[WSBAPT] Trusting lawyers ...
Carmen Rowe
carmen at gryphonlawgroup.com
Wed Aug 30 11:13:54 PDT 2017
I don't know if the queries about there really being people - or lawyers -
that don't trust lawyers were serious or tongue in cheek.
But ... perhaps the fact I considered a tongue in cheek comment to at least
be possible will clue you in as to my answer ... no, I don't trust all
lawyers. Have, sadly, the experience to validate such caution.
That said - once you work with someone a bit you usually have a sufficient
read, as the ones I simply don't trust (or did trust to my/my client's
detriment) tend to have certain flags or history within the general
case/dealings, and are, luckily, very rare.
Carmen Rowe, Attorney
Phone: (360) 669-3576 (direct cell)
Email: Carmen at GryphonLawGroup.com
*Mailing address: *1673 S. Market Blvd. #202, Chehalis, WA 98532
*Olympia/Lacey office: *1415 College Street SE, Lacey, WA 98503
*Seattle office: *1001 4th Avenue, Suite 3200, Seattle, WA 98154
*We also offer virtual meeting options, and are often available to meet
with you in an alternate location convenient to you.*
*Privileged and confidential: *This message is confidential. If you receive
this message in error, please let us know, and please delete and disregard
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On Tue, Aug 29, 2017 at 12:00 PM, <wsbapt-request at lists.wsbarppt.com> wrote:
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> Today's Topics:
>
> 1. Receipts for distribution from estate (J Richard McEntee, Jr.)
> 2. Re: Receipts for distribution from estate (Lisa E Schuchman)
> 3. Re: How to Insure Surviving Spouse Share with Deceased Spouse
> Child (Ms. Roberta Armstrong)
> 4. Re: Receipts for distribution from estate (Teunis J. Wyers)
> 5. Re: Receipts for distribution from estate (Paul Neumiller)
> 6. Re: Receipts for distribution from estate (Heather deVrieze)
> 7. EIN change of executor (Dalynne Singleton)
> 8. Re: EIN change of executor (jacyphers at gmail.com)
> 9. OFAC Sanction Counsel (Orr, Heidi)
> 10. Re: Receipts for distribution from estate (Lisa E Schuchman)
> 11. Re: Receipts for distribution from estate (Douglas Bratt)
> 12. Re: Receipts for distribution from estate (Heather deVrieze)
> 13. Re: Receipts for distribution from estate (Donna Calf Robe)
> 14. case manager/care coordinator (Goffe, Wendy S.)
> 15. Re: Receipts for distribution from estate (Lisa E Schuchman)
> 16. Re: case manager/care coordinator (Barbara Byram)
> 17. Modifying Beneficiaries of an Irrevocable Trust (David Faber)
> 18. Re: case manager/care coordinator (Mark Vohr)
> 19. discretionary trust funding (Krista MacLaren)
> 20. Re: discretionary trust funding (Mark Vohr)
> 21. Re: Modifying Beneficiaries of an Irrevocable Trust (Doug Owens)
>
>
> ----------------------------------------------------------------------
>
> Message: 1
> Date: Mon, 28 Aug 2017 12:31:36 -0700
> From: "J Richard McEntee, Jr." <jrmcentee at gmail.com>
> To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
> Subject: [WSBAPT] Receipts for distribution from estate
> Message-ID: <027CF736-F406-443D-9C0B-04982838CA6D at gmail.com>
> Content-Type: text/plain; charset="us-ascii"
>
> Hello listmates
>
> I recently filed a petition for decree of distribution. Following a
> hearing on my petition, I obtained an order discharging the PR upon filing
> of receipts from each of the heirs and beneficiaries. Can someone share
> with me the process by which you typically send checks and receipts to
> heirs? I am thinking that I would use regular mail and enclose the check, a
> receipt, and a stamped return envelope along with a cautionary letter that
> the beneficiary is not authorized to cash or deposit the check until such
> time as they have signed and returned the receipt? Are there other better
> ways to handle this such that I am likely to receive the receipts back?
>
> Rich
>
>
> RICH McENTEE
> McENTEE LAW OFFICE
> 3800 Bridgeport Way W, Ste A411
> University Place, WA 98466
> 253.227.9894(m)
> jrmcentee at gmail.com
>
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> ------------------------------
>
> Message: 2
> Date: Mon, 28 Aug 2017 19:41:51 +0000
> From: Lisa E Schuchman <lisa at lisaschuchman.com>
> To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
> Subject: Re: [WSBAPT] Receipts for distribution from estate
> Message-ID:
> <CY4PR1601MB130251BF7CE7E9331773056CD19E0 at CY4PR1601MB1302.
> namprd16.prod.outlook.com>
>
> Content-Type: text/plain; charset="us-ascii"
>
> Rich,
>
> When possible, I send Receipts out for signature and send checks only
> after I receive the Receipt. If heirs are local, I will arrange for an
> in-person exchange. On occasion I have relied on an endorsement on a check
> as proof of receipt.
