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<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">Following up on Stewarts comments – Unless there is a good reason not to, I would err on the side of appointing a guardian of the person and estate – which could
be the same or different person(s). Given the nature of a guardianship proceeding, which would include the appointment of a guardian ad litem and a court hearing, the end result will likely be determined in the proceeding, not the nomination, and will focus
on what is minimally needed to protect the minor at the time of the appointment.
<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">Looking at it from a different perspective, we are not saying “limited” guardian in the nomination, but a limited guardianship could easily be the result following
the guardianship proceedings. So, unless there is a very good reason for being specific (person v. estate v. limited) I would include both. The most important aspect of the nomination is to identify the person – and not to try to predict what that role might
be years in the future. Even with a trust, the minor could be receiving their deceased parents social security or some other money that does not make it to a trust.
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<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">RCW 11.88.080 is the governing statute, and note too that as of 1/1/2017 a nomination can be made in a DPOA as well.
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<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Baskerville Old Face",serif;color:#1F497D">Mark<o:p></o:p></span></p>
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<p class="MsoNormal" align="center" style="text-align:center"><span style="font-size:10.0pt;font-family:"Bradley Hand ITC";color:#1F497D">Ohana Fiduciary Corp.<o:p></o:p></span></p>
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<p class="MsoNormal" align="center" style="text-align:center"><span style="font-family:"Bradley Hand ITC";color:#1F497D">Mark C. Vohr, J.D., CPG, Principal<o:p></o:p></span></p>
<p class="MsoNormal" align="center" style="text-align:center"><span style="font-family:"Bradley Hand ITC";color:#1F497D">PO Box 33710 Seattle, WA 98133<o:p></o:p></span></p>
<p class="MsoNormal" align="center" style="text-align:center"><span style="font-family:"Bradley Hand ITC";color:#1F497D">T: (206) 782-1189 F: (206) 782-1434<o:p></o:p></span></p>
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<p class="MsoNormal" align="center" style="text-align:center"><span style="font-size:11.0pt;font-family:"Bradley Hand ITC";color:#1F497D"><o:p> </o:p></span></p>
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<p class="MsoNormal"><b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">From:</span></b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"> wsbapt-bounces@lists.wsbarppt.com [mailto:wsbapt-bounces@lists.wsbarppt.com]
<b>On Behalf Of </b>Eric Reutter<br>
<b>Sent:</b> Saturday, October 15, 2016 10:08 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>
<p class="MsoNormal"><o:p> </o:p></p>
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<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>
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<p class="MsoNormal"><span style="font-size:9.5pt"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="font-size:9.5pt">Example: <o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:9.5pt"><o:p> </o:p></span></p>
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<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>
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<p class="MsoNormal"><span style="font-size:9.5pt"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="font-size:9.5pt"> vs. <o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:9.5pt"><o:p> </o:p></span></p>
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<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>
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<p class="MsoNormal"><span style="font-size:9.5pt"><o:p> </o:p></span></p>
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<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>
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<p class="MsoNormal"><span style="font-size:9.5pt"><o:p> </o:p></span></p>
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<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>
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<p class="MsoNormal"><span style="font-size:9.5pt"><o:p> </o:p></span></p>
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<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>
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<p class="MsoNormal"><span style="font-size:9.5pt"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="font-size:9.5pt">Best regards,<o:p></o:p></span></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal"><b><span style="font-family:"Garamond",serif;color:black">Eric Reutter,
</span></b><span style="font-family:"Garamond",serif;color:black">Partner</span><span style="font-family:"Arial Black",sans-serif;color:#0B5394"> </span><o:p></o:p></p>
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<p class="MsoNormal"><i><span style="font-family:"Garamond",serif;color:black">J.D., LL.M. Taxation</span></i><o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:9.5pt;font-family:"Garamond",serif;color:black">14205 SE 36th Street, Suite 100</span><span style="font-size:9.5pt"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:9.5pt;font-family:"Garamond",serif;color:black">Bellevue, WA 98006</span><span style="font-size:9.5pt"><o:p></o:p></span></p>
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<p class="MsoNormal"><b><span style="font-size:9.5pt;font-family:"Garamond",serif;color:black">(425) 298-7110</span></b><span style="font-size:9.5pt;font-family:"Garamond",serif;color:black"> </span><span style="font-size:11.0pt;font-family:"Garamond",serif;color:black">| </span><b><span style="font-size:9.5pt;font-family:"Garamond",serif;color:black"><a href="https://urldefense.proofpoint.com/v2/url?u=http-3A__appelgatereutter.com_&d=DQMFaQ&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=K1mLMC1eFjwfeeMM-AC6zQ&m=kwOoNbaPCYLZh4AaO0HnNSJ8PUIJVNkBOvwS1PUQtxY&s=jb_UEoJivNOlmqdNwS4axTFfmzeWsqm03k0y5eGJQss&e=" target="_blank">appelgatereutter.com</a></span></b><b><span style="font-size:11.0pt;font-family:"Garamond",serif;color:black"> </span></b><span style="font-size:9.5pt"><o:p></o:p></span></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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