<html><head><meta http-equiv="Content-Type" content="text/html charset=utf-8"></head><body style="word-wrap: break-word; -webkit-nbsp-mode: space; -webkit-line-break: after-white-space;" class="">Thank you Mark and John for your feedback. I see what you mean about the PR rather than the trustee, and the trick of having the right person make the assessment. I appreciate your comments!<div class=""><br class=""><div class="">
<div class=""><span class="" style="font-family: Calibri; orphans: 2; widows: 2;">Krista J. MacLaren</span><br class="" style="font-family: Calibri; orphans: 2; widows: 2;"><span class="" style="font-family: Calibri; orphans: 2; widows: 2;">Attorney at Law</span><br class="" style="font-family: Calibri; orphans: 2; widows: 2;"><span class="" style="font-family: Calibri; orphans: 2; widows: 2;">Northgate Executive Center II</span><br class="" style="font-family: Calibri; orphans: 2; widows: 2;"><span class="" style="font-family: Calibri; orphans: 2; widows: 2;">9725 3rd Ave NE, Suite 600</span><br class="" style="font-family: Calibri; orphans: 2; widows: 2;"><span class="" style="font-family: Calibri; orphans: 2; widows: 2;">Seattle, WA 98115</span><br class="" style="font-family: Calibri; orphans: 2; widows: 2;"><span class="" style="font-family: Calibri; orphans: 2; widows: 2;">(206)523-6116</span><br class="" style="font-family: Calibri; orphans: 2; widows: 2;"><span class="" style="font-family: Calibri; orphans: 2; widows: 2;"><a href="mailto:kjm.inc@mac.com" class="">kjm.inc@mac.com</a></span><br class="" style="font-family: Calibri; orphans: 2; widows: 2;"><br class="" style="font-family: Calibri; orphans: 2; widows: 2;"><span class="" style="font-family: Calibri; orphans: 2; widows: 2;">Please note, as with most email providers, Mac does not encrypt email messages. Accordingly, the confidentiality of messages sent to this address cannot be assured. This e-mail is intended for viewing only by the individual or entity to whom its content is addressed, and it may contain confidential or privileged information. If you received this email in error, please honor the privacy of the intended recipient: reply to the sender regarding the error and delete the message. </span></div>
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<br class=""><div><blockquote type="cite" class=""><div class="">On Aug 29, 2017, at 10:21 AM, Mark Vohr <<a href="mailto:mcv@ohanafc.com" class="">mcv@ohanafc.com</a>> wrote:</div><br class="Apple-interchange-newline"><div class=""><div class="WordSection1" style="page: WordSection1; font-family: Helvetica; font-size: 14px; font-style: normal; font-variant-caps: normal; font-weight: normal; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-stroke-width: 0px;"><div style="margin: 0in 0in 0.0001pt; font-size: 12pt; font-family: 'Times New Roman', serif;" class=""><span style="font-size: 11pt;" class="">Krista –<span class="Apple-converted-space"> </span><o:p class=""></o:p></span></div><div style="margin: 0in 0in 0.0001pt; font-size: 12pt; font-family: 'Times New Roman', serif;" class=""><span style="font-size: 11pt;" class=""><o:p class=""> </o:p></span></div><div style="margin: 0in 0in 0.0001pt; font-size: 12pt; font-family: 'Times New Roman', serif;" class=""><span style="font-size: 11pt;" class=""> I think the person to exercise that discretion would be the Personal Representative, not the trustee. The trustee does not come into play until the trust is funded. Prior to that point the trustee has not authority over the estate assets. It’s the PR who has control. <span class="Apple-converted-space"> </span><o:p class=""></o:p></span></div><div style="margin: 0in 0in 0.0001pt; font-size: 12pt; font-family: 'Times New Roman', serif;" class=""><span style="font-size: 11pt;" class=""><o:p class=""> </o:p></span></div><div style="margin: 0in 0in 0.0001pt; font-size: 12pt; font-family: 'Times New Roman', serif;" class=""><span style="font-size: 11pt;" class=""> Allowing a PR with that discretion is OK, now and then we see Last Wills with discretionary special needs trusts where the PR has the discretion to fund a special needs trust or distribute the funds outright depending on the needs/condition of the beneficiary. The challenge is picking a PR who will exercise that duty responsibly and with the appropriate level of care. <o:p class=""></o:p></span></div><div style="margin: 0in 0in 0.0001pt; font-size: 12pt; font-family: 