[WSBAPT] Advancements

Tue Feb 4 10:38:41 PST 2014

Thanks to all of you for your discussion of this.  I LOVE this listserv!

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

NOTE: I do not use encrypted email.  Messages sent to or from my office
via email are not secure and may not be protected by attorney-client
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Any tax advice included in this document and its attachments was not
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P  Please consider the trees before printing this document

From: wsbapt-owner at lists.wsbarppt.com
[mailto:wsbapt-owner at lists.wsbarppt.com] On Behalf Of Kate Szurek
Sent: Monday, February 3, 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

SkagitLaw_Signature (2)

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

NOTE: I do not use encrypted email.  Messages sent to or from my office
via email are not secure and may not be protected by attorney-client
privilege. This email address is not monitored at all times.  If your
matter is urgent, please phone my office during regular business hours.  

Any tax advice included in this document and its attachments was not
intended or written to be used, and it cannot be used, for the purpose of
avoiding penalties under the Internal Revenue Code.

P  Please consider the trees before printing this document

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Information provided on this list should not be considered legal advice.
As with all lists - let the reader beware! No warranties or
representations are made as to the accuracy of any information provided.
All opinions and comments in this message represent the views of the
author and do not necessarily have the endorsement of the Washington State
Bar Association nor its officers or agents. 

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Information provided on this list should not be considered legal advice.
As with all lists - let the reader beware! No warranties or
representations are made as to the accuracy of any information provided.
All opinions and comments in this message represent the views of the
author and do not necessarily have the endorsement of the Washington State
Bar Association nor its officers or agents. 

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