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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 Jim Doran <jim@doranlegal.com><br>
<b>Sent:</b> Tuesday, July 27, 2021 9:45 AM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> Re: [WSBAPT] Restatement</font>
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<div dir="ltr"><font size="4">Am I missing something here. The RLT protects no assets from the medicaid spenddown or lien. If the asset can be reached by the beneficiary, as can be done at anytime in a RLT, then the State takes the position that the beneficiary
CAN access the assets. = No protection at all.</font>
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<div><font size="4">James</font></div>
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<div>James R. Doran<br>
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Attorney at Law<br>
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100 E. Pine Street - Suite 205<br>
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Bellingham, WA 98225<br>
(360)393-9506<br>
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<a href="mailto:jim@doranlegal.com" target="_blank">jim@doranlegal.com</a><br>
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<a href="http://www.doranlegal.com" target="_blank">www.doranlegal.com</a><br>
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<div dir="ltr" class="x_gmail_attr">On Tue, Jul 27, 2021 at 9:16 AM michael <a href="http://westseattleattorney.com">
westseattleattorney.com</a> <<a href="mailto:michael@westseattleattorney.com">michael@westseattleattorney.com</a>> wrote:<br>
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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="x_gmail-m_-7664249309202433228divRplyFwdMsg" dir="ltr"><font face="Calibri, sans-serif" color="#000000" style="font-size:11pt"><b>From:</b>
<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a> <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a>> on behalf of Marcus Fry <<a href="mailto:mfry@lyon-law.com" target="_blank">mfry@lyon-law.com</a>><br>
<b>Sent:</b> Tuesday, July 27, 2021 8:40 AM<br>
<b>To:</b> WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a>><br>
<b>Subject:</b> Re: [WSBAPT] Medicare Trust</font>
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<span style="font-size:11pt; font-family:Calibri,sans-serif; color:rgb(31,73,125)">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:11pt; font-family:Calibri,sans-serif; color:rgb(31,73,125)"> </span></p>
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<span style="font-size:10pt; font-family:Arial,sans-serif; color:rgb(31,73,125)">Marcus J. Fry</span></p>
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<span style="font-size:10pt; font-family:Arial,sans-serif; color:rgb(31,73,125)">Lyon, Weigand & Gustafson, P.S.
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Telephone: (509) 248-7220 <br>
Facsimile: (509) 575-1883 </span></p>
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<b><span style="font-size:10pt; font-family:Tahoma,sans-serif">From:</span></b><span style="font-size:10pt; font-family:Tahoma,sans-serif">
<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a> [mailto:<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a>]
<b>On Behalf Of </b>michael <a href="http://westseattleattorney.com" target="_blank">
westseattleattorney.com</a><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:11pt; 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:11pt; font-family:Calibri,sans-serif; color:black">From:</span></b><span style="font-size:11pt; font-family:Calibri,sans-serif; color:black"> michael
<a href="http://westseattleattorney.com" target="_blank">westseattleattorney.com</a> <<a href="mailto:michael@westseattleattorney.com" target="_blank">michael@westseattleattorney.com</a>><br>
<b>Sent:</b> Tuesday, July 27, 2021 8:11 AM<br>
<b>To:</b> WSBA Probate & Trust Listserve <<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a>><br>
<b>Subject:</b> Medicare Trust </span></p>
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<span style="font-size:11pt; 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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