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<DIV style="FONT-SIZE: 14pt; FONT-FAMILY: 'Calibri'; COLOR: #000000">
<DIV><FONT size=4>Thanks Phil. I have just learned that some grandchildren
are minors?</FONT></DIV>
<DIV> </DIV>
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<DIV><STRONG><SPAN style="FONT-SIZE: 18pt; COLOR: #004080">Joshua F.
Grant</SPAN></STRONG><SPAN style="COLOR: #004080"><BR></SPAN><SPAN
style="COLOR: black"><IMG title=advocates
style="BORDER-TOP: 0px; BORDER-RIGHT: 0px; BACKGROUND-IMAGE: none; BORDER-BOTTOM: 0px; PADDING-TOP: 0px; PADDING-LEFT: 0px; BORDER-LEFT: 0px; DISPLAY: inline; PADDING-RIGHT: 0px"
border=0 alt=advocates src="cid:016655175A86429CAF52859AF8DBB062@JoshPC"
width=207 height=43><BR></SPAN><SPAN style="FONT-SIZE: 11pt; COLOR: #004080">P.
O. Box 619<BR>Wilbur, WA 99185<BR>509 647 5578</SPAN><SPAN
style="COLOR: black"><o:p></o:p></SPAN></DIV></DIV></DIV></DIV>
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<DIV style="BACKGROUND: #f5f5f5">
<DIV style="font-color: black"><B>From:</B> <A title=pjones@duffykekel.com
href="mailto:pjones@duffykekel.com">Philip N. Jones</A> </DIV>
<DIV><B>Sent:</B> Wednesday, April 03, 2019 4:24 PM</DIV>
<DIV><B>To:</B> <A title=wsbapt@lists.wsbarppt.com
href="mailto:wsbapt@lists.wsbarppt.com">WSBA Probate & Trust Listserv</A>
</DIV>
<DIV><B>Subject:</B> Re: [WSBAPT] Virtual Representative lack of conflict under
RCW11.96A.120</DIV></DIV></DIV>
<DIV> </DIV></DIV>
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<P class=MsoNormal><SPAN
style='FONT-SIZE: 11pt; FONT-FAMILY: "Calibri",sans-serif; COLOR: #1f497d'>I
vote it is not a conflict. If the trust were being terminated early and
Son gets the money, that would be a conflict with the grandchildren. A
very common occurrence when people ask for a TEDRA agreement. But here,
Dad is getting the money, not son.<o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN
style='FONT-SIZE: 11pt; FONT-FAMILY: "Calibri",sans-serif; COLOR: #1f497d'>Phil
Jones<o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN
style='FONT-SIZE: 11pt; FONT-FAMILY: "Calibri",sans-serif; COLOR: #1f497d'>Portland,
OR<o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN
style='FONT-SIZE: 11pt; FONT-FAMILY: "Calibri",sans-serif; COLOR: #1f497d'><o:p></o:p></SPAN> </P>
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<P class=MsoNormal><B><SPAN
style='FONT-SIZE: 11pt; FONT-FAMILY: "Calibri",sans-serif'>From:</SPAN></B><SPAN
style='FONT-SIZE: 11pt; FONT-FAMILY: "Calibri",sans-serif'>
wsbapt-bounces@lists.wsbarppt.com [mailto:wsbapt-bounces@lists.wsbarppt.com]
<B>On Behalf Of </B>Josh Grant<BR><B>Sent:</B> Wednesday, April 03, 2019 4:07
PM<BR><B>To:</B> wsbar trust
<wsbapt@lists.wsbarppt.com><BR><B>Subject:</B> [WSBAPT] Virtual
Representative lack of conflict under
RCW11.96A.120<o:p></o:p></SPAN></P></DIV></DIV>
<P class=MsoNormal><o:p></o:p> </P>
<DIV>
<DIV>
<DIV>
<P class=MsoNormal><SPAN
style='FONT-SIZE: 13.5pt; FONT-FAMILY: "Calibri",sans-serif; COLOR: black'>My
grantor client provided for his son to be beneficiary of a trust. The son
now has four adult children who are competent. If the son died before the
trustor, the proceeds would go to the issue of son. The son now wishes to
sign a TEDRA agreement whereby the assets can be distributed to the Trustor who
is experiencing medical costs. I think the son can sign it as the virtual
representative of his 4 children because of the following, but why is this not a
conflict of interest between dad and his kids (who of course would probably
never see a benefit because dad will probably outlive the grantor)?</SPAN><SPAN
style='FONT-SIZE: 14pt; FONT-FAMILY: "Calibri",sans-serif; COLOR: black'><o:p></o:p></SPAN></P></DIV>
<DIV>
<P class=MsoNormal><SPAN
style='FONT-SIZE: 14pt; FONT-FAMILY: "Calibri",sans-serif; COLOR: black'> <o:p></o:p></SPAN></P></DIV>
<P class=MsoFootnoteText style="MARGIN: 0in 0in 0pt"><SPAN
style='FONT-SIZE: 10pt; FONT-FAMILY: "Courier New"; COLOR: black'>RCW
11.96A.120(7) provides: (7) Where an interest has been given to a living person,
and the same interest, or a share in it, is to pass to… persons who are,
or might be, the… , issue, or the distributes of that living person upon the
happening of an additional future event, … <I>that living person may virtually
represent</I> the …issue .. of the person, but only to the extent that there is
no conflict of interest between the representative and the person(s) represented
with regard to the particular question or dispute.”</SPAN><SPAN
style='FONT-SIZE: 14pt; FONT-FAMILY: "Calibri",sans-serif; COLOR: black'><o:p></o:p></SPAN></P>
<DIV>
<DIV>
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<DIV>
<P class=MsoNormal><STRONG><SPAN
style='FONT-SIZE: 18pt; FONT-FAMILY: "Calibri",sans-serif; COLOR: #004080'>Joshua
F. Grant</SPAN></STRONG><SPAN
style='FONT-SIZE: 14pt; FONT-FAMILY: "Calibri",sans-serif; COLOR: #004080'><BR></SPAN><SPAN
style='FONT-SIZE: 14pt; FONT-FAMILY: "Calibri",sans-serif; COLOR: black'><IMG
id=_x0000_i1025 alt=advocates src="cid:C67FB08273BC42CE886B0045DE99F9AB@JoshPC"
width=207 height=43><BR></SPAN><SPAN
style='FONT-SIZE: 11pt; FONT-FAMILY: "Calibri",sans-serif; COLOR: #004080'>P. O.
Box 619<BR>Wilbur, WA 99185<BR>509 647 5578</SPAN><SPAN
style='FONT-SIZE: 14pt; FONT-FAMILY: "Calibri",sans-serif; COLOR: black'><o:p></o:p></SPAN></P></DIV></DIV></DIV></DIV></DIV></DIV></DIV>
<P>
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