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</o:shapelayout></xml><![endif]--></head><body lang=EN-US link=blue vlink=purple style='word-wrap:break-word'><div class=WordSection1><p class=MsoNormal>Brent:<o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>I have relied on <u>In re Riddell</u> a few times to do exactly what you are trying to accomplish – convert an outright testamentary distribution into a distribution <o:p></o:p></p><p class=MsoNormal><span style='font-size:12.0pt;color:#1F497D'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:12.0pt;color:#1F497D'>===================<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:12.0pt;color:#1F497D'><o:p> </o:p></span></p><p class=MsoNormal><b><span style='font-size:12.0pt;color:#1F497D'>Jones Butler Dolan, PS<o:p></o:p></span></b></p><p class=MsoNormal><u><span style='font-size:12.0pt;color:#1F497D'><a href="http://www.jbdolan.com">www.jbdolan.com</a><o:p></o:p></span></u></p><p class=MsoNormal><u><span style='font-size:12.0pt;color:#1F497D'><a href="http://www.jonesbutlerdolan.com">www.jonesbutlerdolan.com</a><o:p></o:p></span></u></p><p class=MsoNormal><u><span style='font-size:12.0pt;color:#1F497D'><o:p><span style='text-decoration:none'> </span></o:p></span></u></p><p class=MsoNormal><u><span style='font-size:12.0pt;color:#1F497D'>Stanwood<o:p></o:p></span></u></p><p class=MsoNormal><u><span style='font-size:12.0pt;color:#1F497D'><o:p><span style='text-decoration:none'> </span></o:p></span></u></p><p class=MsoNormal><span style='font-size:12.0pt;color:#1F497D'>P.O. Box 458<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:12.0pt;color:#1F497D'>10027 - 269th Place NW (SR 532)<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:12.0pt;color:#1F497D'>Stanwood, WA 98292<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:12.0pt;color:#1F497D'>Telephone: 360-629-3833<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:12.0pt;color:#1F497D'>Facsimile: 360-629-6253<o:p></o:p></span></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>to a testamentary SNT, supported by a court order.<o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>Jim Dol;an<o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><div><div style='border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in'><p class=MsoNormal><b>From:</b> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com> <b>On Behalf Of </b>Angela Macey-Cushman<br><b>Sent:</b> Wednesday, July 27, 2022 6:44 PM<br><b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br><b>Subject:</b> Re: [WSBAPT] Beneficiary On State Benefits - No Special Needs Trust<o:p></o:p></p></div></div><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>Hi Brent,<o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>Nick is right---this would need to be a First-Party SNT with payback language. The beneficiary (or their legal representative, or certain family members) could establish the trust, but not the estate. If the beneficiary is incapacitated, the GAL should be involved at this point and SPR 98.16W will apply. <o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>Sometimes the beneficiary will direct the PR to distribute their share directly to the new trust, but I don’t believe a TEDRA is necessary for that. <o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>There could be transfer penalties if the beneficiary is over 64. So, the estate should keep this in mind if the beneficiary is nearing this age.<o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>Sometimes a trust is not needed. It depends on the benefits, the amount, and the spend-down options. And also what the beneficiary wants to do, frankly.