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<p class="MsoNormal"><a name="_GoBack"></a><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D">Sharon:<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D">I am not sure what your client’s privacy concerns are exactly. Are these concerns related to the POA’s involvement with your client’s finances? If so, that
is an entirely different issue about whether the POA should be the one serving if client doesn’t like the POA having access to her information. If privacy pertains to third parties, I am not sure why the trust wouldn’t be funded now. Your client would have
as much privacy with a trust as she would have with her own personal accounts. Why can’t the RLT be set up with the client and POA as co-trustees with authority to act jointly or independently? That way if something happens to your client rendering her incapacitated,
the co-trustee can continue to act.<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>
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<p class="MsoNormal" style="text-align:justify"><span style="font-size:10.0pt;font-family:"Arial","sans-serif";color:#1F497D">Marcus J. Fry<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial","sans-serif";color:#1F497D">Lyon, Weigand & Gustafson, P.S.
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial","sans-serif";color:#1F497D">P.O. Box 1689
<br>
Yakima, Washington 98907 <br>
Telephone: (509) 248-7220 <br>
Facsimile: (509) 575-1883 <o:p></o:p></span></p>
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<p class="MsoNormal" style="text-align:justify"><b><u><span style="font-size:10.0pt;font-family:"Arial","sans-serif";color:#1F497D">NOTICES:<o:p></o:p></span></u></b></p>
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<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif"">From:</span></b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif""> wsbapt-bounces@lists.wsbarppt.com [mailto:wsbapt-bounces@lists.wsbarppt.com]
<b>On Behalf Of </b>Sharon Rutberg<br>
<b>Sent:</b> Friday, September 22, 2017 9:22 AM<br>
<b>To:</b> wsbapt@lists.wsbarppt.com<br>
<b>Subject:</b> [WSBAPT] RLT question<o:p></o:p></span></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p><span style="font-family:"Calibri","sans-serif";color:black">Query to those familiar with revocable living trusts -
<o:p></o:p></span></p>
<p><span style="font-family:"Calibri","sans-serif";color:black"><o:p> </o:p></span></p>
<p><span style="font-family:"Calibri","sans-serif";color:black">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?<o:p></o:p></span></p>
<p><span style="font-family:"Calibri","sans-serif";color:black"><o:p> </o:p></span></p>
<p><span style="font-family:"Calibri","sans-serif";color:black">Thanks,<o:p></o:p></span></p>
<p><span style="font-family:"Calibri","sans-serif";color:black">Sharon<o:p></o:p></span></p>
<p><span style="font-family:"Calibri","sans-serif";color:black"><o:p> </o:p></span></p>
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<p><span style="font-size:9.0pt;font-family:"Verdana","sans-serif";color:black">Sharon C. Rutberg, Attorney at Law</span><span style="font-family:"Calibri","sans-serif";color:black"><o:p></o:p></span></p>
<p><span style="font-size:9.0pt;font-family:"Verdana","sans-serif";color:black">Salmon Bay Law Group, PLLC</span><span style="font-family:"Calibri","sans-serif";color:black"><o:p></o:p></span></p>
<p><span style="font-size:9.0pt;font-family:"Verdana","sans-serif";color:black">1734 NW Market St.</span><span style="font-family:"Calibri","sans-serif";color:black"><o:p></o:p></span></p>
<p><span style="font-size:9.0pt;font-family:"Verdana","sans-serif";color:black">Seattle, WA 98107</span><span style="font-family:"Calibri","sans-serif";color:black"><o:p></o:p></span></p>
<p><span style="font-size:9.0pt;font-family:"Verdana","sans-serif";color:black">206-735-3177, ext. 2</span><span style="font-family:"Calibri","sans-serif";color:black"><o:p></o:p></span></p>
<p><span style="font-family:"Calibri","sans-serif";color:black"><a href="mailto:sharon@salmonbaylaw.com" id="LPNoLP"><span style="font-size:9.0pt;font-family:"Verdana","sans-serif"">sharon@salmonbaylaw.com</span></a></span><span style="font-size:9.0pt;font-family:"Verdana","sans-serif";color:black">
</span><span style="font-family:"Calibri","sans-serif";color:black"><o:p></o:p></span></p>
<p><span style="font-size:9.0pt;font-family:"Verdana","sans-serif";color:black">Website:
<a href="http://www.salmonbaylaw.com">www.salmonbaylaw.com</a></span><span style="font-family:"Calibri","sans-serif";color:black"><o:p></o:p></span></p>
<p><span style="font-size:9.0pt;font-family:"Verdana","sans-serif";color:black">Washington State Bar #47055<br>
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