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<p class="MsoNormal">I have requested a particular GAL in some cases, and my request was granted; if I didn’t choose a specific person, it appears that the court just picked the next person on the list.<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"><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black">Top Ranked Law Firm for 2015 by Fortune Magazine and American Lawyer Media</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:10.0pt;color:black">Candace Wilkerson<b> |</b> Senior Associate</span><b><span style="font-size:10.0pt;color:red"> </span></b><b><span style="font-size:10.0pt;color:#484848">|
</span></b><span style="font-size:10.0pt;color:black">Wong Fleming </span><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> Tuesday, September 10, 2019 2:05 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 class="mceitemhidden"><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:black">Thanks</span></span><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"><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"><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:black"><img border="0" width="500" height="100" style="width:5.2083in;height:1.0416in" id="sigimg0" src="cid:image005.png@01D568A4.21BF7B60"><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 class="mceitemhidden"><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:black">-------- Original Message --------</span></span><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:black"><br>
<span class="mceitemhidden">Subject: Re: [</span><span class="mceitemhiddenspellword">WSBAPT</span><span class="mceitemhidden">] PR duty as to Will beneficiary on State assistance</span><br>
<span class="mceitemhidden">From: </span><span class="mceitemhiddenspellword">Setareh</span><span class="mceitemhidden">
</span><span class="mceitemhiddenspellword">Mahmoodi</span><span class="mceitemhidden"> <<a href="mailto:mahmoodi.setareh@gmail.com">mahmoodi.setareh@gmail.com</a>></span><br>
<span class="mceitemhidden">Date: Tue, September 10, 2019 1:42 pm</span><br>
<span class="mceitemhidden">To: "</span><span class="mceitemhiddenspellword">WSBA</span><span class="mceitemhidden"> Probate & Trust
</span><span class="mceitemhiddenspellword">Listserv</span><span class="mceitemhidden">" <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>></span><o:p></o:p></span></p>
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<p class="MsoNormal"><span class="mceitemhidden"><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:black">I was given the choice last time I had to get a GAL. She gave me the list and asked me to choose a GAL. Not sure if the process has
changed or not. </span></span><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:black"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span class="mceitemhidden"><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:black">On Tue,
</span></span><span class="mceitemhiddenspellword"><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:black">Sep</span></span><span class="mceitemhidden"><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:black"> 10, 2019
at 9:03 AM <</span></span><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:black"><a href="mailto:michael@westseattleattorney.com" target="_blank"><span class="mceitemhidden">michael@westseattleattorney.com</span></a><span class="mceitemhidden">>
wrote:</span><o:p></o:p></span></p>
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<p class="MsoNormal"><span class="mceitemhidden"><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:black">Thanks - just to clarify re GAL list, does Commissioner choose and is choice based upon who is next on the List or can you ask for
a specific person?</span></span><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"><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"><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:black"><img border="0" width="500" height="100" style="width:5.2083in;height:1.0416in" id="gmail-m_-921867485076037643sigimg0" src="cid:image005.png@01D568A4.21BF7B60"><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 class="mceitemhidden"><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:black">-------- Original Message --------</span></span><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:black"><br>
<span class="mceitemhidden">Subject: Re: [</span><span class="mceitemhiddenspellword">WSBAPT</span><span class="mceitemhidden">] PR duty as to Will beneficiary on State assistance</span><br>
<span class="mceitemhidden">From: </span><span class="mceitemhiddenspellword">Setareh</span><span class="gmail-m-921867485076037643mceitemhidden">
</span><span class="mceitemhiddenspellword">Mahmoodi</span><span class="mceitemhidden"> <</span><span class="gmail-m-921867485076037643mceitemhidden"><a href="mailto:mahmoodi.setareh@gmail.com" target="_blank"><span class="mceitemhidden">mahmoodi.setareh@gmail.com</span></a></span><span class="mceitemhidden">></span><br>
<span class="mceitemhidden">Date: Mon, September 09, 2019 6:07 pm</span><br>
<span class="mceitemhidden">To: "</span><span class="mceitemhiddenspellword">WSBA</span><span class="mceitemhidden"> Probate & Trust
</span><span class="mceitemhiddenspellword">Listserv</span><span class="mceitemhidden">" <</span><span class="gmail-m-921867485076037643mceitemhidden"><a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank"><span class="mceitemhidden">wsbapt@lists.wsbarppt.com</span></a></span><span class="mceitemhidden">></span><o:p></o:p></span></p>
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<p class="MsoNormal"><span class="mceitemhidden"><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:black">Hi Michael, </span></span><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:black"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span class="mceitemhidden"><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:black">I agree with Candace. I have done this before for beneficiaries. It also helps if everyone is on the same page and agrees, you could
do a binding non-judicial agreement between all parties and request the court establish a
</span></span><span class="mceitemhiddenspellword"><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:black">SNT</span></span><span class="mceitemhidden"><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:black">. King county
does have a list for </span></span><span class="mceitemhiddenspellword"><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:black">GALs</span></span><span class="mceitemhidden"><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:black">.
