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</o:shapelayout></xml><![endif]--></head><body lang=EN-US link=blue vlink=purple><div class=WordSection1><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D'>This is really good to know also, Setareh, thank you! <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'>I probably ought not spend the time to prepare the Petition and Order for GAL ahead of time then. It sounds like the court makes a case-by-case analysis for this type of proceeding, and the distributions are so small in this case. Also, Heather, in answer to your question from yesterday, there are two different fiduciaries (PR and trustee) choosing the custodians, so there is a little extra oversight there. It doesn’t seem like the benefits of a GAL would outweigh the costs. We shall see.<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'>Thanks again so much to all who offered assistance, both on-line and off-line. <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'>Warm regards,<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'>Brandyn<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'><o:p> </o:p></span></p><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>Setareh Mahmoodi<br><b>Sent:</b> Monday, November 21, 2016 6:30 PM<br><b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br><b>Subject:</b> Re: [WSBAPT] GAL for minors in a probate - will with trust<o:p></o:p></span></p><p class=MsoNormal><o:p> </o:p></p><div><div><p class=MsoNormal>Brandyn, <o:p></o:p></p></div><div><p class=MsoNormal><o:p> </o:p></p></div><div><p class=MsoNormal>Agree with Heather. <o:p></o:p></p></div><div><p class=MsoNormal><o:p> </o:p></p></div><div><p class=MsoNormal>If the commissioner requires a GAL any ways, they will hand you a packet to complete in case you don't have the necessary paperwork with you and a list of GALs to choose from. If it's two related minors, usually one GAL is enough in my experience. <o:p></o:p></p></div><div><p class=MsoNormal><o:p> </o:p></p></div><div><p class=MsoNormal>Thanks, <o:p></o:p></p></div><div><p class=MsoNormal><br>Setareh <o:p></o:p></p></div></div><div><p class=MsoNormal><o:p> </o:p></p><div><p class=MsoNormal>On Mon, Nov 21, 2016 at 5:31 PM, Brandyn Miller <<a href="mailto:brandyndmiller@comcast.net" target="_blank">brandyndmiller@comcast.net</a>> wrote:<o:p></o:p></p><blockquote style='border:none;border-left:solid #CCCCCC 1.0pt;padding:0in 0in 0in 6.0pt;margin-left:4.8pt;margin-right:0in'><div><div><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'>Thank you so much, Heather! This is very helpful.</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'>Warm regards,</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'>Brandyn</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:10.0pt;font-family:"Calibri",sans-serif;color:#1F497D'>Brandyn D. Miller</span><o:p></o:p></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'><span style='font-size:10.0pt;font-family:"Calibri",sans-serif;color:#1F497D'>Counselor at Law</span><o:p></o:p></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'><span style='font-size:10.0pt;font-family:"Calibri",sans-serif;color:#1F497D'><a href="tel:206-633-4114" target="_blank">206-633-4114</a></span><o:p></o:p></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'><a href="mailto:brandyndmiller@comcast.net" target="_blank"><span style='font-size:10.0pt;font-family:"Calibri",sans-serif;color:#0563C1'>brandyndmiller@comcast.net</span></a><o:p></o:p></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'><span style='font-size:10.0pt;font-family:"Calibri",sans-serif;color:#1F497D'>221 NW 48th St. </span><o:p></o:p></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'><span style='font-size:10.0pt;font-family:"Calibri",sans-serif;color:#1F497D'>Seattle, WA 98107 </span><o:p></o:p></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'><span style='font-size:10.0pt;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:10.0pt;font-family:"Calibri",sans-serif;color:#1F497D'>This communication may contain privileged or other confidential information. If you are not the intended recipient or believe that you may have received this communication n error, please relpy to the sender indicating that fact and delete the copy you received. In addition, you should not print, copy, retransmit, disseminate, or otherwise use the information contained herein.