[WSBAPT] Advancements - tweak it

[elizabeth dronkert]

Hi Kate. Your attachment would be in its sweet spot by replacing the
single signature line (I see it’s called a declaration, but …) with the
same formal execution provisions (witnesses, notary, self-proving
affidavit) as the underlying will, because the intended result of the
declaration is to effectively reduce someone’s inheritance – certainly a
great potential for challenge there.  

 

Regards,

 

Elizabeth

 

Elizabeth M. Dronkert,  Attorney

755 Winslow Way East, Suite 202

Post Office Box 10368

Bainbridge Island, Washington   98110

(206) 780-4455

 

From: wsbapt-owner at lists.wsbarppt.com
[mailto:wsbapt-owner at lists.wsbarppt.com] On Behalf Of Kate Szurek
Sent: Monday, February 03, 2014 6:45 PM
To: wsbapt at lists.wsbarppt.com
Subject: RE: [WSBAPT] Advancements

 

I’ve been curious to see how others might respond to your post, but I’ve
always either had my client be specific in their Will/trust about what
they consider to have been an advance, or had them execute something like
the attached to “prove” that something specifically given to a child (or
other) should be treated as an advance.  See
http://apps.leg.wa.gov/rcw/default.aspx?cite=11.04.041 (which doesn’t
EXACTLY apply).

 

Kate

 

 

Kate Szurek, J.D., LL.M.

P.O. Box 336 / 227 Freeway Drive, Suite B

Mount Vernon, WA  98273

360.336.1000

360.336.6690 (fax)

 <mailto:kate at skagitlaw.com> kate at skagitlaw.com

 <http://www.skagitlaw.com/> http://www.skagitlaw.com 

 

From: wsbapt-owner at lists.wsbarppt.com
[mailto:wsbapt-owner at lists.wsbarppt.com] On Behalf Of Lisa Schuchman
Sent: Monday, February 03, 2014 4:27 PM
To: wsbapt at lists.wsbarppt.com
Subject: [WSBAPT] Advancements

 

I am working on a will with a client who has given one of her (adult)
children money that she’d like credited to his share of her estate.    Has
anyone dealt with how to make a statement of an advancement as part of
estate planning?  Should she note that in her will and keep a tally
separately?  What do you do?

 

Lisa E. Schuchman
206-325-2801
www.lisaschuchman.com <http://www.lisaschuchman.com/> 

Education is what you get when you read the fine print.  Experience is
what you get when you don’t. -Pete Seeger

 

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