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<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">Michael – <o:p>
</o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif"> SPR 98.16W(j)(3)(B) provides that “no family member of the affected person, or other potential residual beneficiary of the trust, shall be approved by the court as a sole trustee”
There is no prohibition for a family friend serving provided the family friend (regular human) could never possibly end up as a remainder beneficiary of the trust. Yes – that family friend will most likely have to get a bond or block the accounts. Chartered
Trust companies are generally exempt from the bonding blocking requirements. <o:p>
</o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">Regards, <o:p>
</o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">Mark<o:p></o:p></span></p>
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<p class="MsoNormal" align="center" style="text-align:center"><span style="font-size:14.0pt;font-family:"Bradley Hand ITC"">Ohana Fiduciary Corp.<o:p></o:p></span></p>
<p class="MsoNormal" align="center" style="text-align:center"><span style="font-size:14.0pt;font-family:"Bradley Hand ITC""><o:p> </o:p></span></p>
<p class="MsoNormal" align="center" style="text-align:center"><span style="font-size:14.0pt;font-family:"Bradley Hand ITC"">A Washington Chartered Trust Company</span><span style="font-size:10.0pt;font-family:"Bradley Hand ITC""><o:p></o:p></span></p>
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<p class="MsoNormal" align="center" style="text-align:center"><span style="font-size:12.0pt;font-family:"Bradley Hand ITC"">Mark C. Vohr, J.D., CPG, Principal<o:p></o:p></span></p>
<p class="MsoNormal" align="center" style="text-align:center"><span style="font-size:12.0pt;font-family:"Bradley Hand ITC"">155 NE 100<sup>th</sup> St., Suite 209 Seattle, WA 98125<o:p></o:p></span></p>
<p class="MsoNormal" align="center" style="text-align:center"><span style="font-size:12.0pt;font-family:"Bradley Hand ITC"">T: (206) 782-1189 F: (206) 782-1434<o:p></o:p></span></p>
<p class="MsoNormal" align="center" style="text-align:center"><span style="font-size:12.0pt;font-family:"Calisto MT",serif"><a href="mailto:mcv@ohanafc.com"><span style="font-family:"Calibri",sans-serif;color:#0563C1">mcv@ohanafc.com</span></a></span><span style="font-size:12.0pt">
</span><span style="font-size:12.0pt;font-family:"Calisto MT",serif"><a href="http://www.ohanafc.com/"><span style="font-family:"Calibri",sans-serif;color:#0563C1">www.ohanafc.com</span></a><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Bradley Hand ITC""><o:p> </o:p></span></p>
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<p class="MsoNormal" align="center" style="text-align:center"><span style="font-size:10.0pt"><o:p> </o:p></span></p>
<p class="MsoNormal" align="center" style="text-align:center"><span style="font-size:8.0pt">CONFIDENTIAL AND/OR PRIVILEGED COMMUNICATION<o:p></o:p></span></p>
<p class="MsoNormal" align="center" style="text-align:center"><span style="font-size:8.0pt"><o:p> </o:p></span></p>
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<p class="MsoNormal" align="center" style="text-align:center"><span style="font-size:8.0pt">This communication is not intended to provide legal advice to the recipient. The sender does not represent you as legal counsel and neither this communication or any
conversations you may have with the sender creates an attorney client relationship with the sender. If you seek legal advice please retain an attorney, but it will be someone else.<o:p></o:p></span></p>
<p class="MsoNormal" align="center" style="text-align:center"><span style="font-size:10.0pt;font-family:"Bradley Hand ITC""><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Times New Roman",serif"><o:p> </o:p></span></p>
<div>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">Regards, <o:p>
</o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">Mark<o:p></o:p></span></p>
<p class="MsoNormal" align="center" style="text-align:center"><span style="font-family:"Bradley Hand ITC""><o:p> </o:p></span></p>
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<tbody>
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<p class="MsoNormal" align="center" style="text-align:center"><span style="font-size:14.0pt;font-family:"Bradley Hand ITC"">Ohana Fiduciary Corp.<o:p></o:p></span></p>
<p class="MsoNormal" align="center" style="text-align:center"><span style="font-size:14.0pt;font-family:"Bradley Hand ITC""><o:p> </o:p></span></p>
<p class="MsoNormal" align="center" style="text-align:center"><span style="font-size:14.0pt;font-family:"Bradley Hand ITC"">A Washington Trust Company</span><span style="font-size:10.0pt;font-family:"Bradley Hand ITC""><o:p></o:p></span></p>
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<p class="MsoNormal" align="center" style="text-align:center"><span style="font-size:12.0pt;font-family:"Bradley Hand ITC"">Mark C. Vohr, J.D., CPG, Principal<o:p></o:p></span></p>
<p class="MsoNormal" align="center" style="text-align:center"><span style="font-size:12.0pt;font-family:"Bradley Hand ITC"">155 NE 100<sup>th</sup> St., Suite 209 Seattle, WA 98125<o:p></o:p></span></p>
<p class="MsoNormal" align="center" style="text-align:center"><span style="font-size:12.0pt;font-family:"Bradley Hand ITC"">T: (206) 782-1189 F: (206) 782-1434<o:p></o:p></span></p>
<p class="MsoNormal" align="center" style="text-align:center"><span style="font-size:12.0pt;font-family:"Calisto MT",serif"><a href="mailto:mcv@ohanafc.com"><span style="font-family:"Calibri",sans-serif;color:#0563C1">mcv@ohanafc.com</span></a></span><span style="font-size:12.0pt">