One of my favorite </span></span><span class="mceitemhiddenspellword"><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:black">GALs</span></span><span class="mceitemhidden"><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:black">
I've worked with in the past in King County is Roger </span></span><span class="mceitemhiddenspellword"><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:black">Kohn</span></span><span class="mceitemhidden"><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:black">. </span></span><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:black"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span class="mceitemhidden"><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:black">Feel free to call if you have any questions. </span></span><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:black"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span class="mceitemhiddenspellword"><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:black">Setareh</span></span><span class="mceitemhidden"><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:black"> </span></span><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:black"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span class="mceitemhidden"><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:black">On Mon,
</span></span><span class="mceitemhiddenspellword"><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:black">Sep</span></span><span class="mceitemhidden"><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:black"> 9, 2019
at 5:26 PM Candace Wilkerson <</span></span><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:black"><a href="mailto:cwilkerson@wongfleming.com" target="_blank"><span class="mceitemhidden">cwilkerson@wongfleming.com</span></a><span class="mceitemhidden">>
wrote:</span><o:p></o:p></span></p>
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<p class="MsoNormal"><span class="mceitemhidden"><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black">Hi Michael,</span></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 class="mceitemhidden"><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black"> </span></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 class="mceitemhidden"><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black">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
</span></span><span class="mceitemhiddenspellword"><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black">SNT</span></span><span class="mceitemhidden"><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black"> be established
for the beneficiary. </span></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 class="mceitemhidden"><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black"> </span></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 class="mceitemhidden"><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black">Let me know offline if you’d like my experience with this.</span></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 class="mceitemhidden"><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black"> </span></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 class="mceitemhidden"><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black">Candace Wilkerson</span></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 class="mceitemhidden"><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black"> </span></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 class="mceitemhidden"><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black"> </span></span><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black"><o:p></o:p></span></p>
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<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank"><span class="mceitemhidden">wsbapt-bounces@lists.wsbarppt.com</span></a><span class="mceitemhidden"> <</span><a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank"><span class="mceitemhidden">wsbapt-bounces@lists.wsbarppt.com</span></a><span class="mceitemhidden">>
<b>On Behalf Of </b></span><a href="mailto:michael@westseattleattorney.com" target="_blank"><span class="mceitemhidden">michael@westseattleattorney.com</span></a><br>
<span class="mceitemhidden"><b>Sent:</b> Monday, September 9, 2019 3:35 PM</span><br>
<span class="mceitemhidden"><b>To:</b></span><span class="gmail-m-921867485076037643mceitemhidden">
</span><span class="mceitemhiddenspellword">WSBA</span><span class="mceitemhidden"> Probate & Trust
</span><span class="mceitemhiddenspellword">Listserv</span><span class="mceitemhidden"> <</span><a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank"><span class="mceitemhidden">wsbapt@lists.wsbarppt.com</span></a><span class="mceitemhidden">></span><br>
