<html><head></head><body><div class="ydp12281de9yahoo-style-wrap" style="font-family:Helvetica Neue, Helvetica, Arial, sans-serif;font-size:13px;"><div><div dir="ltr" data-setdir="false">Listmates, </div><div dir="ltr" data-setdir="false"><br></div><div dir="ltr" data-setdir="false">Testator left $3,000 from cash left on hand to be given her seven grandchildren. Any remaining from cash on hand to be split between two named charities. She did not leave enough in her accounts to pay the grandchildren the full amount so nothing left for the charities. Am I still required to notify the charities explaining they were mentioned in the Will but no money left to fulfill her bequest? </div><div><br></div><div class="ydp12281de9signature"><div dir="ltr" style="font-family:Helvetica, Arial, sans-serif;font-size:13px;"><div><div dir="ltr" style="color:rgb(0, 0, 0);font-family:Helvetica, Arial, sans-serif;"><br></div><div dir="ltr" style="color:rgb(0, 0, 0);font-family:Helvetica, Arial, sans-serif;">Best regards, </div><div dir="ltr" style="color:rgb(0, 0, 0);font-family:Helvetica, Arial, sans-serif;"><br></div><div dir="ltr" style="color:rgb(0, 0, 0);font-family:Helvetica, Arial, sans-serif;"><i><font face="bookman old style, new york, times, serif">Judy Nakashima Shoji</font></i></div><div dir="ltr" style="color:rgb(0, 0, 0);font-family:Helvetica, Arial, sans-serif;">Attorney at Law</div><div dir="ltr" style="color:rgb(0, 0, 0);font-family:Helvetica, Arial, sans-serif;">2400 NW 80th Street, # 511</div><div dir="ltr" style="color:rgb(0, 0, 0);font-family:Helvetica, Arial, sans-serif;">Seattle, WA 98117</div><div dir="ltr" style="color:rgb(0, 0, 0);font-family:Helvetica, Arial, sans-serif;">(206) 947-0649</div></div><br></div></div></div>
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On Thursday, March 25, 2021, 03:34:33 PM PDT, Sarah McCarthy <sarah@kawlawyers.com> wrote:
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<div><div id="yiv5475306417"><div><div dir="ltr"><div class="yiv5475306417gmail_default" style="font-family:garamond, serif;font-size:large;">Whoops, I completely meant to say third-party trust -- funded by the testator. Not first-party. </div><div class="yiv5475306417gmail_default" style="font-family:garamond, serif;font-size:large;"><br clear="none"></div><div class="yiv5475306417gmail_default" style="font-family:garamond, serif;font-size:large;">Thanks. </div><div class="yiv5475306417gmail_default" style="font-family:garamond, serif;font-size:large;">Sarah</div><div><div class="yiv5475306417gmail_signature" dir="ltr"><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><p style="margin:0in 0in 0pt;"><b><span style="color:black;font-family:Arial, sans-serif;"><font face="arial,helvetica,sans-serif" style="background-color: inherit;">Sarah O’Farrell McCarthy</font></span></b></p><p style="margin:0in 0in 0pt;"><font color="#000000" face="arial, helvetica, sans-serif"><b>(Pronouns: she / her)<br clear="none"></b></font><font face="arial,helvetica,sans-serif">Attorney | <font color="#000000">Kelly, Arndt & Walker, <font color="#000000">Attorneys at Law, PLLP</font></font><font color="#000000"></font></font><font color="#000000"><font color="#000000"><font color="#000000"><font color="#000000"><font color="#000000"><font color="#000000"><font color="#000000"><font color="#000000"><font color="#000000"><font color="#000000"><span style="color:rgb(31,73,125);"><br clear="none"></span><span style="color:black;"><font face="arial,helvetica,sans-serif" style="background-color: inherit;">6443 Harding Avenue | <span style="color:black;"><font color="#000000" style="background-color: inherit;">P.O. Box 290 | <font color="#000000">Clinton, WA 98236</font></font></span></font></span></font></font></font></font></font></font></font></font></font></font></p><p style="margin:0in 0in 