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--></style></head><body bgcolor=white lang=EN-US link=blue vlink=purple><div class=WordSection1><p class=MsoNormal><span style='font-size:11.0pt;font-family:Calibri'>Hi Eric,<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:Calibri'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:Calibri'>I suppose that depends upon the type of plan involved. If there is a Living Trust in place that will control all distributions to the next generation, then I see no advantage to including the language for guardian of estate. <o:p></o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:Calibri'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:Calibri'>If you are dealing with a Will that is not deliberately establishing any type of testamentary trust, then adding the nomination for guardian of the estate could have some benefit. This can solve the problem of who should be custodian for a UTMA transfer. The natural person to serve in that role is the person designated guardian of the estate. <o:p></o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:Calibri'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:Calibri'>Again, I think that if there is a Living Trust as part of the plan that the successor trustee would control distribution of funds to the minor and the guardian of the estate would not really have a role to play. There comes a point when too many hats are distributed for various people to wear in fulfillment of a plan. This is an additional hat that isn’t necessary.<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:Calibri'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:Calibri'>Interesting question, though. I look forward to other’s thoughts.<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:Calibri'><o:p> </o:p></span></p><div><p class=MsoNormal>-- <o:p></o:p></p><div><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>Warm regards,<o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>Stewart Feil<o:p></o:p></p><p class=MsoNormal style='text-autospace:none'><span style='font-size:11.0pt;font-family:Calibri'>Hanigan Law Office, PS<o:p></o:p></span></p><p class=MsoNormal style='text-autospace:none'><span style='font-size:11.0pt;font-family:Calibri'>PO Box 39 - 68 Main Street<o:p></o:p></span></p><p class=MsoNormal style='text-autospace:none'><span style='font-size:11.0pt;font-family:Calibri'>Cathlamet, WA 98612<o:p></o:p></span></p><p class=MsoNormal style='text-autospace:none'><span style='font-size:11.0pt;font-family:Calibri'>(360) 795-3494<o:p></o:p></span></p><p class=MsoNormal style='text-autospace:none'><span style='font-size:11.0pt;font-family:Calibri'>(360) 795-3001 (f)<o:p></o:p></span></p><p class=MsoNormal style='text-autospace:none'><span style='font-size:11.0pt;font-family:Calibri'><o:p> </o:p></span></p><p class=MsoNormal style='text-autospace:none'><span style='font-size:10.0pt;font-family:Arial;color:#FB0007'>CONFIDENTIALITY NOTICE: </span><b><span style='font-size:10.0pt;font-family:Arial;color:blue'>THIS EMAIL IS INTENDED TO BE A CONFIDENTIAL AND PRIVILEGED ATTORNEY-CLIENT COMMUNICATION. </span></b><span style='font-size:10.0pt;font-family:Arial;color:blue'>IF YOU ARE NOT THE INTENDED RECIPIENT OF THIS EMAIL, PLEASE DO NOT READ OR PRINT IT. </span><span style='font-size:10.0pt;font-family:Arial;color:#00006D'>This transmission is intended for the sole use of the individual and entity to whom it is addressed, and may contain information that is privileged, confidential, and exempt from disclosure under applicable law. You are hereby notified that any dissemination, distribution, or duplication of this transmission by someone other than the intended addressee or its designated agent is strictly prohibited. If your receipt of this transmission is in error, please notify the sender immediately by calling 360.795.3494, or by reply to this transmission, and then permanently delete the message.</span><span style='font-size:11.0pt;font-family:Calibri'><o:p></o:p></span></p><p class=MsoNormal style='text-autospace:none'><span style='font-size:10.0pt;font-family:Arial;color:#00006D'> </span><span style='font-size:11.0pt;font-family:Calibri'><o:p></o:p></span></p><p class=MsoNormal style='text-autospace:none'><span style='font-size:10.0pt;font-family:Arial;color:#FB0007'>DISCLAIMER NOTICE: </span><span style='font-size:10.0pt;font-family:Arial;color:#00006D'>Email communication on the internet is NOT secure. There is a risk that this communication may be intercepted illegally, waiving any implied or explicit attorney-client or work-product privileges.