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<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">Hi Margaret –
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif"> I think the whole thing could be handled outside of probate with a TEDRA agreement. Specify that the agreement is a resolution of a dispute over the testator’s intent (so that
the distribution is from the estate). You can even file the TEDRA agreement under a cause number that is set up for a TEDRA Agreement filing only. I think the cost is $20.00<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">Regards, <o:p>
</o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">Mark<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">Mark C. Vohr<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">Ohana Fiduciary Corp.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">Ohana Financial Services<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">A Washington Trust Company<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">Mark C. Vohr, J.D., CPG, Principal<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">PO Box 33710 Seattle, WA 98133<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">T: (206) 782-1189 F: (206) 782-1434<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">mcv@ohanafc.com www.ohanafc.com<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Times New Roman",serif"><o:p> </o:p></span></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>delp@whidbey.net<br>
<b>Sent:</b> Thursday, October 17, 2019 1:11 PM<br>
<b>To:</b> Elder Law Section <elder-law-section@list.wsba.org>; 'WSBA Probate & Trust Listserv' <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> [WSBAPT] funding trust with nonprobate assets<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Hello everyone: I am working on an estate in which the decedent designated his son as a Transfer on Death beneficiary of
<u>all </u>of his assets. Son transfers all of these financial accounts into his own name. Then, Son meets with me and shows me his dad’s Will which gives $50,000 to a Special Needs Trust (SNT) for the daughter of the decedent. Son is absolutely certain that
funding the SNT was what his dad wanted, notwithstanding the beneficiary designations on all the financial accounts to the contrary. Son is named Personal Representative in the Will and Trustee of the SNT. Can son transfer funds, now in his name, to fund
the SNT? Is it necessary open a probate to do this? Probate or not, how would we document that the transfer from the Son to the SNT account is a distribution from the estate and not a gift from the son?<o:p></o:p></p>
<p class="MsoNormal">I appreciate your thoughts.<o:p></o:p></p>
<p class="MsoNormal">Thank you,<o:p></o:p></p>
<p class="MsoNormal">Margaret<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">--<o:p></o:p></p>
<p class="MsoNormal">Law Office of Margaret Delp<o:p></o:p></p>
<p class="MsoNormal">Mailing address:<o:p></o:p></p>
<p class="MsoNormal">PO Box 292<o:p></o:p></p>
<p class="MsoNormal">Langley, WA 98260<o:p></o:p></p>
<p class="MsoNormal">Physical Address:<o:p></o:p></p>
<p class="MsoNormal">2815 Howard Road, Second Floor<o:p></o:p></p>
<p class="MsoNormal">Langley, WA 98260<o:p></o:p></p>
<p class="MsoNormal">Telephone: 360-579-4530<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
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