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<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D">Greetings;<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D">My recollection of the phrase is: pigs get fat, hogs get slaughtered. Meaning is the same and who wants their kids in control of a $2 million estate? Have
the PC look at the options between private pay and Medicaid pay—<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D">My $.02,
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="font-size:11.0pt;color:#1F497D">Barbara J. Byram<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;color:#1F497D">Attorney at Law<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;color:#1F497D">Dussault Law Group<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;color:#1F497D">2722 Eastlake Avenue East, Suite 200<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;color:#1F497D">Seattle, WA 98102<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;color:#1F497D">Ph. Seattle: 206.324.4300 x114<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;color:#1F497D">Ph. Mercer Island: 206.324.4300<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;color:#1F497D">Fax. 206.324.3106<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;color:#1F497D">The information transmitted in this email and attachments is attorney-client information, is privileged or confidential material, and is intended only for the use of the individual or entity
named above. You are hereby notified that any disclosure, copying, distribution, review by or taking of any action in reliance on the contents of this e-mail information by unauthorized persons is strictly prohibited. All personal messages are solely the
views of the sender, and are not to be attributed to Dussault Law Group. If you have received this transmission in error, immediately notify the sender by reply e-mail and permanently delete this transmission and all copies including attachments. <o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";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>Josh Grant<br>
<b>Sent:</b> Wednesday, March 09, 2016 10:31 AM<br>
<b>To:</b> WSBA Real Property Listserv<br>
<b>Subject:</b> Re: [WSBARP] Special Needs Trusts<o:p></o:p></span></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal"><span style="font-family:"Calibri","sans-serif";color:black">These trusts have their place,,, but a $2,000,000 estate?.. what is the phrase? pigs get fat hogs get butchered.
<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif";color:black"> <o:p></o:p></span></p>
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<p class="MsoNormal" style="background:whitesmoke"><b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif";color:black">From:</span></b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif";color:black">
<a href="mailto:pneumiller@hotmail.com" title="pneumiller@hotmail.com">Paul Neumiller</a>
<o:p></o:p></span></p>
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<p class="MsoNormal" style="background:whitesmoke"><b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif";color:black">Sent:</span></b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif";color:black"> Wednesday, March 09, 2016 9:34 AM<o:p></o:p></span></p>
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<p class="MsoNormal" style="background:whitesmoke"><b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif";color:black">To:</span></b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif";color:black">
<a href="mailto:wsbarp@lists.wsbarppt.com" title="wsbarp@lists.wsbarppt.com">'WSBA Real Property Listserv'</a>
<o:p></o:p></span></p>
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<p class="MsoNormal" style="background:whitesmoke"><b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif";color:black">Subject:</span></b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif";color:black"> Re: [WSBARP] Special Needs Trusts<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Calibri","sans-serif";color:black"> <o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D">I’ve only had to address one of these and the surviving spouse was shocked to learn that he had to go to his eldest son (trustee) to get money all of the time.
He thought he and his deceased wife were cleverly “avoiding the Medicaid problem” (btw, they had an estate over $2m). He was flabbergasted to learn that he had handed control of his wealth over to his eldest son. He was equally an unhappy camper when I suggested
that he might have to go to all of his children (the beneficiaries of the trust) to sign a TEDRA agreement to unring the bell and terminate the trust.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:black"> </span><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:black"> </span><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:white"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:black"> </span><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D"><o:p></o:p></span></p>
<p class="MsoNormal"><b><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:black">From:</span></b><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:black">
<a href="mailto:wsbarp-bounces@lists.wsbarppt.com">wsbarp-bounces@lists.wsbarppt.com</a> [<a href="mailto:wsbarp-bounces@lists.wsbarppt.com">mailto:wsbarp-bounces@lists.wsbarppt.com</a>]
<b>On Behalf Of </b>Jim Doran<br>
<b>Sent:</b> Tuesday, March 8, 2016 9:19 AM<br>
<b>To:</b> WSBA Real Property Listserv <<a href="mailto:wsbarp@lists.wsbarppt.com">wsbarp@lists.wsbarppt.com</a>><br>
<b>Subject:</b> Re: [WSBARP] Special Needs Trusts<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:black"> <o:p></o:p></span></p>
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<p class="MsoNormal" style="margin-bottom:12.0pt"><span style="color:black">Well, in an irrevocable special needs trust the beneficiaries do receive benefits, as allowed in the Trust, but this is at the discretion of the Trustee and cannot be demanded by the
beneficiary. That is what protects the corpus.<o:p></o:p></span></p>
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<p class="MsoNormal" style="margin-bottom:12.0pt"><span style="color:black">The ultimate beneficiaries, once the Trustors die, will be one or more of the surviving children.<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="color:black">I thought that as long as the beneficiaries cannot demand and get the assets, the assets are protected from the Medicaid spend-down provisions. No????<o:p></o:p></span></p>
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<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="color:black">James R. Doran<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="color:black">Attorney at Law<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="color:black">100 E. Pine Street - Suite 205<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="color:black">Bellingham, WA 98225<br>
(360)393-9506<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="color:black"><a href="mailto:jim@doranlegal.com" target="_blank">jim@doranlegal.com</a><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="color:black"><a href="http://www.doranlegal.com" target="_blank">www.doranlegal.com</a><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="color:black"> <o:p></o:p></span></p>