<o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>And, if it is a small amount (which sounds like it might be the case), a pooled-asset trust is also a good option. Lifetime Advocacy Plus and the PACT Trust are good places to start. or the DD Endowment Trust if the beneficiary has developmental or intellectual disabilities. <o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>I’m happy to talk more, just give me a call. <o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>-Angela<o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><div><p class=MsoNormal><b>Angela Macey-Cushman<o:p></o:p></b></p><p class=MsoNormal><b>Attorney, Shareholder<o:p></o:p></b></p><p class=MsoNormal><b><span style='color:#215868'>Somers Tamblyn Isenhour Bleck </span></b><b><span style='font-size:8.0pt;color:#215868'>PLLC</span><span style='color:#215868'><o:p></o:p></span></b></p><p class=MsoNormal><span style='font-size:8.0pt'>701 Pike Street, Suite 1510, Seattle, WA 98101 <b>T</b> 206.340.2200 <o:p></o:p></span></p><p class=MsoNormal><span style='font-size:8.0pt'><a href="mailto:angela@stiblaw.com">angela@stiblaw.com</a><span style='color:#215868'> </span></span><a href="http://stiblaw.com/"><span style='font-size:8.0pt;color:#215868'>http://stiblaw.com</span></a> <span style='font-size:8.0pt;color:#215868'><o:p></o:p></span></p><p class=MsoNormal><o:p> </o:p></p></div><p class=MsoNormal><o:p> </o:p></p><div><div style='border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in'><p class=MsoNormal><b>From:</b> <a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a> <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a>> <b>On Behalf Of </b>Nick Pleasants<br><b>Sent:</b> Wednesday, July 27, 2022 6:03 PM<br><b>To:</b> WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br><b>Subject:</b> Re: [WSBAPT] Beneficiary On State Benefits - No Special Needs Trust<o:p></o:p></p></div></div><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>[External] <o:p></o:p></p><div><p class=MsoNormal>You could potentially create a Special Needs Trust for the beneficiary, but then I believe it would have to be a First-Party Trust with state payback under 42 USC § 1396p(d)(4)(A). <o:p></o:p></p><p class=MsoNormal>If the estate is as modest as you say, perhaps the better route is to find ways to spend down on exempt assets, e.g. buy them a car.<o:p></o:p></p><p class=MsoNormal>One of our Medicaid gurus could advise on this. I would give Sean/Barbara/Angela at STIB a call.<o:p></o:p></p><p class=MsoNormal>Best, <o:p></o:p></p><p class=MsoNormal>Nick<o:p></o:p></p><p class=MsoNormal><b><span style='font-size:12.0pt;color:black'>Nicholas Pleasants | Shareholder <o:p></o:p></span></b></p><p class=MsoNormal><b><span style='color:black'><o:p> </o:p></span></b></p><p class=MsoNormal><span style='color:#70AD47'><img border=0 width=223 height=95 style='width:2.3229in;height:.9895in' id="Picture_x0020_1" src="cid:image002.jpg@01D8A262.081C5980" alt="OseranHahnAttyatLaw 8"></span><span style='color:#70AD47'><o:p></o:p></span></p><p class=MsoNormal><span style='color:#70AD47'><o:p> </o:p></span></p><p class=MsoNormal><span style='color:black'>11225 SE 6<sup>th</sup> Street | Suite 100 | Bellevue, WA 98004<br>Main: (425) 455-3900 | Fax: (425) 455-9201 | E-mail: <a href="mailto:npleasants@ohswlaw.com"><span style='color:#0563C1'>npleasants@ohswlaw.com</span></a> <o:p></o:p></span></p><p class=MsoNormal><span style='color:black'><o:p> </o:p></span></p><p class=MsoNormal style='text-autospace:none'><span style='font-size:10.0pt;font-family:"Times New Roman",serif;color:#1F497D'>CONFIDENTIALITY NOTE: This e-mail message contains information belonging to the law firm of Oseran Hahn, P.S., which may be privileged, confidential and/or protected from disclosure. The information is intended only for the use of the individual or entity named above. If you think that you have received this message in error, please e-mail the sender. If you are not the intended recipient, any dissemination, distribution or copying is strictly prohibited.