<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=utf-8"><meta name=Generator content="Microsoft Word 14 (filtered medium)"><style><!--
/* Font Definitions */
@font-face
{font-family:"MS Gothic";
panose-1:2 11 6 9 7 2 5 8 2 4;}
@font-face
{font-family:"MS Gothic";
panose-1:2 11 6 9 7 2 5 8 2 4;}
@font-face
{font-family:Calibri;
panose-1:2 15 5 2 2 2 4 3 2 4;}
@font-face
{font-family:Tahoma;
panose-1:2 11 6 4 3 5 4 4 2 4;}
@font-face
{font-family:Verdana;
panose-1:2 11 6 4 3 5 4 4 2 4;}
@font-face
{font-family:"\@MS Gothic";
panose-1:2 11 6 9 7 2 5 8 2 4;}
@font-face
{font-family:"Arial Narrow";
panose-1:2 11 6 6 2 2 2 3 2 4;}
@font-face
{font-family:"Adobe Fan Heiti Std B";
panose-1:2 11 7 0 0 0 0 0 0 0;}
@font-face
{font-family:"\@Adobe Fan Heiti Std B";
panose-1:0 0 0 0 0 0 0 0 0 0;}
/* Style Definitions */
p.MsoNormal, li.MsoNormal, div.MsoNormal
{margin:0in;
margin-bottom:.0001pt;
font-size:12.0pt;
font-family:"Times New Roman","serif";}
a:link, span.MsoHyperlink
{mso-style-priority:99;
color:blue;
text-decoration:underline;}
a:visited, span.MsoHyperlinkFollowed
{mso-style-priority:99;
color:purple;
text-decoration:underline;}
span.EmailStyle17
{mso-style-type:personal-reply;
font-family:"Verdana","sans-serif";
color:#1F497D;
font-weight:normal;
font-style:normal;}
.MsoChpDefault
{mso-style-type:export-only;
font-family:"Calibri","sans-serif";}
@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=blue vlink=purple><div class=WordSection1><p class=MsoNormal><span lang=EN-CA>All - </span>Is this proposed trust a form of “Safe Harbor Trust”? <o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal><b><span style='font-size:14.0pt;font-family:"MS Gothic"'>JS</span></b><span style='font-size:14.0pt;font-family:"MS Gothic"'> </span><span style='font-family:"Arial Narrow","sans-serif"'>Jane Seymour, Attorney at Law<o:p></o:p></span></p><p class=MsoNormal><span style='font-family:"Arial Narrow","sans-serif"'>PO Box 1240 Freeland WA 98249<o:p></o:p></span></p><p class=MsoNormal><span style='font-family:"Arial Narrow","sans-serif"'><a href="mailto:attorney@whidbey.com">attorney@whidbey.com</a> <o:p></o:p></span></p><p class=MsoNormal><span style='font-family:"Calibri","sans-serif"'><o:p> </o:p></span></p><p class=MsoNormal style='text-align:justify'><span style='color:#C00000'>CONFIDENTIALITY NOTICE: </span><span style='color:#1F497D'>The preceding e-mail message (including any attachments) contains information that may be confidential, protected by applicable legal privileges, or constitute non-public information. It is intended to be conveyed only to the designated recipient(s). If you are not an intended recipient of this message, please notify the sender by replying to this message and then delete it from your system. Use, dissemination, distribution or reproduction of this message by unintended recipients is not authorized and may be unlawful. <o:p></o:p></span></p><p class=MsoNormal><span style='font-family:"Verdana","sans-serif";color:#1F497D'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-family:"Verdana","sans-serif";color:#1F497D'><o:p> </o:p></span></p><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>Jim Doran<br><b>Sent:</b> Tuesday, March 08, 2016 2:52 PM<br><b>To:</b> WSBA Elder-law-section; WSBA Real Property Listserv<br><b>Subject:</b> [WSBARP] Medicaid Spend-down Shelter<o:p></o:p></span></p><p class=MsoNormal><o:p> </o:p></p><div><div><div><div><div><p class=MsoNormal style='margin-bottom:12.0pt'>Let me rephrase the question I tried to send out earlier today. <o:p></o:p></p></div><p class=MsoNormal style='margin-bottom:12.0pt'>I would like to know what devise is use in order to have people put their assets into a Irrevocable Trust that will protect them from the medicaid spend-down provisions?<o:p></o:p></p></div><p class=MsoNormal style='margin-bottom:12.0pt'>I have done special needs trusts to protect the beneficiaries public assistance but I have not done a Trust to protect assets fromthe Medicaid spend down.<o:p></o:p></p></div><p class=MsoNormal style='margin-bottom:12.0pt'>I have the Washington Elder Law handbook from the LawLibrary. Can someone point me in the right direction. I am willing to learn.<o:p></o:p></p></div><p class=MsoNormal>Thank you.<br><br clear=all><o:p></o:p></p><div><div><div><div><div><div><div><div><div><div><div><div><div><p class=MsoNormal>James R. Doran<o:p></o:p></p></div><p class=MsoNormal>Attorney at Law<o:p></o:p></p></div><p class=MsoNormal>100 E. Pine Street - Suite 205<o:p></o:p></p></div><p class=MsoNormal>Bellingham, WA 98225<br>(360)393-9506<o:p></o:p></p></div><p class=MsoNormal><a href="mailto:jim@doranlegal.com" target="_blank">jim@doranlegal.com</a><o:p></o:p></p></div><p class=MsoNormal><a href="http://www.doranlegal.com" target="_blank">www.doranlegal.com</a><o:p></o:p></p></div></div></div></div></div></div></div></div></div></div></body></html>