FW: WSBA Probate & Trust Daily Digest

Jennifer Rydberg jenny at jcrlaw.com
Tue May 27 15:12:09 PDT 2014


Is there any way to change settings, and if so, how, so I get real
messages
instead of the computer generated nightmare that follows?

With kindest regards,

Jenny Rydberg, WSBA #8183
425-235-5535

  
NOTICE:   This communication may contain privileged or other confidential
information.   If you have received it in error, please advise the sender
by
reply email and immediately delete the message and any attachments without
copying or disclosing the contents.   Thank You.


-----Original Message-----
From: wsbapt-owner at lists.wsbarppt.com
[mailto:wsbapt-owner at lists.wsbarppt.com] 
Sent: Monday, May 26, 2014 11:01 PM
To: undisclosed-recipients:
Subject: WSBA Probate & Trust Daily Digest

To stop receiving daily digests and change back to standard mode, send a
mail message to imail at lists.wsbarppt.com with the following in the body of
the message:

   set mode standard wsbapt
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From: "Karen E. Boxx" <kboxx at uw.edu>
Subject: [WSBAPT]
Date: Mon, 26 May 2014 19:31:52 +0000
Reply-To: wsbapt at lists.wsbarppt.com
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http://www.courts.wa.gov/opinions/pdf/696084.pdf

in case you missed it....

Professor Karen E. Boxx
University of Washington School of Law
Box 353020
Seattle, WA 98195-3020
206.616.3856


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<body lang=3D"EN-US" link=3D"blue" vlink=3D"purple"> <div
class=3D"WordSection1"> <p class=3D"MsoNormal"><a
href=3D"http://www.courts.wa.gov/opinions/pdf/696=
084.pdf">http://www.courts.wa.gov/opinions/pdf/696084.pdf</a>
<o:p></o:p></p>
<p class=3D"MsoNormal"><o:p> </o:p></p>
<p class=3D"MsoNormal">in case you missed it….<o:p></o:p></p> <p
class=3D"MsoNormal"><o:p> </o:p></p>
<p class=3D"MsoNormal"><span
style=3D"font-size:10.0pt;font-family:"Ar=
ial","sans-serif";mso-fareast-language:JA">Professor Karen
E=
. Boxx</span><span
style=3D"mso-fareast-language:JA"><o:p></o:p></span></p>
<p class=3D"MsoNormal"><span
style=3D"font-size:10.0pt;font-family:"Ar=
ial","sans-serif";mso-fareast-language:JA">University of
Was=
hington School of Law</span><span
style=3D"mso-fareast-language:JA"><o:p></=
o:p></span></p>
<p class=3D"MsoNormal"><span
style=3D"font-size:10.0pt;font-family:"Ar=
ial","sans-serif";mso-fareast-language:JA">Box
353020</span>=
<span style=3D"mso-fareast-language:JA"><o:p></o:p></span></p>
<p class=3D"MsoNormal"><span
style=3D"font-size:10.0pt;font-family:"Ar=
ial","sans-serif";mso-fareast-language:JA">Seattle, WA
98195=
-3020</span><span style=3D"mso-fareast-language:JA"><o:p></o:p></span></p>
<p class=3D"MsoNormal"><span
style=3D"font-size:10.0pt;font-family:"Ar=
ial","sans-serif";mso-fareast-language:JA">206.616.3856</sp
a=
n><span style=3D"mso-fareast-language:JA"><o:p></o:p></span></p>
<p class=3D"MsoNormal"><o:p> </o:p></p>
</div>
</body>
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From: "Sam Furgason" <sam at furgasons.com>
Subject: RE: [WSBAPT]  new TEDRA case:  Estate of Bernard
Date: Mon, 26 May 2014 21:23:48 -0700
Reply-To: wsbapt at lists.wsbarppt.com
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Thanks, Karen. I read the opinion. I did not, and still do not, understand
why the TEDRA agreement made court order had anything to do with these
particular parties. Absent a showing of being intended beneficiaries of
the
TEDRA provisions, none of them had any basis for claiming to be entitled
to
enforce the provisions of the agreement/order. In my opinion, the warring
parties had no standing to litigate the TEDRA agreement issue. It was an
agreement/order between Tom and James only, and without it Tom could have
made the same modifications to his will and trust as he made with James's
consent. I don't see how the other parties could base any claims on
violation of that order, as they were not parties to it. As the court
pointed out, competence and undue influence, potential bases for setting
aside the will, trust, codicil or amendment, were not before it. Acting as
the trial judge, or as an appellate judge, I would have dismissed the
TEDRA
agreement based claims for lack of standing, in about two paragraphs. This
is a precedent for permitting unaffected parties to enforce a private
TEDRA
agreement once it becomes an order which I would prefer had not been
propounded. 

S 

 

From: wsbapt-owner at lists.wsbarppt.com
[mailto:wsbapt-owner at lists.wsbarppt.com] On Behalf Of Karen E. Boxx
Sent: Monday, May 26, 2014 12:32 PM
To: wsbapt at lists.wsbarppt.com
Subject: [WSBAPT] new TEDRA case: Estate of Bernard

 

http://www.courts.wa.gov/opinions/pdf/696084.pdf 

 

in case you missed it..

