<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=utf-8">
<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:"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:Tahoma;
panose-1:2 11 6 4 3 5 4 4 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;}
p.MsoFootnoteText, li.MsoFootnoteText, div.MsoFootnoteText
{mso-style-priority:99;
mso-style-link:"Footnote Text Char";
mso-margin-top-alt:auto;
margin-right:0in;
mso-margin-bottom-alt:auto;
margin-left:0in;
font-size:12.0pt;
font-family:"Times New Roman",serif;}
a:link, span.MsoHyperlink
{mso-style-priority:99;
color:#0563C1;
text-decoration:underline;}
a:visited, span.MsoHyperlinkFollowed
{mso-style-priority:99;
color:#954F72;
text-decoration:underline;}
p
{mso-style-priority:99;
mso-margin-top-alt:auto;
margin-right:0in;
mso-margin-bottom-alt:auto;
margin-left:0in;
font-size:12.0pt;
font-family:"Times New Roman",serif;}
span.FootnoteTextChar
{mso-style-name:"Footnote Text Char";
mso-style-priority:99;
mso-style-link:"Footnote Text";
font-family:"Calibri",sans-serif;}
span.EmailStyle19
{mso-style-type:personal;
font-family:"Calibri",sans-serif;
color:#1F497D;}
span.EmailStyle22
{mso-style-type:personal-reply;
font-family:"Calibri",sans-serif;
color:#1F497D;}
.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;}
--></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="#0563C1" vlink="#954F72">
<div class="WordSection1">
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">All the more reason why they need virtual representation.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">Phil Jones<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>
<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>Josh Grant<br>
<b>Sent:</b> Wednesday, April 03, 2019 4:36 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> Re: [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">Thanks Phil. I have just learned that some grandchildren are minors?</span><span style="font-size:14.0pt;font-family:"Calibri",sans-serif;color:black"><o:p></o:p></span></p>
</div>
<div>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Calibri",sans-serif;color:black"> <o:p></o:p></span></p>
</div>
<div>
<div>
<div>
<div>
<p class="MsoNormal"><strong><span style="font-size:18.0pt;font-family:"Calibri",sans-serif;color:#004080">Joshua F. Grant</span></strong><span style="font-size:14.0pt;font-family:"Calibri",sans-serif;color:#004080"><br>
</span><span style="font-size:14.0pt;font-family:"Calibri",sans-serif;color:black"><img width="207" height="43" id="_x0000_i1025" src="cid:image001.png@01D4EA3B.F39D0130" alt="advocates"><br>
</span><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#004080">P. O. Box 619<br>
Wilbur, WA 99185<br>
509 647 5578</span><span style="font-size:14.0pt;font-family:"Calibri",sans-serif;color:black"><o:p></o:p></span></p>
</div>
</div>
</div>
</div>
<div>
<div>
<div>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black"> <o:p></o:p></span></p>
</div>
<div>
<div>
<p class="MsoNormal" style="background:whitesmoke"><b><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black">From:</span></b><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black">
<a href="mailto:pjones@duffykekel.com" title="pjones@duffykekel.com">Philip N. Jones</a>
<o:p></o:p></span></p>
</div>
<div>
<p class="MsoNormal" style="background:whitesmoke"><b><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black">Sent:</span></b><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black"> Wednesday, April 03, 2019 4:24 PM<o:p></o:p></span></p>
</div>
<div>
<p class="MsoNormal" style="background:whitesmoke"><b><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black">To:</span></b><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black">
<a href="mailto:wsbapt@lists.wsbarppt.com" title="wsbapt@lists.wsbarppt.com">WSBA Probate & Trust Listserv</a>
<o:p></o:p></span></p>
</div>
<div>
<p class="MsoNormal" style="background:whitesmoke"><b><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black">Subject:</span></b><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black"> Re: [WSBAPT] Virtual Representative
lack of conflict under RCW11.96A.120<o:p></o:p></span></p>
</div>
</div>
</div>
<div>
<p class="MsoNormal"><span style="font-family:"Calibri",sans-serif;color:black"> <o:p></o:p></span></p>
</div>
</div>
<div>
<p class="MsoNormal"><span style="font-size:11.0pt;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:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">Phil Jones<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">Portland, OR<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:black"> </span><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;color:black">From:</span></b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:black">
<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a> [<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">mailto:wsbapt-bounces@lists.wsbarppt.com</a>]
<b>On Behalf Of </b>Josh Grant<br>
<b>Sent:</b> Wednesday, April 03, 2019 4:07 PM<br>
<b>To:</b> wsbar trust <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><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"><span style="color:black"> <o:p></o:p></span></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:14.0pt;font-family:"Calibri",sans-serif;color:black"><o:p></o:p></span></p>
</div>
<div>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Calibri",sans-serif;color:black"> <o:p></o:p></span></p>
</div>
<p class="MsoFootnoteText" style="margin:0in;margin-bottom:.0001pt"><span style="font-size:10.0pt;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:14.0pt;font-family:"Calibri",sans-serif;color:black"><o:p></o:p></span></p>
<div>
<div>
<div>
<div>
<p class="MsoNormal"><strong><span style="font-size:18.0pt;font-family:"Calibri",sans-serif;color:#004080">Joshua F. Grant</span></strong><span style="font-size:14.0pt;font-family:"Calibri",sans-serif;color:#004080"><br>
</span><span style="font-size:14.0pt;font-family:"Calibri",sans-serif;color:black"><img border="0" width="207" height="43" id="_x0000_i1026" src="cid:image001.png@01D4EA3B.F39D0130" alt="advocates"><br>
</span><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#004080">P. O. Box 619<br>
Wilbur, WA 99185<br>
509 647 5578</span><span style="font-size:14.0pt;font-family:"Calibri",sans-serif;color:black"><o:p></o:p></span></p>
</div>
</div>
</div>
</div>
</div>
</div>
<div class="MsoNormal" align="center" style="text-align:center"><span style="font-family:"Calibri",sans-serif;color:black">
<hr size="3" width="100%" align="center">
</span></div>
<p class="MsoNormal"><span style="font-family:"Calibri",sans-serif;color:black">***Disclaimer: Please note that RPPT listserv participation is not restricted to practicing attorneys and may include non-practicing attorneys, law students, professionals working
in related fields, and others.***<br>
_______________________________________________<br>
WSBAPT mailing list<br>
<a href="mailto:WSBAPT@lists.wsbarppt.com">WSBAPT@lists.wsbarppt.com</a><br>
<a href="http://mailman.fsr.com/mailman/listinfo/wsbapt">http://mailman.fsr.com/mailman/listinfo/wsbapt</a><o:p></o:p></span></p>
</div>
</div>
</div>
</div>
</body>
</html>