<span class="mceitemhidden"><b>Subject:</b> Re: [</span><span class="mceitemhiddenspellword">WSBAPT</span><span class="mceitemhidden">] PR duty as to Will beneficiary on State assistance</span><o:p></o:p></span></p>
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<p class="MsoNormal"><span class="mceitemhidden"><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:black">Hi: WA probate and one child is in CA. Thanks </span></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 class="mceitemhidden"><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:black">-------- Original Message --------</span></span><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:black"><br>
<span class="mceitemhidden">Subject: Re: [</span><span class="mceitemhiddenspellword">WSBAPT</span><span class="mceitemhidden">] PR duty as to Will beneficiary on State assistance</span><br>
<span class="mceitemhidden">From: Candace Wilkerson <</span><a href="mailto:cwilkerson@wongfleming.com" target="_blank"><span class="mceitemhidden"><span style="color:windowtext">cwilkerson@wongfleming.com</span></span></a><span class="mceitemhidden">></span><br>
<span class="mceitemhidden">Date: Mon, September 09, 2019 3:05 pm</span><br>
<span class="mceitemhidden">To: </span><span class="mceitemhiddenspellword">WSBA</span><span class="mceitemhidden"> Probate & Trust
</span><span class="mceitemhiddenspellword">Listserv</span><span class="mceitemhidden"> <</span><a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank"><span class="mceitemhidden"><span style="color:windowtext">wsbapt@lists.wsbarppt.com</span></span></a><span class="mceitemhidden">></span></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 class="mceitemhidden"><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
</span></span><span class="mceitemhiddenspellword"><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black">SNT</span></span><span class="mceitemhidden"><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black"> before distribution.
</span></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 class="mceitemhidden"><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black">Candace Wilkerson</span></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 class="mceitemhidden"><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black"> </span></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 class="mceitemhidden"><b><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black">From:</span></b></span><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black">
<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank"><span class="mceitemhidden">wsbapt-bounces@lists.wsbarppt.com</span></a><span class="mceitemhidden"> <</span><a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank"><span class="mceitemhidden">wsbapt-bounces@lists.wsbarppt.com</span></a><span class="mceitemhidden">>
<b>On Behalf Of </b>Diane J. </span><span class="mceitemhiddenspellword">Kiepe</span><br>
<span class="mceitemhidden"><b>Sent:</b> Monday, September 9, 2019 1:35 PM</span><br>
<span class="mceitemhidden"><b>To:</b></span><span class="gmail-m-921867485076037643mceitemhidden">
</span><span class="mceitemhiddenspellword">WSBA</span><span class="mceitemhidden"> Probate & Trust
</span><span class="mceitemhiddenspellword">Listserve</span><span class="mceitemhidden"> <</span><a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank"><span class="mceitemhidden">wsbapt@lists.wsbarppt.com</span></a><span class="mceitemhidden">></span><br>
<span class="mceitemhidden"><b>Subject:</b> Re: [</span><span class="mceitemhiddenspellword">WSBAPT</span><span class="mceitemhidden">] PR duty as to Will beneficiary on State assistance</span><o:p></o:p></span></p>
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<p class="MsoNormal"><span class="mceitemhidden"><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black"> </span></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 class="mceitemhidden"><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
</span></span><span class="mceitemhiddenspellword"><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black">SNT</span></span><span class="mceitemhidden"><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black"> language)
consider the Trust a self- settled trust. As you likely know the self-settled is subject to estate recovery.</span></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 class="mceitemhidden"><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black"> </span></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 class="mceitemhidden"><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black">Best of luck,</span></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 class="mceitemhidden"><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black"> </span></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 class="mceitemhidden"><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black">Diane J.
