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Well, hmm, I guess as distressing as it may seem potentially to position son against parent or siblings, I'm not sure any law
<i>forbids</i> the "Clayton electing trustee" to be an interested trustee vs a non-interested (independent) trustee. </div>
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If he worked with qualified legal and tax counsel and everyone was onboard with the strategy after first spouse's death, I would have to look "something" up in search of a reason that he would be disqualified. </div>
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If someone else embarrasses me with a contrary answer that proves mine wrong, I shall humbly offer up a template Minor Child POA as my gift to them. </div>
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Best, Josh </div>
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<span style="text-transform: none;"></span><span style="font-family: Aptos, Aptos_MSFontService, -apple-system, Roboto, Arial, Helvetica, sans-serif; font-size: 12pt; color: black;"><b>Joshua McKarcher</b></span></p>
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<span style="font-family: Aptos, Aptos_MSFontService, -apple-system, Roboto, Arial, Helvetica, sans-serif; font-size: 12pt; color: black;"><i>Attorney, Owner</i><br>
McKarcher Law PLLC<br>
o: </span><span style="font-family: Aptos, Aptos_MSFontService, -apple-system, Roboto, Arial, Helvetica, sans-serif; font-size: 12pt; color: currentcolor;">(509) 758-3345</span><span style="font-family: Aptos, Aptos_MSFontService, -apple-system, Roboto, Arial, Helvetica, sans-serif; font-size: 12pt; color: black;"><br>
</span><span style="font-family: Aptos, Aptos_MSFontService, -apple-system, Roboto, Arial, Helvetica, sans-serif; font-size: 12pt; color: rgb(70, 158, 245);"><u><a href="mailto:josh@mckarcherlaw.com" class="outlook-break-word-in-links" data-outlook-id="4dfa75f5-a8c0-4cd4-b421-11237d5e2d46" data-linkindex="0" style="color: rgb(70, 158, 245); margin-top: 0px; margin-bottom: 0px;">josh@mckarcherlaw.com</a></u></span></p>
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<div id="divRplyFwdMsg" dir="ltr"><font face="Calibri, sans-serif" style="font-size:11pt" color="#000000"><b>From:</b> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com> on behalf of Robin Swanson <robin@securelegallegacy.com><br>
<b>Sent:</b> Thursday, 25 June 2026 13:10:22<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> [WSBAPT] Clayton QTIP Election at First Death</font>
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<div>Hi Listmates,</div>
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<div>I'm drafting a revocable living trust for a married couple who are the trustors and initial trustees. They want to name their son, who is also a beneficiary of the trust, to make or direct the Clayton QTIP election at the first spouse’s death. I understand
that using an independent trustee who is not a beneficiary is recommended because of conflict and fiduciary concerns. Can someone please explain whether a beneficiary/son can serve in that role under Washington law? They are not satisfied with my general answer
and want to name their son.</div>
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<div>Thank you,</div>
<span class="x_gmail_signature_prefix">-- </span><br>
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<p class="x_MsoNormal">Robin Swanson </p>
<p class="x_MsoNormal">Secure Legal Legacy, PLLC</p>
<p class="x_MsoNormal">Attorney at Law</p>
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<p class="x_MsoNormal">**NOTICE: This e-mail message, including any attachments hereto, is for the sole use of the intended recipient(s) and may contain confidential and/or privileged information. If you are not the intended recipient(s), any unauthorized review,
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