 

Professor Karen E. Boxx

University of Washington School of Law

Box 353020

Seattle, WA 98195-3020

206.616.3856

 

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As
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are
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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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</o:shapelayout></xml><![endif]--></head><body lang=3DEN-US link=3Dblue =
vlink=3Dpurple><div class=3DWordSection1><p class=3DMsoNormal><span =
style=3D'font-size:12.0pt;mso-fareast-language:EN-US'>Thanks, Karen. I =
read the opinion. I did not, and still do not, understand why the TEDRA =
agreement made court order had anything to do with these particular =
parties. Absent a showing of being intended beneficiaries of the TEDRA =
provisions, none of them had any basis for claiming to be entitled to =
enforce the provisions of the agreement/order. In my opinion, the =
warring
parties had no standing to litigate the TEDRA agreement issue. = It was an
agreement/order between Tom and James only, and without it Tom = could
have
made the same modifications to his will and trust as he made = with
James’s consent. I don’t see how the other parties = could
base
any claims on violation of that order, as they were not = parties to it.
As
the court pointed out, competence and undue influence, = potential bases
for
setting aside the will, trust, codicil or amendment, = were not before it.
Acting as the trial judge, or as an appellate judge, = I would have
dismissed the TEDRA agreement based claims for lack of = standing, in
about
two paragraphs. This is a precedent for permitting = unaffected parties to
enforce a private TEDRA agreement once it becomes = an order which I would
prefer had not been propounded. = <o:p></o:p></span></p><p
class=3DMsoNormal><span =
style=3D'font-size:12.0pt;mso-fareast-language:EN-US'>S =
<o:p></o:p></span></p><p class=3DMsoNormal><span =
style=3D'font-size:12.0pt;mso-fareast-language:EN-US'><o:p> </o:p></=
span></p><div><div style=3D'border:none;border-top:solid #E1E1E1 =
1.0pt;padding:3.0pt 0in 0in 0in'><p class=3DMsoNormal><b><span =
style=3D'mso-fareast-language:EN-US'>From:</span></b><span =
style=3D'mso-fareast-language:EN-US'> wsbapt-owner at lists.wsbarppt.com =
[mailto:wsbapt-owner at lists.wsbarppt.com] <b>On Behalf Of </b>Karen E. =
Boxx<br><b>Sent:</b> Monday, May 26, 2014 12:32 PM<br><b>To:</b> =
wsbapt at lists.wsbarppt.com<br><b>Subject:</b> [WSBAPT] new TEDRA case: =
Estate of Bernard<o:p></o:p></span></p></div></div><p =
class=3DMsoNormal><o:p> </o:p></p><p class=3DMsoNormal><a =
href=3D"http://www.courts.wa.gov/opinions/pdf/696084.pdf">http://www.cour=
ts.wa.gov/opinions/pdf/696084.pdf</a> <o:p></o:p></p><p =
class=3DMsoNormal><o:p> </o:p></p><p class=3DMsoNormal>in case you =
missed it….<o:p></o:p></p><p =
class=3DMsoNormal><o:p> </o:p></p><p class=3DMsoNormal><span =
style=3D'font-size:10.0pt;font-family:"Arial","sans-serif";mso-fareast-la=
nguage:JA'>Professor Karen E. Boxx</span><span =
style=3D'mso-fareast-language:JA'><o:p></o:p></span></p><p =
class=3DMsoNormal><span =
style=3D'font-size:10.0pt;font-family:"Arial","sans-serif";mso-fareast-la=
nguage:JA'>University of Washington School of Law</span><span =
style=3D'mso-fareast-language:JA'><o:p></o:p></span></p><p =
class=3DMsoNormal><span =
style=3D'font-size:10.0pt;font-family:"Arial","sans-serif";mso-fareast-la=
nguage:JA'>Box 353020</span><span =
style=3D'mso-fareast-language:JA'><o:p></o:p></span></p><p =
class=3DMsoNormal><span =
style=3D'font-size:10.0pt;font-family:"Arial","sans-serif";mso-fareast-la=
nguage:JA'>Seattle, WA 98195-3020</span><span =
style=3D'mso-fareast-language:JA'><o:p></o:p></span></p><p =
class=3DMsoNormal><span =
style=3D'font-size:10.0pt;font-family:"Arial","sans-serif";mso-fareast-la=
nguage:JA'>206.616.3856</span><span =
style=3D'mso-fareast-language:JA'><o:p></o:p></span></p><p =
class=3DMsoNormal><o:p> </o:p></p><p><span =
style=3D'font-size:10.0pt;font-family:"Arial","sans-serif";color:black'>=3
D=
=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D</span>=
<o:p></o:p></p><p><span =
style=3D'font-size:10.0pt;font-family:"Arial","sans-serif"'>- To contact =
the list administrator, send a message to: <a =
href=3D"mailto:webmaster at wsbarppt.com">webmaster at wsbarppt.com</a></span><=
span style=3D'font-size:10.0pt'><o:p></o:p></span></p><p><span =
style=3D'font-size:10.0pt;font-family:"Arial","sans-serif"'>- To =
unsubscribe, send a new email addressed to: <a =
href=3D"mailto:imail at lists.wsbarppt.com">imail at lists.wsbarppt.com</a>, =
with the following in the body of the message: unsubscribe wsbapt - =
OR - send a message to <a =
href=3D"mailto:webmaster at wsbarppt.com">webmaster at wsbarppt.com</a> asking =
that you be removed from the wsbapt list.</span><span =
style=3D'font-size:10.0pt'><o:p></o:p></span></p><p><span =
style=3D'font-size:10.0pt;font-family:"Arial","sans-serif"'>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. </span><o:p></o:p></p></div></body></html>
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