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<DIV style="FONT-SIZE: 14pt; FONT-FAMILY: 'Calibri'; COLOR: #000000">
<DIV><FONT size=4>If you are concerned about Medicaid eligibility, I think the
main issues are that there is no right to income or pr. to the protected party
and the trustee has absolute discretion, plus the trustee is a 3rd
party.</FONT></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=Kristina@rdattys.comcastbiz.net
href="mailto:Kristina@rdattys.comcastbiz.net">Kristina Driessen</A> </DIV>
<DIV><B>Sent:</B> Friday, January 06, 2017 9:36 AM</DIV>
<DIV><B>To:</B> <A title=wsbarp@lists.wsbarppt.com
href="mailto:wsbarp@lists.wsbarppt.com">WSBA Real Property Listserv</A> ; <A
title=elder-law-section@list.wsba.org
href="mailto:elder-law-section@list.wsba.org">WSBA Elder-law-section</A> </DIV>
<DIV><B>Subject:</B> Re: [WSBARP] Supplemental [special] Needs
Trust</DIV></DIV></DIV>
<DIV> </DIV></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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<P class=MsoNormal><SPAN
style='FONT-SIZE: 11pt; FONT-FAMILY: "Calibri",sans-serif; COLOR: black'><o:p></o:p></SPAN> </P>
<P class=MsoNormal><SPAN
style='FONT-SIZE: 11pt; FONT-FAMILY: "Calibri",sans-serif; COLOR: black'>HI
All:<o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN
style='FONT-SIZE: 11pt; FONT-FAMILY: "Calibri",sans-serif; COLOR: black'><o:p></o:p></SPAN> </P>
<P class=MsoNormal><SPAN
style='FONT-SIZE: 11pt; FONT-FAMILY: "Calibri",sans-serif; COLOR: black'>I have
a question that may be quite simple and I am missing the mark, but here
goes. I have a Will that was executed in the 80’s, it provided for a trust
for an incapacitated person. While it does not specify that it is a Supplemental
or Special Needs Trust {it is called a Testamentary Trust in the Will} it is
obvious the intent and contains language addressing the incapacitation as well
as outlining the duties of the trustee consistent with a Supplement/Special
Needs Trust. <o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN
style='FONT-SIZE: 11pt; FONT-FAMILY: "Calibri",sans-serif; COLOR: black'><o:p></o:p></SPAN> </P>
<P class=MsoNormal><SPAN
style='FONT-SIZE: 11pt; FONT-FAMILY: "Calibri",sans-serif; COLOR: black'>I have
always believed that a separate trust would need to be made despite the verbiage
in a will, if for no other reason to have the new trustee sign the new
trust. Obviously the benefits would also be to make sure that the trust in the
will is consistent with the laws of today. However, opposing counsel believes
that the will is sufficient and no other documents need be generated. He could
be right and I am missing the mark. <o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN
style='FONT-SIZE: 11pt; FONT-FAMILY: "Calibri",sans-serif; COLOR: black'><o:p></o:p></SPAN> </P>
<P class=MsoNormal><SPAN
style='FONT-SIZE: 11pt; FONT-FAMILY: "Calibri",sans-serif; COLOR: black'>Any
thoughts or words of advice?<o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN
style='FONT-SIZE: 11pt; FONT-FAMILY: "Calibri",sans-serif; COLOR: black'><o:p></o:p></SPAN> </P>
<P class=MsoNormal><SPAN
style='FONT-SIZE: 11pt; FONT-FAMILY: "Calibri",sans-serif; COLOR: black'><o:p></o:p></SPAN> </P>
<P class=MsoNormal><I><SPAN
style='FONT-SIZE: 10pt; FONT-FAMILY: "Bookman Old Style",serif; COLOR: black'>Kristina
A. Driessen<o:p></o:p></SPAN></I></P>
<P class=MsoNormal><SPAN
style='FONT-SIZE: 10pt; FONT-FAMILY: "Bookman Old Style",serif; COLOR: black'>Ryan
& Driessen<o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN
style='FONT-SIZE: 10pt; FONT-FAMILY: "Bookman Old Style",serif; COLOR: black'>Attorneys
at Law<o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN
style='FONT-SIZE: 10pt; FONT-FAMILY: "Bookman Old Style",serif; COLOR: black'>16
A Street SE<o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN
style='FONT-SIZE: 10pt; FONT-FAMILY: "Bookman Old Style",serif; COLOR: black'>Auburn,
WA. 98002<o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN
style='FONT-SIZE: 10pt; FONT-FAMILY: "Bookman Old Style",serif; COLOR: black'>(253)
939-0811<o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN
style='FONT-SIZE: 10pt; FONT-FAMILY: "Bookman Old Style",serif; COLOR: black'>(253)
939-0471 fax<o:p></o:p></SPAN></P>
<P class=MsoNormal><U><SPAN
style='FONT-SIZE: 10pt; FONT-FAMILY: "Bookman Old Style",serif; COLOR: black'>kristina@rdattys.comcastbiz.net<o:p></o:p></SPAN></U></P>
<P class=MsoNormal><SPAN
style='FONT-FAMILY: "Calibri",sans-serif; 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: 9pt; FONT-FAMILY: "Calibri",sans-serif; COLOR: black'>CONFIDENTIALITY
NOTICE</SPAN></B><SPAN
style='FONT-SIZE: 9pt; FONT-FAMILY: "Calibri",sans-serif; 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: 9pt; FONT-FAMILY: "Calibri",sans-serif; COLOR: black'>This
transmission is confidential and is intended solely for the use of the
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you are not the intended recipient, or the person responsible to deliver it to
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delete it. Thank you.<o:p></o:p></SPAN></P>
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