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<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif">Yes – generally – because making it directly payable to the charity is the only way to ensure that there is zero tax exposure.<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"><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 12:09 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> Re: [WSBAPT] Question about Revocable Living Trust<o:p></o:p></p>
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<p class="MsoNormal" style="background:white"><span style="font-family:"Times New Roman",serif;color:black">Thanks Diane - aside from </span><span class="contentpasted0"><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:black;background:white">potential
lock ups due to litigation... do they also get more money this way? Thanks again for your response. Mike </span></span><span style="font-family:"Times New Roman",serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><b><span style="color:black">From:</span></b><span style="color:black">
<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>> on behalf of Diane J. Kiepe <<a href="mailto:DJKiepe@depdslaw.com">DJKiepe@depdslaw.com</a>><br>
<b>Sent:</b> Monday, February 27, 2023 11:45 AM<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] Question about Revocable Living Trust</span> <o:p></o:p></p>
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<p class="xmsonormal"><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><o:p></o:p></p>
<p class="xmsonormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif"> </span><o:p></o:p></p>
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<p class="xmsonormal"><i><span style="font-family:"Script MT Bold"">Diane J. Kiepe</span></i><o:p></o:p></p>
<p class="xmsonormal"><i><span style="font-family:"Script MT Bold""> </span></i><o:p></o:p></p>
<p class="xmsonormal">Diane J. Kiepe<o:p></o:p></p>
<p class="xmsonormal">Douglas Eden<o:p></o:p></p>
<p class="xmsonormal">717 W. Sprague Ave.<o:p></o:p></p>
<p class="xmsonormal">Suite 1500<o:p></o:p></p>
<p class="xmsonormal">Spokane, WA 99201<o:p></o:p></p>
<p class="xmsonormal"><a href="mailto:djkiepe@depdslaw.com">djkiepe@depdslaw.com</a><o:p></o:p></p>
<p class="xmsonormal">509-455-5300<o:p></o:p></p>
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<p class="xmsonormal"><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>michael westseattleattorney.com<br>
<b>Sent:</b> Monday, February 27, 2023 11:40 AM<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] Question about Revocable Living Trust<o:p></o:p></p>
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<p class="xmsonormal" style="background:white"><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><o:p></o:p></p>
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