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<DIV><FONT size=4>Thanks Diane,</FONT></DIV>
<DIV><FONT size=4>That is what I thought... but just wanted a little
confirmation of bad news.</FONT></DIV>
<DIV><FONT size=4>It is blended and no chance of TEDRA.</FONT></DIV>
<DIV><FONT size=4>Thanks for you time.</FONT></DIV>
<DIV><FONT size=4>Josh</FONT></DIV>
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<DIV><STRONG><SPAN style="FONT-SIZE: 18pt; COLOR: #004080">Joshua F.
Grant</SPAN></STRONG><SPAN style="COLOR: #004080"><BR></SPAN><SPAN
style="COLOR: black"><IMG title=advocates
style="BORDER-TOP: 0px; BORDER-RIGHT: 0px; BACKGROUND-IMAGE: none; BORDER-BOTTOM: 0px; PADDING-TOP: 0px; PADDING-LEFT: 0px; BORDER-LEFT: 0px; DISPLAY: inline; PADDING-RIGHT: 0px"
border=0 alt=advocates src="cid:7BE3B7B66B394980BC4C131A427B3041@JoshPC"
width=207 height=43><BR></SPAN><SPAN style="FONT-SIZE: 11pt; COLOR: #004080">P.
O. Box 619<BR>Wilbur, WA 99185<BR>509 647 5578</SPAN><SPAN
style="COLOR: black"><o:p></o:p></SPAN></DIV></DIV></DIV></DIV>
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<DIV style="font-color: black"><B>From:</B> <A title=DJKiepe@depdslaw.com>Diane
J. Kiepe</A> </DIV>
<DIV><B>Sent:</B> Friday, March 26, 2021 10:40 AM</DIV>
<DIV><B>To:</B> <A title=wsbapt@lists.wsbarppt.com>WSBA Probate & Trust
Listserv</A> </DIV>
<DIV><B>Subject:</B> Re: [WSBAPT] trust language interpretation re medical
costs</DIV></DIV></DIV>
<DIV> </DIV></DIV>
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<P class=MsoNormal><SPAN style="FONT-SIZE: 16pt">Josh,<o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN style="FONT-SIZE: 16pt"><o:p></o:p></SPAN> </P>
<P class=MsoNormal><SPAN style="FONT-SIZE: 16pt">This is a tough one without
seeing the entire portion of the spousal trust but if there is a blended family,
chances are the decedent did intend to limit amounts for survivor. The
ability to pay directly to a 3<SUP>rd</SUP> party is likely to be interpreted as
a payment process allowed not necessarily an increase in
amount.<o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN style="FONT-SIZE: 16pt"><o:p></o:p></SPAN> </P>
<P class=MsoNormal><SPAN style="FONT-SIZE: 16pt">Any chance the kids will sign
off on a TEDRA?<o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN style="FONT-SIZE: 16pt"><o:p></o:p></SPAN> </P>
<DIV>
<P class=MsoNormal><I><SPAN style='FONT-FAMILY: "Script MT Bold"'>Diane J.
Kiepe<o:p></o:p></SPAN></I></P>
<P class=MsoNormal><I><SPAN
style='FONT-FAMILY: "Script MT Bold"'><o:p></o:p></SPAN></I> </P>
<P class=MsoNormal>Diane J. Kiepe<o:p></o:p></P>
<P class=MsoNormal>Douglas Eden<o:p></o:p></P>
<P class=MsoNormal>717 W. Sprague Ave.<o:p></o:p></P>
<P class=MsoNormal>Suite 1500<o:p></o:p></P>
<P class=MsoNormal>Spokane, WA 99201<o:p></o:p></P>
<P class=MsoNormal><A>djkiepe@depdslaw.com</A><o:p></o:p></P>
<P class=MsoNormal>509-455-5300<o:p></o:p></P></DIV>
<P class=MsoNormal><SPAN style="FONT-SIZE: 16pt"><o:p></o:p></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>Josh
Grant<BR><B>Sent:</B> Tuesday, March 23, 2021 2:28 PM<BR><B>To:</B> wsbar trust
<wsbapt@lists.wsbarppt.com><BR><B>Subject:</B> [WSBAPT] trust language
interpretation re medical costs<o:p></o:p></P></DIV></DIV>
<P class=MsoNormal><o:p></o:p> </P>
<DIV>
<DIV>
<DIV>
<P class=MsoNormal><SPAN style="FONT-SIZE: 13.5pt; COLOR: black">Client’s spouse
(who has dementia with mounting assisted living costs) is the beneficiary of a
testamentary trust. the trust provides that the maximum amount the trustee
can distribute to spouse is 10% or $10,000 per year. Remainder goes to
spouse’s kids. In the “powers” section it does provide “Payments to Disable
Persons” [TRustee may] make payments to Beneficiaries under a disability
by payments directly to such Beneficiaries.... or to expend such payments on
their behalf, without court supervision”. The way I interpret that is that
it allows payments for someone disabled but that any such payments must be
within the $10,000 per year. Any court cases that would allow more of than
the $10,000/year.? Client needs that help.</SPAN><SPAN
style="FONT-SIZE: 14pt; COLOR: black"><o:p></o:p></SPAN></P></DIV>
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<P class=MsoNormal><STRONG><SPAN
style='FONT-SIZE: 18pt; FONT-FAMILY: "Calibri",sans-serif; COLOR: #004080'>Joshua
F. Grant</SPAN></STRONG><SPAN
style="FONT-SIZE: 14pt; COLOR: #004080"><BR></SPAN><SPAN
style="FONT-SIZE: 14pt; COLOR: black"><IMG id=Picture_x0020_1
style="HEIGHT: 0.447in; WIDTH: 2.156in" border=0 alt=advocates
src="cid:470B4FE0FC2F43D9BC12528BBFB60670@JoshPC" width=207
height=43></SPAN><SPAN style="FONT-SIZE: 14pt; COLOR: black"><BR></SPAN><SPAN
style="COLOR: #004080">P. O. Box 619<BR>Wilbur, WA 99185<BR>509 647
5578</SPAN><SPAN
style="FONT-SIZE: 14pt; COLOR: black"><o:p></o:p></SPAN></P></DIV></DIV></DIV></DIV></DIV></DIV></DIV>
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