<div dir="ltr"><div><div><div>Jacob,<br></div><div><br>In a recent CLE, it was suggested that if the POA (pre 2017) was silent on gifting, it was good, and allowed transfers and gifting for the purposes of Medicaid. <br><br></div>However, post 2017 including language as below would be helpful to allow the AIF to make gifts or transfers to qualify the Principal for Medicaid. Obviously you will need to tweak it as necessary for each individual. This is mostly meant for spouses as AIF. <br><br></div>I hope this answers your question. <br><br></div>Setareh <br><div><br>"
<p style="margin-left:0.25in;line-height:24pt" class="MsoNormal"><span style="font-family:"times new roman",serif">My agent shall have the power to make transfers of my
property whether outright or in trust, including unlimited gifts to the attorney-in-fact,
for the purpose of qualifying or maintaining eligibility for government
benefits, including Medicaid, or to avoid estate recovery related to such
benefits.<span> </span>Any transfers made pursuant to
this paragraph shall be deemed not to be a breach of fiduciary duty by the
attorney-in-fact.</span></p>
"</div></div><div class="gmail_extra"><br><div class="gmail_quote">On Wed, Jan 4, 2017 at 8:24 AM, Jacob Menashe <span dir="ltr"><<a href="mailto:jacob@hickmanmenashe.com" target="_blank">jacob@hickmanmenashe.com</a>></span> wrote:<br><blockquote class="gmail_quote" style="margin:0 0 0 .8ex;border-left:1px #ccc solid;padding-left:1ex">
<div link="blue" vlink="purple" lang="EN-US">
<div class="m_7122767729106271956WordSection1">
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1f497d">Thanks Heather. I think, though, that limitation applies to all gifting, not just to the powerholder, right? But what about if a durable power of attorney explicitly
authorizes Medicaid gifting (which could exceed annual exclusion gifting). Prior to January 1, I think the answer (given
</span><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1f497d">11.94.070 and RCW 11.95.100) was probably no, but now?
</span><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1f497d"><u></u><u></u></span></p><span class="">
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1f497d"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1f497d">Best,
<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1f497d"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1f497d">Jacob<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1f497d"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1f497d"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1f497d"><u></u> <u></u></span></p>
<div>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1f497d">Jacob H. Menashe<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1f497d">Hickman Menashe, PS<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1f497d">4211 Alderwood Mall Blvd., Suite 202<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1f497d">Lynnwood, WA 98036<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1f497d"><a href="tel:(425)%20744-5658" value="+14257445658" target="_blank">(425) 744-5658</a> phone<u></u><u></u></span></p>
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<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1f497d">Satellite Office in Bellevue<u></u><u></u></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"> <a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.<wbr>com</a> [mailto:<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.<wbr>wsbarppt.com</a>]
<b>On Behalf Of </b>Heather deVrieze<br>
<b>Sent:</b> Tuesday, January 03, 2017 9:18 AM<span class=""><br>
<b>To:</b> WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a>><br>
</span><b>Subject:</b> Re: [WSBAPT] New DPOA Law and Using DPOA in Favor of AIF<u></u><u></u></span></p>
</div>
</div><div><div class="h5">
<p class="MsoNormal"><u></u> <u></u></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1f497d">Jacob, there is the provision in the new act limiting gifts in excess of tax exclusion amounts (11.125.390), but also the provisions of 11.125.140 regarding duties
to act in good faith, loyally, and to keep estate plan intact. So that I think is better than what was there before.<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1f497d"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1f497d">That said, I think it will take a while for this to shake out and see what sort of new problems we find.<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1f497d"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1f497d">Heather<u></u><u></u></span></p>
<div>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1f497d"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-size:16.0pt;font-family:"Vladimir Script";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<u></u><u></u></span></i></p>
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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:Nyala;color:#44524e">3909 California Avenue SW<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:Nyala;color:#44524e">Seattle, WA 98116-3705 <wbr>
<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:Nyala;color:#44524e"><a href="tel:(206)%20938-5500" value="+12069385500" target="_blank">(206)938-5500</a>
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<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1f497d"><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><span style="font-size:10.0pt;font-family:Nyala;color:#44524e">
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<p class="MsoNormal"><b><span style="font-size:9.0pt;font-family:"Arial",sans-serif;color:#002e8a">Click here to connect with de Vrieze | Carney on Facebook:
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notify the sender immediately and delete all copies of this e-mail message and any attachment.</span><span style="font-size:16.0pt;font-family:"Cambria",serif;color:blue"><u></u><u></u></span></p>
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<div style="border:none;border-top:solid #e1e1e1 1.0pt;padding:3.0pt 0in 0in 0in">
<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">
<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.<wbr>com</a> [<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">mailto:wsbapt-bounces@lists.<wbr>wsbarppt.com</a>]
<b>On Behalf Of </b>Jacob Menashe<br>
<b>Sent:</b> Friday, December 30, 2016 2:38 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a>><br>
<b>Subject:</b> [WSBAPT] New DPOA Law and Using DPOA in Favor of AIF<u></u><u></u></span></p>
</div>
</div>
<p class="MsoNormal"><u></u> <u></u></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1f497d">The old DPOA statute – old, as of Sunday
</span><span style="font-size:11.0pt;font-family:Wingdings;color:#1f497d">J</span><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1f497d"> - had a limitation on exercising a power in favor of the holder of the DPOA. This was at 11.94.070,
and referenced RCW 11.95.100. I am not finding corresponding language in the new statute. Am I am missing something? Does 11.95.100 – or some other authority – still limit when/how an AIF can use a DPOA in his or her favor?