</span></span><span class="mceitemhiddenspellword"><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black">Kiepe</span></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 class="mceitemhidden"><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black"> </span></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 class="mceitemhidden"><b><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black">From:</span></b></span><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black">
<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank"><span class="mceitemhidden">wsbapt-bounces@lists.wsbarppt.com</span></a><span class="mceitemhidden"> <</span><a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank"><span class="mceitemhidden">wsbapt-bounces@lists.wsbarppt.com</span></a><span class="mceitemhidden">>
<b>On Behalf Of </b></span><a href="mailto:michael@westseattleattorney.com" target="_blank"><span class="mceitemhidden">michael@westseattleattorney.com</span></a><br>
<span class="mceitemhidden"><b>Sent:</b> Monday, September 9, 2019 12:45 PM</span><br>
<span class="mceitemhidden"><b>To:</b></span><span class="gmail-m-921867485076037643mceitemhidden">
</span><span class="mceitemhiddenspellword">WSBA</span><span class="mceitemhidden"> Probate & Trust
</span><span class="mceitemhiddenspellword">Listserve</span><span class="mceitemhidden"> <</span><a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank"><span class="mceitemhidden">wsbapt@lists.wsbarppt.com</span></a><span class="mceitemhidden">></span><br>
<span class="mceitemhidden"><b>Subject:</b> [</span><span class="mceitemhiddenspellword">WSBAPT</span><span class="mceitemhidden">] PR duty as to Will beneficiary on State assistance</span><o:p></o:p></span></p>
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<p class="MsoNormal"><span class="mceitemhidden"><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black"> </span></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 class="mceitemhidden"><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><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 class="mceitemhidden"><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:black">Thanks</span></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 class="mceitemhidden"><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:black">Mike</span></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 class="mceitemhidden"><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:black"> </span></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"><img border="0" width="500" height="100" style="width:5.2083in;height:1.0416in" id="gmail-m_-921867485076037643m_9085978616980204129gmail-m_5890071451011531543_x005f_x0000_i1026" src="cid:image005.png@01D568A4.21BF7B60"></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 class="mceitemhidden"><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:black">***Disclaimer: Please note that
</span></span><span class="mceitemhiddenspellword"><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:black">RPPT</span></span><span class="gmail-m-921867485076037643mceitemhidden"><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:black">
</span></span><span class="mceitemhiddenspellword"><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:black">listserv</span></span><span class="mceitemhidden"><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:black"> participation
is not restricted to practicing attorneys and may include non-practicing attorneys, law students, professionals working in related fields, and others.***</span></span><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:black"><br>
<span class="mceitemhidden">_______________________________________________</span><br>
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</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 class="mceitemhidden"><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:black">***Disclaimer: Please note that
</span></span><span class="mceitemhiddenspellword"><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:black">RPPT</span></span><span class="gmail-m-921867485076037643mceitemhidden"><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:black">
</span></span><span class="mceitemhiddenspellword"><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:black">listserv</span></span><span class="mceitemhidden"><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:black"> participation
is not restricted to practicing attorneys and may include non-practicing attorneys, law students, professionals working in related fields, and others.***</span></span><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:black"><br>
<span class="mceitemhidden">_______________________________________________</span><br>
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<a href="mailto:WSBAPT@lists.wsbarppt.com" target="_blank"><span class="mceitemhidden">WSBAPT@lists.wsbarppt.com</span></a><br>
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<p class="MsoNormal" style="background:white"><span class="mceitemhidden"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black">Best regards, </span></b></span><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal" style="background:white"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black"><o:p> </o:p></span></p>
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<p class="MsoNormal" style="background:white"><span class="mceitemhiddenspellword"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black">Setareh</span></b></span><span class="gmail-m-921867485076037643mceitemhidden"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black">
</span></b></span><span class="mceitemhiddenspellword"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black">Mahmoodi</span></b></span><span class="mceitemhidden"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black"> </span></b></span><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal" style="background:white"><span class="mceitemhidden"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black">Attorney at Law </span></b></span><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal" style="background:white"><span class="mceitemhidden"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black">18222 104th Ave NE, Suite 103</span></b></span><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal" style="background:white"><span class="mceitemhiddenspellword"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black">Bothell</span></b></span><span class="mceitemhidden"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black">,