<o:p></o:p></span></p><p class=MsoNormal><o:p> </o:p></p><div style='border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in'><p class=MsoNormal><b>From:</b> <a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a> <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a>> <b>On Behalf Of </b>Brent Williams-Ruth<br><b>Sent:</b> Wednesday, July 27, 2022 12:03 PM<br><b>To:</b> WSBA Probate & Trust Listserv <<a href="mailto:WSBAPT@lists.wsbarppt.com">WSBAPT@lists.wsbarppt.com</a>><br><b>Subject:</b> [WSBAPT] Beneficiary On State Benefits - No Special Needs Trust<o:p></o:p></p></div><p class=MsoNormal><o:p> </o:p></p><div><div><p class=MsoNormal><span style='font-family:"Arial",sans-serif'>Brain Trust - <o:p></o:p></span></p></div><div><p class=MsoNormal><span style='font-family:"Arial",sans-serif'><o:p> </o:p></span></p></div><div><p class=MsoNormal><span style='font-family:"Arial",sans-serif'>I have a beneficiary of an estate (rather modest) that is on state benefits. The Will was not written for a Special Needs Trust. <o:p></o:p></span></p></div><div><p class=MsoNormal><span style='font-family:"Arial",sans-serif'><o:p> </o:p></span></p></div><div><p class=MsoNormal><span style='font-family:"Arial",sans-serif'>Would this be a good situation for a TEDRA where the adjustment is simply changing from the named beneficiary to a Special Needs Trust?<o:p></o:p></span></p></div><div><p class=MsoNormal><span style='font-family:"Arial",sans-serif'><o:p> </o:p></span></p></div><div><p class=MsoNormal><span style='font-family:"Arial",sans-serif'>Appreciate any insights. <o:p></o:p></span></p></div><div><div><div><div><p><b><span style='font-family:"Times New Roman",serif'>Brent Williams-Ruth</span></b><span style='font-family:"Times New Roman",serif'> (pronouns: he/him)<br><i>Attorney-At-Law</i></span><o:p></o:p></p><p><b><span style='font-family:"Times New Roman",serif'>Law Offices of Brent Williams-Ruth, </span></b><b><span style='font-size:7.5pt;font-family:"Times New Roman",serif'>a division of BWR Consulting, PLLC</span></b><o:p></o:p></p><p><b><span style='font-family:"Times New Roman",serif'>Physical Address: 500 S 336th Street, Suite 214; Federal Way, WA 98003</span></b><o:p></o:p></p><p><b><span style='font-family:"Times New Roman",serif;color:red'>**EFFECTIVE IMMEDIATELY**</span></b><b><span style='font-family:"Times New Roman",serif'> All mail sent through the USPS should be sent to the following address: PO BOX 3319; Federal Way, WA 98063 </span></b><o:p></o:p></p><p><span style='font-family:"Times New Roman",serif'>Office/Scheduling Phone:<span style='color:#004080'> </span><span style='color:red'>(253) 285-7751</span></span><o:p></o:p></p><p><span style='font-family:"Times New Roman",serif'>Direct:<span style='color:red'> (253) 285-7453</span></span><o:p></o:p></p><p><span style='font-family:"Times New Roman",serif'><a href="mailto:Brent@Williams-RuthLaw.com" target="_blank">e-mail</a> / <a href="https://nam02.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.williams-ruthlaw.com%2F&data=05%7C01%7Cangela%40stiblaw.com%7C9635e0a3d2cb414c1b8408da70366dea%7C348ff61c088544f2acdcb8eda20a8075%7C0%7C0%7C637945676356807780%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=vEr%2BF19OOVx1gb0YqRBUqgjCiL9MVDttFpTrVXmsJlM%3D&reserved=0" target="_blank">website</a> /</span><span style='font-size:9.5pt;font-family:"Times New Roman",serif'> </span><span style='font-family:"Times New Roman",serif'><a href="https://nam02.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.facebook.com%2Fbwrlaw&data=05%7C01%7Cangela%40stiblaw.com%7C9635e0a3d2cb414c1b8408da70366dea%7C348ff61c088544f2acdcb8eda20a8075%7C0%7C0%7C637945676356807780%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=ELyyHl1%2BH%2FjBWjOcGSQaZZTcKcvN98855WINjUItQPU%3D&reserved=0" target="_blank"><span style='font-size:9.5pt'>facebook</span></a></span><span style='font-size:9.5pt;font-family:"Times New Roman",serif'> / </span><o:p></o:p></p></div></div></div></div></div></div></div></body></html>