[WSBAPT] Alternatives for PR
Glenn Price
glenn at pricefarrington.com
Thu Aug 14 11:05:56 PDT 2014
Yes, Lisa, I view that as flagrant double-dipping, at the very least
predatory and at the worst, highly unethical.
Glenn D. Price, J.D.
Price & Farrington, PLLC
Attorneys and Counselors at Law
Parkwood Office Center
2370 130th Avenue N.E., Suite 103
Bellevue, Washington 98005
Phone: 425.451.3583 Fax: 425.522.4818
Email: <mailto:glenn at pricefarrington.com> glenn at pricefarrington.com
Home page: www.pricefarrington.com <http://www.pricefarrington.com/>
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From: wsbapt-owner at lists.wsbarppt.com
[mailto:wsbapt-owner at lists.wsbarppt.com] On Behalf Of Lisa Schuchman
Sent: Thursday, August 14, 2014 10:45 AM
To: wsbapt at lists.wsbarppt.com
Subject: RE: [WSBAPT] Alternatives for PR
I agree with you, Glenn. Also, he was greedy. I have acted as PR on
occasion, and I get paid as attorney but NEVER an additional PR’s fee.
Lisa E. Schuchman
206-325-2801
www.lisaschuchman.com <http://www.lisaschuchman.com/>
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From: wsbapt-owner at lists.wsbarppt.com
[mailto:wsbapt-owner at lists.wsbarppt.com] On Behalf Of Glenn Price
Sent: Thursday, August 14, 2014 10:15 AM
To: wsbapt at lists.wsbarppt.com
Subject: RE: [WSBAPT] Alternatives for PR
Tom:
It seems to me this is a case where the attorney foolishly laid the mines
and then proceeded to detonate them; “a minefield” of his own making.
Glenn D. Price, J.D.
Price & Farrington, PLLC
Attorneys and Counselors at Law
Parkwood Office Center
2370 130th Avenue N.E., Suite 103
Bellevue, Washington 98005
Phone: 425.451.3583 Fax: 425.522.4818
Email: glenn at pricefarrington.com
Home page: www.pricefarrington.com <http://www.pricefarrington.com/>
Estate, Tax, Retirement and Asset Protection Planning
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From: wsbapt-owner at lists.wsbarppt.com
[mailto:wsbapt-owner at lists.wsbarppt.com] On Behalf Of Tom J. Westbrook
Sent: Thursday, August 14, 2014 10:04 AM
To: wsbapt at lists.wsbarppt.com
Subject: RE: [WSBAPT] Alternatives for PR
Hello Gus,
It is not per se unethical to act as PR when you are the attorney that
drafted the Wills, but it is a minefield you (or anyone) should be aware.
This recent Supreme Court case should be instructive.
http://www.courts.wa.gov/opinions/pdf/2012558.pdf
Sincerely,
Tom
Thomas J. Westbrook
Attorney at Law
Thomas J. Westbrook, PLLC
PO Box 1
Littlerock, WA 98556
Olympia Office:
Evergreen Plaza Building
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Suite 101
Olympia, WA 98501
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From: wsbapt-owner at lists.wsbarppt.com
[mailto:wsbapt-owner at lists.wsbarppt.com] On Behalf Of G. (Gus) Benjamin
Lindsey III
Sent: Thursday, August 14, 2014 9:05 AM
To: wsbapt at lists.wsbarppt.com
Subject: [WSBAPT] Alternatives for PR
Good morning,
PC’s are a married couple. PC’s estate seems relatively straightforward
from a planning/needs perspective. However, PC’s are very leery of having
either PC or a family member serve as personal representative for either
spouse’s estate. (Apparently one of the PC’s had a bad experience while
acting as a PR. I think the way the estate was divided caused the hard
feelings more anything related to the PR role.)
PC’s current position is that they want “an attorney” do serve as the PR.
At this point, I do not believe the value of the estate warrants hiring a
professional estate administrator; but perhaps that’s a consideration
assuming the costs are reasonable. (I’ve never used one.)
What have others done in situations where a client, for whatever reasons,
just did not want a family member to serve as PR? Has anyone actually
agreed to serve as the PR in a similar circumstances? (Obviously that
means a different attorney would have to take on the role of attorney for
probating the estate.)
Just looking for some ideas in case PC’s do not alter their position after
our initial discussion.
Thanks!
Sincerely,
G. (Gus) Benjamin Lindsey III
Attorney-at-Law
The Law Office of G. Benjamin Lindsey III
2012 Grade Road, Suite 202
Lake Stevens, WA 98258
Phone: (425) 263-9585
website: www.gbl3law.com <http://www.gbl3law.com/>
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