<html xmlns:v="urn:schemas-microsoft-com:vml" 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=koi8-r">
<meta name="Generator" content="Microsoft Word 15 (filtered medium)">
<!--[if !mso]><style>v\:* {behavior:url(#default#VML);}
o\:* {behavior:url(#default#VML);}
w\:* {behavior:url(#default#VML);}
.shape {behavior:url(#default#VML);}
</style><![endif]--><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:"Calibri Light";
panose-1:2 15 3 2 2 2 4 3 2 4;}
@font-face
{font-family:Nyala;}
@font-face
{font-family:Cambria;
panose-1:2 4 5 3 5 4 6 3 2 4;}
@font-face
{font-family:Garamond;
panose-1:2 2 4 4 3 3 1 1 8 3;}
@font-face
{font-family:"Vladimir Script";
panose-1:3 5 4 2 4 4 7 7 3 5;}
/* Style Definitions */
p.MsoNormal, li.MsoNormal, div.MsoNormal
{margin:0in;
font-size:11.0pt;
font-family:"Calibri",sans-serif;
mso-ligatures:standardcontextual;}
a:link, span.MsoHyperlink
{mso-style-priority:99;
color:#0563C1;
text-decoration:underline;}
span.EmailStyle19
{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;}
--></style><!--[if gte mso 9]><xml>
<o:shapedefaults v:ext="edit" spidmax="1026" />
</xml><![endif]--><!--[if gte mso 9]><xml>
<o:shapelayout v:ext="edit">
<o:idmap v:ext="edit" data="1" />
</o:shapelayout></xml><![endif]-->
</head>
<body lang="EN-US" link="#0563C1" vlink="#954F72" style="word-wrap:break-word">
<div class="WordSection1">
<p class="MsoNormal">Hi Heather,<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">From the perspective of working on the professional fiduciary side, we often see Trust Protectors who are the grantor’s attorney or sometimes even CPA. This is not uncommon for us when we are serving as a corporate trustee.
<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Thanks,<br>
Reed <o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;margin-bottom:6.0pt"><span style="font-size:12.0pt;color:black;mso-ligatures:none">Reed A. Jones<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;mso-ligatures:none">Senior Trust Advisor Senior Vice President<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;color:black;mso-ligatures:none">Wells Fargo Wealth & Investment Management<o:p></o:p></span></p>
<p class="MsoNormal" style="mso-margin-top-alt:6.0pt;margin-right:0in;margin-bottom:6.0pt;margin-left:0in">
<span style="font-size:10.0pt;color:black;mso-ligatures:none">999 3rd Ave, 40th Floor Seattle, WA 98104<br>
Tel 206.292.3607 Cell 425.444.8937<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:6.0pt"><u><span style="font-size:10.0pt;color:blue;mso-ligatures:none"><a href="mailto:Reed.A.Jones@WellsFargo.com"><span style="color:#0563C1">Reed.A.Jones@WellsFargo.com</span></a></span></u><span style="font-size:12.0pt;mso-ligatures:none">
<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:6.0pt"><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;mso-ligatures:none"><o:p> </o:p></span></p>
<p class="MsoNormal" style="margin-bottom:6.0pt"><span style="mso-ligatures:none"><img border="0" width="224" height="48" style="width:2.3333in;height:.5in" id="Picture_x0020_3" src="cid:image003.png@01D9D506.8D321510" alt="Wells Fargo stagecoach"></span><span style="font-size:12.0pt;font-family:"Calibri Light",sans-serif;mso-ligatures:none"><br>
<br>
</span><span style="font-size:8.0pt;font-family:"Calibri Light",sans-serif;color:gray;mso-ligatures:none">Wells Fargo Private Bank provides products and services through Wells Fargo Bank, N.A. and its various affiliates and subsidiaries.
