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--></style></head><body lang="EN-US" link="#0563C1" vlink="#954F72"><div class="WordSection1"><p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#1f497d">All, </span></p><p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#1f497d"> </span></p><p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#1f497d">I would like to opine that the primary reason to have a Trust Protector is if you have concerns about the Trustee(s). In my experience, a Trust Protector only adds another layer of complexity for minimal usefulness. I am personally opposed to legal counsel that drafts the Trust as appointing themselves Trust Protector for several reasons; but to me it is unethical. It can also make it difficult when a Trustor moves their situs and the Trust Protector is in California for example and the Trustor and/or Trustee have moved to Washington. My preference would be if you can’t trust an individual Trustee, then an institutional Trustee would be a better and less complex solution. Just my 2 cents as an old guy.</span></p><p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#1f497d"> </span></p><p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#1f497d">Sincerely,</span></p><p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#1f497d"> </span></p><p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#1f497d">Tom</span></p><p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#1f497d"> </span></p><p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#1f497d">Thomas J. Westbrook</span></p><p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#1f497d">Attorney at Law</span></p><p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#1f497d"> </span></p><p class="MsoNormal"><span style="color:#1f497d"><img width="193" height="67" style="width:2.0083in;height:.7in" id="Picture_x0020_2" src="cid:image002.jpg@01D6399D.84CF86D0"></span><span style="font-family:"Arial",sans-serif;color:#1f497d"></span></p><p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#1f497d"> </span></p><p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#1f497d">Rodgers Kee Card & Strophy, P.S.</span></p><p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#1f497d">324 West Bay Drive NW, Suite 201</span></p><p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#1f497d">Olympia, Washington 98502</span></p><p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#1f497d"> </span></p><p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#1f497d">Phone: 360-352-8311</span></p><p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#1f497d">Facsimile: 360-352-8501</span></p><p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#1f497d">Email: </span><span style="color:#1f497d"><a href="mailto:tjw@buddbaylaw.com"><span style="font-family:"Arial",sans-serif">tjw@buddbaylaw.com</span></a></span><span style="font-family:"Arial",sans-serif;color:#1f497d"></span></p><p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#1f497d">Skype: thomas.westbrook</span></p><p class="MsoNormal"><span style="color:#1f497d"><a href="http://www.buddbaylaw.com/" target="_BLANK????"><span style="font-family:"Arial",sans-serif">www.buddbaylaw.com</span></a></span><span style="font-family:"Arial",sans-serif;color:#1f497d"></span></p><p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#1f497d"> </span></p><p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#1f497d">The information contained in this email and attachment(s) are for the exclusive use of the addressee(s) and may contain private, privileged and/or confidential information. If you are not the addressee, you are strictly prohibited from reading, photocopying, distributing or otherwise using this email or its contents in any way. If you have received this communication in error, please notify us immediately by telephone at 360-352-8311 or by e-mail to </span><span style="color:#1f497d"><a href="mailto:shannon@buddbaylaw.com"><span style="font-family:"Arial",sans-serif">shannon@buddbaylaw.com</span></a></span><span style="font-family:"Arial",sans-serif;color:#1f497d">, and destroy the original message from your electronic files.