[WSBAPT] Estate litigation attorney in Olympia

[Katharine P. Bauer]

Mike Morgan at Worth law group
On Jan 23, 2015 2:13 PM, "Erin Fairley" <efairley at advocateslg.com> wrote:

>
> Any recommendations to litigate a will contest in Thurston county?   Thank
> you.
>
>
> Sent from my iPad
>
> On Jan 23, 2015, at 7:05 AM, Tom J. Westbrook <tjw at w3net.net> wrote:
>
>   Is it an option to disclaim the inheritance? Would that violate the 5
> year transfer – look back rule?
>
>
>
> Sincerely,
>
>
>
> Tom
>
>
>
> Thomas J. Westbrook
>
> Attorney at Law
>
>
>
> <image001.jpg>
>
>
>
> Rodgers, Kee & Card
>
> 324 West Bay Drive NW, Suite 201
>
> Olympia, Washington  98502
>
>
>
> Phone: 360-352-8311
>
> Facsimile: 360-352-8501
>
> Email: tjw at buddbaylaw.com
>
> Skype: thomas.westbrook
>
>
>
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>
> *From:* wsbapt-bounces at lists.wsbarppt.com [
> mailto:wsbapt-bounces at lists.wsbarppt.com
> <wsbapt-bounces at lists.wsbarppt.com>] *On Behalf Of *Marcus Fry
> *Sent:* Wednesday, January 21, 2015 2:18 PM
> *To:* 'WSBA Probate & Trust Listserv'
> *Subject:* Re: [WSBAPT] Medicaid issue in probate
>
>
>
> I haven’t seen it done.  However, the answer would be yes DSHS could
> because the person on Medicaid now has a vested interest unless for some
> reason the inheritance was contingent on survival at time of distribution
> (some Wills/Trusts are drafted that way).  If DSHS pursued, they would
> likely seek appointment as PR of the Medicaid recipient’s estate due to its
> status as a creditor.
>
>
>
> Marcus J. Fry
>
> Lyon, Weigand & Gustafson, P.S.
> Adoption Attorney*
>
> P.O. Box 1689
> Yakima, Washington  98907
> Telephone:  (509) 248-7220
> Facsimile:  (509) 575-1883
>
>
>
> *NOTICES:*
>
>  *Adoption Attorney reflects election as a Fellow of the American Academy
> of Adoption Attorneys, an invitation based organization of 300+ attorneys
> nationwide, under its criteria of experience, ethics and peer
> recommendation. Washington's Supreme Court has not yet developed or
> recognized a credentialing process for specialties, and
> certification/fellowship is not required to practice law in this state.
>
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> *From:* wsbapt-bounces at lists.wsbarppt.com [
> mailto:wsbapt-bounces at lists.wsbarppt.com
> <wsbapt-bounces at lists.wsbarppt.com>] *On Behalf Of *Sharon English
> *Sent:* Wednesday, January 21, 2015 1:56 PM
> *To:* wsbapt at lists.wsbarppt.com
> *Subject:* [WSBAPT] Medicaid issue in probate
>
>
>
> If a person currently on Medicaid (with absolutely zero assets other than
> a monthly SS check) is going to receive a sizeable inheritance at some
> point (i.e. the probate in which he is an heir has been opened for some
> time, but no assets yet distributed, and no indication as to when assets
> might be distributed due to pending disputes), and the person on Medicaid
> dies before any assets have been distributed to him, would the state have
> the ability to file a claim in the pending probate in which he is an heir?
>
>
>
>
> I have had this question come up recently and already know to advise the
> person to seek the advice of a Medicaid/elder law expert, but nonetheless
> would like to give the PC some information if possible.
>
>
>
> Sharon English
>
> Attorney at Law
>
> YOUNGLOVE & COKER, P.L.L.C.
>
> 1800 Cooper Point Road SW #16
>
> Olympia, WA 98502
>
> (360)357.7791 (phone)
>
> (360)754.9268 (fax)
>
>
>
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