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<p class="MsoNormal"><span style="font-size:16.0pt;font-family:"Calibri",sans-serif">Hello Andrew,<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:16.0pt;font-family:"Calibri",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:16.0pt;font-family:"Calibri",sans-serif">I’m sure others will chime in who are more qualified but my suggestion and thoughts would be that son is being paid as a caregiver; I have never heard of this compensation
from the state being dependent on one’s other resources. The state policy of paying for caregivers allows the state to be relieved of this task and it is far more effective for the state, not to mention normally better<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:16.0pt;font-family:"Calibri",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:16.0pt;font-family:"Calibri",sans-serif">I would suggest, assuming the inheritance amount can justify it, a fully discretionary trust for son, including but not limited to statements of allowing full distribution
if it won’t effect any income received from third sources (the state). I know our standard SNT has language that provides, at the end, that if the beneficiary has no restrictions on receipt of income, full distribution can be made.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:16.0pt;font-family:"Calibri",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:16.0pt;font-family:"Calibri",sans-serif">Good luck.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:16.0pt;font-family:"Calibri",sans-serif"><o:p> </o:p></span></p>
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<p class="MsoNormal"><i><span style="font-size:11.0pt;font-family:"Script MT Bold"">Diane J. Kiepe<o:p></o:p></span></i></p>
<p class="MsoNormal"><i><span style="font-size:11.0pt;font-family:"Script MT Bold""><o:p> </o:p></span></i></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">Diane J. Kiepe<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">Douglas Eden<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">717 W. Sprague Ave.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">Suite 1500<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">Spokane, WA 99201<o:p></o:p></span></p>
<p class="MsoNormal"><a href="mailto:djkiepe@depdslaw.com"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#0563C1">djkiepe@depdslaw.com</span></a><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">509-455-5300<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:16.0pt;font-family:"Calibri",sans-serif"><o:p> </o:p></span></p>
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<p class="MsoNormal"><b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">From:</span></b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com>
<b>On Behalf Of </b>Andrew Hay<br>
<b>Sent:</b> Thursday, December 3, 2020 11:55 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> [WSBAPT] Special needs trust twist<o:p></o:p></span></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">Hello again Listmates<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">Second question today! This one involves a grandma leaving money to her son who has a special needs child. The son is paid by the state to care for the disabled
son and grandma is concerned that the son will lose the income if he receives an inheritance. So she wants to set up a the equivalent of a special needs trust for the son to prevent him from acquiring resources that disqualify him from getting paid to care
for his son.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">Has any come across such a situation?<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><b><span style="font-size:11.0pt;font-family:"Berlin Sans FB",sans-serif;color:#1F497D">Andrew Hay<o:p></o:p></span></b></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Berlin Sans FB",sans-serif;color:#1F497D">Hay & Swann PLLC<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Berlin Sans FB",sans-serif;color:#1F497D">201 S. 34<sup>th</sup> St.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Berlin Sans FB",sans-serif;color:#1F497D">Tacoma, WA 98418<o:p></o:p></span></p>
<p class="MsoNormal"><a href="http://www.washingtonlaw.net/"><i><span style="font-size:11.0pt;font-family:"Berlin Sans FB",sans-serif;color:#0563C1">www.washingtonlaw.net</span></i></a><i><span style="font-size:11.0pt;font-family:"Berlin Sans FB",sans-serif;color:#1F497D"><o:p></o:p></span></i></p>
<p class="MsoNormal"><a href="mailto:andrewhay@washingtonlaw.net"><i><span style="font-size:11.0pt;font-family:"Berlin Sans FB",sans-serif;color:#0563C1">andrewhay@washingtonlaw.net</span></i></a><i><span style="font-size:11.0pt;font-family:"Berlin Sans FB",sans-serif;color:#1F497D"><o:p></o:p></span></i></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Berlin Sans FB",sans-serif;color:#1F497D">253.272.2400 (w)<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Berlin Sans FB",sans-serif;color:#1F497D">253.377.3085 (c)<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Berlin Sans FB",sans-serif;color:#1F497D">THIS IS A CONFIDENTIAL COMMUNICATION AND IS INTENDED FOR THE DESIGNATED RECIPIENT ONLY. IF YOU HAVE RECEIVED THIS COMMUNICATION IN ERROR, PLEASE NOTIFY
THE SENDER IMMEDIATELY AND DESTROY ALL COPIES<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><o:p> </o:p></span></p>
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<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif">From:</span></b><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif">
</span><a href="mailto:wsbapt-bounces@lists.wsbarppt.com"><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif">wsbapt-bounces@lists.wsbarppt.com</span></a><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif"> [</span><a href="mailto:wsbapt-bounces@lists.wsbarppt.com"><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif">mailto:wsbapt-bounces@lists.wsbarppt.com</span></a><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif">]
<b>On Behalf Of </b>Shaw Law<br>
<b>Sent:</b> Thursday, December 3, 2020 4:08 PM<br>
<b>To:</b> 'WSBA Probate & Trust Listserv'<br>
<b>Subject:</b> Re: [WSBAPT] Okanogan County<o:p></o:p></span></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">The Omak-Okanogan County Chronicle.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><a href="http://www.omakchronicle.com"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">www.omakchronicle.com</span></a><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">-D<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">David D. Shaw, Attorney<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">Shaw Law Group | P.O. Box 12050 | Portland OR | 97212<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">503.221.4260 (tel) | 503.221.4267 (fax) |
</span><a href="http://www.shaw-law.net"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">www.shaw-law.net</span></a><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"><img border="0" width="250" height="40" style="width:2.6041in;height:.4166in" id="Picture_x0020_1" src="cid:image001.png@01D6CA17.FCE7B330"></span><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">Practicing in Indian, business, real estate, and personal injury law.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Calibri",sans-serif">The information contained in this communication is confidential, may be<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Calibri",sans-serif">attorney-client privileged, and is intended only for the addressee.
