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<p class="MsoNormal"><a name="_GoBack"></a><span style="color:#1F497D">Bryce:<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">These safe harbor trusts are all intervivos trusts. I haven’t seen one that is a testamentary trust. Essentially, there are your classic income only irrevocable trust often with some different language, usually
due to a home being placed in it. However, the initial transfer is still a disqualifying transfer for Medicaid purposes.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
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<p class="MsoNormal" style="text-align:justify"><span style="font-size:10.0pt;font-family:"Courier New";color:#1F497D">Marcus J. Fry<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Courier New";color:#1F497D">Lyon, Weigand & Gustafson, P.S.</span><span style="font-size:12.0pt;font-family:"Times New Roman","serif";color:#1F497D">
<br>
</span><span style="font-size:10.0pt;font-family:"Courier New";color:#1F497D">Adoption Attorney*<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Courier New";color:#1F497D">P.O. Box 1689</span><span style="font-size:12.0pt;font-family:"Times New Roman","serif";color:#1F497D">
<br>
</span><span style="font-size:10.0pt;font-family:"Courier New";color:#1F497D">Yakima, Washington 98907</span><span style="font-size:12.0pt;font-family:"Times New Roman","serif";color:#1F497D">
<br>
</span><span style="font-size:10.0pt;font-family:"Courier New";color:#1F497D">Telephone: (509) 248-7220</span><span style="font-size:12.0pt;font-family:"Times New Roman","serif";color:#1F497D">
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</span><span style="font-size:10.0pt;font-family:"Courier New";color:#1F497D">Facsimile: (509) 575-1883</span><span style="font-size:12.0pt;font-family:"Times New Roman","serif";color:#1F497D">
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<p class="MsoNormal" style="text-align:justify"><span style="font-size:9.0pt;font-family:"Arial","sans-serif";color:#1F497D"> *Adoption Attorney reflects election as a Fellow of the American Academy of Adoption Attorneys, an invitation based organization of
300+ attorneys nationwide, under its criteria of experience, ethics and peer recommendation. Washington's Supreme Court has not yet developed or recognized a credentialing process for specialties, and certification/fellowship is not required to practice law
in this state.<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
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<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif"">From:</span></b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif""> wsbarp-bounces@lists.wsbarppt.com [mailto:wsbarp-bounces@lists.wsbarppt.com]
<b>On Behalf Of </b>Bryce Dille<br>
<b>Sent:</b> Friday, September 18, 2015 12:02 PM<br>
<b>To:</b> wsbarp@lists.wsbarppt.com<br>
<b>Subject:</b> [WSBARP] Safe Harbor Trusts<o:p></o:p></span></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Over the last several months have had several clients inquire about “safe harbor trusts’ which can be set up by will or by inter vivos trust so that assets in the trust are not considered as assets of the trust beneficiary applicant for
medicaid nursing home care benefits. These are different then “special needs trusts”. There is also an atty who has a talk show on KOMO on Saturday afternoon who advocates these trusts. Do any of you have familiarity with this type of trust? Thank you<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial","sans-serif"">This transmission contains confidential attorney-client communications and may not be disclosed to any person but the intended recipient(s). If this matter is transmitted
to you in error, please notify the sender immediately.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman","serif""> <o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial","sans-serif"">Bryce H. Dille
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial","sans-serif"">Campbell, Dille, Barnett & Smith, PLLC<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial","sans-serif"">P.O. Box 488<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial","sans-serif"">Puyallup, WA 98371<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial","sans-serif"">Voice: 253.848.3513<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial","sans-serif"">Fax: 253.845.4941<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial","sans-serif""><a href="mailto:bryced@cdb-law.com">bryced@cdb-law.com</a><o:p></o:p></span></p>
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