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<p class="MsoNormal">Hi Michael,<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">I have seen the PR initiate the process of petitioning the court for the special needs trust to be established, and I’ve also seen an attorney for the beneficiary petition the court to do so (thereby making the beneficiary bear the costs
of establishing the trust). If there is a GAL appointed in the probate estate on behalf of the beneficiary, the GAL could recommend that the SNT be established for the beneficiary.
<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Let me know offline if you’d like my experience with this.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Candace Wilkerson<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal"><b>From:</b> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com>
<b>On Behalf Of </b>michael@westseattleattorney.com<br>
<b>Sent:</b> Monday, September 9, 2019 3:35 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> Re: [WSBAPT] PR duty as to Will beneficiary on State assistance<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:black">Hi: WA probate and one child is in CA. Thanks <o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:black"><o:p> </o:p></span></p>
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<p class="MsoNormal" style="margin-bottom:12.0pt"><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:black"><o:p> </o:p></span></p>
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<p class="MsoNormal" style="margin-bottom:12.0pt"><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:black">-------- Original Message --------<br>
Subject: Re: [WSBAPT] PR duty as to Will beneficiary on State assistance<br>
From: Candace Wilkerson <<a href="mailto:cwilkerson@wongfleming.com"><span style="color:windowtext">cwilkerson@wongfleming.com</span></a>><br>
Date: Mon, September 09, 2019 3:05 pm<br>
To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com"><span style="color:windowtext">wsbapt@lists.wsbarppt.com</span></a>><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black">I am licensed in CA, but haven’t done special needs trusts there. Is the probate estate filed in WA? I have been involved in more than one WA probate in which
a special needs trust (first-party) was established by the court before distribution to a beneficiary with a disability. So, even though the beneficiary’s interest may have vested, it’s not too late to establish the SNT before distribution.
<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black"> <o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black">Candace Wilkerson<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black"> <o:p></o:p></span></p>
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<p class="MsoNormal"><b><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black">From:</span></b><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black">
<a href="mailto:wsbapt-bounces@lists.wsbarppt.com"><u><span style="color:blue">wsbapt-bounces@lists.wsbarppt.com</span></u></a> <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com"><u><span style="color:blue">wsbapt-bounces@lists.wsbarppt.com</span></u></a>>
<b>On Behalf Of </b>Diane J. Kiepe<br>
<b>Sent:</b> Monday, September 9, 2019 1:35 PM<br>
<b>To:</b> WSBA Probate & Trust Listserve <<a href="mailto:wsbapt@lists.wsbarppt.com"><u><span style="color:blue">wsbapt@lists.wsbarppt.com</span></u></a>><br>
<b>Subject:</b> Re: [WSBAPT] PR duty as to Will beneficiary on State assistance<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black"> <o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black">Some states (and I think CA but disclosure – I’m not licensed there) would consider the interest vested for determining if the trust were “self-settled” or “third-party
trust” where the testamentary document does not put the money into trust by the testamentary document’s terms but is put there by either a process like TEDRA or by Court Order (I believe CA has a court process). The goal is to not disqualify the beneficiary
but at the same time require formalities to be recognized. As such some states allow the process to pass from estate to trust but (absent SNT language) consider the Trust a self- settled trust. As you likely know the self-settled is subject to estate recovery.<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black"> <o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black">Best of luck,<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black"> <o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black">Diane J. Kiepe<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black"> <o:p></o:p></span></p>
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<p class="MsoNormal"><b><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black">From:</span></b><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black">
<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank"><u><span style="color:blue">wsbapt-bounces@lists.wsbarppt.com</span></u></a> <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank"><u><span style="color:blue">wsbapt-bounces@lists.wsbarppt.com</span></u></a>>
<b>On Behalf Of </b><a href="mailto:michael@westseattleattorney.com" target="_blank"><u><span style="color:blue">michael@westseattleattorney.com</span></u></a><br>
<b>Sent:</b> Monday, September 9, 2019 12:45 PM<br>
<b>To:</b> WSBA Probate & Trust Listserve <<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank"><u><span style="color:blue">wsbapt@lists.wsbarppt.com</span></u></a>><br>
<b>Subject:</b> [WSBAPT] PR duty as to Will beneficiary on State assistance<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black"> <o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:black">Does PR have a duty to not give inheritance to decedent's child who is on state aid (CA) and or have the funds to go to a special needs trust? Further, once
the father has died did the money vest in the child and therefore its too late to put into a special needs trust? </span><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:black">Thanks</span><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:black">Mike</span><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:black"> </span><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black"><o:p></o:p></span></p>
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