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<div dir="auto">Excellent, thanks</div>
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<div dir="auto" style="font-size:85%; color:#575757">Sent from my Verizon, Samsung Galaxy smartphone</div>
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<div>-------- Original message --------</div>
<div>From: Jane Bitz <jbitz@whc-attorneys.com> </div>
<div>Date: 4/22/20 5:36 PM (GMT-08:00) </div>
<div>To: WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com> </div>
<div>Subject: Re: [WSBAPT] Conditional RLT bequest </div>
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<p class="MsoNormal"><span style="font-size:14.0pt">Ken:</span></p>
<p class="MsoNormal"><span style="font-size:14.0pt">That will work except if the Trust is being contemplated for a surviving spouse. In that case the Supplemental Needs Trust MUST be created in the Last Will of their spouse and it must be funded through the
probate of that Will. </span></p>
<p class="MsoNormal"><span style="font-size:14.0pt">Jane.</span></p>
<p class="MsoNormal"><span style="font-size:14.0pt"> </span></p>
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<p class="MsoNormal">Jane G. Bitz</p>
<p class="MsoNormal">Of Counsel</p>
<p class="MsoNormal">Wolff, Hislop & Crockett, PLLC</p>
<p class="MsoNormal">12209 E. Mission Ave, Suite 5</p>
<p class="MsoNormal">Spokane Valley, WA 99206-4824</p>
<p class="MsoNormal">(509) 927-9700 x126</p>
<p class="MsoNormal">FAX: (509) 777-1800</p>
<p class="MsoNormal"> </p>
<p class="MsoNormal"><span style="font-size:12.0pt; font-family:"Times New Roman",serif; color:#1F497D"><img width="191" height="96" id="Picture_x0020_1" src="cid:image001.jpg@01D618CB.9CE32D50" alt="image001 (4)" style="width:1.9895in; height:1.0in"></span><span style="color:black"><img width="115" height="100" id="Picture_x0020_2" src="cid:image004.png@01D618CB.9CF30BD0" style="width:1.1979in; height:1.0416in"><img width="273" height="96" id="Picture_x0020_3" src="cid:image003.jpg@01D618CB.9CE32D50" style="width:2.8437in; height:1.0in"></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>Ken Luce<br>
<b>Sent:</b> Wednesday, April 22, 2020 4:06 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> [WSBAPT] Conditional RLT bequest</p>
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<p class="MsoNormal"> </p>
<p class="MsoNormal"><span style="font-size:14.0pt">Can a bequest in a RLT be conditioned such that the estate goes to the person unless they are on or in need of a federally funded program for assistance such as Medicaid and if so into a special needs trust?</span></p>
<p class="MsoNormal"><span style="font-size:14.0pt"> </span></p>
<p class="MsoNormal"><span style="font-size:14.0pt">Ken Luce</span></p>
<p class="MsoNormal"><span style="font-size:14.0pt">253-922-8724</span></p>
<p class="MsoNormal"><span style="font-size:14.0pt">Tacoma, Washington</span></p>
<p class="MsoNormal"><span style="font-size:14.0pt"> </span></p>
<p class="MsoNormal"><span style="font-size:14.0pt"> </span></p>
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