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<DIV style="FONT-SIZE: 12pt; FONT-FAMILY: 'Calibri'; COLOR: #000000">
<DIV>These trusts have their place,,, but a $2,000,000 estate?.. what is the
phrase? pigs get fat hogs get butchered. </DIV>
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style='FONT-SIZE: small; TEXT-DECORATION: none; FONT-FAMILY: "Calibri"; FONT-WEIGHT: normal; COLOR: #000000; FONT-STYLE: normal; DISPLAY: inline'>
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<DIV> </DIV>
<DIV style="BACKGROUND: #f5f5f5">
<DIV style="font-color: black"><B>From:</B> <A title=pneumiller@hotmail.com
href="mailto:pneumiller@hotmail.com">Paul Neumiller</A> </DIV>
<DIV><B>Sent:</B> Wednesday, March 09, 2016 9:34 AM</DIV>
<DIV><B>To:</B> <A title=wsbarp@lists.wsbarppt.com
href="mailto:wsbarp@lists.wsbarppt.com">'WSBA Real Property Listserv'</A> </DIV>
<DIV><B>Subject:</B> Re: [WSBARP] Special Needs Trusts</DIV></DIV></DIV>
<DIV> </DIV></DIV>
<DIV
style='FONT-SIZE: small; TEXT-DECORATION: none; FONT-FAMILY: "Calibri"; FONT-WEIGHT: normal; COLOR: #000000; FONT-STYLE: normal; DISPLAY: inline'>
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<P class=MsoNormal><SPAN
style='FONT-SIZE: 11pt; 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='FONT-SIZE: 11pt; FONT-FAMILY: "Calibri",sans-serif; COLOR: #1f497d'><o:p></o:p></SPAN> </P>
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style='FONT-SIZE: 11pt; FONT-FAMILY: "Calibri",sans-serif; COLOR: white'><o:p></o:p></SPAN> </P>
<P class=MsoNormal><SPAN
style='FONT-SIZE: 11pt; FONT-FAMILY: "Calibri",sans-serif; COLOR: #1f497d'><o:p></o:p></SPAN> </P>
<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'>
wsbarp-bounces@lists.wsbarppt.com [mailto:wsbarp-bounces@lists.wsbarppt.com]
<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
<wsbarp@lists.wsbarppt.com><BR><B>Subject:</B> Re: [WSBARP] Special Needs
Trusts<o:p></o:p></SPAN></P>
<P class=MsoNormal><o:p></o:p> </P>
<DIV>
<DIV>
<DIV>
<P class=MsoNormal style="MARGIN-BOTTOM: 12pt">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></P></DIV>
<P class=MsoNormal style="MARGIN-BOTTOM: 12pt">The ultimate beneficiaries, once
the Trustors die, will be one or more of the surviving
children.<o:p></o:p></P></DIV>
<P class=MsoNormal>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></P></DIV>
<DIV>
<P class=MsoNormal><BR clear=all><o:p></o:p></P>
<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>
<P class=MsoNormal><o:p></o:p> </P>
<DIV>
<P class=MsoNormal>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></P>
<BLOCKQUOTE
style="BORDER-TOP: medium none; BORDER-RIGHT: medium none; BORDER-BOTTOM: medium none; PADDING-BOTTOM: 0in; PADDING-TOP: 0in; PADDING-LEFT: 6pt; MARGIN-LEFT: 4.8pt; BORDER-LEFT: #cccccc 1pt solid; PADDING-RIGHT: 0in; MARGIN-RIGHT: 0in">
<DIV>
<DIV>
<P class=MsoNormal
style="mso-margin-top-alt: auto; mso-margin-bottom-alt: auto"><SPAN
style='FONT-SIZE: 11pt; 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><o:p></o:p></P>
<P class=MsoNormal
style="mso-margin-top-alt: auto; mso-margin-bottom-alt: auto"><SPAN
style='FONT-SIZE: 11pt; FONT-FAMILY: "Calibri",sans-serif; COLOR: #002060'> </SPAN><o:p></o:p></P>
<P class=MsoNormal
style="mso-margin-top-alt: auto; mso-margin-bottom-alt: auto"><SPAN
style='FONT-SIZE: 11pt; FONT-FAMILY: "Calibri",sans-serif; COLOR: #002060'> </SPAN><o:p></o:p></P>
<DIV>
<DIV>
<DIV class=MsoNormal><SPAN
style='FONT-FAMILY: "Calibri",sans-serif; COLOR: #002060'>
<HR style="COLOR: #000066" align=left SIZE=2 width="62%" noShade>
</SPAN></DIV></DIV></DIV>
<P class=MsoNormal
style="mso-margin-top-alt: auto; mso-margin-bottom-alt: auto"><B><I><SPAN
style='FONT-SIZE: 11pt; 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: 10pt; FONT-FAMILY: "Cambria",serif; COLOR: #000066'>Attorney
at Law</SPAN><o:p></o:p></P>
<P class=MsoNormal
style="mso-margin-top-alt: auto; mso-margin-bottom-alt: auto"><SPAN
style='FONT-SIZE: 10pt; FONT-FAMILY: "Cambria",serif; COLOR: #000066'>Liebler,
Connor, Berry & St. Hilaire</SPAN><o:p></o:p></P>
<P class=MsoNormal
style="mso-margin-top-alt: auto; mso-margin-bottom-alt: auto"><SPAN
style='FONT-SIZE: 10pt; FONT-FAMILY: "Cambria",serif; COLOR: #000066'>1141 N.