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Calibri",sans-serif">Unauthorized use, review, disclosure or copying is strictly prohibited. If<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Calibri",sans-serif">you have received this communication in error, please notify us by telephone<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Calibri",sans-serif">immediately at 503.221.4260 so we can arrange for retrieval of the document<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Calibri",sans-serif">at no cost to you.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Calibri",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Calibri",sans-serif">Any tax advice contained herein, or in any attachment, is not a covered<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Calibri",sans-serif">opinion under Circular 230 and therefore cannot be used, by itself, for the<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Calibri",sans-serif">purpose of avoiding tax penalties that may be imposed. If you would like to<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Calibri",sans-serif">receive a covered opinion or advice regarding the nature or possible extent<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Calibri",sans-serif">of tax penalties, please let us know.<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"><o:p> </o:p></span></p>
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<p class="MsoNormal"><b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">From:</span></b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">
</span><a href="mailto:wsbapt-bounces@lists.wsbarppt.com"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">wsbapt-bounces@lists.wsbarppt.com</span></a><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"> <</span><a href="mailto:wsbapt-bounces@lists.wsbarppt.com"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">wsbapt-bounces@lists.wsbarppt.com</span></a><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">>
<b>On Behalf Of </b>Andrew Hay<br>
<b>Sent:</b> Thursday, December 3, 2020 3:41 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <</span><a href="mailto:wsbapt@lists.wsbarppt.com"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">wsbapt@lists.wsbarppt.com</span></a><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">><br>
<b>Subject:</b> [WSBAPT] Okanogan County<o:p></o:p></span></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">Hello listmates<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">What are the publication options for a notice to creditors in Okanogan?<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><b><span style="font-size:11.0pt;font-family:"Berlin Sans FB",sans-serif;color:#1F497D">Andrew Hay<o:p></o:p></span></b></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Berlin Sans FB",sans-serif;color:#1F497D">Hay & Swann PLLC<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Berlin Sans FB",sans-serif;color:#1F497D">201 S. 34<sup>th</sup> St.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Berlin Sans FB",sans-serif;color:#1F497D">Tacoma, WA 98418<o:p></o:p></span></p>
<p class="MsoNormal"><a href="http://www.washingtonlaw.net/"><i><span style="font-size:11.0pt;font-family:"Berlin Sans FB",sans-serif;color:#0563C1">www.washingtonlaw.net</span></i></a><i><span style="font-size:11.0pt;font-family:"Berlin Sans FB",sans-serif;color:#1F497D"><o:p></o:p></span></i></p>
<p class="MsoNormal"><a href="mailto:andrewhay@washingtonlaw.net"><i><span style="font-size:11.0pt;font-family:"Berlin Sans FB",sans-serif;color:#0563C1">andrewhay@washingtonlaw.net</span></i></a><i><span style="font-size:11.0pt;font-family:"Berlin Sans FB",sans-serif;color:#1F497D"><o:p></o:p></span></i></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Berlin Sans FB",sans-serif;color:#1F497D">253.272.2400 (w)<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Berlin Sans FB",sans-serif;color:#1F497D">253.377.3085 (c)<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Berlin Sans FB",sans-serif;color:#1F497D">THIS IS A CONFIDENTIAL COMMUNICATION AND IS INTENDED FOR THE DESIGNATED RECIPIENT ONLY. IF YOU HAVE RECEIVED THIS COMMUNICATION IN ERROR, PLEASE NOTIFY
THE SENDER IMMEDIATELY AND DESTROY ALL COPIES<o:p></o:p></span></p>
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