</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'> </span><o:p></o:p></p><div><div style='border:none;border-top:solid windowtext 1.0pt;padding:3.0pt 0in 0in 0in;border-color:currentColor currentColor'><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'><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'> <a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a> [mailto:<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a>] <b>On Behalf Of </b>Heather deVrieze<br><b>Sent:</b> Monday, November 21, 2016 12:53 PM<br><b>To:</b> WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a>></span><o:p></o:p></p><div><div><p class=MsoNormal><b>Subject:</b> Re: [WSBAPT] GAL for minors in a probate - will with trust<o:p></o:p></p></div></div></div></div><div><div><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'> <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'>If the trustee is different that the Personal Representative, and the specific bequest to a custodian is of a dollar amount, I would disclose to the Court minor’s interest, the nature of the trustee’s relationship to the minors and to the Personal Representative and argue that no GAL required because other fiduciaries will be able to police their interest. I would be prepared for the commissioner to require a GAL, but hope that the circumstances of the trust and directive to distribute to the custodian account would be sufficient to protect them. I include similar planning in my estate plan documents and have found this to be a good way to protect the minors interest without undue burden on the estate/PR/minor’s family.</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'>Heather</span><o:p></o:p></p><div><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:16.0pt;font-family:"Vladimir Script",serif;color:#1F497D'>Heather S. de Vrieze</span><b><span style='font-size:16.0pt;font-family:"Calibri",sans-serif;color:#1F497D'><br></span></b><i><span style='font-size:11.0pt;font-family:"Garamond",serif;color:#1F497D'>Attorney-at-Law</span></i><o:p></o:p></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'><i><span style='font-size:11.0pt;font-family:"Garamond",serif;color:#1F497D'><img border=0 width=189 height=105 id="m_-265799433990610606_x005f_x0000_i1026" src="cid:image001.jpg@01D244CC.1820B6E0" alt="cid:image001.jpg@01D013C2.30F35160"></span></i><o:p></o:p></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'><span style='font-size:10.0pt;font-family:Nyala;color:#44524E'>3909 California Avenue SW</span><o:p></o:p></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'><span style='font-size:10.0pt;font-family:Nyala;color:#44524E'>Seattle, WA 98116-3705 </span><o:p></o:p></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'><span style='font-size:10.0pt;font-family:Nyala;color:#44524E'><a href="tel:%28206%29938-5500" target="_blank">(206)938-5500</a> </span><o:p></o:p></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'><a href="mailto:heatherd@westseattlelaw.com" target="_blank"><span style='font-size:10.0pt;font-family:Nyala;color:#44524E'>heatherd@westseattlelaw.com</span></a><span style='font-size:10.0pt;font-family:Nyala;color:#44524E'> </span><o:p></o:p></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'><a href="http://www.westseattlelaw.com/" target="_blank"><span style='font-size:10.0pt;font-family:Nyala;color:#44524E'>www.westseattlelaw.com</span></a><span style='font-size:10.0pt;font-family:Nyala;color:#44524E'> </span><o:p></o:p></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'><b><span style='font-size:9.0pt;font-family:"Arial",sans-serif;color:#002E8A'> </span></b><o:p></o:p></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'><b><span style='font-size:9.0pt;font-family:"Arial",sans-serif;color:#002E8A'>Click here to connect with de Vrieze | Carney on Facebook: </span></b><b><span style='font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D'> </span></b><a href="https://www.facebook.com/DeVriezeCarney" target="_blank"><b><span style='font-size:11.0pt;font-family:"Calibri",sans-serif;text-decoration:none'><img border=0 width=72 height=21 id="m_-265799433990610606Picture_x0020_1" src="cid:image002.png@01D244CC.1820B6E0" alt="FB Logo"></span></b></a><o:p></o:p></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'><span style='font-size:8.0pt;font-family:"Calibri",sans-serif;color:#A6A6A6'> </span><o:p></o:p></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'><span style='font-size:8.0pt;font-family:"Calibri",sans-serif;color:#A6A6A6'>CONFIDENTIAL & PRIVILEGED. This e-mail message may contain legally privileged and/or confidential information. If you have received this e-mail in error, please notify the sender immediately and delete all copies of this e-mail message and any attachment.