</span><span style='font-size:11.0pt;font-family:Calibri'><o:p></o:p></span></p></div></div><p class=MsoNormal><span style='font-size:11.0pt;font-family:Calibri'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:Calibri'><o:p> </o:p></span></p><div style='border:none;border-top:solid #B5C4DF 1.0pt;padding:3.0pt 0in 0in 0in'><p class=MsoNormal><b><span style='font-family:Calibri;color:black'>From: </span></b><span style='font-family:Calibri;color:black'>WSBA ProbateTrust List <wsbapt-bounces@lists.wsbarppt.com> on behalf of Eric Reutter <eric@appelgatereutter.com><br><b>Reply-To: </b>WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br><b>Date: </b>Saturday, October 15, 2016 at 10:07 AM<br><b>To: </b><wsbapt@lists.wsbarppt.com><br><b>Subject: </b>[WSBAPT] Guardian of Estate vs. UTMA and Trust Planning<o:p></o:p></span></p></div><div><p class=MsoNormal><o:p> </o:p></p></div><div><div><p class=MsoNormal><span style='font-size:9.5pt'>Hi Listmates,<br><br>Quick technical drafting question involving estate planning for minor children. My question is in regards to guardian nomination provisions in a WIll. I have seen slightly varying language in practitioner forms for the clauses that nominate a guardian for a minor child. Some clauses nominate only as guardian of the child's person, while others appoint the guardian as guardian of both the child's person and estate. <o:p></o:p></span></p></div><div><p class=MsoNormal><span style='font-size:9.5pt'><o:p> </o:p></span></p></div><div><p class=MsoNormal><span style='font-size:9.5pt'>Example: <o:p></o:p></span></p></div><div><p class=MsoNormal><span style='font-size:9.5pt'><o:p> </o:p></span></p></div><div><p class=MsoNormal><span style='font-size:9.5pt'>"I nominate John Doe as guardian of my child's person..."<o:p></o:p></span></p></div><div><p class=MsoNormal><span style='font-size:9.5pt'><o:p> </o:p></span></p></div><div><p class=MsoNormal><span style='font-size:9.5pt'> vs. <o:p></o:p></span></p></div><div><p class=MsoNormal><span style='font-size:9.5pt'><o:p> </o:p></span></p></div><div><p class=MsoNormal><span style='font-size:9.5pt'>"I nominate John Doe as guardian of my child's person <i>and estate</i>...<o:p></o:p></span></p></div><div><p class=MsoNormal><span style='font-size:9.5pt'><o:p> </o:p></span></p></div><div><p class=MsoNormal><span style='font-size:9.5pt'>I understand the concepts of guardianship of a child's person vs. a child's estate, but my question is, is there any downside to having the nomination clause cover guardianship of both a child's person and estate? Or is there a reason to have the provision cover only nomination of the child's person?<br><br>If, for example, the estate plan was utilizing the UTMA (or trust planning) to pass assets to the children, would a concurrent nomination of an individual as guardian of a child's estate conflict with that UTMA or trust planning? If for example, if John Doe was UTMA custodian, and Jane Doe was guardian of the child's estate, would that create a conflict?<o:p></o:p></span></p></div><div><p class=MsoNormal><span style='font-size:9.5pt'><o:p> </o:p></span></p></div><div><p class=MsoNormal><span style='font-size:9.5pt'>Or, would the guardian of the estate simply manage any future funds that might come into the child's estate, while the UTMA custodian would manage the funds passed through the WIll?<o:p></o:p></span></p></div><div><p class=MsoNormal><span style='font-size:9.5pt'><o:p> </o:p></span></p></div><div><p class=MsoNormal><span style='font-size:9.5pt'>I am curious to hear some practitioner input/explanations on this issue. <o:p></o:p></span></p></div><div><p class=MsoNormal><span style='font-size:9.5pt'><o:p> </o:p></span></p></div><div><p class=MsoNormal><span style='font-size:9.5pt'>Best regards,<o:p></o:p></span></p></div><div><p class=MsoNormal><o:p> </o:p></p></div><div><div><div><div><div><div><div><p class=MsoNormal><b><span style='font-family:"serif","serif";color:black'>Eric Reutter, </span></b><span style='font-family:"serif","serif";color:black'>Partner</span><span style='font-family:Helvetica;color:#0B5394'> </span><o:p></o:p></p></div><div><p class=MsoNormal><i><span style='font-family:Times;color:black'>J.D., LL.M. Taxation</span></i><o:p></o:p></p></div><div><div><p class=MsoNormal><span style='font-size:9.5pt;font-family:"serif","serif";color:black'>14205 SE 36th Street, Suite 100</span><span style='font-size:9.5pt'><o:p></o:p></span></p></div><div><p class=MsoNormal><span style='font-size:9.5pt;font-family:"serif","serif";color:black'>Bellevue, WA 98006</span><span style='font-size:9.5pt'><o:p></o:p></span></p></div><div><p class=MsoNormal><b><span style='font-size:9.5pt;font-family:"serif","serif";color:black'>(425) 298-7110</span></b><span style='font-size:9.5pt;font-family:"serif","serif";color:black'> </span><span style='font-size:11.0pt;font-family:"serif","serif";color:black'>| </span><b><span style='font-size:9.5pt;font-family:"serif","serif";color:black'><a href="http://appelgatereutter.com/" target="_blank">appelgatereutter.com</a></span></b><b><span style='font-size:11.0pt;font-family:"serif","serif";color:black'> </span></b><span style='font-size:9.5pt'><o:p></o:p></span></p></div></div><div><p class=MsoNormal><o:p> </o:p></p></div><div><p class=MsoNormal><span style='font-family:"serif","serif";color:#073763'><img border=0 width=200 height=54 id="_x0000_i1025" src="https://docs.google.com/drawings/d/1_ki68D-hyjqSa4GiscGPV7pYrrbXnk4Y-J2oVpiqZnU/pub?w=1142&h=323"> </span><o:p></o:p></p></div><div><div><p class=MsoNormal><o:p> </o:p></p></div><div><p class=MsoNormal><span style='font-size:7.5pt;font-family:"serif","serif"'>Confidentiality: This e-mail may contain information that is privileged, confidential or </span><span style='font-size:7.5pt;font-family:Times'>otherwise protected from disclosure. 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