</span><span style="font-size:12.0pt;font-family:"Calisto MT",serif"><a href="http://www.ohanafc.com/"><span style="font-family:"Calibri",sans-serif;color:#0563C1">www.ohanafc.com</span></a><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Bradley Hand ITC""><o:p> </o:p></span></p>
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<p class="MsoNormal" align="center" style="text-align:center"><span style="font-size:10.0pt"><o:p> </o:p></span></p>
<p class="MsoNormal" align="center" style="text-align:center"><span style="font-size:8.0pt">CONFIDENTIAL AND/OR PRIVILEGED COMMUNICATION<o:p></o:p></span></p>
<p class="MsoNormal" align="center" style="text-align:center"><span style="font-size:8.0pt"><o:p> </o:p></span></p>
<p class="MsoNormal" align="center" style="text-align:center"><span style="font-size:8.0pt">This communication may contain information that is confidential. It was intended only for the named or a specific recipient. If you have received this communication
in error. Please delete it immediately and contact the sender to advise them of improper delivery.<o:p></o:p></span></p>
<p class="MsoNormal" align="center" style="text-align:center"><span style="font-size:8.0pt"><o:p> </o:p></span></p>
<p class="MsoNormal" align="center" style="text-align:center"><span style="font-size:8.0pt">This communication is not intended to provide legal advice to the recipient. The sender does not represent you as legal counsel and neither this communication or any
conversations you may have with the sender creates an attorney client relationship with the sender. If you seek legal advice please retain an attorney, but it will be someone else.<o:p></o:p></span></p>
<p class="MsoNormal" align="center" style="text-align:center"><span style="font-size:10.0pt;font-family:"Bradley Hand ITC""><o:p> </o:p></span></p>
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<p class="MsoNormal"><o:p> </o:p></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>Michael Geoghegan<br>
<b>Sent:</b> Wednesday, November 10, 2021 3:46 PM<br>
<b>To:</b> wsbapt@lists.wsbarppt.com<br>
<b>Subject:</b> [WSBAPT] Trustee choice for Minor Settlement Trust, SPR RULE 98.16W(j)(3)(C)<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;color:black">Hi All,<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;color:black"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;color:black">I am drafting a Trust to hold settlement funds for a minor, to be approved in King County Ex Parte.
<span style="background:white">Client wants to name a family friend as the Trustee. The friend is capable but is not a professional fiduciary. </span>SPR Rule 98.16W(j)(3)(C) requires the Trustee or Co-Trustee to be a "bonded or insured fiduciary" to serve
as Trustee or Co-Trustee. <o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;color:black"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;color:black;background:white">Must the Trustee be a professional fiduciary, not a regular human who puts up a bond with the court? </span><span style="font-size:12.0pt;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;color:black"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;color:black">-Michael<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;color:black"><o:p> </o:p></span></p>
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<p style="background:white"><span style="font-size:10.0pt;color:black">Michael Geoghegan<br>
Northwest Strategy and Planning, PLLC<br>
t: 206.353.5592<br>
e: <a href="mailto:michael@nwstrategyandplanning.com">michael@nwstrategyandplanning.com</a></span><span style="font-size:12.0pt;color:black"><o:p></o:p></span></p>
<p style="background:white"><span style="font-size:10.0pt;color:black">w: <a href="https://urldefense.proofpoint.com/v2/url?u=http-3A__nwstrategyandplanning.com&d=DwMFAw&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=K1mLMC1eFjwfeeMM-AC6zQ&m=SMramFU_oZGJ0uIv5cJ7ByfOg8qsvoxh9z3XrMDV37k&s=-lkKkyg5tYA8Kp-kV9-Xo9eEwXfVBIOF94KxXn9fK5A&e=">
<span style="color:#006FC9">nwstrategyandplanning.com</span></a> | <a href="https://urldefense.proofpoint.com/v2/url?u=https-3A__www.linkedin.com_in_michael-2Dgeoghegan-2D5893407&d=DwMFAw&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=K1mLMC1eFjwfeeMM-AC6zQ&m=SMramFU_oZGJ0uIv5cJ7ByfOg8qsvoxh9z3XrMDV37k&s=LdnxSKFSfvy5hm59Fxa7Od-3K_34_TEVUq106s4V2HE&e=" title="Cmd+Click or tap to follow the link">
<span style="color:#006FC9">LinkedIN</span></a></span><span style="font-size:12.0pt;color:black"><o:p></o:p></span></p>
<p style="background:white"><span style="font-size:10.0pt;color:black">Scheduling: <a href="https://urldefense.proofpoint.com/v2/url?u=https-3A__northwest-2Dstrategy-2Dand-2Dplanning-2Dpllc.appointlet.com&d=DwMFAw&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=K1mLMC1eFjwfeeMM-AC6zQ&m=SMramFU_oZGJ0uIv5cJ7ByfOg8qsvoxh9z3XrMDV37k&s=M3GH3wqPGWQf5Nl8HMTbIdECApaOh3oCGz-x75EKleI&e="><span style="color:#006FC9">https://northwest-strategy-and-planning-pllc.appointlet.com</span></a></span><span style="font-size:12.0pt;color:black"><o:p></o:p></span></p>
<p style="background:white"><span style="font-size:12.0pt;color:black"><o:p> </o:p></span></p>
<p style="background:white"><span style="font-size:12.0pt;color:black"><img border="0" width="200" height="64" style="width:2.0833in;height:.6666in" id="Picture_x0020_1" src="cid:image001.png@01D7D6F6.32942EF0"></span><span style="font-size:12.0pt;color:black"><o:p></o:p></span></p>
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