'Times New Roman', serif;" class=""><span style="font-size: 11pt;" class=""><o:p class=""> </o:p></span></div><div style="margin: 0in 0in 0.0001pt; font-size: 12pt; font-family: 'Times New Roman', serif;" class=""><span style="font-size: 11pt;" class=""> Hope that helps. <o:p class=""></o:p></span></div><div style="margin: 0in 0in 0.0001pt; font-size: 12pt; font-family: 'Times New Roman', serif;" class=""><span style="font-size: 11pt;" class=""><o:p class=""> </o:p></span></div><div class=""><div style="margin: 0in 0in 0.0001pt; font-size: 12pt; font-family: 'Times New Roman', serif;" class=""><span style="font-size: 14pt; font-family: 'Baskerville Old Face', serif;" class="">Mark<o:p class=""></o:p></span></div><div style="margin: 0in 0in 0.0001pt; font-size: 12pt; font-family: 'Times New Roman', serif;" class=""><span style="font-size: 11pt; font-family: 'Bradley Hand ITC';" class=""><o:p class=""> </o:p></span></div><div style="margin: 0in 0in 0.0001pt; font-size: 12pt; font-family: 'Times New Roman', serif;" class=""><span style="font-size: 11pt; font-family: 'Bradley Hand ITC'; color: rgb(31, 73, 125);" class=""><o:p class=""> </o:p></span></div><div style="margin: 0in 0in 0.0001pt; font-size: 12pt; font-family: 'Times New Roman', serif; text-align: center;" class=""><span style="font-size: 11pt; font-family: 'Bradley Hand ITC'; color: rgb(31, 73, 125);" class=""><o:p class=""> </o:p></span></div><table class="MsoNormalTable" border="0" cellspacing="0" cellpadding="0" width="629" style="width: 6.55in; margin-left: 14pt; border-collapse: collapse;"><tbody class=""><tr class=""><td width="161" valign="top" style="width: 120.6pt; border: 1pt solid windowtext; padding: 0in 5.4pt;" class=""><div style="margin: 0in 0in 0.0001pt; font-size: 12pt; font-family: 'Times New Roman', serif; text-align: center;" class=""><span style="font-size: 10pt; font-family: 'Bradley Hand ITC'; color: rgb(31, 73, 125);" class="">Ohana Fiduciary Corp.<o:p class=""></o:p></span></div><div style="margin: 0in 0in 0.0001pt; font-size: 12pt; font-family: 'Times New Roman', serif; text-align: center;" class=""><span style="font-size: 10pt; font-family: 'Bradley Hand ITC'; color: rgb(31, 73, 125);" class="">Ohana Financial Services<o:p class=""></o:p></span></div></td><td width="468" valign="top" style="width: 351pt; border-style: solid solid solid none; border-top-color: windowtext; border-right-color: windowtext; border-bottom-color: windowtext; border-top-width: 1pt; border-right-width: 1pt; border-bottom-width: 1pt; padding: 0in 5.4pt;" class=""><div style="margin: 0in 0in 0.0001pt; font-size: 12pt; font-family: 'Times New Roman', serif; text-align: center;" class=""><span style="font-family: 'Bradley Hand ITC'; color: rgb(31, 73, 125);" class="">Mark C. Vohr, J.D., CPG, Principal<o:p class=""></o:p></span></div><div style="margin: 0in 0in 0.0001pt; font-size: 12pt; font-family: 'Times New Roman', serif; text-align: center;" class=""><span style="font-family: 'Bradley Hand ITC'; color: rgb(31, 73, 125);" class="">PO Box 33710 Seattle, WA 98133<o:p class=""></o:p></span></div><div style="margin: 0in 0in 0.0001pt; font-size: 12pt; font-family: 'Times New Roman', serif; text-align: center;" class=""><span style="font-family: 'Bradley Hand ITC'; color: rgb(31, 73, 125);" class="">T: (206) 782-1189 F: (206) 782-1434<o:p class=""></o:p></span></div><div style="margin: 0in 0in 0.0001pt; font-size: 12pt; font-family: 'Times New Roman', serif; text-align: center;" class=""><span style="font-family: 'Calisto MT', serif; color: rgb(31, 73, 125);" class=""><a href="mailto:mcv@ohanafc.com" style="color: purple; text-decoration: underline;" class=""><span style="font-family: Calibri, sans-serif; color: rgb(5, 99, 193);" class="">mcv@ohanafc.com</span></a></span><span style="font-family: Calibri, sans-serif; color: rgb(31, 73, 125);" class=""> <span class="Apple-converted-space"> </span></span><span style="font-family: 'Calisto MT', serif; color: rgb(31, 73, 125);" class=""><a href="http://www.ohanafc.com/" style="color: purple; text-decoration: underline;" class=""><span style="font-family: Calibri, sans-serif; color: rgb(5, 99, 193);" class="">www.ohanafc.com</span></a></span><span style="font-family: 'Bradley Hand ITC'; color: rgb(31, 73, 125);" class=""><o:p class=""></o:p></span></div></td></tr></tbody></table><div style="margin: 0in 0in 0.0001pt; font-size: 12pt; font-family: 'Times New