<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1f497d"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1f497d">I’m not sure who is still working at this point on Friday before our holiday weekend but Happy New Year to all!<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1f497d"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1f497d">Best,
<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1f497d"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1f497d">Jacob<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1f497d"><u></u> <u></u></span></p>
<div>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1f497d">Jacob H. Menashe<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1f497d">Hickman Menashe, PS<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1f497d">4211 Alderwood Mall Blvd., Suite 202<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1f497d">Lynnwood, WA 98036<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1f497d"><a href="tel:(425)%20744-5658" value="+14257445658" target="_blank">(425) 744-5658</a> phone<u></u><u></u></span></p>
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<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1f497d">Satellite Office in Bellevue<u></u><u></u></span></p>
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<a href="http://mailman.fsr.com/mailman/listinfo/wsbapt" rel="noreferrer" target="_blank">http://mailman.fsr.com/<wbr>mailman/listinfo/wsbapt</a><br></blockquote></div><br><br clear="all"><br>-- <br><div class="gmail_signature" data-smartmail="gmail_signature"><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><div><p style="margin-top:6pt;margin-right:0in;margin-bottom:0pt;margin-left:0in;font-family:arial,sans-serif;font-size:13px;background-color:rgb(255,255,255)">Please always call 206-683-1006 or email before dropping by the office as I could be in court or meetings. Thanks! </p><p style="margin-top:6pt;margin-right:0in;margin-bottom:0pt;margin-left:0in;font-family:arial,sans-serif;font-size:13px;background-color:rgb(255,255,255)"><b><span style="font-size:10pt">Best regards, </span></b></p><p style="margin-top:6pt;margin-right:0in;margin-bottom:0pt;margin-left:0in;font-family:arial,sans-serif;font-size:13px;background-color:rgb(255,255,255)"><b><span style="font-size:10pt"><br></span></b></p><p style="margin-top:6pt;margin-right:0in;margin-bottom:0pt;margin-left:0in;font-family:arial,sans-serif;font-size:13px;background-color:rgb(255,255,255)"><b><span style="font-size:10pt">Setareh Mahmoodi </span></b></p><p style="margin-top:6pt;margin-right:0in;margin-bottom:0pt;margin-left:0in;font-family:arial,sans-serif;font-size:13px;background-color:rgb(255,255,255)"><b><span style="font-size:10pt">Attorney at Law </span></b></p><p style="margin-top:6pt;margin-right:0in;margin-bottom:0pt;margin-left:0in;font-family:arial,sans-serif;font-size:13px;background-color:rgb(255,255,255)"><b><span style="font-size:10pt">18222 104th Ave NE, Suite 103</span></b></p><p style="margin-top:6pt;margin-right:0in;margin-bottom:0pt;margin-left:0in;font-family:arial,sans-serif;font-size:13px;background-color:rgb(255,255,255)"><b><span style="font-size:10pt">Bothell, WA 98011</span></b></p><p style="margin-top:6pt;margin-right:0in;margin-bottom:0pt;margin-left:0in;font-family:arial,sans-serif;font-size:13px;background-color:rgb(255,255,255)"><b><span style="font-size:10pt">Phone: 425-806-1500</span></b></p><p style="margin-top:6pt;margin-right:0in;margin-bottom:0pt;margin-left:0in;font-family:arial,sans-serif;font-size:13px;background-color:rgb(255,255,255)"><b><span style="font-size:10pt">Cell: 206-683-1006</span></b></p><p style="margin-top:6pt;margin-right:0in;margin-bottom:0pt;margin-left:0in;font-family:arial,sans-serif;font-size:13px;background-color:rgb(255,255,255)"><b><span style="font-size:10pt">Fax: 425-489-4142 (Please email documents if at all possible) </span></b></p><p style="margin:6pt 0in 0pt;background-color:rgb(255,255,255)"><b style="font-family:arial,sans-serif;font-size:13px"><span style="font-size:10pt">Website: </span></b><span style="font-size:13.3333px"><b><a href="http://www.lawofficesofsm.com/" target="_blank">http://www.lawofficesofsm.com/</a></b></span></p><p style="margin-top:6pt;margin-right:0in;margin-bottom:0pt;margin-left:0in;font-family:arial,sans-serif;font-size:13px;background-color:rgb(255,255,255)"><b><span style="font-size:10pt"><br></span></b></p><p style="margin:6pt 0in 0pt;background-color:rgb(255,255,255)"><b style="font-family:arial,sans-serif;font-size:13px"><span style="font-size:10pt">CONFIDENTIALITY NOTICE:</span></b><span style="font-size:10pt"> This email message and any attachments is a transmission from the law firm and is intended for the </span><span style="font-size:13.3333px">recipient</span><span style="font-size:10pt"> 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></p><p style="margin-top:6pt;margin-right:0in;margin-bottom:0pt;margin-left:0in;font-family:arial,sans-serif;font-size:13px;background-color:rgb(255,255,255)"><span style="font-size:10pt">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></p></div></div></div></div></div></div></div></div></div></div></div></div></div>
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