<html xmlns:v="urn:schemas-microsoft-com:vml" xmlns:o="urn:schemas-microsoft-com:office:office" xmlns:w="urn:schemas-microsoft-com:office:word" xmlns:m="http://schemas.microsoft.com/office/2004/12/omml" xmlns="http://www.w3.org/TR/REC-html40">
<head>
<meta http-equiv="Content-Type" content="text/html; charset=us-ascii">
<meta name="Generator" content="Microsoft Word 15 (filtered medium)">
<!--[if !mso]><style>v\:* {behavior:url(#default#VML);}
o\:* {behavior:url(#default#VML);}
w\:* {behavior:url(#default#VML);}
.shape {behavior:url(#default#VML);}
</style><![endif]--><style><!--
/* Font Definitions */
@font-face
{font-family:Helvetica;
panose-1:2 11 6 4 2 2 2 2 2 4;}
@font-face
{font-family:"Cambria Math";
panose-1:2 4 5 3 5 4 6 3 2 4;}
@font-face
{font-family:Calibri;
panose-1:2 15 5 2 2 2 4 3 2 4;}
@font-face
{font-family:Nyala;
panose-1:2 0 5 4 7 3 0 2 0 3;}
@font-face
{font-family:Garamond;
panose-1:2 2 4 4 3 3 1 1 8 3;}
@font-face
{font-family:"Vladimir Script";
panose-1:3 5 4 2 4 4 7 7 3 5;}
@font-face
{font-family:Consolas;
panose-1:2 11 6 9 2 2 4 3 2 4;}
@font-face
{font-family:Cambria;
panose-1:2 4 5 3 5 4 6 3 2 4;}
/* Style Definitions */
p.MsoNormal, li.MsoNormal, div.MsoNormal
{margin:0in;
margin-bottom:.0001pt;
font-size:12.0pt;
font-family:"Times New Roman",serif;}
h4
{mso-style-link:"Heading 4 Char";
margin-top:0in;
margin-right:0in;
margin-bottom:0in;
margin-left:9.0pt;
margin-bottom:.0001pt;
text-align:justify;
text-indent:0in;
line-height:200%;
page-break-after:avoid;
mso-list:l0 level1 lfo1;
font-size:12.0pt;
font-family:"Times New Roman",serif;
color:black;
text-decoration:underline;}
a:link, span.MsoHyperlink
{mso-style-priority:99;
color:blue;
text-decoration:underline;}
a:visited, span.MsoHyperlinkFollowed
{mso-style-priority:99;
color:purple;
text-decoration:underline;}
span.EmailStyle17
{mso-style-type:personal-reply;
font-family:"Calibri",sans-serif;
color:#1F497D;}
span.Heading4Char
{mso-style-name:"Heading 4 Char";
mso-style-link:"Heading 4";
color:black;
font-weight:bold;
text-decoration:underline;}
p.Head5, li.Head5, div.Head5
{mso-style-name:"Head 5";
margin:0in;
margin-bottom:.0001pt;
text-align:justify;
text-indent:1.0in;
line-height:200%;
mso-list:l0 level2 lfo1;
font-size:12.0pt;
font-family:"Times New Roman",serif;
color:black;
text-decoration:underline;}
p.Level3, li.Level3, div.Level3
{mso-style-name:"Level 3";
margin:0in;
margin-bottom:.0001pt;
text-align:justify;
text-indent:1.5in;
line-height:200%;
mso-list:l0 level3 lfo1;
font-size:12.0pt;
font-family:"Times New Roman",serif;
color:black;}
p.Level4, li.Level4, div.Level4
{mso-style-name:"Level 4";
margin:0in;
margin-bottom:.0001pt;
text-align:justify;
text-indent:2.0in;
line-height:200%;
mso-list:l0 level4 lfo1;
font-size:12.0pt;
font-family:"Times New Roman",serif;
color:black;}
p.Level5, li.Level5, div.Level5
{mso-style-name:"Level 5";
margin:0in;
margin-bottom:.0001pt;
text-align:justify;
text-indent:2.5in;
line-height:200%;
mso-list:l0 level5 lfo1;
font-size:12.0pt;
font-family:"Times New Roman",serif;
color:black;}
p.Level6, li.Level6, div.Level6
{mso-style-name:"Level 6";
margin:0in;
margin-bottom:.0001pt;
text-align:justify;
text-indent:3.0in;
line-height:200%;
mso-list:l0 level6 lfo1;
font-size:12.0pt;
font-family:"Times New Roman",serif;
color:black;}
p.Level7, li.Level7, div.Level7
{mso-style-name:"Level 7";
margin:0in;
margin-bottom:.0001pt;
text-indent:3.5in;
line-height:200%;
mso-list:l0 level7 lfo1;
font-size:12.0pt;
font-family:"Times New Roman",serif;}
p.Level8, li.Level8, div.Level8
{mso-style-name:"Level 8";
margin:0in;
margin-bottom:.0001pt;
text-align:justify;
text-indent:4.0in;
line-height:200%;
mso-list:l0 level8 lfo1;
font-size:12.0pt;
font-family:"Times New Roman",serif;
color:black;}
p.Level9, li.Level9, div.Level9
{mso-style-name:"Level 9";
margin:0in;
margin-bottom:.0001pt;
text-align:justify;
text-indent:4.5in;
line-height:200%;
mso-list:l0 level9 lfo1;
font-size:12.0pt;
font-family:"Times New Roman",serif;
color:black;}
p.Style2, li.Style2, div.Style2
{mso-style-name:Style2;
margin:0in;
margin-bottom:.0001pt;
text-align:justify;
text-indent:1.0in;
mso-list:l0 level2 lfo1;
font-size:12.0pt;
font-family:"Garamond",serif;
color:black;}
span.apple-converted-space
{mso-style-name:apple-converted-space;}
.MsoChpDefault
{mso-style-type:export-only;
font-size:10.0pt;}
@page WordSection1