>
> Lisa E. Schuchman
> 206-960-4212
> www.lisaschuchman.com<http://www.lisaschuchman.com/>
>
> I learn, I give. - Gloria Steinem
>
> 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
>
> From: wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.
> wsbarppt.com] On Behalf Of J Richard McEntee, Jr.
> Sent: Monday, August 28, 2017 12:32 PM
> To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
> Subject: [WSBAPT] Receipts for distribution from estate
>
> Hello listmates
>
> I recently filed a petition for decree of distribution. Following a
> hearing on my petition, I obtained an order discharging the PR upon filing
> of receipts from each of the heirs and beneficiaries. Can someone share
> with me the process by which you typically send checks and receipts to
> heirs? I am thinking that I would use regular mail and enclose the check, a
> receipt, and a stamped return envelope along with a cautionary letter that
> the beneficiary is not authorized to cash or deposit the check until such
> time as they have signed and returned the receipt? Are there other better
> ways to handle this such that I am likely to receive the receipts back?
>
> Rich
>
> RICH McENTEE
> McENTEE LAW OFFICE
> 3800 Bridgeport Way W, Ste A411
> University Place, WA 98466
> 253.227.9894(m)
> jrmcentee at gmail.com<mailto:jrmcentee at gmail.com>
>
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> ------------------------------
>
> Message: 3
> Date: Mon, 28 Aug 2017 12:52:15 -0700
> From: "Ms. Roberta Armstrong" <robertaa at uw.edu>
> To: "WSBA Probate & Trust Listserv" <wsbapt at lists.wsbarppt.com>,
> elder-law-section at list.wsba.org
> Subject: Re: [WSBAPT] How to Insure Surviving Spouse Share with
> Deceased Spouse Child
> Message-ID:
> <CAMfCbay1Wn6A7Tfp0nvz25vOrJHL+m3Sj1EZ8824yPA1SU__Pw at mail.
> gmail.com>
> Content-Type: text/plain; charset="utf-8"
>
> Hello again Listserve,
>
> Thank you for all the replies.
>
> I considered a will that creates a testamentary trust. But that will only
> have authority over the first deceased spouse's portion of the estate, not
> the complete joint community estate at date of death.
>
> It appears that this couple wants the surviving spouse to have full use and
> enjoyment of the joint estate, but they also believe the surviving spouse
> should continue their joint venture to produce a greater estate that
> eventually Both children should share equally from (not have the surviving
> child of the first deceased spouse only enjoy their portion of the joint
> community value at their date of death).
>
> This is because the couple is currently in a legal battle over the value of
> a large piece of waterfront property which they do not anticipate will
> be resolved for some years. And if one of the spouses dies during the
> litigation, their child will not realize the true value of the asset (if
> the surviving spouse is successful in continuing their case, of course)
> because the property will be valued as of the date of the first spouse's
> death (less than 30% of its "true" fair market value)..
>
> Perhaps the first deceased spouse's community value can be considered as
> investment capital/funding in the remaining life of the surviving spouse
> which most likely will be used to continue the litigation... Or am I over
> thinking this...?
>
> Thank you.
>
> Roberta
>
> On Mon, Aug 28, 2017 at 10:32 AM, Ms. Roberta Armstrong <robertaa at uw.edu>
> wrote:
>
> > Good Morning Listserv!
> >
> > H and W of 40 years. H is 15 years older than W. Both are in good health,
> > but frequently travel out of the country.
> > Many assets (mostly rental properties) of ~$2.5 million in value, all
> > community property.
> > Each spouse has a child prior to marriage, Child1 (H) and Child2 (W).
> > They would like to do an estate plan where when the first spouse dies the
> > other spouse has unrestricted use of the joint estate but upon the
> passing
> > of the last spouse, the remaining joint estate goes equally to Both
> > children.
> > They do not want long term medical planning. They want to insure that the
> > surviving spouse's (if they were to remarry) new spouse does not inherit
> > anything from the joint estate.
> >
> > My question is what is the best vehicle to insure the surviving spouse
> > shares equally with the two children, specifically not disinherit the
> prior
> > deceased spouse's child?
> >
> > Thank you in advance.
> >
> > Roberta
> >
> >
> > --
> > *Creator of the first on-line Indian Will Production System - CHECK OUT *
> > *www.NativeWill.org* <http://www.nativewill.org/>
> >
> > *Ms. Roberta Armstrong*
> >
> > Washington State Bar Association No. 42343
> >
> > Founder and Executive Director
> >
> > Stewards of Indigenous Resources Endowment,
> >
> > *a Non-Profit Professional Service Corporation *
> >
> > P O Box 2248
> >
> > Yelm, WA 98597
> >
> >
> >
> > 425.737.5448 <(425)%20737-5448> | Direct
> >
> > 866.227.6651 <(866)%20227-6651> | Fax
> >
> >
> >
> > Roberta at IndianWillsOnWheels.org
> > www.IndianWillsOnWheels.org
> >
> > Please note that the contents of this e-mail message are confidential and
> > may be legally privileged, being intended for the named recipient.
