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<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D">Greetings;<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"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D">You have to be a DDA client to use the LOT. Look at LA+ as an option.<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"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D">Cheers, Barbara Byram<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"><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> Friday, January 29, 2016 2:31 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv<br>
<b>Subject:</b> Re: [WSBAPT] Special Needs Trustee - Uneconomical Trust?<o:p></o:p></span></p>
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<p class="MsoNormal">You could see if the beneficiary qualifies for a LOT, it would take out alot of the guess work for SNT and costs associated with it and/or finding a trustee to manage a small trust. <o:p></o:p></p>
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<p class="MsoNormal"><a href="http://www.ddlot.org/">http://www.ddlot.org/</a><o:p></o:p></p>
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<p class="MsoNormal">On Fri, Jan 29, 2016 at 2:20 PM, Katharine P. Bauer <<a href="mailto:kpb@bpblegal.com" target="_blank">kpb@bpblegal.com</a>> wrote:<o:p></o:p></p>
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<p class="MsoNormal">Consider Testator's intent before dissolving trust and giving outright....using TEDRA<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">On Fri, Jan 29, 2016 at 1:49 PM, Roger Hawkes <<a href="mailto:Roger@law-hawks.com" target="_blank">Roger@law-hawks.com</a>> wrote:<o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D">LA Plus does small pooled trusts. Failing that, you might try a TEDRA dissolving the trust.</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D"> </span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D"> </span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D">Roger Hawkes, WSBA # 5173</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D">19909 Ballinger Way NE</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D">Shoreline, WA 98155</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D"><a href="http://www.hawkeslawfirm.com/" target="_blank">www.hawkeslawfirm.com</a></span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D"><a href="tel:206%20367%205000" target="_blank">206 367 5000</a></span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D">Fax is
<a href="tel:206%20367%204005" target="_blank">206 367 4005</a></span><o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><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""> Paul Grant [mailto:<a href="mailto:paulnnepa@gmail.com" target="_blank">paulnnepa@gmail.com</a>]
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<b>Sent:</b> Friday, January 29, 2016 1:25 PM<br>
<b>To:</b> Probate & Trust Listserv<br>
<b>Subject:</b> [WSBAPT] Special Needs Trustee - Uneconomical Trust?</span><o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto">I have a well-intended client that recently passed and she set up a SNT in her will for her son who is an addict and on social benefits. Ultimately, client spent most of her money
and now a paltry $18k remains for the trust. I am thinking that this is too small a sum for a trustee to assume, let alone for it to last a reasonable time to fully set up the trust.<o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto">First: any SNT trustees out there that would take on such a sum or,<o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto">Second: is this an appropriate distribution through RCW 11.98.070(32) for the current trustee (sister who wants out and is only trustee for the initial administration of the set
up, gathering, electing new trustee, etc) to fully end the trust and simply give it outright?<o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto">Your collective thoughts are very appreciated.<br clear="all">
<o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><br>
Paul H. Grant - JD, LL.M<br>
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Planning with Purpose, Inc<br>
Lynnwood, WA 98036<br>
<a href="tel:425-939-9948" target="_blank">425-939-9948</a><br>
<a href="http://www.planningwithpurposeinc.com" target="_blank">www.planningwithpurposeinc.com</a><br>
<br>
Estate Planning. Business Planning. Wealth Succession.<o:p></o:p></p>
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<p class="MsoNormal">_______________________________________________<br>
WSBAPT mailing list<br>
<a href="mailto:WSBAPT@lists.wsbarppt.com" target="_blank">WSBAPT@lists.wsbarppt.com</a><br>
<a href="http://mailman.fsr.com/mailman/listinfo/wsbapt" target="_blank">http://mailman.fsr.com/mailman/listinfo/wsbapt</a><o:p></o:p></p>
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<p class="MsoNormal"><span class="hoenzb"><span style="color:#888888">-- </span><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Arial","sans-serif";color:#888888">Katharine P. Bauer</span><o:p></o:p></p>
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<p class="MsoNormal"><span style="font-family:"Arial","sans-serif";color:#888888">Bauer Pitman Lifetime Legal, PLLC<br>
1235 Fourth Ave. East, Suite 200<br>
Olympia, Washington 98501<br>
tel. <a href="tel:360.754.1976" target="_blank">360.754.1976</a><br>
fax. <a href="tel:360.943.4427" target="_blank">360.943.4427</a></span><span style="color:#888888"><o:p></o:p></span></p>
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<p><span style="font-size:10.0pt;color:black">e-mail</span><span style="font-size:10.0pt;color:blue">:
</span><span style="color:navy"><a href="mailto:kpb@bpblegal.com" target="_blank" title="mailto:kpb@bpblegal.com
mailto:katharinebauer@bjorgenbauer.com"><span style="font-size:10.0pt">kpb@bpblegal.com</span></a></span><span style="color:#888888"><o:p></o:p></span></p>
<p><span style="font-size:9.0pt;font-family:"Garamond","serif";color:#1F497D">This message is confidential and may be protected by the attorney-client privilege; it is intended solely for the use of the individual named above. If you are not the intended recipient,
you are hereby advised that any dissemination, distribution, or copying of this communication is strictly prohibited. If you have received this e-mail in error, please immediately notify the sender by telephone or e-mail, delete this message from your files,
and return any printed copies to the sender by U.S. mail. Circular 230 Disclosure: Any tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties
that may be imposed under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction, arrangement, or other matter</span><span style="color:#888888"><o:p></o:p></span></p>
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_______________________________________________<br>
WSBAPT mailing list<br>
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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>
<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"">Best regards, </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">
<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>
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<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>
<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"">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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