<div dir="ltr"><div><div><div>I appreciate the clarity. <br><br></div>What do we do to avoid this situation from playing out?<br><br></div>Jim Doran<br><br></div>PS. This is a symptom of our antiquated values as a 21st Century Society.....stuck in 18th Century systems. When will be honor our people and avoid all of this game playing???<br></div><div class="gmail_extra"><br clear="all"><div><div class="gmail_signature" data-smartmail="gmail_signature"><div dir="ltr"><div><div><div><div><div>James R. Doran<br></div>Attorney at Law<br></div>100 E. Pine Street - Suite 205<br></div>Bellingham, WA 98225<br>(360)393-9506<br></div><a href="mailto:jim@doranlegal.com" target="_blank">jim@doranlegal.com</a><br></div><a href="http://www.doranlegal.com" target="_blank">www.doranlegal.com</a><br></div></div></div>
<br><div class="gmail_quote">On Mon, Jul 25, 2016 at 4:12 PM, Paul Neumiller <span dir="ltr"><<a href="mailto:pneumiller@hotmail.com" target="_blank">pneumiller@hotmail.com</a>></span> wrote:<br><blockquote class="gmail_quote" style="margin:0 0 0 .8ex;border-left:1px #ccc solid;padding-left:1ex"><div link="blue" vlink="purple" lang="EN-US"><div><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1f497d">OK Jim, I’ll play devil’s advocate and even use non-pc insensitive language. Why should she be able to voluntarily (via a disclaimer) turn down good money ($40K) just so she can continue to be on the public dole (Medicaid)? There are people who, as tax payers, may find it offensive and unfair for her to turn down $40K (and it goes to her son!), just so it doesn’t mess with her freebie-benefits. She <i>should</i> be penalized if she is, in effect, giving away $40K to her son just to not mess with her Medicaid and SSI (tax-funded need based programs.)<u></u><u></u></span></p><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1f497d"><u></u> <u></u></span></p><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:white"><u></u> <u></u></span></p><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1f497d"><u></u> <u></u></span></p><p class="MsoNormal"><b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">From:</span></b><span style="font-size:11.0pt;font-family:"Calibri",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> Monday, July 25, 2016 3:44 PM<br><b>To:</b> WSBA Real Property Listserv <<a href="mailto:wsbarp@lists.wsbarppt.com" target="_blank">wsbarp@lists.wsbarppt.com</a>><br><b>Subject:</b> Re: [WSBARP] Disclaimer of Inheritance<u></u><u></u></span></p><p class="MsoNormal"><u></u> <u></u></p><div><div><div><p class="MsoNormal" style="margin-bottom:12.0pt">So, what you are saying is that even though the person disclaims the inheritance she is still considered to have received it? <u></u><u></u></p></div><p class="MsoNormal" style="margin-bottom:12.0pt">Is the State saying that "You could have received it, so we are treating you as if you did receive it.....and penalizing you."<u></u><u></u></p></div><p class="MsoNormal">Is that what's going on? Man,oh man. So disclaiming the asset doesn't do any good. Hummmm?????<br> <u></u><u></u></p></div><div><p class="MsoNormal"><br clear="all"><u></u><u></u></p><div><div><div><div><div><div><div><div><p class="MsoNormal">James R. Doran<u></u><u></u></p></div><p class="MsoNormal">Attorney at Law<u></u><u></u></p></div><p class="MsoNormal">100 E. Pine Street - Suite 205<u></u><u></u></p></div><p class="MsoNormal">Bellingham, WA 98225<br><a href="tel:%28360%29393-9506" value="+13603939506" target="_blank">(360)393-9506</a><u></u><u></u></p></div><p class="MsoNormal"><a href="mailto:jim@doranlegal.com" target="_blank">jim@doranlegal.com</a><u></u><u></u></p></div><p class="MsoNormal"><a href="http://www.doranlegal.com" target="_blank">www.doranlegal.com</a><u></u><u></u></p></div></div></div><p class="MsoNormal"><u></u> <u></u></p><div><p class="MsoNormal">On Mon, Jul 25, 2016 at 3:36 PM, Tom Ashton <<a href="mailto:Tashton@tomashtonlaw.com" target="_blank">Tashton@tomashtonlaw.com</a>> wrote:<u></u><u></u></p><blockquote style="border:none;border-left:solid #cccccc 1.0pt;padding:0in 0in 0in 6.0pt;margin-left:4.8pt;margin-right:0in"><div><div><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1f497d">Jim:</span><u></u><u></u></p><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1f497d">DSHS treats a disclaimer as a gift subject to a transfer of assets penalty for purposes of Medicaid-funded long-term care benefits such as institutional or in-home care. See the Medicaid Manual (WAC 182-513-1363) and “Clarifying Information” at: <a href="http://www.hca.wa.gov/medicaid/manual/Pages/62-315.aspx" target="_blank">http://www.hca.wa.gov/medicaid/manual/Pages/62-315.aspx</a>. A disclaimer will not adversely impact noninstitutional Medically Needy (MN) Medicaid benefits, but may have an adverse impact on SSI benefits.