> Please
> > do not reproduce or transmit this message without permission of the
> > sender. If you have received this message in error notify the sender to
> > inform them of the inadvertent mistake and then delete this message from
> > your computer and server. Thank you in advance for your adherence.
> >
>
>
>
> --
> *Creator of the first on-line Indian Will Production System - CHECK OUT *
> *www.NativeWill.org* <http://www.nativewill.org/>
>
> *Ms. Roberta Armstrong*
>
> Washington State Bar Association No. 42343
>
> Founder and Executive Director
>
> Stewards of Indigenous Resources Endowment,
>
> *a Non-Profit Professional Service Corporation *
>
> P O Box 2248
>
> Yelm, WA 98597
>
>
>
> 425.737.5448 | Direct
>
> 866.227.6651 | Fax
>
>
>
> Roberta at IndianWillsOnWheels.org
> www.IndianWillsOnWheels.org
>
> Please note that the contents of this e-mail message are confidential and
> may be legally privileged, being intended for the named recipient. Please
> do not reproduce or transmit this message without permission of the
> sender. If you have received this message in error notify the sender to
> inform them of the inadvertent mistake and then delete this message from
> your computer and server. Thank you in advance for your adherence.
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> ------------------------------
>
> Message: 4
> Date: Mon, 28 Aug 2017 13:05:44 -0700
> From: "Teunis J. Wyers" <teunisj at wyerslawpc.com>
> To: "WSBA Probate & Trust Listserv" <wsbapt at lists.wsbarppt.com>
> Subject: Re: [WSBAPT] Receipts for distribution from estate
> Message-ID:
> <CAAVFOSjck6cJcGbTSKV2xFBUHbMnwi26m9c0PKsNAMksNAAA8Q at mail.
> gmail.com>
> Content-Type: text/plain; charset="utf-8"
>
> What you propose, Rich, is exactly the way we normally handle this
> situation.
>
> On Mon, Aug 28, 2017 at 12:31 PM, J Richard McEntee, Jr. <
> jrmcentee at gmail.com> wrote:
>
> > Hello listmates
> >
> > I recently filed a petition for decree of distribution. Following a
> > hearing on my petition, I obtained an order discharging the PR upon
> filing
> > of receipts from each of the heirs and beneficiaries. Can someone share
> > with me the process by which you typically send checks and receipts to
> > heirs? I am thinking that I would use regular mail and enclose the
> check, a
> > receipt, and a stamped return envelope along with a cautionary letter
> that
> > the beneficiary is not authorized to cash or deposit the check until such
> > time as they have signed and returned the receipt? Are there other better
> > ways to handle this such that I am likely to receive the receipts back?
> >
> > Rich
> >
> >
> > *RICH McENTEE*
> > *McENTEE LAW OFFICE*
> > 3800 Bridgeport Way W, Ste A411
> > University Place, WA 98466
> > 253.227.9894 <(253)%20227-9894>(m)
> > jrmcentee at gmail.com
> >
> >
> > _______________________________________________
> > WSBAPT mailing list
> > WSBAPT at lists.wsbarppt.com
> > http://mailman.fsr.com/mailman/listinfo/wsbapt
> >
>
>
>
> --
> Teunis J. Wyers @ Wyers|Wyers, Attorneys
> Oregon Office:
> 216 Columbia St. - P.O. Box 917
> Hood River, OR 97031
> (541)386-2210/610-1520 (fax)
> Washington Office:
> 218 E. Steuben St. - P. O. Box 421
> Bingen, WA 98605
> (509) 493-2772/493-2406 (fax)
> Email: teunisj at wyerslawpc.com
> Web: www.wyerslawpc.com
>
> NOTICE: This email (including any attachments) is covered by the
> Electronic Communications Privacy Act (EPCA), 18 U.S.C., Sec. 2510 - 2522,
> is confidential and privileged. This email is solely for the personal and
> confidential use of the recipient(s) named above. Receipt by anyone other
> than the individual recipient(s) is NOT a waiver of attorney-client
> privilege. Any violation of the ECPA is subject to the penalties stated
> therein. If you have received this message in error, please notify me
> immediately by reply e-mail and immediately delete the original message.
> -------------- next part --------------
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>
> ------------------------------
>
> Message: 5
> Date: Mon, 28 Aug 2017 20:26:38 +0000
> From: Paul Neumiller <pneumiller at hotmail.com>
> To: "'WSBA Probate & Trust Listserv'" <wsbapt at lists.wsbarppt.com>
> Subject: Re: [WSBAPT] Receipts for distribution from estate
> Message-ID:
> <CY1PR1101MB12254DBC4187E58FDEF5FDF5D29E0 at CY1PR1101MB1225.
> namprd11.prod.outlook.com>
>
> Content-Type: text/plain; charset="utf-8"
>
> ?cautionary letter that the beneficiary is not authorized to cash or
> deposit the check until such time as they have signed and returned the
> receipt??
>
> Does anyone have a sample of such a letter that he or she would be willing
> to post?
>
> [cid:image001.jpg at 01D32001.44388FD0]
>
> From: wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.