</span><o:p></o:p></p></div><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><div><div style='border:none;border-top:solid windowtext 1.0pt;padding:3.0pt 0in 0in 0in;border-color:currentColor currentColor'><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'><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'> </span><a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank"><span style='font-size:11.0pt;font-family:"Calibri",sans-serif'>wsbapt-bounces@lists.wsbarppt.com</span></a><span style='font-size:11.0pt;font-family:"Calibri",sans-serif'> [</span><a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank"><span style='font-size:11.0pt;font-family:"Calibri",sans-serif'>mailto:wsbapt-bounces@lists.wsbarppt.com</span></a><span style='font-size:11.0pt;font-family:"Calibri",sans-serif'>] <b>On Behalf Of </b>Brandyn Miller<br><b>Sent:</b> Monday, November 21, 2016 10:57 AM<br><b>To:</b> 'WSBA Probate & Trust Listserv' <</span><a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank"><span style='font-size:11.0pt;font-family:"Calibri",sans-serif'>wsbapt@lists.wsbarppt.com</span></a><span style='font-size:11.0pt;font-family:"Calibri",sans-serif'>><br><b>Subject:</b> Re: [WSBAPT] GAL for minors in a probate - will with trust</span><o:p></o:p></p></div></div><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'> <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'>Good morning, Learned Colleagues:</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'>Following up on the exchange below, I am preparing to open a probate (King County) in which there are two minor beneficiaries. They will be receiving a small distribution under the will ($2500 each), and they are also named as remainder beneficiaries under a testamentary trust within the will. The language in the will says that any distributions to minors are to be made into a UTMA acct, the custodian of which shall be designated by the fiduciary making the transfer. </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'>Is this UTMA/custodian language enough to avoid having to get a GAL appointment for the minors?</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'>If not, do I need two GALs, one for each minor, or can they share a GAL?</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'>Finally, if I do need a GAL, would anybody out there be willing to offer guidance with regard to the process and the required paperwork?</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'>I am always so grateful for this listserve resource, and I thank you all for your wisdom as well as your ongoing generosity in sharing that wisdom!</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'>Warm regards,</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'>Brandyn</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:10.0pt;font-family:"Calibri",sans-serif;color:#1F497D'>Brandyn D. Miller</span><o:p></o:p></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'><span style='font-size:10.0pt;font-family:"Calibri",sans-serif;color:#1F497D'>Counselor at Law</span><o:p></o:p></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'><span style='font-size:10.0pt;font-family:"Calibri",sans-serif;color:#1F497D'><a href="tel:206-633-4114" target="_blank">206-633-4114</a></span><o:p></o:p></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'><a href="mailto:brandyndmiller@comcast.net" target="_blank"><span style='font-size:10.0pt;font-family:"Calibri",sans-serif;color:#0563C1'>brandyndmiller@comcast.net</span></a><o:p></o:p></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'><span style='font-size:10.0pt;font-family:"Calibri",sans-serif;color:#1F497D'>221 NW 48th St. </span><o:p></o:p></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'><span style='font-size:10.0pt;font-family:"Calibri",sans-serif;color:#1F497D'>Seattle, WA 98107 </span><o:p></o:p></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'><span style='font-size:10.0pt;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:10.0pt;font-family:"Calibri",sans-serif;color:#1F497D'>This communication may contain privileged or other confidential information. If you are not the intended recipient or believe that you may have received this communication n error, please relpy to the sender indicating that fact and delete the copy you received. In addition, you should not print, copy, retransmit, disseminate, or otherwise use the information contained herein.</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'> </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'> </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><div><div style='border:none;border-top:solid windowtext 1.0pt;padding:3.0pt 0in 0in 0in;border-color:currentColor currentColor'><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'><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'> </span><a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank"><span style='font-size:11.0pt;font-family:"Calibri",sans-serif'>wsbapt-bounces@lists.wsbarppt.com</span></a><span style='font-size:11.0pt;font-family:"Calibri",sans-serif'> [</span><a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank"><span style='font-size:11.0pt;font-family:"Calibri",sans-serif'>mailto:wsbapt-bounces@lists.wsbarppt.com</span></a><span style='font-size:11.0pt;font-family:"Calibri",sans-serif'>] <b>On Behalf Of </b>Sarah Jael Dion<br><b>Sent:</b> Friday, November 18, 2016 3:53 PM<br><b>To:</b> WSBA Probate & Trust Listserv <</span><a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank"><span style='font-size:11.0pt;font-family:"Calibri",sans-serif'>wsbapt@lists.wsbarppt.com</span></a><span style='font-size:11.0pt;font-family:"Calibri",sans-serif'>><br><b>Subject:</b> Re: [WSBAPT] Any way to avoid probate if there is a testamentary trust provision in the will?