Roman', serif; text-align: center;" class=""><span style="font-size: 11pt; font-family: 'Bradley Hand ITC'; color: rgb(31, 73, 125);" class=""><o:p class=""> </o:p></span></div><div style="margin: 0in 0in 0.0001pt; font-size: 12pt; font-family: 'Times New Roman', serif;" class=""><span style="font-size: 11pt; font-family: Calibri, sans-serif; color: rgb(31, 73, 125);" class=""><o:p class=""> </o:p></span></div></div><div style="margin: 0in 0in 0.0001pt; font-size: 12pt; font-family: 'Times New Roman', serif;" class=""><span style="font-size: 11pt;" class=""><o:p class=""> </o:p></span></div><div class=""><div style="border-style: solid none none; border-top-color: rgb(225, 225, 225); border-top-width: 1pt; padding: 3pt 0in 0in;" class=""><div style="margin: 0in 0in 0.0001pt; font-size: 12pt; font-family: 'Times New Roman', serif;" class=""><b class=""><span style="font-size: 11pt; font-family: Calibri, sans-serif;" class="">From:</span></b><span style="font-size: 11pt; font-family: Calibri, sans-serif;" class=""><span class="Apple-converted-space"> </span><a href="mailto:wsbapt-bounces@lists.wsbarppt.com" class="">wsbapt-bounces@lists.wsbarppt.com</a> [<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" class="">mailto:wsbapt-bounces@lists.wsbarppt.com</a>]<span class="Apple-converted-space"> </span><b class="">On Behalf Of<span class="Apple-converted-space"> </span></b>Krista MacLaren<br class=""><b class="">Sent:</b><span class="Apple-converted-space"> </span>Tuesday, August 29, 2017 10:02 AM<br class=""><b class="">To:</b><span class="Apple-converted-space"> </span>wsba probate & trust <<a href="mailto:wsbapt@lists.wsbarppt.com" class="">wsbapt@lists.wsbarppt.com</a>><br class=""><b class="">Subject:</b><span class="Apple-converted-space"> </span>[WSBAPT] discretionary trust funding<o:p class=""></o:p></span></div></div></div><div style="margin: 0in 0in 0.0001pt; font-size: 12pt; font-family: 'Times New Roman', serif;" class=""><o:p class=""> </o:p></div><div style="margin: 0in 0in 0.0001pt; font-size: 12pt; font-family: 'Times New Roman', serif;" class="">Hi Folks,<o:p class=""></o:p></div><div class=""><div style="margin: 0in 0in 0.0001pt; font-size: 12pt; font-family: 'Times New Roman', serif;" class=""><o:p class=""> </o:p></div></div><div class=""><div style="margin: 0in 0in 0.0001pt; font-size: 12pt; font-family: 'Times New Roman', serif;" class="">I sent this out on Friday but didn’t get any responses, so I thought I would try again.<o:p class=""></o:p></div><div class=""><div style="margin: 0in 0in 0.0001pt; font-size: 12pt; font-family: 'Times New Roman', serif;" class=""><o:p class=""> </o:p></div></div><div class=""><div style="margin: 0in 0in 0.0001pt; font-size: 12pt; font-family: 'Times New Roman', serif;" class="">I am wondering if anyone ever uses language in a Will saying that a testamentary trust shall be funded at the discretion of the trustee after meeting with the beneficiary? <o:p class=""></o:p></div></div><div class=""><div style="margin: 0in 0in 0.0001pt; font-size: 12pt; font-family: 'Times New Roman', serif;" class=""><o:p class=""> </o:p></div></div><div class=""><div style="margin: 0in 0in 0.0001pt; font-size: 12pt; font-family: 'Times New Roman', serif;" class="">I have a client who at this time doesn’t believe her 26 year old son is mature enough to receive an inheritance and not blow it (he has done some jail time and has debt from court fees for DUIs and related matters). There is a good chance that by the time he receives anything, he will be more responsible (he is working and trying to pay off the debt). The trustee was going to have a lot of discretion in making distributions, so trustee could just promptly distribute all assets, but I wondered if there is a good way to say that trustee has discretion as to whether to set the trust up at all. I realize the beneficiary might be able to convince the trustee that he is fine/responsible when he is not, and I’m not sure what kind of proof would be appropriate, so maybe this is just a bad idea.<o:p class=""></o:p></div></div><div class=""><div style="margin: 0in 0in 0.0001pt; font-size: 12pt; font-family: 'Times New Roman', serif;" class=""><o:p class=""> </o:p></div></div><div class=""><div style="margin: 0in 0in 0.0001pt; font-size: 12pt; font-family: 'Times New Roman', serif;" class="">Thank you for any suggestions or opinions!