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<p class="MsoNormal"><span style="font-size:16.0pt">I have had good luck with Northwest Trustee & Management Services, LLC – they are based out of Spokane County but do business throughout the state and in other states. They do not do internal investing so
some people like that checks and balances between Trustee and investing. <o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:16.0pt"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:16.0pt">I also have had luck with Columbia Bank Trust Department and Washington Trust Bank’s trust department (where I personally know local trust folk). I have contacts now at US Bank but have not had the opportunity
to work directly with them. My clients who want to keep everything under one roof prefer these larger institutions.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:16.0pt"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:16.0pt">Good luck.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:16.0pt"><o:p> </o:p></span></p>
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<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 href="mailto:djkiepe@depdslaw.com"><span style="color:#0563C1">djkiepe@depdslaw.com</span></a><o:p></o:p></p>
<p class="MsoNormal">509-455-5300<o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:16.0pt"><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>steve@aitalaw.com<br>
<b>Sent:</b> Tuesday, September 28, 2021 10:57 AM<br>
<b>To:</b> 'WSBA Probate & Trust Listserv' <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> [WSBAPT] Professional Trustee for Special Needs Trust<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">I have a client who wants to set up a testamentary Special Needs Trust for his adult son with Down Syndrome, but is at a loss as to who to appoint as Trustee. He does not have any friends or family members who he feels are suited for the
job or who would not be susceptible to influence by his former spouse (his son’s mother) who has battled alcohol and gambling addictions for years. Any recommendations for a professional Trustee for Special Needs Trusts? The client would prefer a Trustee in
Thurston or Pierce County, but that’s not a deal breaker.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Thank you,<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Steve Aita<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="font-size:9.0pt">---------</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:9.0pt">This e-mail is covered by the U.S. Electronic Communications Privacy Act, 18 U.S.C. 2510-2521. This e-mail was sent by an attorney or his agent, is intended only for the addressee's use, and may contain confidential
information and/or information protected by the attorney-client privilege. If you are not the intended recipient, nor the employee or agent responsible for delivering it to the intended recipient, you are hereby notified that any dissemination or copying of
this transmission (including any attachments) is strictly prohibited. If you have received this e-mail in error, please delete it and immediately notify the sender by reply e-mail. Thank you.</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:9.0pt"> </span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:9.0pt">P. Stephen Aita</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:9.0pt">Attorney at Law</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:9.0pt">Admitted in Washington & Idaho</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:9.0pt"> </span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:9.0pt">3010 Harborview Dr., Suite 301</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:9.0pt">Gig Harbor, WA 98335-1977</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:9.0pt">Tel.: (253) 858-5434</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:9.0pt">Fax: (253) 276-2373</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:9.0pt"> </span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:9.0pt"><a href="steve@aitalaw.com">steve@aitalaw.com</a></span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:9.0pt"><a href="www.aitalaw.com">www.aitalaw.com</a></span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:9.0pt"><a href="www.facebook.com/aitalaw">www.facebook.com/aitalaw</a></span><o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
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