0pt;"><font color="#000000"><font color="#000000"><font color="#000000"><font color="#000000"><font color="#000000"><font color="#000000"><font color="#000000"><font color="#000000"><font color="#000000"><font color="#000000"><span style="color:black;"><font face="arial,helvetica,sans-serif" style="background-color: inherit;"><span style="color:black;"><font color="#000000" style="background-color: inherit;"><span style="color:rgb(31,73,125);"></span></font></span></font></span><font face="arial, helvetica, sans-serif">(Located on Whidbey Island, Island County, Washington)<br clear="none"></font><span style="color:black;"><font face="arial,helvetica,sans-serif" style="background-color: inherit;">Phone: (360) 341-1515 | Fax: (360) 341-3272</font><br clear="none"><span style="color:rgb(31,73,125);"><a rel="nofollow noopener noreferrer" shape="rect"><font color="#222222" face="arial,helvetica,sans-serif">sarah@kawlawyers.com</font></a> <font color="#000000" style="background-color: inherit;">| <span style="color:black;"><span style="color:rgb(31,73,125);"><font color="#000000" style="background-color: inherit;"><a rel="nofollow noopener noreferrer" shape="rect" target="_blank" href="http://www.kawlawyers.com">www.kawlawyers.com</a></font></span></span></font></span></span></font></font></font></font></font></font></font></font></font></font></p><font color="#000000" face="Times New Roman" size="3"><font color="#000000" face="Times New Roman" size="3"><font color="#000000" face="Times New Roman" size="3"></font></font></font><p style="margin:0in 0in 0pt;"><font face="arial,helvetica,sans-serif"><span style="color:rgb(31,73,125);font-size:7.5pt;"><br clear="none"></span></font></p><p style="margin:0in 0in 0pt;"><font face="arial,helvetica,sans-serif"><span style="color:rgb(31,73,125);font-size:7.5pt;">This electronic message transmission contains information from the law firm of Kelly, Arndt & Walker, PLLP which may be confidential or privileged. 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Thank you</span><span style="color:rgb(31,73,125);font-size:8pt;">. </span></font></p><font color="#000000" size="3"></font><p style="margin:0in 0in 0pt;"><span style="color:black;font-size:8pt;"><font face="arial,helvetica,sans-serif" style="background-color: inherit;"> </font></span></p><font color="#000000" size="3"></font><p style="margin:0in 0in 0pt;"><span style="color:rgb(68,84,106);font-family:Arial, sans-serif;font-size:7.5pt;"><font face="arial,helvetica,sans-serif" style="background-color: inherit;">We do not accept service of any kind by e-mail unless expressly authorized in writing by the attorney of record. This e-mail is NOT a contract and is not binding upon the author pursuant to CR 2A. This e-mail is, at most, a negotiation under ER 408.</font></span></p></div></div></div></div></div></div></div></div></div></div></div><br clear="none"></div><br clear="none"><div class="yiv5475306417yqt5586745771" id="yiv5475306417yqt56011"><div class="yiv5475306417gmail_quote"><div class="yiv5475306417gmail_attr" dir="ltr">On Thu, Mar 25, 2021 at 2:20 PM Sarah McCarthy <<a rel="nofollow noopener noreferrer" shape="rect" ymailto="mailto:sarah@kawlawyers.com" target="_blank" href="mailto:sarah@kawlawyers.com">sarah@kawlawyers.com</a>> wrote:<br clear="none"></div><blockquote class="yiv5475306417gmail_quote" style="margin:0px 0px 0px 0.8ex;border-left:1px solid rgb(204,204,204);padding-left:1ex;"><div dir="ltr"><div class="yiv5475306417gmail_default" style="font-family:garamond, serif;font-size:large;">Listmates, </div><div class="yiv5475306417gmail_default" style="font-family:garamond, serif;font-size:large;"><br clear="none"></div><div class="yiv5475306417gmail_default" style="font-family:garamond, serif;font-size:large;">I have a probate with a Will that includes a brief, single paragraph "Discretionary