</span><u></u><u></u></p><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1f497d">Tom</span><u></u><u></u></p><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1f497d">s/Thomas E. Ashton</span><u></u><u></u></p><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1f497d">Attorney at Law</span><u></u><u></u></p><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1f497d">WSBA # 11587</span><u></u><u></u></p><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1f497d">203 W. Holly St. Suite 301</span><u></u><u></u></p><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1f497d">Bellingham, Washington</span><u></u><u></u></p><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1f497d">98225</span><u></u><u></u></p><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1f497d">Telephone: <a href="tel:360-714-8208" target="_blank">360-714-8208</a> </span><u></u><u></u></p><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1f497d">Fax: <a href="tel:360-714-8217" target="_blank">360-714-8217</a> </span><u></u><u></u></p><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1f497d">E-mail: <a href="mailto:tashton@tomashtonlaw.com" target="_blank">tashton@tomashtonlaw.com</a></span><u></u><u></u></p><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1f497d"> </span><u></u><u></u></p><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1f497d">The information contained in this communication, and in any attached document(s), is privileged and/or confidential, intended solely for the individual/entity to whom/which it was sent. If you are not the intended recipient, you are hereby notified that any dissemination, distribution, or copying of this information is strictly prohibited. If you have received this email in error, please notify me immediately at the email address, mailing address, or telephone or fax number above.</span><u></u><u></u></p><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1f497d"> </span><u></u><u></u></p><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1f497d"> </span><u></u><u></u></p><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1f497d"> </span><u></u><u></u></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"> <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> Monday, July 25, 2016 2:59 PM<br><b>To:</b> WSBA Real Property Listserv<br><b>Subject:</b> Re: [WSBARP] Disclaimer of Inheritance</span><u></u><u></u></p><p class="MsoNormal"> <u></u><u></u></p><div><div><div><p class="MsoNormal" style="margin-bottom:12.0pt">The one disclaiming the inheritance is the one with DSHS benefits. No funds are coming to her. She doesn't want the funds. they will go elsewhere. <u></u><u></u></p></div><p class="MsoNormal" style="margin-bottom:12.0pt">Am I missing something?<u></u><u></u></p></div><p class="MsoNormal" style="margin-bottom:6.0pt">Thanks,<br> <u></u><u></u></p></div><div><p class="MsoNormal" style="margin-bottom:6.0pt"><br clear="all"><u></u><u></u></p><div><div><div><div><div><div><div><div><p class="MsoNormal" style="margin-bottom:6.0pt">James R. Doran<u></u><u></u></p></div><p class="MsoNormal" style="margin-bottom:6.0pt">Attorney at Law<u></u><u></u></p></div><p class="MsoNormal" style="margin-bottom:6.0pt">100 E. Pine Street - Suite 205<u></u><u></u></p></div><p class="MsoNormal" style="margin-bottom:6.0pt">Bellingham, WA 98225<br><a href="tel:%28360%29393-9506" target="_blank">(360)393-9506</a><u></u><u></u></p></div><p class="MsoNormal" style="margin-bottom:6.0pt"><a href="mailto:jim@doranlegal.com" target="_blank">jim@doranlegal.com</a><u></u><u></u></p></div><p class="MsoNormal" style="margin-bottom:6.0pt"><a href="http://www.doranlegal.com" target="_blank">www.doranlegal.com</a><u></u><u></u></p></div></div></div><p class="MsoNormal" style="margin-bottom:6.0pt"> <u></u><u></u></p><div><p class="MsoNormal" style="margin-bottom:6.0pt">On Mon, Jul 25, 2016 at 1:54 PM, Josh Grant <<a href="mailto:jgrant@accima.com" target="_blank">jgrant@accima.com</a>> wrote:<u></u><u></u></p><div><div><div><div><p class="MsoNormal" style="margin-bottom:6.0pt"><span style="font-family:"Calibri",sans-serif;color:black">Jim,</span><u></u><u></u></p></div><div><p class="MsoNormal" style="margin-bottom:6.0pt"><span style="font-family:"Calibri",sans-serif;color:black"> </span><u></u><u></u></p></div><div><p class="MsoNormal" style="margin-bottom:6.0pt"><span style="font-family:"Calibri",sans-serif;color:black">A $40,000 disclaimer is treated by DSHS just like an applicant for Medicaid sending me a $40,000 check. It creates a period of ineligibility.