> wsbarppt.com] On Behalf Of Teunis J. Wyers
> Sent: Monday, August 28, 2017 1:06 PM
> To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
> Subject: Re: [WSBAPT] Receipts for distribution from estate
>
> What you propose, Rich, is exactly the way we normally handle this
> situation.
>
> On Mon, Aug 28, 2017 at 12:31 PM, J Richard McEntee, Jr. <
> jrmcentee at gmail.com<mailto:jrmcentee at gmail.com>> wrote:
> Hello listmates
>
> I recently filed a petition for decree of distribution. Following a
> hearing on my petition, I obtained an order discharging the PR upon filing
> of receipts from each of the heirs and beneficiaries. Can someone share
> with me the process by which you typically send checks and receipts to
> heirs? I am thinking that I would use regular mail and enclose the check, a
> receipt, and a stamped return envelope along with a cautionary letter that
> the beneficiary is not authorized to cash or deposit the check until such
> time as they have signed and returned the receipt? Are there other better
> ways to handle this such that I am likely to receive the receipts back?
>
> Rich
>
> RICH McENTEE
> McENTEE LAW OFFICE
> 3800 Bridgeport Way W, Ste A411
> University Place, WA 98466
> 253.227.9894<tel:(253)%20227-9894>(m)
> jrmcentee at gmail.com<mailto:jrmcentee at gmail.com>
>
>
> _______________________________________________
> WSBAPT mailing list
> WSBAPT at lists.wsbarppt.com<mailto:WSBAPT at lists.wsbarppt.com>
> http://mailman.fsr.com/mailman/listinfo/wsbapt
>
>
>
> --
> Teunis J. Wyers @ Wyers|Wyers, Attorneys
> Oregon Office:
> 216 Columbia St. - P.O. Box 917
> Hood River, OR 97031
> (541)386-2210/610-1520 (fax)
> Washington Office:
> 218 E. Steuben St. - P. O. Box 421
> Bingen, WA 98605
> (509) 493-2772/493-2406 (fax)
> Email: teunisj at wyerslawpc.com<mailto:teunisj at wyerslawpc.com>
> Web: www.wyerslawpc.com<http://www.wyerslawpc.com>
>
>
> NOTICE: This email (including any attachments) is covered by the
> Electronic Communications Privacy Act (EPCA), 18 U.S.C., Sec. 2510 - 2522,
> is confidential and privileged. This email is solely for the personal and
> confidential use of the recipient(s) named above. Receipt by anyone other
> than the individual recipient(s) is NOT a waiver of attorney-client
> privilege. Any violation of the ECPA is subject to the penalties stated
> therein. If you have received this message in error, please notify me
> immediately by reply e-mail and immediately delete the original message.
>
>
>
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> ------------------------------
>
> Message: 6
> Date: Mon, 28 Aug 2017 21:21:00 +0000
> From: Heather deVrieze <heatherd at westseattlelaw.com>
> To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
> Subject: Re: [WSBAPT] Receipts for distribution from estate
> Message-ID:
> <CY4PR08MB26951539814AC10610D8148EA79E0 at CY4PR08MB2695.
> namprd08.prod.outlook.com>
>
> Content-Type: text/plain; charset="us-ascii"
>
> I know Lisa is not alone in requesting signed receipts before distributing
> funds, so it must work, but. . .
> I would be unlikely personally to sign such a receipt, and generally
> advise any beneficiary seeking my advice that they better be darn sure they
> trust the Personal Representative and their attorney because what would be
> their recourse if the check never arrives.
>
> I have a few ways I handle final receipts, and some of them require
> beneficiaries to sign something ahead of getting their check, but, never a
> receipt before they have the check in hand.
>
> I also find that if you have a decree of distribution that specifies
> amounts, and you have a cancelled check (perhaps with "in full distribution
> Sally Smith Estate") for that amount, there isn't any argument that the
> distributions weren't made.
>
> Heather
>
>
> Heather S. de Vrieze
> Attorney-at-Law
> [cid:image001.jpg at 01D013C2.30F35160]
> 3909 California Avenue SW
> Seattle, WA 98116-3705
> (206)938-5500
> heatherd at westseattlelaw.com<mailto:heatherd at westseattlelaw.com>
> www.westseattlelaw.com<http://www.westseattlelaw.com/>
> Click here to connect with de Vrieze | Carney on Facebook: [FB Logo] <
> https://www.facebook.com/DeVriezeCarney>
>
> CONFIDENTIAL & PRIVILEGED. This e-mail message may contain legally
> privileged and/or confidential information. If you have received this
> e-mail in error, please notify the sender immediately and delete all copies
> of this e-mail message and any attachment.
>
> From: wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.
> wsbarppt.com] On Behalf Of Lisa E Schuchman
> Sent: Monday, August 28, 2017 12:42 PM
> To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
> Subject: Re: [WSBAPT] Receipts for distribution from estate
>
> Rich,
>
> When possible, I send Receipts out for signature and send checks only
> after I receive the Receipt. If heirs are local, I will arrange for an
> in-person exchange. On occasion I have relied on an endorsement on a check
> as proof of receipt.