Trust" provision that enables the PR to retain a beneficiary's share of the estate in trust for the beneficiary, if the PR in good faith believes that the beneficiary is suffering from a legal disability. Legal disability is broadly defined in the Will. The PR is to be the trustee of the discretionary trust. </div><div class="yiv5475306417gmail_default" style="font-family:garamond, serif;font-size:large;"><br clear="none"></div><div class="yiv5475306417gmail_default" style="font-family:garamond, serif;font-size:large;">We do have a disabled beneficiary who is on SSI and in Section 8 housing, living in California. The PR would like to utilize this provision of the Will, but the PR does not want to have to be the trustee himself. </div><div class="yiv5475306417gmail_default" style="font-family:garamond, serif;font-size:large;"><br clear="none"></div><div class="yiv5475306417gmail_default" style="font-family:garamond, serif;font-size:large;">We are considering moving the court for an order authorizing the PR to establish the trust for the beneficiary, to approve the trust instrument, and to have a professional trustee appointed to handle the management of the trust, and to excuse the PR from the role of Trustee. </div><div class="yiv5475306417gmail_default" style="font-family:garamond, serif;font-size:large;"><br clear="none"></div><div class="yiv5475306417gmail_default" style="font-family:garamond, serif;font-size:large;">I am thinking that a pooled SNT trustee makes the most sense, as this will not be a very high value trust (around $150,000 total probably). </div><div class="yiv5475306417gmail_default" style="font-family:garamond, serif;font-size:large;"><br clear="none"></div><div class="yiv5475306417gmail_default" style="font-family:garamond, serif;font-size:large;">
Also -- I'm hoping to find a pooled SNT trustee which, like LA+, both a) has their own trust agreement template, and b) is willing to handle first-party trusts that don't require a Medicaid pay-back provision. (There was a recent discussion about this on the listserve). The Discretionary Trust provision in the Will calls for any remainder after the death of the beneficiary to pass to the beneficiary's estate. </div><div class="yiv5475306417gmail_default" style="font-family:garamond, serif;font-size:large;"><br clear="none"></div><div class="yiv5475306417gmail_default" style="font-family:garamond, serif;font-size:large;">I've looked at this web site, to which LA+ referred me, <a rel="nofollow noopener noreferrer" shape="rect" target="_blank" href="https://www.specialneedsalliance.org/pooled-trust-directory/#california">https://www.specialneedsalliance.org/pooled-trust-directory/#california</a></div><div class="yiv5475306417gmail_default" style="font-family:garamond, serif;font-size:large;">and I see a long list of California pooled SNT trustees: </div><div class="yiv5475306417gmail_default" style="font-family:garamond, serif;font-size:large;"><br clear="none"></div><div class="yiv5475306417gmail_default" style="font-family:garamond, serif;font-size:large;">. <span style="font-weight:700;color:rgb(51,51,51);font-family:Roboto;font-size:18px;">California</span></div><hr style="color:rgb(51,51,51);font-family:Roboto;font-size:18px;"><p style="margin:0px 0px 20px;color:rgb(51,51,51);font-family:Roboto;font-size:18px;"><a rel="nofollow noopener noreferrer" shape="rect" target="_blank" href="http://www.snthelp.com/" style="text-decoration-line:none;color:rgb(21,59,124);">Charities Pooled Trust</a></p><p style="margin:0px 0px 20px;color:rgb(51,51,51);font-family:Roboto;font-size:18px;"><a rel="nofollow noopener noreferrer" shape="rect" target="_blank" href="https://commonwealthcommunitytrust.org/" style="text-decoration-line:none;color:rgb(21,59,124);">Commonwealth Community Trust</a></p><p style="margin:0px 0px 