</span><span style="font-size:8.0pt;font-family:"Calibri Light",sans-serif;mso-ligatures:none"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:7.5pt;font-family:"Calibri Light",sans-serif;color:gray;mso-ligatures:none">This message may contain confidential and/or privileged information. If you are not the addressee or authorized to receive this for the addressee,
you must not copy, disclose, or take any action based on this message or any information herein. If you have received this message in error, please advise the sender immediately by reply email and delete this message. Thank you for your cooperation.</span><span style="font-family:"Calibri Light",sans-serif;mso-ligatures:none"><o:p></o:p></span></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><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><span style="mso-ligatures:none">From:</span></b><span style="mso-ligatures:none"> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com>
<b>On Behalf Of </b>Heather de Vrieze<br>
<b>Sent:</b> Tuesday, August 22, 2023 12:25 PM<br>
<b>To:</b> 'WSBA Probate & Trust Listserv' <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> [WSBAPT] Attorney as Trust Protector<o:p></o:p></span></p>
</div>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="font-size:12.0pt">I’m curious as to whether any of you serve in the role of Trust Protector for clients. I generally understood this to be a good role for a trusted family member who was not serving as trustee, but could still
exercise some oversight, often when there is a professional fiduciary involved.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt">Thoughts?<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt">Heather<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:16.0pt;font-family:"Vladimir Script";color:#1F497D">Heather S. de Vrieze</span><b><span style="font-size:16.0pt;color:#1F497D"><br>
</span></b><i><span style="font-family:"Garamond",serif;color:#1F497D">Attorney-at-Law</span></i><i><span style="font-family:"Garamond",serif;color:#1F497D;mso-ligatures:none"><o:p></o:p></span></i></p>
<p class="MsoNormal"><i><span style="font-family:"Garamond",serif;color:#1F497D;mso-ligatures:none"><img border="0" width="189" height="105" style="width:1.9652in;height:1.0972in" id="Picture_x0020_1" src="cid:image004.jpg@01D9D506.8D321510"></span></i><i><span style="font-size:12.0pt;font-family:"Garamond",serif;color:#1F497D"><o:p></o:p></span></i></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">3909 California Avenue SW<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">Seattle, WA 98116-3705
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">(206)938-5500
<o:p></o:p></span></p>
<p class="MsoNormal"><a href="mailto:heatherd@westseattlelaw.com"><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">heatherd@westseattlelaw.com</span></a><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">
<o:p></o:p></span></p>
<p class="MsoNormal"><a href="https://urldefense.com/v3/__http:/www.westseattlelaw.com/__;!!F9svGWnIaVPGSwU!stb6slbmRmwcONV9DU8rL91ukQSpCT28Ms4MkS-rTXe63kAXXpKTXQPrOs9xocURZaiJyYBzCoUCfGmikeNH8vMDVUSC-A$"><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">www.westseattlelaw.com</span></a><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">
<o:p></o:p></span></p>
<p class="MsoNormal"><b><span style="font-size:9.0pt;font-family:"Arial",sans-serif;color:#002E8A">Click here to connect with de Vrieze | Carney on Facebook:
</span><span style="color:#1F497D"> </span></b><a href="https://urldefense.com/v3/__https:/www.facebook.com/DeVriezeCarney__;!!F9svGWnIaVPGSwU!stb6slbmRmwcONV9DU8rL91ukQSpCT28Ms4MkS-rTXe63kAXXpKTXQPrOs9xocURZaiJyYBzCoUCfGmikeNH8vPoaxqWPg$"><b><span style="color:blue;mso-ligatures:none;text-decoration:none"><img border="0" width="72" height="21" style="width:.75in;height:.2222in" id="Picture_x0020_2" src="cid:image005.png@01D9D506.8D321510" alt="FB Logo"></span></b></a><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:8.0pt;color:#A6A6A6"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:Nyala;color:red">Our office will be closed<u>
</u></span><u><span style="font-family:Nyala;color:#002060">Fridays</span></u><span style="font-family:Nyala;color:#002060">
</span><span style="font-family:Nyala;color:red">from July 14 through August 25<sup>th</sup>.</span><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:#C00000">
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:8.0pt;color:#A6A6A6"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:8.0pt;color:#A6A6A6">CONFIDENTIAL & PRIVILEGED. This e-mail message may contain legally privileged and/or confidential information. If you have received this e-mail in error, please notify the sender immediately
and delete all copies of this e-mail message and any attachment.</span><span style="font-size:16.0pt;font-family:"Cambria",serif;color:blue"><o:p></o:p></span></p>
<p class="MsoNormal"><o:p> </o:p></p>
</div>
</body>
</html>