<o:p class=""></o:p></div></div><div class=""><div style="margin: 0in 0in 0.0001pt; font-size: 12pt; font-family: 'Times New Roman', serif;" class=""><o:p class=""> </o:p></div></div><div class=""><div style="margin: 0in 0in 0.0001pt; font-size: 12pt; font-family: 'Times New Roman', serif;" class=""><o:p class=""> </o:p></div><div class=""><div class=""><div style="margin: 0in 0in 0.0001pt; font-size: 12pt; font-family: 'Times New Roman', serif;" class=""><span style="font-family: Calibri, sans-serif;" class="">Krista J. MacLaren<br class="">Attorney at Law<br class="">Northgate Executive Center II<br class="">9725 3rd Ave NE, Suite 600<br class="">Seattle, WA 98115<br class="">(206)523-6116<br class=""><a href="mailto:kjm.inc@mac.com" style="color: purple; text-decoration: underline;" class="">kjm.inc@mac.com</a><br class=""><br class="">Please note, as with most email providers, Mac does not encrypt email messages. Accordingly, the confidentiality of messages sent to this address cannot be assured. This e-mail is intended for viewing only by the individual or entity to whom its content is addressed, and it may contain confidential or privileged information. If you received this email in error, please honor the privacy of the intended recipient: reply to the sender regarding the error and delete the message. </span><o:p class=""></o:p></div></div></div></div><div class=""><div class=""><div style="margin: 0in 0in 0.0001pt; font-size: 12pt; font-family: 'Times New Roman', serif;" class=""><span style="font-family: Calibri, sans-serif;" class="">Krista J. MacLaren<br class="">Attorney at Law<br class="">Northgate Executive Center II<br class="">9725 3rd Ave NE, Suite 600<br class="">Seattle, WA 98115<br class="">(206)523-6116<br class=""><a href="mailto:kjm.inc@mac.com" style="color: purple; text-decoration: underline;" class="">kjm.inc@mac.com</a><br class=""><br class="">Please note, as with most email providers, Mac does not encrypt email messages. Accordingly, the confidentiality of messages sent to this address cannot be assured. This e-mail is intended for viewing only by the individual or entity to whom its content is addressed, and it may contain confidential or privileged information. If you received this email in error, please honor the privacy of the intended recipient: reply to the sender regarding the error and delete the message. </span><o:p class=""></o:p></div></div></div><div style="margin: 0in 0in 0.0001pt; font-size: 12pt; font-family: 'Times New Roman', serif;" class=""><o:p class=""> </o:p></div></div></div><span style="font-family: Helvetica; font-size: 14px; font-style: normal; font-variant-caps: normal; font-weight: normal; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-stroke-width: 0px; float: none; display: inline !important;" class="">_______________________________________________</span><br style="font-family: Helvetica; font-size: 14px; font-style: normal; font-variant-caps: normal; font-weight: normal; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-stroke-width: 0px;" class=""><span style="font-family: Helvetica; font-size: 14px; font-style: normal; font-variant-caps: normal; font-weight: normal; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-stroke-width: 0px; float: none; display: inline !important;" class="">WSBAPT mailing list</span><br style="font-family: Helvetica; font-size: 14px; font-style: normal; font-variant-caps: normal; font-weight: normal; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-stroke-width: 0px;" class=""><span style="font-family: Helvetica; font-size: 14px; font-style: normal; font-variant-caps: normal; font-weight: normal; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-stroke-width: 0px; float: none; display: inline !important;" class=""><a href="mailto:WSBAPT@lists.wsbarppt.com" class="">WSBAPT@lists.wsbarppt.com</a></span><br style="font-family: Helvetica; font-size: 14px; font-style: normal; font-variant-caps: normal; font-weight: normal; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-stroke-width: 0px;" class=""><span style="font-family: Helvetica; font-size: 14px; font-style: normal; font-variant-caps: normal; font-weight: normal; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-stroke-width: 0px; float: none; display: inline !important;" class=""><a href="http://mailman.fsr.com/mailman/listinfo/wsbapt" class="">http://mailman.fsr.com/mailman/listinfo/wsbapt</a></span></div></blockquote></div><br class=""></div></body></html>