<html xmlns:o="urn:schemas-microsoft-com:office:office" xmlns:w="urn:schemas-microsoft-com:office:word" xmlns:m="http://schemas.microsoft.com/office/2004/12/omml" xmlns="http://www.w3.org/TR/REC-html40">
<head>
<meta http-equiv="Content-Type" content="text/html; charset=Windows-1252">
<meta name="Generator" content="Microsoft Word 15 (filtered medium)">
<style><!--
/* Font Definitions */
@font-face
{font-family:"Cambria Math";
panose-1:2 4 5 3 5 4 6 3 2 4;}
@font-face
{font-family:Calibri;
panose-1:2 15 5 2 2 2 4 3 2 4;}
@font-face
{font-family:Verdana;
panose-1:2 11 6 4 3 5 4 4 2 4;}
/* Style Definitions */
p.MsoNormal, li.MsoNormal, div.MsoNormal
{margin:0in;
font-size:10.0pt;
font-family:"Calibri",sans-serif;}
a:link, span.MsoHyperlink
{mso-style-priority:99;
color:#0563C1;
text-decoration:underline;}
p.MsoListParagraph, li.MsoListParagraph, div.MsoListParagraph
{mso-style-priority:34;
margin-top:0in;
margin-right:0in;
margin-bottom:0in;
margin-left:.5in;
font-size:10.0pt;
font-family:"Calibri",sans-serif;}
span.EmailStyle20
{mso-style-type:personal-reply;
font-family:"Calibri",sans-serif;
color:windowtext;}
.MsoChpDefault
{mso-style-type:export-only;
font-size:10.0pt;}
@page WordSection1
{size:8.5in 11.0in;
margin:1.0in 1.0in 1.0in 1.0in;}
div.WordSection1
{page:WordSection1;}
/* List Definitions */
@list l0
{mso-list-id:1118714978;
mso-list-type:hybrid;
mso-list-template-ids:-1746631028 -2081659264 67698713 67698715 67698703 67698713 67698715 67698703 67698713 67698715;}
@list l0:level1
{mso-level-tab-stop:none;
mso-level-number-position:left;
text-indent:-.25in;}
@list l0:level2
{mso-level-number-format:alpha-lower;
mso-level-tab-stop:none;
mso-level-number-position:left;
text-indent:-.25in;}
@list l0:level3
{mso-level-number-format:roman-lower;
mso-level-tab-stop:none;
mso-level-number-position:right;
text-indent:-9.0pt;}
@list l0:level4
{mso-level-tab-stop:none;
mso-level-number-position:left;
text-indent:-.25in;}
@list l0:level5
{mso-level-number-format:alpha-lower;
mso-level-tab-stop:none;
mso-level-number-position:left;
text-indent:-.25in;}
@list l0:level6
{mso-level-number-format:roman-lower;
mso-level-tab-stop:none;
mso-level-number-position:right;
text-indent:-9.0pt;}
@list l0:level7
{mso-level-tab-stop:none;
mso-level-number-position:left;
text-indent:-.25in;}
@list l0:level8
{mso-level-number-format:alpha-lower;
mso-level-tab-stop:none;
mso-level-number-position:left;
text-indent:-.25in;}
@list l0:level9
{mso-level-number-format:roman-lower;
mso-level-tab-stop:none;
mso-level-number-position:right;
text-indent:-9.0pt;}
@list l1
{mso-list-id:1733383175;
mso-list-template-ids:-1791714592;}
ol
{margin-bottom:0in;}
ul
{margin-bottom:0in;}
--></style>
</head>
<body lang="EN-US" link="#0563C1" vlink="#954F72" style="word-wrap:break-word">
<div class="WordSection1">
<p class="MsoNormal"><span style="font-size:11.0pt">Peter,<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt">You could also check out InTrustment Northwest.