WA 98011</span></b></span><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal" style="background:white"><span class="mceitemhidden"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black">Phone: 425-806-1500</span></b></span><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal" style="background:white"><span class="mceitemhidden"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black">Fax: 425-489-4142 (Please email documents if at all possible)</span></b></span><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal" style="background:white"><span class="mceitemhidden"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black">Email:
</span></b></span><span class="gmail-m-921867485076037643mceitemhidden"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black"><a href="mailto:SM@LawOfficesofSM.com" target="_blank"><span class="mceitemhidden">SM@LawOfficesofSM.com</span></a></span></b></span><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal" style="background:white"><span class="mceitemhidden"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black">Website: </span></b></span><b><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:black"><a href="http://www.lawofficesofsm.com/" target="_blank"><span class="mceitemhidden">http://www.lawofficesofsm.com/</span></a></span></b><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal" style="background:white"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black"><o:p> </o:p></span></p>
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<p class="MsoNormal" style="background:white"><span class="mceitemhidden"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black">CONFIDENTIALITY NOTICE:</span></b></span><span class="mceitemhidden"><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:black"> This
email message and any attachments is a transmission from the law firm and is intended for the recipient only. It may contain information that is confidential and legally protected by the attorney-client, work product and/or other privileges. If you are not
the designated or intended recipient, please destroy the message without disclosing any of its contents and notify us immediately by reply email or by calling (425) 806-1500.</span></span><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal" style="background:white"><span class="mceitemhidden"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black">Pursuant to U.S. Treasury Department Regulations, we are now required to advise you that, unless otherwise expressly
indicated, any federal tax advice contained in this communication, including attachments and enclosures, is not intended or written to be used, and may not be used, for the purpose of (i) avoiding tax-related penalties under the Internal Revenue Code or (ii)
promoting, marketing or recommending to another party any tax-related matters addressed herein.</span></span><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black"><o:p></o:p></span></p>
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<hr size="2" width="100%" align="center">
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<p class="MsoNormal"><span class="mceitemhidden"><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:black">***Disclaimer: Please note that
</span></span><span class="mceitemhiddenspellword"><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:black">RPPT</span></span><span class="gmail-m-921867485076037643mceitemhidden"><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:black">
</span></span><span class="mceitemhiddenspellword"><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:black">listserv</span></span><span class="mceitemhidden"><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:black"> participation
is not restricted to practicing attorneys and may include non-practicing attorneys, law students, professionals working in related fields, and others.***</span></span><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:black"><br>
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<span class="gmail-m-921867485076037643mceitemhidden"><a href="http://mailman.fsr.com/mailman/listinfo/wsbapt" target="_blank"><span class="mceitemhidden">http://mailman.fsr.com/mailman/listinfo/wsbapt</span></a>
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<p class="MsoNormal"><span class="mceitemhidden"><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:black">***Disclaimer: Please note that
</span></span><span class="mceitemhiddenspellword"><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:black">RPPT</span></span><span class="mceitemhidden"><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:black">
</span></span><span class="mceitemhiddenspellword"><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:black">listserv</span></span><span class="mceitemhidden"><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:black"> participation
is not restricted to practicing attorneys and may include non-practicing attorneys, law students, professionals working in related fields, and others.***</span></span><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:black"><br>
<span class="mceitemhidden">_______________________________________________</span><br>
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<a href="mailto:WSBAPT@lists.wsbarppt.com" target="_blank"><span class="mceitemhidden">WSBAPT@lists.wsbarppt.com</span></a><br>
<a href="http://mailman.fsr.com/mailman/listinfo/wsbapt" target="_blank"><span class="mceitemhidden">http://mailman.fsr.com/mailman/listinfo/wsbapt</span></a><o:p></o:p></span></p>
</blockquote>
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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:black"><br clear="all">
<br>
