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<p class="MsoNormal"><a name="_GoBack"></a><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D">It won’t cause any issues with government entitlement programs unless he fails to fulfill his duties or breaches his duties and places
assets in his own name. Notwithstanding, I generally avoid appointing the individual as PR if they will be a beneficiary of a discretionary trust established under the Will.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal" style="text-align:justify"><span style="font-size:10.0pt;font-family:"Arial","sans-serif";color:#1F497D">Marcus J. Fry<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial","sans-serif";color:#1F497D">Lyon, Weigand & Gustafson, P.S.
<br>
Adoption Attorney*<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial","sans-serif";color:#1F497D">P.O. Box 1689
<br>
Yakima, Washington 98907 <br>
Telephone: (509) 248-7220 <br>
Facsimile: (509) 575-1883 <o:p></o:p></span></p>
<p class="MsoNormal" style="text-align:justify"><b><u><span style="font-size:10.0pt;font-family:"Arial","sans-serif";color:#1F497D"><o:p><span style="text-decoration:none"> </span></o:p></span></u></b></p>
<p class="MsoNormal" style="text-align:justify"><b><u><span style="font-size:10.0pt;font-family:"Arial","sans-serif";color:#1F497D">NOTICES:<o:p></o:p></span></u></b></p>
<p class="MsoNormal" style="text-align:justify"><span style="font-size:10.0pt;font-family:"Arial","sans-serif";color:#1F497D"> *Adoption Attorney reflects election as a Fellow of the American Academy of Adoption Attorneys, an invitation based organization of
300+ attorneys nationwide, under its criteria of experience, ethics and peer recommendation. Washington's Supreme Court has not yet developed or recognized a credentialing process for specialties, and certification/fellowship is not required to practice law
in this state.<o:p></o:p></span></p>
<p class="MsoNormal" style="text-align:justify"><b><span style="font-size:10.0pt;font-family:"Arial","sans-serif";color:#1F497D">Confidentiality:
</span></b><span style="font-size:10.0pt;font-family:"Arial","sans-serif";color:#1F497D">This e-mail transmission may contain information which is protected by attorney-client, work product and/or other privileges. If you are not the intended recipient, you
are hereby notified that any disclosure, or taking of any action in reliance on the contents, is strictly prohibited. If you have received this transmission in error, please contact us immediately and return the e-mail to us by choosing Reply (or the corresponding
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<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>Setareh Mahmoodi<br>
<b>Sent:</b> Tuesday, January 19, 2016 2:29 PM<br>
<b>To:</b> wsbapt@lists.wsbarppt.com<br>
<b>Subject:</b> [WSBAPT] Special Needs Trust/ PR Question<o:p></o:p></span></p>
<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">Hello, <o:p></o:p></p>
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<p class="MsoNormal" style="margin-bottom:12.0pt"><br>
I have a client who has a son with disabilities. She wants to create a Special Needs Trust for him in her will, he will be the only beneficiary. She wants him to also be the personal representative. She will have other people to appoint as trustee for the SNT.
However, she is very intent on having him as the PR and also on her Financial and Medical POAs as the attorney in fact.
<br>
<br>
I am having a very difficult time finding anything on whether or not this is appropriate. I am afraid that this will cause issues in the future with his government funding/programs.
<br>
<br>
Has anyone dealt with this before or can direct me to where I can find more on this topic?
<o:p></o:p></p>
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<p class="MsoNormal">Thanks so much! <br clear="all">
<o:p></o:p></p>
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-- <o:p></o:p></p>
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<span style="font-size:10.0pt;font-family:"Arial","sans-serif"">Please always call 206-683-1006 or email before dropping by the office as I could be in court or meetings. Thanks! <o:p></o:p></span></p>
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<b><span style="font-size:10.0pt;font-family:"Arial","sans-serif"">Best regards, </span></b><span style="font-size:10.0pt;font-family:"Arial","sans-serif""><o:p></o:p></span></p>
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<span style="font-size:10.0pt;font-family:"Arial","sans-serif""><o:p> </o:p></span></p>
<p style="mso-margin-top-alt:6.0pt;margin-right:0in;margin-bottom:0in;margin-left:0in;margin-bottom:.0001pt;background:white">
<b><span style="font-size:10.0pt;font-family:"Arial","sans-serif"">Setareh Mahmoodi </span></b><span style="font-size:10.0pt;font-family:"Arial","sans-serif""><o:p></o:p></span></p>
<p style="mso-margin-top-alt:6.0pt;margin-right:0in;margin-bottom:0in;margin-left:0in;margin-bottom:.0001pt;background:white">
<b><span style="font-size:10.0pt;font-family:"Arial","sans-serif"">Attorney at Law </span></b><span style="font-size:10.0pt;font-family:"Arial","sans-serif""><o:p></o:p></span></p>
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<b><span style="font-size:10.0pt;font-family:"Arial","sans-serif"">18222 104th Ave NE, Suite 103</span></b><span style="font-size:10.0pt;font-family:"Arial","sans-serif""><o:p></o:p></span></p>
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<b><span style="font-size:10.0pt;font-family:"Arial","sans-serif"">Bothell, WA 98011</span></b><span style="font-size:10.0pt;font-family:"Arial","sans-serif""><o:p></o:p></span></p>
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<b><span style="font-size:10.0pt;font-family:"Arial","sans-serif"">Phone: 425-806-1500</span></b><span style="font-size:10.0pt;font-family:"Arial","sans-serif""><o:p></o:p></span></p>
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<b><span style="font-size:10.0pt;font-family:"Arial","sans-serif"">Cell: 206-683-1006</span></b><span style="font-size:10.0pt;font-family:"Arial","sans-serif""><o:p></o:p></span></p>
<p style="mso-margin-top-alt:6.0pt;margin-right:0in;margin-bottom:0in;margin-left:0in;margin-bottom:.0001pt;background:white">
<b><span style="font-size:10.0pt;font-family:"Arial","sans-serif"">Fax: 425-489-4142 (Please email documents if at all possible) </span></b><span style="font-size:10.0pt;font-family:"Arial","sans-serif""><o:p></o:p></span></p>
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<b><span style="font-size:10.0pt;font-family:"Arial","sans-serif"">Website: </span></b><b><span style="font-size:10.0pt"><a href="http://www.lawofficesofsm.com/" target="_blank">http://www.lawofficesofsm.com/</a></span></b><o:p></o:p></p>
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<span style="font-size:10.0pt;font-family:"Arial","sans-serif""><o:p> </o:p></span></p>
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<b><span style="font-size:10.0pt;font-family:"Arial","sans-serif"">CONFIDENTIALITY NOTICE:</span></b><span style="font-size:10.0pt"> This email message and any attachments is a transmission from the law firm and is intended for the recipient only. It may contain
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