<div dir="auto">Diane thank you for this information. When folks ask about asset protection trusts, my general practice is to share that these trusts are not part of my practice and they should consult with an attorney who does this work to see if it would be a fit. Personally, I’m a bit skeptical of these trusts, but I don’t claim to have a strong base of knowledge about them.  I’m always happy to have more information!</div><div dir="auto"><br><div class="gmail_quote gmail_quote_container" dir="auto"><div dir="ltr" class="gmail_attr">On Fri, May 29, 2026 at 11:14 AM Diane Kiepe <<a href="mailto:diane@kiepelaw.com">diane@kiepelaw.com</a>> wrote:<br></div><blockquote class="gmail_quote" style="margin:0 0 0 .8ex;border-left:1px #ccc solid;padding-left:1ex"><div dir="ltr"><div><div class="gmail_default" style="font-size:large">WA does not recognize self-settled trust for the settlor's own benefit (RCW 19.36.020).  Has anyone researched if the Settlor can be one of more than one beneficiaries under this statute?</div><div class="gmail_default" style="font-size:large"><br></div><div class="gmail_default" style="font-size:large">Also, probably all of you have read this but WA case In Re Huber, 493 B.R. 798 (2013) requiring settlor to have substantial relation to the state in which a trust is made to be recognized and, basically, if WA has the most significant relationship to the Trust, WA law will be applied.</div></div></div><div dir="ltr"><div><div class="gmail_default" style="font-size:large"><br></div><div class="gmail_default" style="font-size:large"><br></div><br clear="all"></div><div><div dir="ltr" class="gmail_signature" data-smartmail="gmail_signature"><div dir="ltr"><div><br></div><div><br></div><div><span style="color:rgb(56,118,29);font-family:georgia,serif;font-size:large">Diane Kiepe</span></div><div><font color="#38761d" face="georgia, serif" size="4">Kiepe Estate and Probate, PLLC<br></font><div><font size="4" face="georgia, serif" color="#38761d"><a href="mailto:diane@kiepelaw.com" target="_blank">diane@kiepelaw.com</a></font></div><div><font size="4" face="georgia, serif" color="#38761d"><a href="https://www.google.com/maps/search/200+N.+Mullan+Rd.,+Suite+203+Spokane+Valley,+WA%C2%A0+99206?entry=gmail&source=g">200 N. Mullan Rd., Suite 203</a></font></div><div><font size="4" face="georgia, serif" color="#38761d"><a href="https://www.google.com/maps/search/200+N.+Mullan+Rd.,+Suite+203+Spokane+Valley,+WA%C2%A0+99206?entry=gmail&source=g">Spokane Valley, WA  99206</a></font></div></div><div><span style="color:rgb(56,118,29);font-family:georgia,serif;font-size:large">509-280-6414</span></div><div><div><span style="color:rgb(105,105,105);font-family:Verdana,sans-serif;font-size:10px">Confidentiality</span><span style="color:rgb(105,105,105);font-family:Verdana,sans-serif;font-size:10px"> Notice: This page and any accompanying documents contain information that is </span><span style="color:rgb(105,105,105);font-family:Verdana,sans-serif;font-size:10px">confidential</span><span style="color:rgb(105,105,105);font-family:Verdana,sans-serif;font-size:10px">, privileged, or exempt from disclosure under applicable law and is intended for the exclusive use of the addressee. This information is private and protected by law. If you are not the intended recipient, you are hereby notified that any disclosure, copying, distribution, or use of the contents of this information in any manner is strictly prohibited.</span></div></div></div></div></div><br></div><br><div class="gmail_quote"><div dir="ltr" class="gmail_attr">On Thu, May 28, 2026 at 3:13 PM Laura Latta <<a href="mailto:laura@lauralatta.com" target="_blank">laura@lauralatta.com</a>> wrote:<br></div><blockquote class="gmail_quote" style="margin:0px 0px 0px 0.8ex;border-left:1px solid rgb(204,204,204);padding-left:1ex"><div dir="ltr">Thank you, Heather!</div><br><div class="gmail_quote"><div dir="ltr" class="gmail_attr">On Thu, May 28, 2026 at 3:10 PM Heather de Vrieze <<a href="mailto:heatherd@westseattlelaw.com" target="_blank">heatherd@westseattlelaw.com</a>> wrote:<br></div><blockquote class="gmail_quote" style="margin:0px 0px 0px 0.8ex;border-left:1px solid rgb(204,204,204);padding-left:1ex"><div>