Edison, Suite C · Kennewick, WA 99336</SPAN><o:p></o:p></P>
<P class=MsoNormal
style="mso-margin-top-alt: auto; mso-margin-bottom-alt: auto"><SPAN
style='FONT-SIZE: 10pt; 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><o:p></o:p></P>
<P class=MsoNormal
style="mso-margin-top-alt: auto; mso-margin-bottom-alt: auto"><SPAN
style='FONT-SIZE: 11pt; FONT-FAMILY: "Calibri",sans-serif; COLOR: #002060'><A
href="mailto:rfs@licbs.com" target=_blank><SPAN
style='FONT-SIZE: 10pt; FONT-FAMILY: "Cambria",serif; COLOR: #000066'>rfs@licbs.com</SPAN></A></SPAN><SPAN
style='FONT-SIZE: 10pt; FONT-FAMILY: "Cambria",serif; COLOR: #000066'> ·
</SPAN><SPAN
style='FONT-SIZE: 11pt; FONT-FAMILY: "Calibri",sans-serif; COLOR: #002060'><A
href="http://www.bentonfranklinlaw.com" target=_blank><SPAN
style='FONT-SIZE: 10pt; FONT-FAMILY: "Cambria",serif; COLOR: #000066'>www.bentonfranklinlaw.com</SPAN></A></SPAN><SPAN
style='FONT-SIZE: 10pt; FONT-FAMILY: "Cambria",serif; COLOR: #000066'>
</SPAN><o:p></o:p></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 id=_x0000_i1026
border=0 alt=lcbs.gif src="cid:3DA8F34A8FAE4FCFA6114695DF914CA6@JoshPC"
width=272 height=94></SPAN></B><o:p></o:p></P>
<P class=MsoNormal
style="mso-margin-top-alt: auto; mso-margin-bottom-alt: auto"><SPAN
style='FONT-SIZE: 11pt; FONT-FAMILY: "Calibri",sans-serif; COLOR: #002060'> </SPAN><o:p></o:p></P>
<P class=MsoNormal
style="mso-margin-top-alt: auto; mso-margin-bottom-alt: auto"><B><SPAN
style='FONT-SIZE: 10pt; FONT-FAMILY: "Tahoma",sans-serif'>From:</SPAN></B><SPAN
style='FONT-SIZE: 10pt; FONT-FAMILY: "Tahoma",sans-serif'> <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><o:p></o:p></P>
<P class=MsoNormal
style="mso-margin-top-alt: auto; mso-margin-bottom-alt: auto"> <o:p></o:p></P>
<DIV>
<DIV>
<DIV>
<DIV>
<DIV>
<DIV>
<DIV>
<DIV>
<P class=MsoNormal style="MARGIN-BOTTOM: 12pt; mso-margin-top-alt: auto">Hello
Trust Attorneys:<o:p></o:p></P></DIV>
<P class=MsoNormal style="MARGIN-BOTTOM: 12pt; mso-margin-top-alt: auto">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></P></DIV>
<P class=MsoNormal style="MARGIN-BOTTOM: 12pt; mso-margin-top-alt: auto">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></P></DIV>
<P class=MsoNormal style="MARGIN-BOTTOM: 12pt; mso-margin-top-alt: auto">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></P></DIV>
<P class=MsoNormal style="MARGIN-BOTTOM: 12pt; mso-margin-top-alt: auto">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></P></DIV>
<P class=MsoNormal style="MARGIN-BOTTOM: 12pt; mso-margin-top-alt: auto">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></P></DIV>
<P class=MsoNormal style="MARGIN-BOTTOM: 12pt; mso-margin-top-alt: auto">AmI
on the right tract here?<o:p></o:p></P></DIV>
<P class=MsoNormal
style="mso-margin-top-alt: auto; mso-margin-bottom-alt: auto">Thank
you.<o:p></o:p></P>
<DIV>
<DIV>
<P class=MsoNormal
style="mso-margin-top-alt: auto; mso-margin-bottom-alt: auto">
<BR clear=all><o:p></o:p></P>
<DIV>
<DIV>
<DIV>
<DIV>
<DIV>
<DIV>
<DIV>
<DIV>
<DIV>
<DIV>
<DIV>
<DIV>
<DIV>
<DIV>
<P class=MsoNormal
style="mso-margin-top-alt: auto; mso-margin-bottom-alt: auto">James R.
Doran<o:p></o:p></P></DIV>
<P class=MsoNormal
style="mso-margin-top-alt: auto; mso-margin-bottom-alt: auto">Attorney at
Law<o:p></o:p></P></DIV>
<P class=MsoNormal
style="mso-margin-top-alt: auto; mso-margin-bottom-alt: auto">100 E. Pine
Street - Suite 205<o:p></o:p></P></DIV>
<P class=MsoNormal
style="mso-margin-top-alt: auto; mso-margin-bottom-alt: auto">Bellingham, WA
98225<BR><A href="tel:%28360%29393-9506"
target=_blank>(360)393-9506</A><o:p></o:p></P></DIV>
<P class=MsoNormal
style="mso-margin-top-alt: auto; mso-margin-bottom-alt: auto"><A
href="mailto:jim@doranlegal.com"
target=_blank>jim@doranlegal.com</A><o:p></o:p></P></DIV>
<P class=MsoNormal
style="mso-margin-top-alt: auto; mso-margin-bottom-alt: auto"><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></DIV></DIV></DIV></DIV>
<P
class=MsoNormal><BR>_______________________________________________<BR>WSBARP
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<P class=MsoNormal><o:p></o:p> </P></DIV></DIV>
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