>
> Lisa E. Schuchman
> 206-960-4212
> www.lisaschuchman.com<http://www.lisaschuchman.com/>
>
> I learn, I give. - Gloria Steinem
>
> 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
>
> From: wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces@
> lists.wsbarppt.com> [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf
> Of J Richard McEntee, Jr.
> Sent: Monday, August 28, 2017 12:32 PM
> To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com<mailto:
> wsbapt at lists.wsbarppt.com>>
> Subject: [WSBAPT] Receipts for distribution from estate
>
> Hello listmates
>
> I recently filed a petition for decree of distribution. Following a
> hearing on my petition, I obtained an order discharging the PR upon filing
> of receipts from each of the heirs and beneficiaries. Can someone share
> with me the process by which you typically send checks and receipts to
> heirs? I am thinking that I would use regular mail and enclose the check, a
> receipt, and a stamped return envelope along with a cautionary letter that
> the beneficiary is not authorized to cash or deposit the check until such
> time as they have signed and returned the receipt? Are there other better
> ways to handle this such that I am likely to receive the receipts back?
>
> Rich
>
> RICH McENTEE
> McENTEE LAW OFFICE
> 3800 Bridgeport Way W, Ste A411
> University Place, WA 98466
> 253.227.9894(m)
> jrmcentee at gmail.com<mailto:jrmcentee at gmail.com>
>
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>
> ------------------------------
>
> Message: 7
> Date: Mon, 28 Aug 2017 21:44:23 +0000
> From: Dalynne Singleton <dalynne at glgmail.com>
> To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
> Subject: [WSBAPT] EIN change of executor
> Message-ID:
> <CY1PR12MB0603F47EA6B04828E401A93DA59E0 at CY1PR12MB0603.
> namprd12.prod.outlook.com>
>
> Content-Type: text/plain; charset="us-ascii"
>
> I have been on hold with IRS for over an hour!
> Does anyone know how I notify the IRS (form or otherwise) to change name
> of executor, address and corresponding SSN for new executor?
>
> Thanks.
>
> Dalynne Singleton
>
> Gourley Law Group
> Snohomish Escrow
> The Exchange Connection
> 1002 10th Street / PO Box 1091
> Snohomish, WA 98291
>
> 360.568.5065
> 360.329.4079
> 360.568.8092 fax
> dalynne at glgmail.com<mailto:dalynne at glgmail.com>
>
> LICENSED IN WASHINGTON AND OREGON
> IMPORTANT/CONFIDENTIAL: This e-mail message (and any attachments
> accompanying it) may contain confidential information, including
> information protected by attorney-client privilege. The information is
> intended only for the use of the intended recipient(s). Delivery of this
> message to anyone other than the intended recipient(s) is not intended to
> waive any privilege or otherwise detract from the confidentiality of the
> message. If you are not the intended recipient, or if this message has
> been addressed to you in error, do not read, disclose, reproduce,
> distribute, disseminate or otherwise use this transmission, rather, please
> promptly notify the sender by reply e-mail, and then destroy all copies of
> the message and its attachments, if any.
> [Eagle2017BadgeSmall] [Rated by Super Lawyers] <https://urldefense.
> proofpoint.com/v2/url?u=http-3A__www.superlawyers.com_
> redir-3Fr-3Dhttp-3A__www.superlawyers.com_washington_
> lawyer_Gary-2DManca_ca059d21-2D1b6e-2D4fca-2Db396-2D80c253f82402.html-26c-
> 3Demail-5FSmall-5Fbadge-26i-3Dca059d21-2D1b6e-2D4fca-
> 2Db396-2D80c253f82402&d=DwMGaQ&c=4VfW4Y7UDKzr0jHM1Tk29w&r=wJy-
> 5dBh2e8cdp8KTDyWsjq7WPfG_HRNpImWO5yfs2A&m=FCmO2jSMMhwxfYb-8WN5A3L-
> M6GKeJ_8gc6cS3vECHM&s=z2j9M4GPJAL7pempIOe0TGAPkMWrzXJSlY1lyMRDlRg&e=>
> [cid:X.MA1.1404868472 at aol.com] [cid:image001.png at 01D0DB60.FF4B9070]
>
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>
> ------------------------------
>
> Message: 8
> Date: Mon, 28 Aug 2017 14:53:08 -0700 (Pacific Daylight Time)
> From: "jacyphers at gmail.com" <jacyphers at gmail.com>
> To: "Probate List Serve" <wsbapt at lists.wsbarppt.com>
> Subject: Re: [WSBAPT] EIN change of executor
> Message-ID: <59A490C4.000F24.40076 at JACKIENEWPC>
> Content-Type: text/plain; charset="utf-8"
>
> Try IRS Form 56.
>
>
>
>
> ? ? ? ?
>
> Jackie Cyphers
> Jeannette A. Cyphers, Attorney at Law
> P. O. Box 908
> Edmonds, WA 98020-0908
> 425-776-5887
> fax 425-640-0814
> jacyphers at gmail.com
>
> We do not use encrypted email so this message is not secure and may not be
> protected by attorney client privilege. NOTE: This email address is NOT
> monitored 24/7. If your matter requires prompt attention please call our
> offices during business hours so we can discuss it with you and also
> discuss
> timing.
