
trust and of the material facts necessary for them to protect their interests”. However, RCW 11.97.010 states that a “trustor of a trust may</span></font><span style="background-color:rgb(255,255,255)"><font face="Verdana">…</font><font face="Verdana">relieve
the trustee from any or all of the duties, restrictions, and liabilities which would otherwise be imposed by chapters </font></span><font face="Verdana"><span style="background-color:rgb(255,255,255)">11.98</span>….” </font></div>
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<div style="text-indent:24px"><font face="Verdana">Does this mean that a trustor can create a testamentary trust that is kept secret from the beneficiary after the trustor dies by waiving the duties of 11.98.072 (1) (2) and (3)?</font></div>
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<div style="text-indent:24px"><font face="Verdana">Thanks in advance for any thoughts you can share.</font></div>
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<div style="text-indent:24px"><font face="Verdana">Kristina</font></div>
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<div style="font-size:14px;font-family:Calibri,sans-serif"><font color="#006f37"><font face="Verdana" style="font-size:16px">Kristina S. DeVore</font><span style="font-size:16px"> </span><span style="font-size:16px">|</span><span style="font-size:16px"> </span><span style="font-size:12px;font-family:Verdana">Attorney
& Counselor at Law</span></font></div>
<div style="font-size:14px;font-family:Calibri,sans-serif"><font color="#006f37"><font face="Verdana" style="font-size:16px"><font face="Calibri,sans-serif">KRISTINA DEVORE LAW FIRM, p</font>llc<font face="Calibri,sans-serif"> </font></font><span style="font-size:16px;font-family:Calibri,sans-serif">|</span><span style="font-size:16px;font-family:Calibri,sans-serif"> </span><span style="font-size:12px;font-family:Verdana">300
W. 15th Street, Suite 305 </span><span style="font-size:16px;font-family:Calibri,sans-serif">|</span><span style="font-size:16px;font-family:Calibri,sans-serif"> </span><span style="font-size:12px;font-family:Verdana">Vancouver, WA 98660</span></font></div>
<div style="font-size:12px;font-family:Calibri,sans-serif"><font color="#006f37"><font face="Verdana">Phone: <a href="tel:%28360%29%20695-0535" value="+13606950535" target="_blank">(360) 695-0535</a> </font><span style="font-size:16px">| </span><span style="font-family:Verdana">Fax: <a href="tel:%28360%29%20737-4154" value="+13607374154" target="_blank">(360) 737-4154</a> </span><span style="font-size:16px">| </span><span style="font-family:Verdana"><a href="mailto:kristina@devore-law.com" target="_blank">kristina@devore-law.com</a></span></font></div>
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