20px;color:rgb(51,51,51);font-family:Roboto;font-size:18px;"><a rel="nofollow noopener noreferrer" shape="rect" target="_blank" href="http://www.snthelp.com/" style="text-decoration-line:none;color:rgb(21,59,124);">CPT Special Needs Trusts</a></p><p style="margin:0px 0px 20px;color:rgb(51,51,51);font-family:Roboto;font-size:18px;"><a rel="nofollow noopener noreferrer" shape="rect" target="_blank" href="http://www.gspt.org/" style="text-decoration-line:none;color:rgb(21,59,124);">Golden State Pooled Trust</a></p><p style="margin:0px 0px 20px;color:rgb(51,51,51);font-family:Roboto;font-size:18px;"><a rel="nofollow noopener noreferrer" shape="rect" target="_blank" href="https://www.gsfcare.org/index.html" style="text-decoration-line:none;color:rgb(21,59,124);">Good Shepherd Fund</a></p><p style="margin:0px 0px 20px;color:rgb(51,51,51);font-family:Roboto;font-size:18px;"><a rel="nofollow noopener noreferrer" shape="rect" target="_blank" href="https://jlatrust.org/" style="text-decoration-line:none;color:rgb(21,59,124);">Jewish Los Angeles Special Needs Trust</a></p><p style="margin:0px 0px 20px;color:rgb(51,51,51);font-family:Roboto;font-size:18px;"><a rel="nofollow noopener noreferrer" shape="rect" target="_blank" href="https://www.mastertrustofcalifornia.com/" style="text-decoration-line:none;color:rgb(21,59,124);">The Master Trust of California</a></p><p style="margin:0px 0px 20px;color:rgb(51,51,51);font-family:Roboto;font-size:18px;"><a rel="nofollow noopener noreferrer" shape="rect" target="_blank" href="https://newleafsnt.org/" style="text-decoration-line:none;color:rgb(21,59,124);">National Foundation for Special Needs Integrity</a></p><p style="margin:0px 0px 20px;color:rgb(51,51,51);font-family:Roboto;font-size:18px;"><a rel="nofollow noopener noreferrer" shape="rect" target="_blank" href="https://www.proxyparentfoundation.org/" style="text-decoration-line:none;color:rgb(21,59,124);">PLAN of California Master Pooled Trust</a></p><p style="margin:0px 0px 20px;color:rgb(51,51,51);font-family:Roboto;font-size:18px;"><a rel="nofollow noopener noreferrer" shape="rect" target="_blank" href="https://www.sntf-sd.org/" style="text-decoration-line:none;color:rgb(21,59,124);">Special Needs Trust Foundation</a></p><br clear="none"><div class="yiv5475306417gmail_default" style="font-family:garamond, serif;font-size:large;">Does anyone have experience with any of these pooled SNT trustees?</div><div class="yiv5475306417gmail_default" style="font-family:garamond, serif;font-size:large;"><br clear="none"></div><div class="yiv5475306417gmail_default" style="font-family:garamond, serif;font-size:large;">I wish I could use LA+ for this, but I've spoken with LA+ about out of state beneficiaries before, and they've told me that due to state-Medicaid laws, they only handle trusts for WA resident beneficiaries, to avoid having to become apprised of the Medicaid laws in all states.</div><div class="yiv5475306417gmail_default" style="font-family:garamond, serif;font-size:large;"><br clear="none"></div><div class="yiv5475306417gmail_default" style="font-family:garamond, serif;font-size:large;">Thanks for any input or guidance! </div><div class="yiv5475306417gmail_default" style="font-family:garamond, serif;font-size:large;"><br clear="none"></div><div class="yiv5475306417gmail_default" style="font-family:garamond, serif;font-size:large;">Sarah </div><div class="yiv5475306417gmail_default" style="font-family:garamond, serif;font-size:large;"><br clear="none"></div><div><div dir="ltr"><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><p style="margin:0in 0in 0pt;"><b><span style="color:black;font-family:Arial, sans-serif;"><font face="arial,helvetica,sans-serif" style="background-color: inherit;">Sarah O’Farrell McCarthy</font></span></b></p><p style="margin:0in 0in 0pt;"><font color="#000000" face="arial, helvetica, sans-serif"><b>(Pronouns: she / her)<br clear="none"></b></font><font face="arial,helvetica,sans-serif">Attorney | <font color="#000000">Kelly, Arndt & Walker, <font color="#000000">Attorneys at Law, PLLP</font></font><font color="#000000"></font></font><font color="#000000"><font color="#000000"><font color="#000000"><font color="#000000"><font color="#000000"><font color="#000000"><font color="#000000"><font color="#000000"><font color="#000000"><font color="#000000"><span style="color:rgb(31,73,125);"><br clear="none"></span><span style="color:black;"><font face="arial,helvetica,sans-serif" style="background-color: inherit;">6443 Harding Avenue | <span style="color:black;"><font color="#000000" style="background-color: inherit;">P.O. Box 290 | <font color="#000000">Clinton, WA 98236</font></font></span></font></span></font></font></font></font></font></font></font></font></font></font></p><p style="margin:0in 0in 0pt;"><font color="#000000"><font color="#000000"><font color="#000000"><font color="#000000"><font color="#000000"><font color="#000000"><font color="#000000"><font color="#000000"><font color="#000000"><font color="#000000"><span style="color:black;"><font face="arial,helvetica,sans-serif" style="background-color: inherit;"><span style="color:black;"><font color="#000000" style="background-color: inherit;"><span style="color:rgb(31,73,125);"></span></font></span></font></span><font face="arial, helvetica, sans-serif">(Located on Whidbey Island, Island County, Washington)<br clear="none"></font><span style="color:black;"><font face="arial,helvetica,sans-serif" style="background-color: inherit;">Phone: (360) 341-1515 | Fax: (360) 341-3272</font><br clear="none"><span style="color:rgb(31,73,125);"><a rel="nofollow noopener noreferrer" shape="rect"><font color="#222222" face="arial,helvetica,sans-serif">sarah@kawlawyers.com</font></a> <font color="#000000" style="background-color: inherit;">| <span style="color:black;"><span style="color:rgb(31,73,125);"><font color="#000000" style="background-color: inherit;"><a rel="nofollow noopener noreferrer" shape="rect" target="_blank" href="http://www.kawlawyers.com">www.kawlawyers.com</a></font></span></span></font></span></span></font></font></font></font></font></font></font></font></font></font></p><font color="#000000" face="Times New Roman" size="3"><font color="#000000" face="Times New Roman" size="3"><font color="#000000" face="Times New Roman" size="3"></font></font></font><p style="margin:0in 0in 0pt;"><font face="arial,helvetica,sans-serif"><span style="color:rgb(31,73,125);font-size:7.5pt;"><br clear="none"></span></font></p><p style="margin:0in 0in 0pt;"><font face="arial,helvetica,sans-serif"><span style="color:rgb(31,73,125);font-size:7.5pt;">This electronic message transmission contains information from the law firm of Kelly, Arndt & Walker, PLLP which may be confidential or privileged. 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Thank you</span><span style="color:rgb(31,73,125);font-size:8pt;">. </span></font></p><font color="#000000" size="3"></font><p style="margin:0in 0in 0pt;"><span style="color:black;font-size:8pt;"><font face="arial,helvetica,sans-serif" style="background-color: inherit;"> </font></span></p><font color="#000000" size="3"></font><p style="margin:0in 0in 0pt;"><span style="color:rgb(68,84,106);font-family:Arial, sans-serif;font-size:7.5pt;"><font face="arial,helvetica,sans-serif" style="background-color: inherit;">We do not accept service of any kind by e-mail unless expressly authorized in writing by the attorney of record. This e-mail is NOT a contract and is not binding upon the author pursuant to CR 2A. This e-mail is, at most, a negotiation under ER 408.</font></span></p></div></div></div></div></div></div></div></div></div></div></div></div>
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