{size:8.5in 11.0in;
margin:1.0in 1.0in 1.0in 1.0in;}
div.WordSection1
{page:WordSection1;}
/* List Definitions */
@list l0
{mso-list-id:787310198;
mso-list-template-ids:1509043504;}
@list l0:level1
{mso-level-style-link:"Heading 4";
mso-level-tab-stop:63.0pt;
mso-level-number-position:left;
margin-left:9.0pt;
text-indent:0in;
mso-ansi-font-size:12.0pt;
mso-bidi-font-size:12.0pt;
font-family:"Garamond",serif;
mso-text-animation:none;
mso-ansi-font-weight:bold;
mso-ansi-font-style:normal;
text-decoration:none;
text-underline:none;
text-decoration:none;
text-line-through:none;}
@list l0:level2
{mso-level-style-link:"Head 5";
mso-level-text:"%1\.%2\.";
mso-level-tab-stop:1.5in;
mso-level-number-position:left;
margin-left:0in;
text-indent:1.0in;
font-family:"Garamond",serif;
mso-text-animation:none;
mso-ansi-font-weight:bold;
mso-ansi-font-style:normal;
text-decoration:none;
text-underline:none;
text-decoration:none;
text-line-through:none;}
@list l0:level3
{mso-level-style-link:"Level 3";
mso-level-text:"%1\.%2\.%3\.";
mso-level-tab-stop:2.0in;
mso-level-number-position:left;
margin-left:0in;
text-indent:1.5in;
mso-text-animation:none;
text-decoration:none;
text-underline:none;
text-decoration:none;
text-line-through:none;}
@list l0:level4
{mso-level-style-link:"Level 4";
mso-level-text:"%1\.%2\.%3\.%4\.";
mso-level-tab-stop:2.75in;
mso-level-number-position:left;
margin-left:0in;
text-indent:2.0in;
mso-text-animation:none;
text-decoration:none;
text-underline:none;
text-decoration:none;
text-line-through:none;}
@list l0:level5
{mso-level-style-link:"Level 5";
mso-level-text:"%1\.%2\.%3\.%4\.%5\.";
mso-level-tab-stop:3.5in;
mso-level-number-position:left;
margin-left:0in;
text-indent:2.5in;
mso-text-animation:none;
text-decoration:none;
text-underline:none;
text-decoration:none;
text-line-through:none;}
@list l0:level6
{mso-level-style-link:"Level 6";
mso-level-text:"%1\.%2\.%3\.%4\.%5\.%6\.";
mso-level-tab-stop:4.0in;
mso-level-number-position:left;
margin-left:0in;
text-indent:3.0in;
mso-text-animation:none;
text-decoration:none;
text-underline:none;
text-decoration:none;
text-line-through:none;}
@list l0:level7
{mso-level-style-link:"Level 7";
mso-level-text:"%1\.%2\.%3\.%4\.%5\.%6\.%7\.";
mso-level-tab-stop:4.75in;
mso-level-number-position:left;
margin-left:0in;
text-indent:3.5in;
mso-text-animation:none;
text-decoration:none;
text-underline:none;
text-decoration:none;
text-line-through:none;}
@list l0:level8
{mso-level-style-link:"Level 8";
mso-level-text:"%1\.%2\.%3\.%4\.%5\.%6\.%7\.%8\.";
mso-level-tab-stop:5.5in;
mso-level-number-position:left;
margin-left:0in;
text-indent:4.0in;
mso-text-animation:none;
text-decoration:none;
text-underline:none;
text-decoration:none;
text-line-through:none;}
@list l0:level9
{mso-level-style-link:"Level 9";
mso-level-text:"%1\.%2\.%3\.%4\.%5\.%6\.%7\.%8\.%9\.";
mso-level-tab-stop:6.0in;
mso-level-number-position:left;
margin-left:0in;
text-indent:4.5in;
mso-text-animation:none;
text-decoration:none;
text-underline:none;
text-decoration:none;
text-line-through:none;}
ol
{margin-bottom:0in;}
ul
{margin-bottom:0in;}
--></style><!--[if gte mso 9]><xml>
<o:shapedefaults v:ext="edit" spidmax="1026" />
</xml><![endif]--><!--[if gte mso 9]><xml>
<o:shapelayout v:ext="edit">
<o:idmap v:ext="edit" data="1" />
</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">Melinda,<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">These are the three general provisions I include in my DPOA. The two with initial lines in front are “optional” and require initials for that authority to be
conferred.<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="Style2" style="text-indent:0in;mso-list:none"><b>Beneficial Interests. </b>
My Agent shall have authority with respect to estates, trusts, and other beneficial interests. (RCW 11.125.330)<o:p></o:p></p>
<h4 style="margin-left:0in;line-height:normal;page-break-after:auto;mso-list:none">
<span style="font-family:"Garamond",serif;font-weight:normal;text-decoration:none"><o:p> </o:p></span></h4>
<h4 style="margin-left:0in;line-height:normal;page-break-after:auto;mso-list:none">
<span style="font-family:"Garamond",serif;font-weight:normal"> </span><span style="font-family:"Garamond",serif;font-weight:normal;text-decoration:none">To create, amend, revoke or terminate an inter vivos trust;<o:p></o:p></span></h4>