>
> This e-mail is intended for the exclusive use of the person or persons to
> whom it is addressed. The Electronic Communications Privacy Act, 18 USC
> Sections 2510-2521 applies to this e-mail. Unauthorized review of
> distribution is strictly prohibited. If you are not the intended recipient,
> please contact the sender by phone or reply e-mail. Do not disseminate this
> e-mail and destroy the original e-mail and any copies.
>
> -------Original Message-------
>
> From: Dalynne Singleton
> Date: 8/28/2017 2:48:51 PM
> To: WSBA Probate & Trust Listserv
> Subject: [WSBAPT] EIN change of executor
>
> I have been on hold with IRS for over an hour!
> Does anyone know how I notify the IRS (form or otherwise) to change name of
> executor, address and corresponding SSN for new executor?
>
> Thanks.
>
> Dalynne Singleton
>
> Gourley Law Group
> Snohomish Escrow
> The Exchange Connection
> 1002 10th Street / PO Box 1091
> Snohomish, WA 98291
>
> 360.568.5065
> 360.329.4079
> 360.568.8092 fax
> dalynne at glgmail.com
>
> LICENSED IN WASHINGTON AND OREGON
> IMPORTANT/CONFIDENTIAL: This e-mail message (and any attachments
> accompanying it) may contain confidential information, including
> information
> protected by attorney-client privilege. The information is intended only
> for
> the use of the intended recipient(s). Delivery of this message to anyone
> other than the intended recipient(s) is not intended to waive any privilege
> or otherwise detract from the confidentiality of the message. If you are
> not the intended recipient, or if this message has been addressed to you in
> error, do not read, disclose, reproduce, distribute, disseminate or
> otherwise use this transmission, rather, please promptly notify the sender
> by reply e-mail, and then destroy all copies of the message and its
> attachments, if any.
>
>
>
> -------------- next part --------------
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>
> ------------------------------
>
> Message: 9
> Date: Mon, 28 Aug 2017 22:04:01 +0000
> From: "Orr, Heidi" <OrrH at LanePowell.com>
> To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
> Subject: [WSBAPT] OFAC Sanction Counsel
> Message-ID:
> <1F2D42137DC08A469066EF977D30D8FF043B5836 at SEA02M1.LPSL.com>
> Content-Type: text/plain; charset="us-ascii"
>
> We are administering an estate that has three beneficiaries who reside in
> a country on the OFAC sanction list. We would appreciate any referrals to
> sanction counsel to advise/assist on distributions to these beneficiaries.
>
> Thank you,
>
> Heidi
>
>
> [http://www.lanepowell.com/wp-content/uploads/LP_Email_Logo.png]
> HEIDI L. G. ORR
> Shareholder Bio<http://www.lanepowell.com/2558/heidi-orr/> | vCard<
> http://www.lanepowell.com/wp-content/uploads/OrrH.vcf>
> orrh at lanepowell.com<mailto:OrrH at LanePowell.com>
> 1420 5th Avenue, Suite 4200
> Seattle, Washington 98111-9402
> D 206.223.7742 F 206.223.7107
> LANEPOWELL.COM
> <http://www.lanepowell.com/>
>
>
>
> ________________________________
> This message is private or privileged. If you are not the person for whom
> this message is intended, please delete it and notify me immediately, and
> please do not copy or send this message to anyone else.
>
> -------------- next part --------------
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>
> ------------------------------
>
> Message: 10
> Date: Mon, 28 Aug 2017 22:38:19 +0000
> From: Lisa E Schuchman <lisa at lisaschuchman.com>
> To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
> Subject: Re: [WSBAPT] Receipts for distribution from estate
> Message-ID:
> <CY4PR1601MB1302ED7A5C21360CEDE534A9D19E0 at CY4PR1601MB1302.
> namprd16.prod.outlook.com>
>
> Content-Type: text/plain; charset="us-ascii"
>
> Heather, are there really people who don't trust lawyers?
>
> Lisa E. Schuchman
> 206-960-4212
> www.lisaschuchman.com<http://www.lisaschuchman.com/>
>
> I learn, I give. - Gloria Steinem
>
> 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
>
> From: wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.
> wsbarppt.com] On Behalf Of Heather deVrieze
> Sent: Monday, August 28, 2017 2:21 PM
> To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
> Subject: Re: [WSBAPT] Receipts for distribution from estate
>
> I know Lisa is not alone in requesting signed receipts before distributing
> funds, so it must work, but. . .
> I would be unlikely personally to sign such a receipt, and generally
> advise any beneficiary seeking my advice that they better be darn sure they
> trust the Personal Representative and their attorney because what would be
> their recourse if the check never arrives.
>
> I have a few ways I handle final receipts, and some of them require
> beneficiaries to sign something ahead of getting their check, but, never a
> receipt before they have the check in hand.
>
> I also find that if you have a decree of distribution that specifies
> amounts, and you have a cancelled check (perhaps with "in full distribution
> Sally Smith Estate") for that amount, there isn't any argument that the
> distributions weren't made.