</span></p><p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#1f497d"> </span></p><p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#1f497d"> </span></p><p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#1f497d"> </span></p><p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#1f497d"> </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>Derek Jensen<br><b>Sent:</b> Wednesday, June 03, 2020 11:14 AM<br><b>To:</b> WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br><b>Subject:</b> Re: [WSBAPT] trust protector</p></div></div><p class="MsoNormal"> </p><p class="MsoNormal">Roger,</p><p class="MsoNormal"> </p><p class="MsoNormal">It is most common for me to use them for tax issues in longer-term or specialty irrevocable trusts. </p><p class="MsoNormal"> </p><p class="MsoNormal">However, they can be used in many situations, to list a few:</p><p class="MsoNormal"> </p><ul style="margin-top:0in" type="disc"><li class="MsoListParagraph" style="margin-left:0in">Increased peace of mind – if the grantor can’t act due to incapacity or death – the trust protector can.</li><li class="MsoListParagraph" style="margin-left:0in">More flexibility and confidence – limitations in the trust, state law, or tax code may prevent the grantor from changing the trust to, for example, change the trustee or alter the distribution provisions for a beneficiary. </li><li class="MsoListParagraph" style="margin-left:0in">Long-term protection of the trust assets – circumstances change, how do we address the fact that the beneficiary in a stable marriage may be going through a divorce? Other issues that could be addressed, the incapacity of a beneficiary, extravagant spending, or lawsuits.</li><li class="MsoListParagraph" style="margin-left:0in">Oversight and support of the trustee – as Mark described.</li><li class="MsoListParagraph" style="margin-left:0in">Easier resolution of disputes – between co-trustees, a trustee and a beneficiary, or between beneficiaries.</li><li class="MsoListParagraph" style="margin-left:0in">As an alternative to TEDRA for modifications and amendments. </li></ul><p class="MsoNormal"> </p><div><p class="MsoNormal" style="background:white"><span style="font-family:"Helvetica",sans-serif;color:#984806">Sincerely,</span></p><p class="MsoNormal" style="background:white"><span style="font-family:"Helvetica",sans-serif;color:#1f497d"> </span></p><p class="MsoNormal" style="background:white"><span style="font-size:14.0pt;font-family:"Helvetica",sans-serif;color:#984806">Derek W. Jensen, </span><span style="font-family:"Helvetica",sans-serif;color:#984806">JD, LLM</span></p><p class="MsoNormal" style="background:white"><span style="font-family:"Helvetica",sans-serif;color:#984806">Managing Attorney</span></p><p class="MsoNormal" style="background:white"><span style="font-family:"Helvetica",sans-serif;color:#1f497d"> </span></p><p class="MsoNormal" style="background:white"><span style="font-family:"Helvetica",sans-serif;color:#1f497d"> </span></p><p class="MsoNormal" style="background:white"><span style="font-size:10.0pt;font-family:"Helvetica",sans-serif;color:#17365d"><img border="0" width="191" height="63" style="width:1.9916in;height:.6583in" id="x_yiv2260976817Picture_x0020_1" src="cid:image003.png@01D6399D.84CF86D0" alt="New Logo.tif"></span></p><p class="MsoNormal" style="background:white"><span style="font-family:"Helvetica",sans-serif;color:#1f497d"> </span></p><p class="MsoNormal" style="background:white"><span style="font-size:10.0pt;font-family:"Helvetica",sans-serif;color:maroon">Jensen Law Office, PLLC</span></p><p class="MsoNormal" style="background:white"><span style="font-size:10.0pt;font-family:"Helvetica",sans-serif;color:maroon">1833 N 105<sup>th</sup> St., Suite 301</span></p><p class="MsoNormal" style="background:white"><span style="font-size:10.0pt;font-family:"Helvetica",sans-serif;color:maroon">Seattle, WA 98133</span></p><p class="MsoNormal" style="background:white"><span style="font-size:10.0pt;font-family:"Helvetica",sans-serif;color:maroon">Tel: 206-</span><span style="font-size:10.0pt;font-family:"Helvetica",sans-serif;color:#990000">547</span><span style="font-size:10.0pt;font-family:"Helvetica",sans-serif;color:maroon">-1412</span></p><p class="MsoNormal" style="background:white"><span style="font-family:"Helvetica",sans-serif;color:#1f497d"> </span></p><p class="MsoNormal" style="background:white"><span style="font-size:10.0pt;font-family:"Helvetica",sans-serif;color:maroon">8201 164th Ave NE, Suite 200</span></p><p class="MsoNormal" style="background:white"><span style="font-size:10.0pt;font-family:"Helvetica",sans-serif;color:maroon">Redmond, WA 98052</span></p><p class="MsoNormal" style="background:white"><span style="font-size:10.0pt;font-family:"Helvetica",sans-serif;color:maroon">Tel: (425) 698-2214</span></p><p class="MsoNormal" style="background:white"><span style="font-size:10.0pt;font-family:"Helvetica",sans-serif;color:maroon"> </span></p><p class="MsoNormal" style="background:white"><span