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<p class="MsoNormal"><span style="color:#595959">Hi Melissa,<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#595959">My power of attorney form allows an attorney-in-fact to transfer assets to the principal’s
<span class="SpellE">RLT</span>, but, in general, the <span class="SpellE">RLT’s</span> successor trustee – and not the principal’s attorney-in-fact – would be responsible for handling the
<span class="SpellE">RLT</span> assets. The attorney-in-fact might be able to use his or her powers to appoint a successor trustee if none is appointed under the
<span class="SpellE">RLT</span> governing instrument.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#595959">Hope this helps,<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#595959">John <o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#595959"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Tw Cen MT",sans-serif;mso-fareast-font-family:"Times New Roman";mso-bidi-font-family:"Times New Roman";color:#595959;mso-no-proof:yes">John Creahan</span><span style="font-family:"Tw Cen MT",sans-serif;mso-fareast-font-family:"Times New Roman";mso-bidi-font-family:"Times New Roman";color:#595959;mso-no-proof:yes"><o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:12.0pt"><span style="font-family:"Tw Cen MT",sans-serif;mso-fareast-font-family:"Times New Roman";mso-bidi-font-family:"Times New Roman";color:#595959;mso-no-proof:yes"><a href="http://www.cairn-law.com/"><span style="color:#595959">www.cairn-law.com</span></a><br>
</span><b style="mso-bidi-font-weight:normal"><span style="font-family:"Tw Cen MT",sans-serif;mso-fareast-font-family:"Times New Roman";mso-bidi-font-family:"Times New Roman";color:red;mso-no-proof:yes">Now located in the heart of Fremont<br>
</span></b><span style="font-family:"Tw Cen MT",sans-serif;mso-fareast-font-family:"Times New Roman";mso-bidi-font-family:"Times New Roman";color:#595959;mso-no-proof:yes">3417 Evanston Ave. N, Suite 312<br>
Seattle, WA 98103<br>
206-578-5877</span><span style="font-family:"Tw Cen MT",sans-serif;mso-fareast-font-family:"Times New Roman";mso-bidi-font-family:"Times New Roman";color:#4F6228;mso-no-proof:yes"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="mso-fareast-font-family:"Times New Roman";mso-bidi-font-family:"Times New Roman";color:#595959;mso-no-proof:yes"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="color:#595959"><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;mso-fareast-font-family:"Times New Roman"">From:</span></b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;mso-fareast-font-family:"Times New Roman""> wsbapt-bounces@lists.wsbarppt.com
[mailto:wsbapt-bounces@lists.wsbarppt.com] <b>On Behalf Of </b>Melinda Grout<br>
<b>Sent:</b> Tuesday, April 18, 2017 9:54 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> [WSBAPT] POA coordinated with RLT?<o:p></o:p></span></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="mso-fareast-font-family:"Times New Roman"">Does anyone include a provision in the DPOA of a client with a RLT along these lines? :<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="mso-fareast-font-family:"Times New Roman""><o:p> </o:p></span></p>
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<p class="MsoNormal"><i><span style="mso-fareast-font-family:"Times New Roman"">The Attorney in Fact shall have authority to exercise the rights reserved to the Principal as Grantor or Trustor of, and make transfers of the Principal's property, both real and
personal, to, any trust created by the Principal of which the Principal is the primary beneficiary during the Principal's lifetime. </span></i><span style="mso-fareast-font-family:"Times New Roman""><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="mso-fareast-font-family:"Times New Roman""><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="mso-fareast-font-family:"Times New Roman"">Would this be necessary for the AIF to be able to use the DPOA to handle assets funded in the RLT?<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="mso-fareast-font-family:"Times New Roman""> <o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:13.5pt;mso-fareast-font-family:"Times New Roman";color:black">Regards,<br>
<br>
Melinda Grout<br>
Law Office of Melinda K Grout, PS<br>
17325 W. Main Street / P.O. Box 1360<br>
Monroe, WA 98272<br>
360-794-4322 / Fax: 425-744-6745<br>
<br>
Emphasizing Estate Planning, Probate, and Elder Law<br>
<a href="http://mkgroutlaw.com">mkgroutlaw.com</a><br>
<br>
NOTE: <br>
1. This office does not accept service of pleadings or process service by e-mail or fax except with the express prior permission of the intended recipient.<br>
2. This email address is not monitored at all times. If your matter is urgent, please phone my office.<br>
3. Messages sent to or from my office via email are not encrypted and not secure.<br>
4. This email may contain confidential material protected by attorney/client privilege, and is intended for use solely by the above referenced recipient. Any review, copying, printing, disclosure, distribution, or other use is strictly prohibited and may be
unlawful. If you are not the named recipient, or may have received this email in error, please reply to sender and delete the copy you received. <br>
5. This message does not provide any legal advice, or imply an attorney-client relationship, and does not contain the signature of the sender or any other party. You are not a client of this law firm unless you have paid a retainer and signed an attorney/client
agreement for representation on a particular matter.<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="mso-fareast-font-family:"Times New Roman""><o:p> </o:p></span></p>
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