>
> Heather
>
>
> Heather S. de Vrieze
> Attorney-at-Law
> [cid:image001.jpg at 01D013C2.30F35160]
> 3909 California Avenue SW
> Seattle, WA 98116-3705
> (206)938-5500
> heatherd at westseattlelaw.com<mailto:heatherd at westseattlelaw.com>
> www.westseattlelaw.com<http://www.westseattlelaw.com/>
> Click here to connect with de Vrieze | Carney on Facebook: [FB Logo] <
> https://www.facebook.com/DeVriezeCarney>
>
> CONFIDENTIAL & PRIVILEGED. This e-mail message may contain legally
> privileged and/or confidential information. If you have received this
> e-mail in error, please notify the sender immediately and delete all copies
> of this e-mail message and any attachment.
>
> From: wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces@
> lists.wsbarppt.com> [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf
> Of Lisa E Schuchman
> Sent: Monday, August 28, 2017 12:42 PM
> To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com<mailto:
> wsbapt at lists.wsbarppt.com>>
> Subject: Re: [WSBAPT] Receipts for distribution from estate
>
> Rich,
>
> When possible, I send Receipts out for signature and send checks only
> after I receive the Receipt. If heirs are local, I will arrange for an
> in-person exchange. On occasion I have relied on an endorsement on a check
> as proof of receipt.
>
> Lisa E. Schuchman
> 206-960-4212
> www.lisaschuchman.com<http://www.lisaschuchman.com/>
>
> I learn, I give. - Gloria Steinem
>
> 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
>
> From: wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces@
> lists.wsbarppt.com> [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf
> Of J Richard McEntee, Jr.
> Sent: Monday, August 28, 2017 12:32 PM
> To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com<mailto:
> wsbapt at lists.wsbarppt.com>>
> Subject: [WSBAPT] Receipts for distribution from estate
>
> Hello listmates
>
> I recently filed a petition for decree of distribution. Following a
> hearing on my petition, I obtained an order discharging the PR upon filing
> of receipts from each of the heirs and beneficiaries. Can someone share
> with me the process by which you typically send checks and receipts to
> heirs? I am thinking that I would use regular mail and enclose the check, a
> receipt, and a stamped return envelope along with a cautionary letter that
> the beneficiary is not authorized to cash or deposit the check until such
> time as they have signed and returned the receipt? Are there other better
> ways to handle this such that I am likely to receive the receipts back?
>
> Rich
>
> RICH McENTEE
> McENTEE LAW OFFICE
> 3800 Bridgeport Way W, Ste A411
> University Place, WA 98466
> 253.227.9894(m)
> jrmcentee at gmail.com<mailto:jrmcentee at gmail.com>
>
> -------------- next part --------------
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>
> ------------------------------
>
> Message: 11
> Date: Mon, 28 Aug 2017 23:07:06 +0000
> From: Douglas Bratt <djbratt at mbavancouverlaw.com>
> To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
> Subject: Re: [WSBAPT] Receipts for distribution from estate
> Message-ID:
> <CE7DE311763C284CBA15D1B0B4122FAA026CAE5E2B at Server01.
> mbavancouverlaw.com>
>
> Content-Type: text/plain; charset="us-ascii"
>
> More specifically - Are there really lawyers who don't trust all other
> lawyers?
>
> Doug Bratt
>
>
> Douglas J. Bratt
> Lawyer
>
> [Envelope scaled Terry]
>
> Office: (360) 213-2040
> Fax: (360) 213-2030
>
> CONFIDENTIALITY NOTICE: This email message may contain confidential or
> privileged information. If you have received this message by mistake,
> please do not review, disclose, copy, or distribute the email. Instead,
> please notify us immediately by replying to this message or telephoning
> us. Thank you.
>
> 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.
>
> From: wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.
> wsbarppt.com] On Behalf Of Lisa E Schuchman
> Sent: Monday, August 28, 2017 3:38 PM
> To: WSBA Probate & Trust Listserv
> Subject: Re: [WSBAPT] Receipts for distribution from estate
>
> Heather, are there really people who don't trust lawyers?
>
> Lisa E. Schuchman
> 206-960-4212
> www.lisaschuchman.com<http://www.lisaschuchman.com/>
>
> I learn, I give. - Gloria Steinem
>
> 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
>
> From: wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces@
> lists.wsbarppt.com> [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf
> Of Heather deVrieze
> Sent: Monday, August 28, 2017 2:21 PM
> To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com<mailto:
> wsbapt at lists.wsbarppt.com>>
> Subject: Re: [WSBAPT] Receipts for distribution from estate
>
> I know Lisa is not alone in requesting signed receipts before distributing
> funds, so it must work, but. . .
> I would be unlikely personally to sign such a receipt, and generally
> advise any beneficiary seeking my advice that they better be darn sure they
> trust the Personal Representative and their attorney because what would be
> their recourse if the check never arrives.
>
> I have a few ways I handle final receipts, and some of them require
> beneficiaries to sign something ahead of getting their check, but, never a
> receipt before they have the check in hand.