<a href="https://intrustmentnw.com/">https://intrustmentnw.com/</a><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt"><o:p> </o:p></span></p>
<div>
<div>
<div>
<p class="MsoNormal"><b><span style="font-size:10.5pt;color:black">Deborah Jameson</span></b><span style="font-size:10.5pt;color:black"> | Attorney | Neil & Neil, P.S.</span><span style="font-size:11.0pt"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Verdana",sans-serif;color:black">5302 Pacific Avenue,Tacoma,WA 98408 | <a href="mailto:deborah@neillaw.com">deborah@neillaw.com</a><br>
(253)475-8600 | f:(253)473-5746</span><span style="font-size:10.5pt;font-family:"Verdana",sans-serif;color:black"><o:p></o:p></span></p>
<p class="MsoNormal"><i><span style="font-size:7.5pt;font-family:"Verdana",sans-serif;color:#4F7A28">This email address is not monitored at all times. So, if your matter is urgent please phone my office.</span></i><span style="font-size:10.5pt;font-family:"Arial",sans-serif;color:black"><o:p></o:p></span></p>
<p class="MsoNormal"><i><span style="font-size:7.5pt;font-family:"Verdana",sans-serif;color:#4F7A28">Also, this message in not encrypted, therefore it may not be secure. This message and attachments are confidential and may contain information that is privileged.
If you are not the intended recipient, please notify the sender at once by email or call 253-475-8600 and delete this message completely from your information system. Further use, disclosure, or copying of information contained in this email is not authorized,
and receipt by anyone other than the named recipient is not a waiver of any attorney-client, work product, or other applicable privilege; or other confidentiality protections. </span></i><i><span style="font-size:10.5pt;font-family:"Arial",sans-serif;color:black"><o:p></o:p></span></i></p>
<p class="MsoNormal"><span style="font-size:11.0pt"> <o:p></o:p></span></p>
</div>
</div>
</div>
<p class="MsoNormal"><span style="font-size:11.0pt"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt"><o:p> </o:p></span></p>
<div style="border:none;border-top:solid #B5C4DF 1.0pt;padding:3.0pt 0in 0in 0in">
<p class="MsoNormal" style="margin-bottom:12.0pt"><b><span style="font-size:12.0pt;color:black">From:
</span></b><span style="font-size:12.0pt;color:black">wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com> on behalf of Peter D. Haroldson <peter@torresharoldson.com><br>
<b>Date: </b>Thursday, September 15, 2022 at 12:27 PM<br>
<b>To: </b>wsbapt@lists.wsbarppt.com <wsbapt@lists.wsbarppt.com><br>
<b>Subject: </b>[WSBAPT] Pooled trust / options for non-DDD estate beneficiary<o:p></o:p></span></p>
</div>
<p class="MsoNormal"><span style="font-size:11.0pt">Hello all, <o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt"> <o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt">I am a probate GAL for a person who is under 65, experiencing long-term homelessness, and has documented long term mental health challenges likely exacerbated by homelessness. Unfortunately, I cannot count
on this person being able or willing to help me. It has taken months just to get an in person meeting coordinated.
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt"> <o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt">This person will inherit about $80-85k from a parent’s estate.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt"> <o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt">This person reports receipt of some combination of SSI and SSA. It is direct deposited to a bank account. Without more information I cannot determine whether the benefits are needs-based but since it is
SSI in part I suspect that it is. The person has no paperwork except some medical bills which indicate that Medicare is the insurer. I suspect a SNT is necessary, in an abundance of caution.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt"> <o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt">Some 10+ years ago the person applied for, but apparently never completed the process or was not eligible for, DD services. I have confirmed with DD that the person is not receiving services. I suspect the
person is not able or willing to follow through with a new application for services.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt"> <o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt">The last option I want to deploy is a limited conservatorship as (1) I anticipate difficulty in finding a nominee (family does not wish to be involved), (2) a conservatorship does not address a potential loss
of benefits from receipt of the inheritance, and (3) I do not want this small inheritance to be eaten up by fees and admin expenses.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt"> <o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt">A court-monitored SNT still has issues (1) and especially (3).<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt"> <o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt">The pooled trusts that I am aware of are limited to DD recipients. Proof of eligibility within the past two years is required.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt"> <o:p></o:p></span></p>
