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<p>Query to those familiar with revocable living trusts - </p>
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<p>I have an elderly PC who has named an agent for finances in a POA. Agent has suggested setting up an RLT for her, given her privacy concerns and her need to have him help manage her finances, and PC has agreed. Agent suggests not funding the trust now but
putting a TOD direction on her financial accounts naming the trust to take the assets at her death. This sounds like a bad idea to me, but I'm trying to articulate why. Have you seen this done? Would it even work?</p>
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<p>Thanks,</p>
<p>Sharon<br>
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<p style="margin: 0in 0in 0pt;"><a name="_MailAutoSig" id="LPNoLP"><span style="color: black; font-family: "Verdana","sans-serif"; font-size: 9pt;">Sharon C. Rutberg, Attorney at Law</span></a></p>
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<p style="margin: 0in 0in 0pt;"><span><span style="color: black; font-family: "Verdana","sans-serif"; font-size: 9pt;">Salmon Bay Law Group, PLLC</span></span></p>
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<p style="margin: 0in 0in 0pt;"><span><span style="color: black; font-family: "Verdana","sans-serif"; font-size: 9pt;">1734 NW Market St.</span></span></p>
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<p style="margin: 0in 0in 0pt;"><span><span style="color: black; font-family: "Verdana","sans-serif"; font-size: 9pt;">Seattle, WA 98107</span></span></p>
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<p style="margin: 0in 0in 0pt;"><span><span style="color: black; font-family: "Verdana","sans-serif"; font-size: 9pt;">206-735-3177, ext. 2</span></span></p>
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<p style="margin: 0in 0in 0pt;"><a id="LPNoLP" href="mailto:sharon@salmonbaylaw.com"><span><span style="font-family: "Verdana","sans-serif"; font-size: 9pt;"><font color="#0000ff">sharon@salmonbaylaw.com</font></span></span></a><span><span style="color: black; font-family: "Verdana","sans-serif"; font-size: 9pt;">
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<p style="margin: 0in 0in 0pt;"><span><span style="color: black; font-family: "Verdana","sans-serif"; font-size: 9pt;">Website: www.salmonbaylaw.com</span></span></p>
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<p style="margin: 0in 0in 0pt;"><span><span style="color: black; font-family: "Verdana","sans-serif"; font-size: 9pt;">Washington State Bar #47055<br>
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