</span><u></u><u></u></p></div><div><p class="MsoNormal" style="margin-bottom:6.0pt"><span style="font-family:"Calibri",sans-serif;color:black"> </span><u></u><u></u></p></div><div><p class="MsoNormal" style="margin-bottom:6.0pt"><span style="font-family:"Calibri",sans-serif;color:black">Josh</span><u></u><u></u></p></div><div><div><div><p class="MsoNormal" style="margin-bottom:6.0pt"><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black"> </span><u></u><u></u></p></div><div><div><p class="MsoNormal" style="margin-bottom:6.0pt;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:jim@doranlegal.com" title="jim@doranlegal.com" target="_blank">Jim Doran</a> </span><u></u><u></u></p></div><div><p class="MsoNormal" style="margin-bottom:6.0pt;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"> Monday, July 25, 2016 11:20 AM</span><u></u><u></u></p></div><div><p class="MsoNormal" style="margin-bottom:6.0pt;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" target="_blank">WSBA Real Property Listserv</a> </span><u></u><u></u></p></div><div><p class="MsoNormal" style="margin-bottom:6.0pt;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] Disclaimer of Inheritance</span><u></u><u></u></p></div></div></div><div><p class="MsoNormal" style="margin-bottom:6.0pt"><span style="font-family:"Calibri",sans-serif;color:black"> </span><u></u><u></u></p></div></div><div><div><div><div><p class="MsoNormal" style="margin-bottom:12.0pt"><span style="font-family:"Calibri",sans-serif;color:black">I missed the comment you are referring to made by Josh. does it affect me?</span><u></u><u></u></p></div><p class="MsoNormal" style="margin-bottom:12.0pt"><span style="font-family:"Calibri",sans-serif;color:black">Thanks.</span><u></u><u></u></p></div><p class="MsoNormal" style="margin-bottom:6.0pt"><span style="font-family:"Calibri",sans-serif;color:black">Jim</span><u></u><u></u></p><div><div><p class="MsoNormal" style="margin-bottom:6.0pt"><span style="font-family:"Calibri",sans-serif;color:black"> </span><u></u><u></u></p></div></div></div><div><div><p class="MsoNormal" style="margin-bottom:6.0pt"><span style="font-family:"Calibri",sans-serif;color:black"> </span><u></u><u></u></p></div><div><div><div><div><div><div><div><div><p class="MsoNormal" style="margin-bottom:6.0pt"><span style="font-family:"Calibri",sans-serif;color:black">James R. Doran</span><u></u><u></u></p></div><p class="MsoNormal" style="margin-bottom:6.0pt"><span style="font-family:"Calibri",sans-serif;color:black">Attorney at Law</span><u></u><u></u></p></div><p class="MsoNormal" style="margin-bottom:6.0pt"><span style="font-family:"Calibri",sans-serif;color:black">100 E. Pine Street - Suite 205</span><u></u><u></u></p></div><p class="MsoNormal" style="margin-bottom:6.0pt"><span style="font-family:"Calibri",sans-serif;color:black">Bellingham, WA 98225<br><a href="tel:%28360%29393-9506" target="_blank">(360)393-9506</a></span><u></u><u></u></p></div><p class="MsoNormal" style="margin-bottom:6.0pt"><span style="font-family:"Calibri",sans-serif;color:black"><a href="mailto:jim@doranlegal.com" target="_blank">jim@doranlegal.com</a></span><u></u><u></u></p></div><p class="MsoNormal" style="margin-bottom:6.0pt"><span style="font-family:"Calibri",sans-serif;color:black"><a href="http://www.doranlegal.com" target="_blank">www.doranlegal.com</a></span><u></u><u></u></p></div></div></div><div><p class="MsoNormal" style="margin-bottom:6.0pt"><span style="font-family:"Calibri",sans-serif;color:black"> </span><u></u><u></u></p></div><div><p class="MsoNormal" style="margin-bottom:6.0pt"><span style="font-family:"Calibri",sans-serif;color:black">On Mon, Jul 25, 2016 at 11:00 AM, Melinda Grout <<a