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Thanks Diane - aside from <span style="font-family:"Times New Roman", serif;font-size:16px;background-color:rgb(255, 255, 255);display:inline !important" class="ContentPasted0">potential lock ups due to litigation... do they also get more money this way? Thanks
again for your response. Mike </span></div>
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<div id="divRplyFwdMsg" dir="ltr"><font face="Calibri, sans-serif" color="#000000" style="font-size: 11pt; color: rgb(0, 0, 0);"><b>From:</b> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com> on behalf of Diane J. Kiepe <DJKiepe@depdslaw.com><br>
<b>Sent:</b> Monday, February 27, 2023 11:45 AM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> Re: [WSBAPT] Question about Revocable Living Trust</font>
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<span style="font-size:12.0pt; font-family:"Times New Roman",serif">100% True – unless there is very specific wording in the document which I have seen miserably attempted…..it makes so much more sense to make Qualified Plans directly payable to the organization
or a CRT to avoid trust administration and potential lock ups due to litigation……….while conduit trusts for charities may still work, I can think of no case, off the top of my head on this Monday, of why I would advise my client to take that route
</span><span style="font-size:12.0pt; font-family:"Segoe UI Emoji",sans-serif">😉</span><span style="font-size:12.0pt; font-family:"Times New Roman",serif"></span></p>
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<i><span style="font-family:"Script MT Bold"">Diane J. Kiepe</span></i></p>
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<i><span style="font-family:"Script MT Bold""> </span></i></p>
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Diane J. Kiepe</p>
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Douglas Eden</p>
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<b>From:</b> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com>
<b>On Behalf Of </b>michael westseattleattorney.com<br>
<b>Sent:</b> Monday, February 27, 2023 11:40 AM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> Re: [WSBAPT] Question about Revocable Living Trust</p>
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<span style="font-family:"Times New Roman",serif; color:black">As to RLT and Charitable Orgs, is it true that a Charity receives more if it receives the decedent's deferred income account from the Decedent's Deferred Plan rather than having the Trustee receive
the funds net of taxes and then disbursing? Thaks Mike Atkins</span></p>
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