style="font-size:10.0pt;font-family:"Helvetica",sans-serif;color:maroon">Find us on the web at <a href="http://www.jensenestatelaw.com/" target="_blank"><span style="color:blue">www.jensenestatelaw.com</span></a></span></p><p class="MsoNormal" style="background:white"><span style="font-family:"Helvetica",sans-serif;color:#1f497d"> </span></p></div><p class="MsoNormal"> </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>Mark Vohr<br><b>Sent:</b> Monday, June 1, 2020 10:23 AM<br><b>To:</b> WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br><b>Subject:</b> Re: [WSBAPT] trust protector</p></div></div><p class="MsoNormal"> </p><p class="MsoNormal"><span style="font-family:"Times New Roman",serif">Roger – As a professional trustee we have been seeing the instance of the use of trust protectors increasing over the last couple of years. I would say that we see them in about 10% of our trusts. It certainly would be a useful discussion to identify when one makes sense and where one does not. From the trustee’s perspective, I don’t particularly care whether we have one or not, although I do like to see them involved in a trust where the permissible distributee is challenged in their ability to review and understand an accounting and where there is no guardian. If counsel asks us, we are generally supportive of this appointment, particularly over the use of a co-trustee which can be more challenging administratively, particularly when the only reason for having a co-trustee is to monitor. </span></p><p class="MsoNormal"><span style="font-family:"Times New Roman",serif"> </span></p><p class="MsoNormal"><span style="font-family:"Times New Roman",serif">The only possible negative is that the appointment of a trust protector could increase the cost of administering the trust. Some trust companies work by the hour. Choosing an appropriate and effective trust protector could help manage this cost. In selecting a trust protector, it may be helpful to consider the reason there is a trust (the fundamental intent of the trust) and find a good match who understands that intent and the trustee’s fiduciary duty. </span></p><p class="MsoNormal"><span style="font-family:"Times New Roman",serif"> </span></p><div><p class="MsoNormal"><span style="font-family:"Times New Roman",serif">Regards, </span></p><p class="MsoNormal"><span style="font-family:"Times New Roman",serif"> </span></p><p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">Mark</span></p><p class="MsoNormal"><span style="font-family:"Times New Roman",serif"> </span></p><p class="MsoNormal"><span style="font-family:"Times New Roman",serif">Mark C. Vohr, Esq.</span></p><p class="MsoNormal"><span style="font-family:"Times New Roman",serif">Ohana Fiduciary Corp.</span></p><p class="MsoNormal"><span style="font-family:"Times New Roman",serif">Ohana Financial Services</span></p><p class="MsoNormal"><span style="font-family:"Times New Roman",serif">A Washington Trust Company</span></p><p class="MsoNormal"><span style="font-family:"Times New Roman",serif">Mark C. Vohr, J.D., CPG, Principal</span></p><p class="MsoNormal"><span style="font-family:"Times New Roman",serif">PO Box 33710 Seattle, WA 98133</span></p><p class="MsoNormal"><span style="font-family:"Times New Roman",serif">T: (206) 782-1189 F: (206) 782-1434</span></p><p class="MsoNormal"><span style="font-family:"Times New Roman",serif"><a href="mailto:mcv@ohanafc.com">mcv@ohanafc.com</a> <a href="http://www.ohanafc.com">www.ohanafc.com</a></span></p></div><p class="MsoNormal"><span style="font-family:"Times New Roman",serif"> </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>Roger Hawkes<br><b>Sent:</b> Sunday, May 31, 2020 2:50 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] trust protector</p></div></div><p class="MsoNormal"> </p><p class="MsoNormal">Just curious: under what circumstances, and how frequently, do the rest of you include trust protectors in your estate plans?</p><p class="MsoNormal"> </p><p class="MsoNormal">Roger Hawkes, WSBA # 5173</p><p class="MsoNormal">Shoreline Office: 19944 Ballinger Way NE</p><p class="MsoNormal"> Shoreine, WA 98155</p><p class="MsoNormal">Sultan Office: 423 Main</p><p class="MsoNormal"> Sultan, WA 98294</p><p class="MsoNormal"> </p><p class="MsoNormal">Phone: 206 367 5000; fax: 206 367 4005</p><p class="MsoNormal">Email: <a href="mailto:roger@law-hawks.com">roger@law-hawks.com</a> </p><p class="MsoNormal">Web site: <a href="http://www.hawkeslawfirm">www.hawkeslawfirm</a></p><p class="MsoNormal"> </p><p class="MsoNormal"> </p></div></body></html>