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<p class="MsoNormal">This is who we have referred clients to.<u></u><u></u></p>
<p class="MsoNormal"><u></u> <u></u></p>
<p><b>Shreya and Colin Ley at Layroots:</b><b><span style="font-size:12pt"><u></u><u></u></span></b></p>
<p class="MsoNormal" style="text-indent:0.25in">       <a href="https://www.layroots.com/" target="_blank">
https://www.layroots.com/</a> <u></u><u></u></p>
<p class="MsoNormal" style="text-indent:0.5in">206-219-9559<u></u><u></u></p>
<p class="MsoNormal"><u></u> <u></u></p>
<p><b>Nevada Trusts - Steve Oshins</b><b><span style="font-size:12pt"><u></u><u></u></span></b></p>
<p class="MsoNormal" style="margin-left:0.5in"><a href="https://www.oshins.com/state-rankings-charts" target="_blank">https://www.oshins.com/state-rankings-charts</a><u></u><u></u></p>
<p><span style="font-size:12pt">702-341-6000<u></u><u></u></span></p>
<p class="MsoNormal"><u></u> <u></u></p>
<p class="MsoNormal"><u></u> <u></u></p>
<p class="MsoNormal"><span style="font-family:"Lucida Calligraphy";color:rgb(31,73,125)">Heather S. de Vrieze</span><b><span style="font-size:16pt;color:rgb(31,73,125)"><br>
</span></b><i><span style="font-family:Garamond,serif;color:rgb(31,73,125)">(she/her)<u></u><u></u></span></i></p>
<p class="MsoNormal"><i><span style="font-family:Garamond,serif;color:rgb(31,73,125)">Attorney-at-Law</span></i><i><span style="font-size:11pt;font-family:Garamond,serif;color:rgb(31,73,125)"><u></u><u></u></span></i></p>
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<p class="MsoNormal"><span style="font-size:10pt;font-family:Nyala;color:rgb(68,82,78)"><a href="https://www.google.com/maps/search/3909+California+Avenue+SW+%0D%0A+Seattle,+WA+98116-3705?entry=gmail&source=g">3909 California Avenue SW</a><u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:10pt;font-family:Nyala;color:rgb(68,82,78)"><a href="https://www.google.com/maps/search/3909+California+Avenue+SW+%0D%0A+Seattle,+WA+98116-3705?entry=gmail&source=g">Seattle, WA 98116-3705</a>                         <a href="https://www.google.com/maps/search/3909+California+Avenue+SW+%0D%0A+Seattle,+WA+98116-3705?entry=gmail&source=g">
</a><u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:10pt;font-family:Nyala;color:rgb(68,82,78)">(206)938-5500
<u></u><u></u></span></p>
<p class="MsoNormal"><a href="mailto:heatherd@westseattlelaw.com" target="_blank"><span style="font-size:10pt;font-family:Nyala;color:rgb(68,82,78)">heatherd@westseattlelaw.com</span></a><span style="font-size:10pt;font-family:Nyala;color:rgb(68,82,78)">
<u></u><u></u></span></p>
<p class="MsoNormal"><a href="http://www.westseattlelaw.com/" target="_blank"><span style="font-size:10pt;font-family:Nyala;color:rgb(68,82,78)">www.westseattlelaw.com</span></a><span style="font-size:10pt;font-family:Nyala;color:rgb(68,82,78)">
<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:11pt;font-family:"Aptos Display",sans-serif;color:rgb(192,0,0)"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-size:10pt;font-family:"Aptos Display",sans-serif;color:rgb(192,0,0)">This summer our office will be OPEN Monday through Thursday and CLOSED on FRIDAYS (May 29, 2026 through September 4, 2026)</span><span style="font-size:10pt;font-family:"Aptos Display",sans-serif;color:rgb(192,0,0)"><u></u><u></u></span></p>
<p class="MsoNormal"><b><span style="font-size:9pt;font-family:Arial,sans-serif;color:rgb(0,46,138)">Click here to connect with de Vrieze | Carney on Facebook:
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<p class="MsoNormal"><span style="font-size:8pt;color:rgb(166,166,166)">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:16pt;font-family:Cambria,serif;color:blue"><u></u><u></u></span></p>
<p class="MsoNormal"><u></u> <u></u></p>
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<p class="MsoNormal"><b><span style="font-size:11pt;font-family:Calibri,sans-serif">From:</span></b><span style="font-size:11pt;font-family:Calibri,sans-serif"> <a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a> <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a>>
<b>On Behalf Of </b>Laura Latta<br>
<b>Sent:</b> Thursday, May 28, 2026 2:58 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <<a href="mailto:WSBAPT@lists.wsbarppt.com" target="_blank">WSBAPT@lists.wsbarppt.com</a>><br>
<b>Subject:</b> [WSBAPT] Referral for Asset Protection Attorney<u></u><u></u></span></p>
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<p class="MsoNormal">Hello Listmates,<u></u><u></u></p>
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<p class="MsoNormal">Do any of you prepare asset protection trusts or have a referral for a good asset protection attorney? If so,
<span style="color:black;background:rgb(231,242,255)">I</span> would appreciate the referral for a potential Washington resident client with assets in WA and CA. <u></u><u></u></p>
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<p class="MsoNormal">Warmly,<u></u><u></u></p>
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<p class="MsoNormal">Laura <u></u><u></u></p>
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<p class="MsoNormal"><u></u> <u></u></p>
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<p class="MsoNormal"><b><span style="font-family:Georgia,serif;color:rgb(69,129,142)">Laura Latta<br>
Law Office of Laura Latta PLLC</span></b><u></u><u></u></p>
<p class="MsoNormal" style="background-image:initial;background-position:initial;background-repeat:initial">
<span style="font-family:Georgia,serif;color:rgb(102,102,102)">she/her</span><u></u><u></u></p>
<p style="margin:0in;line-height:13.15pt;background-image:initial;background-position:initial;background-repeat:initial">
<span style="font-family:Georgia,serif;color:rgb(102,102,102)">Phone (206) 841-2344</span><u></u><u></u></p>
<p class="MsoNormal" style="background-image:initial;background-position:initial;background-repeat:initial">
<span style="font-family:Georgia,serif;color:rgb(102,102,102)"><a href="http://www.LauraLatta.com" target="_blank">www.LauraLatta.com</a></span><u></u><u></u></p>
<p style="margin:0in;line-height:13.15pt;background-image:initial;background-position:initial;background-repeat:initial">
<span style="font-family:Georgia,serif;color:rgb(102,102,102)"><a href="https://www.google.com/maps/search/4010+Lake+Washington+Blvd.+NE+Ste.+202+%0D%0A+%0D%0A+Kirkland,+WA+98033?entry=gmail&source=g">4010 Lake Washington Blvd. NE Ste. 202</a></span><u></u><u></u></p>
<p style="margin:0in;line-height:13.15pt;background-image:initial;background-position:initial;background-repeat:initial"><a href="https://www.google.com/maps/search/4010+Lake+Washington+Blvd.+NE+Ste.+202+%0D%0A+%0D%0A+Kirkland,+WA+98033?entry=gmail&source=g">
</a><span style="font-family:Georgia,serif;color:rgb(102,102,102)"><a href="https://www.google.com/maps/search/4010+Lake+Washington+Blvd.+NE+Ste.+202+%0D%0A+%0D%0A+Kirkland,+WA+98033?entry=gmail&source=g">Kirkland, WA 98033</a></span><u></u><u></u></p><a href="https://www.google.com/maps/search/4010+Lake+Washington+Blvd.+NE+Ste.+202+%0D%0A+%0D%0A+Kirkland,+WA+98033?entry=gmail&source=g">
</a><p class="MsoNormal"><span style="color:rgb(19,79,92)"> </span><u></u><u></u></p>
<p class="MsoNormal"><b><span style="color:rgb(68,68,68)">NOTICE:  This communication may contain privileged or other confidential information. If you have received it in error, please advise the sender by
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