<p class="MsoNormal"><b><span style="font-family:"Garamond",serif"><o:p> </o:p></span></b></p>
<p class="MsoNormal"><b><u><span style="font-family:"Garamond",serif"> </span>
</u></b><b><span style="font-family:"Garamond",serif"></span></b><span style="font-family:"Garamond",serif">To cause a trustee to make distributions of property in trust under the same conditions that I could cause the trustee to make such distributions;<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">Note that 11.125.330 includes at (h), the authority to:<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Helvetica",sans-serif;color:black;background:white">(h) Transfer an interest of the principal in real property, stocks, bonds, and financial instruments, accounts with financial institutions or securities intermediaries,
insurance, annuities, and other property to the trustee of a revocable trust created by the principal as settlor, subject to the limitations in RCW<span class="apple-converted-space"> </span></span><a href="http://app.leg.wa.gov/RCW/default.aspx?cite=11.125.240"><b><span style="font-family:"Helvetica",sans-serif;color:#7DAB8A;background:white;text-decoration:none">11.125.240</span></b></a><span style="font-family:"Helvetica",sans-serif;color:black;background:white">(1);
and</span><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><o:p></o:p></span></p>
<div>
<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: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<o:p></o:p></span></i></p>
<p class="MsoNormal"><i><span style="font-size:11.0pt;font-family:"Garamond",serif;color:#1F497D"><img border="0" width="189" height="105" id="_x0000_i1026" src="cid:image003.jpg@01D2B8E9.77165A10" alt="cid:image001.jpg@01D013C2.30F35160"></span></i><i><span style="font-family:"Garamond",serif;color:#1F497D"><o:p></o:p></span></i></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">3909 California Avenue SW<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">Seattle, WA 98116-3705
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">(206)938-5500
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><a href="mailto:heatherd@westseattlelaw.com"><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">heatherd@westseattlelaw.com</span></a></span><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><a href="http://www.westseattlelaw.com/"><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">
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:Nyala;color:#44524E"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Arial",sans-serif;color:#C00000">For your advance planning, I will be out of the office April 20-27<sup>th</sup>. I will be back in the office and look forward to assisting you when I return to
the office May 1<sup>st</sup>.<o:p></o:p></span></p>
<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:
</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"><b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;text-decoration:none"><img border="0" width="72" height="21" id="Picture_x0020_1" src="cid:image004.png@01D2B8E9.77165A10" alt="FB Logo"></span></b></a><span style="font-size:11.0pt;font-family:Nyala;color:#44524E"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:8.0pt;font-family:"Calibri",sans-serif;color:#A6A6A6"><o:p> </o:p></span></p>
<p class="MsoNormal"><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><span style="font-size:16.0pt;font-family:"Cambria",serif;color:blue"><o:p></o:p></span></p>
</div>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><o:p> </o:p></span></p>
<div>
<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"> 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>
</div>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Does anyone include a provision in the DPOA of a client with a RLT along these lines? :<o:p></o:p></p>
<div>
<p class="MsoNormal"><o:p> </o:p></p>
</div>
<div>
<p class="MsoNormal"><i>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. </i><o:p></o:p></p>
</div>
<div>
<p class="MsoNormal"><o:p> </o:p></p>
</div>
<div>
<p class="MsoNormal">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></p>
</div>
<div>
<p class="MsoNormal"> <o:p></o:p></p>
<div>
<div>
<p class="MsoNormal"><span style="font-size:13.5pt;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>
</div>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
</div>
</div>
</body>
</html>