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Thanks Marcus. Looks like I need to amend the RLT. However, recently this list discussed restatements vs amendments and so I researched this and think that a restatement would be preferred as there are a lot of changes. Is there a good provision you might share
that I can review? Thanks Mike </div>
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<div id="divRplyFwdMsg" dir="ltr"><font face="Calibri, sans-serif" color="#000000" style="font-size:11pt"><b>From:</b> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com> on behalf of Marcus Fry <mfry@lyon-law.com><br>
<b>Sent:</b> Tuesday, July 27, 2021 8:40 AM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> Re: [WSBAPT] Medicare Trust</font>
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<span style="font-size:11.0pt; font-family:"Calibri","sans-serif"; color:#1F497D">Your client was told incorrectly. Not uncommon. Laypeople think there is only one type of trust and that their RLT protects from all kinds of creditors. Resources held in a
RLT are not exempt from being counted in Washington State for Medicaid. See WAC 182-516-0115.</span></p>
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<span style="font-size:10.0pt; font-family:"Arial","sans-serif"; color:#1F497D">Marcus J. Fry</span></p>
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<span style="font-size:10.0pt; font-family:"Arial","sans-serif"; color:#1F497D">Lyon, Weigand & Gustafson, P.S.
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<span style="font-size:10.0pt; font-family:"Arial","sans-serif"; color:#1F497D">P.O. Box 1689
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Yakima, Washington 98907 <br>
Telephone: (509) 248-7220 <br>
Facsimile: (509) 575-1883 </span></p>
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<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""> wsbapt-bounces@lists.wsbarppt.com [mailto:wsbapt-bounces@lists.wsbarppt.com]
<b>On Behalf Of </b>michael westseattleattorney.com<br>
<b>Sent:</b> Tuesday, July 27, 2021 8:25 AM<br>
<b>To:</b> WSBA Probate & Trust Listserve<br>
<b>Subject:</b> Re: [WSBAPT] Medicare Trust</span></p>
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<span style="font-size:11.0pt; color:black">Correction - drafter used words : " .. protects in case you or a family member needs to apply for state financial assistance"</span></p>
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<b><span style="font-size:11.0pt; font-family:"Calibri","sans-serif"; color:black">From:</span></b><span style="font-size:11.0pt; font-family:"Calibri","sans-serif"; color:black"> michael westseattleattorney.com <michael@westseattleattorney.com><br>
<b>Sent:</b> Tuesday, July 27, 2021 8:11 AM<br>
<b>To:</b> WSBA Probate & Trust Listserve <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> Medicare Trust </span></p>
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<span style="font-size:11.0pt; color:black">PC brought in a RLT from 2005 and said drafter told her that it protected her assets from Medicaid in case she went into a nursing home. This was news to me. It is my understanding that the assets are considered
to be in your estate when qualifying for meicaid. Yes, No? Thanks </span></p>
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