<span class="mceitemhidden">-- </span><o:p></o:p></span></p>
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<p class="MsoNormal" style="background:white"><span class="mceitemhidden"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black">Best regards, </span></b></span><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black"><o:p></o:p></span></p>
</div>
<div style="margin-top:6.0pt">
<p class="MsoNormal" style="background:white"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black"><o:p> </o:p></span></p>
</div>
<div style="margin-top:6.0pt">
<p class="MsoNormal" style="background:white"><span class="mceitemhiddenspellword"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black">Setareh</span></b></span><span class="mceitemhidden"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black">
</span></b></span><span class="mceitemhiddenspellword"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black">Mahmoodi</span></b></span><span class="mceitemhidden"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black"> </span></b></span><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal" style="background:white"><span class="mceitemhidden"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black">Attorney at Law </span></b></span><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal" style="background:white"><span class="mceitemhidden"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black">18222 104th Ave NE, Suite 103</span></b></span><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal" style="background:white"><span class="mceitemhiddenspellword"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black">Bothell</span></b></span><span class="mceitemhidden"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black">,
WA 98011</span></b></span><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal" style="background:white"><span class="mceitemhidden"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black">Phone: 425-806-1500</span></b></span><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black"><o:p></o:p></span></p>
</div>
<div style="margin-top:6.0pt">
<p class="MsoNormal" style="background:white"><span class="mceitemhidden"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black">Fax: 425-489-4142 (Please email documents if at all possible)</span></b></span><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black"><o:p></o:p></span></p>
</div>
<div style="margin-top:6.0pt">
<p class="MsoNormal" style="background:white"><span class="mceitemhidden"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black">Email:
<a href="mailto:SM@LawOfficesofSM.com">SM@LawOfficesofSM.com</a></span></b></span><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black"><o:p></o:p></span></p>
</div>
<div style="margin-top:6.0pt">
<p class="MsoNormal" style="background:white"><span class="mceitemhidden"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black">Website: </span></b></span><b><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:black"><a href="http://www.lawofficesofsm.com/" target="_blank"><span class="mceitemhidden">http://www.lawofficesofsm.com/</span></a></span></b><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:black"><o:p></o:p></span></p>
</div>
<div style="margin-top:6.0pt">
<p class="MsoNormal" style="background:white"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black"><o:p> </o:p></span></p>
</div>
<div style="margin-top:6.0pt">
<p class="MsoNormal" style="background:white"><span class="mceitemhidden"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black">CONFIDENTIALITY NOTICE:</span></b></span><span class="mceitemhidden"><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:black"> This
email message and any attachments is a transmission from the law firm and is intended for the recipient only. It may contain information that is confidential and legally protected by the attorney-client, work product and/or other privileges. If you are not
the designated or intended recipient, please destroy the message without disclosing any of its contents and notify us immediately by reply email or by calling (425) 806-1500.</span></span><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:black"><o:p></o:p></span></p>
</div>
<div style="margin-top:6.0pt">
<p class="MsoNormal" style="background:white"><span class="mceitemhidden"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black">Pursuant to U.S. Treasury Department Regulations, we are now required to advise you that, unless otherwise expressly
indicated, any federal tax advice contained in this communication, including attachments and enclosures, is not intended or written to be used, and may not be used, for the purpose of (i) avoiding tax-related penalties under the Internal Revenue Code or (ii)
promoting, marketing or recommending to another party any tax-related matters addressed herein.</span></span><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black"><o:p></o:p></span></p>
</div>
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</div>
<div class="MsoNormal" align="center" style="text-align:center"><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:black">
<hr size="2" width="100%" align="center">
</span></div>
<p class="MsoNormal"><span class="mceitemhidden"><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:black">***Disclaimer: Please note that
</span></span><span class="mceitemhiddenspellword"><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:black">RPPT</span></span><span class="mceitemhidden"><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:black">
</span></span><span class="mceitemhiddenspellword"><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:black">listserv</span></span><span class="mceitemhidden"><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:black"> participation
is not restricted to practicing attorneys and may include non-practicing attorneys, law students, professionals working in related fields, and others.***</span></span><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:black"><br>
<span class="mceitemhidden">_______________________________________________</span><br>
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