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</o:shapelayout></xml><![endif]--></head><body lang=EN-US link="#0563C1" vlink="#954F72"><div class=WordSection1><p class=MsoNormal>Hi Jane- Does the funding through probate mean you can’t fund the testamentary special needs trust with a “pour over” RLT? I’ve heard that where client already has a well funded RLT, and a spouse that may need a SNT, some attorneys use a contingent bequest in RLT to trustee of testamentary SNT. I never heard whether that actually worked and the funding issue seems like it might be a problem. Thanks, Cy <o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal><i>Cyrus W. Field, Attorney at Law (admitted in Washington and Oregon)<o:p></o:p></i></p><p class=MsoNormal><i>phone: 360-472-1223 Mail: POB 367, Shaw Island, WA 98286 Office: 640 Mullis St. Friday Harbor, WA</i><o:p></o:p></p><p class=MsoNormal><span style='font-size:8.0pt'>******************************************************************<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:8.0pt'>The information contained in this e-mail message, including attachments, may be privileged, confidential and protected from disclosure. If you are not the intended recipient, any dissemination, distribution or copying is strictly prohibited. If you think you have received this e-mail in error, please e-mail the sender at cyfield@rockisland.com and destroy or delete the original and any copies. <o:p></o:p></span></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal><o:p> </o:p></p><div><div style='border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in'><p class=MsoNormal><b>From:</b> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com> <b>On Behalf Of </b>Jane Bitz<br><b>Sent:</b> Wednesday, April 22, 2020 5:30 PM<br><b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br><b>Subject:</b> [ADV] Re: [WSBAPT] Conditional RLT bequest<o:p></o:p></p></div></div><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal><span style='font-size:14.0pt'>Ken:<o:p></o:p></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. <o:p></o:p></span></p><p class=MsoNormal><span style='font-size:14.0pt'>Jane.<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:14.0pt'><o:p> </o:p></span></p><div><p class=MsoNormal>Jane G. Bitz<o:p></o:p></p><p class=MsoNormal>Of Counsel<o:p></o:p></p><p class=MsoNormal>Wolff, Hislop & Crockett, PLLC<o:p></o:p></p><p class=MsoNormal>12209 E. Mission Ave, Suite 5<o:p></o:p></p><p class=MsoNormal>Spokane Valley, WA 99206-4824<o:p></o:p></p><p class=MsoNormal>(509) 927-9700 x126<o:p></o:p></p><p class=MsoNormal>FAX: (509) 777-1800<o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal><span style='font-size:12.0pt;font-family:"Times New Roman",serif;color:#1F497D'><img width=191 height=96 style='width:1.9861in;height:1.0in' id="Picture_x0020_1" src="cid:image001.jpg@01D61958.0DCD8EC0" alt="image001 (4)"></span><span style='color:black'><img width=115 height=100 style='width:1.1944in;height:1.0416in' id="Picture_x0020_2" src="cid:image002.png@01D61958.0DCD8EC0"><img width=273 height=96 style='width:2.8472in;height:1.0in' id="Picture_x0020_3" src="cid:image003.jpg@01D61958.0DCD8EC0"></span><o:p></o:p></p><p class=MsoNormal><b><i><span style='font-size:12.0pt;color:#2F5496'>THE CONTENTS OF THIS ELECTRONIC MAIL ARE CONFIDENTIAL AND PROTECTED BY THE ATTORNEY-CLIENT PRIVILEGE OR OTHER APPLICABLE PROTECTION.</span></i></b><i><span style='font-size:12.0pt;color:#2F5496'> Any review, use, distribution or disclosure by others is strictly prohibited. <u>If you have received this electronic mail in error</u>, <b>PLEASE NOTIFY ME BY E-MAIL, FAX OR TELEPHONE and PROMPTLY DELETE</b> this electronic mail. This mail cannot be modified without express written consent of Wolff, Hislop & Crockett, PLLC. Thank You.<o:p></o:p></span></i></p></div><p class=MsoNormal><span style='font-size:14.0pt'><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>From:</b> <a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a> <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a>> <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 <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br><b>Subject:</b> [WSBAPT] Conditional RLT bequest<o:p></o:p></p></div></div><p class=MsoNormal><o:p> </o:p></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?<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:14.0pt'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:14.0pt'>Ken Luce<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:14.0pt'>253-922-8724<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:14.0pt'>Tacoma, Washington<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:14.0pt'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:14.0pt'><o:p> </o:p></span></p></div></body></html>