href="mailto:mkgroutlaw@gmail.com" target="_blank">mkgroutlaw@gmail.com</a>> wrote:</span><u></u><u></u></p><div><p class="MsoNormal" style="margin-bottom:12.0pt"><span style="font-family:"Calibri",sans-serif;color:black">Good catch Josh - missed that part of Jim’s message. </span><u></u><u></u></p><div><div><div><div><div><div><div><p class="MsoNormal" style="margin-bottom:6.0pt"><span style="font-family:"Calibri",sans-serif;color:black">Regards,<br><br>Melinda Grout<br>Law Office of Melinda K Grout, PS<br>17325 W. Main Street / P.O. Box 1360<br>Monroe, WA 98272<br><a href="tel:360-794-4322" target="_blank">360-794-4322</a> / Fax: <a href="tel:425-744-6745" target="_blank">425-744-6745</a></span><u></u><u></u></p></div><div><p class="MsoNormal" style="margin-bottom:6.0pt"><span style="font-family:"Calibri",sans-serif;color:black"> </span><u></u><u></u></p></div><div><p class="MsoNormal" style="margin-bottom:12.0pt"><span style="font-family:"Calibri",sans-serif;color:black">Emphasizing Estate Planning, Probate, and Elder Law<br><a href="http://mkgroutlaw.com" target="_blank">mkgroutlaw.com</a><br><br>NOTE: <br>1. This office does not accept service of pleadings or process service by e-mail or fax except with the express prior permission of the intended recipient.<br>2. This email address is not monitored at all times. If your matter is urgent, please phone my office.<br>3. Messages sent to or from my office via email are not encrypted and not secure.<br>4. 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You are not a client of this law firm unless you have paid a retainer and signed an attorney/client agreement for representation on a particular matter.</span><u></u><u></u></p></div></div></div></div></div></div></div><div><p class="MsoNormal" style="margin-bottom:6.0pt"><span style="font-family:"Calibri",sans-serif;color:black"> </span><u></u><u></u></p></div></div><p class="MsoNormal" style="margin-bottom:6.0pt"><span style="font-family:"Calibri",sans-serif;color:black"><br>_______________________________________________<br>WSBARP mailing list<br><a href="mailto:WSBARP@lists.wsbarppt.com" target="_blank">WSBARP@lists.wsbarppt.com</a><br><a href="http://mailman.fsr.com/mailman/listinfo/wsbarp" target="_blank">http://mailman.fsr.com/mailman/listinfo/wsbarp</a></span><u></u><u></u></p></div><div><p class="MsoNormal" style="margin-bottom:6.0pt"><span style="font-family:"Calibri",sans-serif;color:black"> </span><u></u><u></u></p></div></div><div class="MsoNormal" style="text-align:center" align="center"><span style="font-family:"Calibri",sans-serif;color:black"><hr align="center" size="2" width="100%"></span></div><p class="MsoNormal"><span style="font-family:"Calibri",sans-serif;color:black">_______________________________________________<br>WSBARP mailing list<br><a href="mailto:WSBARP@lists.wsbarppt.com" target="_blank">WSBARP@lists.wsbarppt.com</a><br><a href="http://mailman.fsr.com/mailman/listinfo/wsbarp" target="_blank">http://mailman.fsr.com/mailman/listinfo/wsbarp</a></span><u></u><u></u></p></div></div></div></div><p class="MsoNormal"><br>_______________________________________________<br>WSBARP mailing list<br><a href="mailto:WSBARP@lists.wsbarppt.com" target="_blank">WSBARP@lists.wsbarppt.com</a><br><a href="http://mailman.fsr.com/mailman/listinfo/wsbarp" target="_blank">http://mailman.fsr.com/mailman/listinfo/wsbarp</a><u></u><u></u></p></div><p class="MsoNormal"> <u></u><u></u></p></div></div><p class="MsoNormal" style="margin-left:.5in">Thomas E. Ashton<br>Attorney at Law<br>WSBA #11587<br>203 W. Holly St., Suite 301<br>Bellingham, Washington<br>98225<br><a href="tel:%28360%29%20714-8208" target="_blank">(360) 714-8208</a><br><a href="tel:%28360%29%20714-8217" target="_blank">(360) 714-8217</a> (fax)]<br><u><a href="mailto:tashton@tomashtonlaw.com" target="_blank">tashton@tomashtonlaw.com</a></u><span style="font-size:10.0pt"><br> <u></u><u></u></span></p><p class="MsoNormal" style="margin-left:.5in"><span style="font-size:10.0pt">Notice re Confidentiality: This email and any attached files are confidential, intended solely for the intended recipient(s), and may be protected by the attorney/client privilege, work product doctrine, or other confidentiality protection. If you are not the named recipient you may not read, distribute, copy, or alter this email. 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