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<p class="MsoNormal"><span style="color:black">On Tue, Mar 8, 2016 at 8:54 AM, Ronald St. Hilaire <<a href="mailto:rfs@licbs.com" target="_blank">rfs@licbs.com</a>> wrote:<o:p></o:p></span></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#002060">If the clients (man and wife in your scenario) will be beneficiaries of the trust, then it is an
available resource for Medicaid spend down purposes. See WAC 182-516-0100.</span><span style="color:black"><o:p></o:p></span></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#002060"> </span><span style="color:black"><o:p></o:p></span></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#002060"> </span><span style="color:black"><o:p></o:p></span></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><b><i><span style="font-size:11.0pt;font-family:"Cambria","serif";color:#000066">Ronald F. St. Hilaire</span></i></b><b><span style="font-family:"Cambria","serif";color:#000066">
· </span></b><span style="font-size:10.0pt;font-family:"Cambria","serif";color:#000066">Attorney at Law</span><span style="color:black"><o:p></o:p></span></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:10.0pt;font-family:"Cambria","serif";color:#000066">Liebler, Connor, Berry & St. Hilaire</span><span style="color:black"><o:p></o:p></span></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:10.0pt;font-family:"Cambria","serif";color:#000066">1141 N. Edison, Suite C · Kennewick, WA 99336</span><span style="color:black"><o:p></o:p></span></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:10.0pt;font-family:"Cambria","serif";color:#000066"><a href="tel:%28509%29%20735-3581" target="_blank">(509) 735-3581</a> office ·
<a href="tel:%28509%29%20735-3585" target="_blank">(509) 735-3585</a> fax</span><span style="color:black"><o:p></o:p></span></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#002060"><a href="mailto:rfs@licbs.com" target="_blank"><span style="font-size:10.0pt;font-family:"Cambria","serif";color:#000066">rfs@licbs.com</span></a></span><span style="font-size:10.0pt;font-family:"Cambria","serif";color:#000066">
· </span><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#002060"><a href="http://www.bentonfranklinlaw.com" target="_blank"><span style="font-size:10.0pt;font-family:"Cambria","serif";color:#000066">www.bentonfranklinlaw.com</span></a></span><span style="font-size:10.0pt;font-family:"Cambria","serif";color:#000066">
</span><span style="color:black"><o:p></o:p></span></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><b><span style="font-family:"Cambria","serif";color:#002060"><img border="0" width="272" height="94" id="_x0000_i1026" src="cid:image001.jpg@01D179F1.D140D020" alt="lcbs.gif"></span></b><span style="color:black"><o:p></o:p></span></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#002060"> </span><span style="color:black"><o:p></o:p></span></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif";color:black">From:</span></b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif";color:black">
<a href="mailto:wsbarp-bounces@lists.wsbarppt.com" target="_blank">wsbarp-bounces@lists.wsbarppt.com</a> [mailto:<a href="mailto:wsbarp-bounces@lists.wsbarppt.com" target="_blank">wsbarp-bounces@lists.wsbarppt.com</a>]
<b>On Behalf Of </b>Jim Doran<br>
<b>Sent:</b> Tuesday, March 08, 2016 7:25 AM<br>
<b>To:</b> WSBA Real Property Listserv<br>
<b>Subject:</b> [WSBARP] Special Needs Trusts</span><span style="color:black"><o:p></o:p></span></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="color:black"> <o:p></o:p></span></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;margin-bottom:12.0pt"><span style="color:black">Hello Trust Attorneys:<o:p></o:p></span></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;margin-bottom:12.0pt"><span style="color:black">I have done many Special Needs Trusts for clients with "special needs", usually diabilities of some sort. the purpose of the Trust is to give some assistance
to the beneficiary but to not violate or avoid any of their public assistance benefits. That's pretty simple.<o:p></o:p></span></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;margin-bottom:12.0pt"><span style="color:black">Now I have a client, man and wife, asking me to do a similar Trust to protect their assets from the medicaid spend-down provisions. I have thought about it
for a while and can't see why the same basic format wouldn't work for that purpose.
<o:p></o:p></span></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;margin-bottom:12.0pt"><span style="color:black">Of course the hard part if for them to actually "irrevocably" transfer the assets into the Trust and to "trust" the Trustee.
<o:p></o:p></span></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;margin-bottom:12.0pt"><span style="color:black">It would seem to me that the Trustee would have discretion to spend Trust assets/money for the benefit of the beneficiaries without much restriction until one
of them is receiving medical treatment or other care that could be paid by Medicaid. The Trustee would have to be careful not to have assets in the hands of the clients that are valued at more than the Medicaid allowance.<o:p></o:p></span></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;margin-bottom:12.0pt"><span style="color:black">It would also seem that the Trustee would not be an institutional trustee but rather someone close to the clients whom they trust. Same with Successor Trustee.<o:p></o:p></span></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;margin-bottom:12.0pt"><span style="color:black">AmI on the right tract here?<o:p></o:p></span></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="color:black">Thank you.<o:p></o:p></span></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="color:black">James R. Doran<o:p></o:p></span></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="color:black">Attorney at Law<o:p></o:p></span></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="color:black">100 E. Pine Street - Suite 205<o:p></o:p></span></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="color:black">Bellingham, WA 98225<br>
<a href="tel:%28360%29393-9506" target="_blank">(360)393-9506</a><o:p></o:p></span></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="color:black"><a href="mailto:jim@doranlegal.com" target="_blank">jim@doranlegal.com</a><o:p></o:p></span></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="color:black"><a href="http://www.doranlegal.com" target="_blank">www.doranlegal.com</a><o:p></o:p></span></p>
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</blockquote>
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<p class="MsoNormal"><span style="color:black"> <o:p></o:p></span></p>
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<a href="http://mailman.fsr.com/mailman/listinfo/wsbarp">http://mailman.fsr.com/mailman/listinfo/wsbarp</a><o:p></o:p></span></p>
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