</span><o:p></o:p></p></div></div><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'> <o:p></o:p></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'>Hi Setareh-<o:p></o:p></p><div><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'> <o:p></o:p></p></div><div><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'>I don’t think probate can be avoided where there is a trust for minor children. You will need to have a Guardian ad Litem appointed to make sure that the money makes it into the trust, etc.<o:p></o:p></p></div><div><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'> <o:p></o:p></p><div><p class=MsoNormal style='mso-margin-top-alt:auto;margin-bottom:12.0pt'>Sarah Jael Dion<br><br>Dion Law PLLC<span class=m-265799433990610606apple-tab-span> </span><br><a href="tel:206-550-4005" target="_blank">206-550-4005</a><br><a href="mailto:sarah@dionlaw.com" target="_blank">sarah@dionlaw.com</a><br><a href="http://dionlaw.com" target="_blank">dionlaw.com</a><br><br>This message is private or privileged. If you are not the person for whom this message is intended, please notify me immediately and delete the message. Please do not copy or send this message to anyone else. <o:p></o:p></p></div><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'> <o:p></o:p></p><div><blockquote style='margin-top:5.0pt;margin-bottom:5.0pt'><div><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'>On Nov 18, 2016, at 2:50 PM, Setareh Mahmoodi <<a href="mailto:mahmoodi.setareh@gmail.com" target="_blank">mahmoodi.setareh@gmail.com</a>> wrote:<o:p></o:p></p></div><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'> <o:p></o:p></p><div><div><div><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'>Hello, <o:p></o:p></p></div><div><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'> <o:p></o:p></p></div><div><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'>I think the answer to this is no and I am doing further research this weekend, but just wanted to know if someone else has dealt with this issue previously: <o:p></o:p></p></div><div><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'> <o:p></o:p></p></div><div><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'>Is there a way to avoid probate if the will has a testamentary trust provision that directs the life insurance policy proceeds to be placed in trust for the benefit of minor children? <o:p></o:p></p></div><div><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'> <o:p></o:p></p></div><div><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'>The remainder of everything in the estate goes to the spouse. I believe there is a residence, another life insurance policy that goes directly to spouse and some tangible items all going to surviving spouse. <o:p></o:p></p></div><div><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'> <o:p></o:p></p></div><div><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'>Thanks, <o:p></o:p></p></div><div><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'><br>Setareh <br clear=all><br>-- <o:p></o:p></p></div><div><div><div><div><div><div><div><div><div><div><div><div><div><p class=MsoNormal style='margin-top:6.0pt;mso-margin-bottom-alt:auto;background:white'><span style='font-size:10.0pt;font-family:"Arial",sans-serif'>Please always call <a href="tel:206-683-1006" target="_blank">206-683-1006</a> or email before dropping by the office as I could be in court or meetings. Thanks! </span><o:p></o:p></p><p class=MsoNormal style='margin-top:6.0pt;mso-margin-bottom-alt:auto;background:white'><b><span style='font-size:10.0pt;font-family:"Arial",sans-serif'>Best regards, </span></b><o:p></o:p></p><p class=MsoNormal style='margin-top:6.0pt;mso-margin-bottom-alt:auto;background:white'><span style='font-size:10.0pt;font-family:"Arial",sans-serif'> </span><o:p></o:p></p><p class=MsoNormal style='margin-top:6.0pt;mso-margin-bottom-alt:auto;background:white'><b><span style='font-size:10.0pt;font-family:"Arial",sans-serif'>Setareh Mahmoodi </span></b><o:p></o:p></p><p class=MsoNormal style='margin-top:6.0pt;mso-margin-bottom-alt:auto;background:white'><b><span style='font-size:10.0pt;font-family:"Arial",sans-serif'>Attorney at Law </span></b><o:p></o:p></p><p class=MsoNormal style='margin-top:6.0pt;mso-margin-bottom-alt:auto;background:white'><b><span style='font-size:10.0pt;font-family:"Arial",sans-serif'>18222 