<ol style="margin-top:0in" start="1" type="1">
<li class="MsoListParagraph" style="margin-left:0in;mso-list:l0 level1 lfo3"><span style="font-size:11.0pt">Is there a pooled trust option for non-DD beneficiaries who need protection of a trust, specifically a SNT, for a small inheritance.<o:p></o:p></span></li><li class="MsoListParagraph" style="margin-left:0in;mso-list:l0 level1 lfo3"><span style="font-size:11.0pt">Does anyone have any other solutions they have used successfully?<o:p></o:p></span></li></ol>
<p class="MsoNormal"><span style="font-size:11.0pt"> <o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt">Sincerely,<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt"> <o:p></o:p></span></p>
<p class="MsoNormal"><b><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:#365F91">Peter D. Haroldson</span></b><span style="font-size:11.0pt"><o:p></o:p></span></p>
<p class="MsoNormal"><b><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:#212121">Torres & Haroldson, PLLC
</span></b><span style="font-size:11.0pt"><o:p></o:p></span></p>
<p class="MsoNormal"><b><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:#212121">PO BOX 530</span></b><span style="font-size:11.0pt"><o:p></o:p></span></p>
<p class="MsoNormal"><b><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:#212121">Maple Valley, WA 98038</span></b><span style="font-size:11.0pt"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:#1F497D">Email: </span><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:#212121"><a href="mailto:peter@torresharoldson.com"><span style="color:blue">peter@torresharoldson.com</span></a></span><span style="font-size:11.0pt"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:#1F497D">Facebook: </span><span style="font-size:11.0pt;color:#212121"><a href="https://fb.me/torresharoldson" target="_blank"><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:blue">fb.me/torresharoldson</span></a></span><span style="font-size:11.0pt"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:#1F497D">Phone: 425.458.3170</span><span style="font-size:11.0pt"><o:p></o:p></span></p>
<p class="MsoNormal"><b><i><span style="font-size:11.0pt;color:#2F5496"> </span></i></b><span style="font-size:11.0pt"><o:p></o:p></span></p>
<p class="MsoNormal"><b><i><span style="font-size:11.0pt;color:#2F5496">Our office is located at 22520 SE 218th Street, Maple Valley WA 98038. Please send mail to PO BOX.</span></i></b><span style="font-size:11.0pt"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:6.0pt;font-family:"Verdana",sans-serif;color:blue"> </span><span style="font-size:11.0pt"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:6.0pt;font-family:"Verdana",sans-serif;color:blue">NOTICE:</span><span style="font-size:6.0pt;font-family:"Verdana",sans-serif;color:navy">
</span><span style="font-size:6.0pt;font-family:"Verdana",sans-serif;color:black">The contents of this message, including any attachments, may be protected by attorney-client privilege, the work product doctrine or other applicable legal protections.</span><span style="font-size:6.0pt;font-family:"Verdana",sans-serif;color:navy">
</span><span style="font-size:6.0pt;font-family:"Verdana",sans-serif;color:black">If you are not the intended recipient or have received this message in error, please notify the sender and promptly delete the message. Thank you for your cooperation.</span><span style="font-size:11.0pt"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:6.0pt;font-family:"Verdana",sans-serif;color:blue">CLIENT ADVISORY:</span><span style="font-size:6.0pt;font-family:"Verdana",sans-serif;color:maroon"> </span><span style="font-size:6.0pt;font-family:"Verdana",sans-serif;color:black">
If you have not received a Reply to an e-mail message within forty-eight hours, please call our office to ensure receipt of your message.</span><span style="font-size:11.0pt"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:6.0pt;font-family:"Verdana",sans-serif;color:blue">IRS CIRCULAR 230 DISCLAIMER: </span><span style="font-size:6.0pt;font-family:"Verdana",sans-serif;color:navy">
</span><span style="font-size:6.0pt;font-family:"Verdana",sans-serif;color:black">To ensure compliance with requirements imposed by the IRS, I inform you that any U.S. tax advice contained in this communication (including any attachments) is not intended or
written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code; or (ii) promoting, marketing or recommending to another party any transaction or tax-related matter addressed herein.</span><span style="font-size:11.0pt"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt"> <o:p></o:p></span></p>
</div>
</body>
</html>