104th Ave NE, Suite 103</span></b><o:p></o:p></p><p class=MsoNormal style='margin-top:6.0pt;mso-margin-bottom-alt:auto;background:white'><b><span style='font-size:10.0pt;font-family:"Arial",sans-serif'>Bothell, WA 98011</span></b><o:p></o:p></p><p class=MsoNormal style='margin-top:6.0pt;mso-margin-bottom-alt:auto;background:white'><b><span style='font-size:10.0pt;font-family:"Arial",sans-serif'>Phone: <a href="tel:425-806-1500" target="_blank">425-806-1500</a></span></b><o:p></o:p></p><p class=MsoNormal style='margin-top:6.0pt;mso-margin-bottom-alt:auto;background:white'><b><span style='font-size:10.0pt;font-family:"Arial",sans-serif'>Cell: <a href="tel:206-683-1006" target="_blank">206-683-1006</a></span></b><o:p></o:p></p><p class=MsoNormal style='margin-top:6.0pt;mso-margin-bottom-alt:auto;background:white'><b><span style='font-size:10.0pt;font-family:"Arial",sans-serif'>Fax: <a href="tel:425-489-4142" target="_blank">425-489-4142</a> (Please email documents if at all possible) </span></b><o:p></o:p></p><p class=MsoNormal style='margin-top:6.0pt;mso-margin-bottom-alt:auto;background:white'><b><span style='font-size:10.0pt;font-family:"Arial",sans-serif'>Website: </span></b><a href="http://www.lawofficesofsm.com/" target="_blank"><b><span style='font-size:10.0pt'>http://www.lawofficesofsm.com/</span></b></a><o:p></o:p></p><p class=MsoNormal style='margin-top:6.0pt;mso-margin-bottom-alt:auto;background:white'><span style='font-size:10.0pt;font-family:"Arial",sans-serif'> </span><o:p></o:p></p><p class=MsoNormal style='margin-top:6.0pt;mso-margin-bottom-alt:auto;background:white'><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 information that is confidential and legally protected by the attorney-client, work product and/or other privileges. If you are not the designated or intended recipient, please destroy the message without disclosing any of its contents and notify us immediately by reply email or by calling <a href="tel:%28425%29%20806-1500" target="_blank">(425) 806-1500</a>.</span><o:p></o:p></p><p class=MsoNormal style='margin-top:6.0pt;mso-margin-bottom-alt:auto;background:white'><span style='font-size:10.0pt;font-family:"Arial",sans-serif'>Pursuant to U.S. Treasury Department Regulations, we are now required to advise you that, unless otherwise expressly indicated, any federal tax advice contained in this communication, including attachments and enclosures, is not intended or written to be used, and may not be used, for the purpose of (i) avoiding tax-related penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any tax-related matters addressed herein.</span><o:p></o:p></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'>_______________________________________________<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></div></blockquote></div><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'> <o:p></o:p></p></div></div></div></div></div><p class=MsoNormal><br>_______________________________________________<br>WSBAPT mailing list<br><a href="mailto:WSBAPT@lists.wsbarppt.com">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></blockquote></div><p class=MsoNormal><br><br clear=all><br>-- <o:p></o:p></p><div><div><div><div><div><div><div><div><div><div><div><div><div><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'>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><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><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><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'>Bothell, WA 98011</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'>Phone: 425-806-1500</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'>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><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'>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><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'>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 information that is confidential and legally protected by the attorney-client, work product and/or other privileges. If you are not the designated or intended recipient, please destroy the message without disclosing any of its contents and notify us immediately by reply email or by calling (425) 806-1500.</span><o:p></o:p></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'>Pursuant to U.S. Treasury Department Regulations, we are now required to advise you that, unless otherwise expressly indicated, any federal tax advice contained in this communication, including attachments and enclosures, is not intended or written to be used, and may not be used, for the purpose of (i) avoiding tax-related penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any tax-related matters addressed herein.<o:p></o:p></span></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></body></html>