>
> I also find that if you have a decree of distribution that specifies
> amounts, and you have a cancelled check (perhaps with "in full distribution
> Sally Smith Estate") for that amount, there isn't any argument that the
> distributions weren't made.
>
> Heather
>
>
> Heather S. de Vrieze
> Attorney-at-Law
> [cid:image001.jpg at 01D013C2.30F35160]
> 3909 California Avenue SW
> Seattle, WA 98116-3705
> (206)938-5500
> heatherd at westseattlelaw.com<mailto:heatherd at westseattlelaw.com>
> www.westseattlelaw.com<http://www.westseattlelaw.com/>
> Click here to connect with de Vrieze | Carney on Facebook: [FB Logo] <
> https://www.facebook.com/DeVriezeCarney>
>
> CONFIDENTIAL & PRIVILEGED. This e-mail message may contain legally
> privileged and/or confidential information. If you have received this
> e-mail in error, please notify the sender immediately and delete all copies
> of this e-mail message and any attachment.
>
> From: wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces@
> lists.wsbarppt.com> [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf
> Of Lisa E Schuchman
> Sent: Monday, August 28, 2017 12:42 PM
> To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com<mailto:
> wsbapt at lists.wsbarppt.com>>
> Subject: Re: [WSBAPT] Receipts for distribution from estate
>
> Rich,
>
> When possible, I send Receipts out for signature and send checks only
> after I receive the Receipt. If heirs are local, I will arrange for an
> in-person exchange. On occasion I have relied on an endorsement on a check
> as proof of receipt.
>
> Lisa E. Schuchman
> 206-960-4212
> www.lisaschuchman.com<http://www.lisaschuchman.com/>
>
> I learn, I give. - Gloria Steinem
>
> 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
>
> From: wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces@
> lists.wsbarppt.com> [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf
> Of J Richard McEntee, Jr.
> Sent: Monday, August 28, 2017 12:32 PM
> To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com<mailto:
> wsbapt at lists.wsbarppt.com>>
> Subject: [WSBAPT] Receipts for distribution from estate
>
> Hello listmates
>
> I recently filed a petition for decree of distribution. Following a
> hearing on my petition, I obtained an order discharging the PR upon filing
> of receipts from each of the heirs and beneficiaries. Can someone share
> with me the process by which you typically send checks and receipts to
> heirs? I am thinking that I would use regular mail and enclose the check, a
> receipt, and a stamped return envelope along with a cautionary letter that
> the beneficiary is not authorized to cash or deposit the check until such
> time as they have signed and returned the receipt? Are there other better
> ways to handle this such that I am likely to receive the receipts back?
>
> Rich
>
> RICH McENTEE
> McENTEE LAW OFFICE
> 3800 Bridgeport Way W, Ste A411
> University Place, WA 98466
> 253.227.9894(m)
> jrmcentee at gmail.com<mailto:jrmcentee at gmail.com>
>
> -------------- next part --------------
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>
> ------------------------------
>
> Message: 12
> Date: Tue, 29 Aug 2017 15:43:06 +0000
> From: Heather deVrieze <heatherd at westseattlelaw.com>
> To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
> Subject: Re: [WSBAPT] Receipts for distribution from estate
> Message-ID:
> <CY4PR08MB2695DF134A7ADF123B33E261A79F0 at CY4PR08MB2695.
> namprd08.prod.outlook.com>
>
> Content-Type: text/plain; charset="us-ascii"
>
> It's not that they think the lawyer isn't trustworthy. . . . More like "My
> sister/brother/uncle is such a conniving, lying, thieving _____________ any
> lawyer who would take their word for anything must either be stupid, or a
> conniving, lying, thieving ____________ themselves."
>
> Or something like that. I have heard it more than once, and frankly it
> simply had not occurred to me to ask someone to sign a receipt prior to
> actual receipt, before I heard that other attorneys were using this process.
>
> Heather
>
> Heather S. de Vrieze
> Attorney-at-Law
> [cid:image001.jpg at 01D013C2.30F35160]
> 3909 California Avenue SW
> Seattle, WA 98116-3705
> (206)938-5500
> heatherd at westseattlelaw.com<mailto:heatherd at westseattlelaw.com>
> www.westseattlelaw.com<http://www.westseattlelaw.com/>
> Click here to connect with de Vrieze | Carney on Facebook: [FB Logo] <
> https://www.facebook.com/DeVriezeCarney>
>
> CONFIDENTIAL & PRIVILEGED. This e-mail message may contain legally
> privileged and/or confidential information. If you have received this
> e-mail in error, please notify the sender immediately and delete all copies
> of this e-mail message and any attachment.
>
> From: wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.
> wsbarppt.com] On Behalf Of Lisa E Schuchman
> Sent: Monday, August 28, 2017 3:38 PM
> To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
> Subject: Re: [WSBAPT] Receipts for distribution from estate
>
> Heather, are there really people who don't trust lawyers?
>
> Lisa E. Schuchman
> 206-960-4212
> www.lisaschuchman.com<http://www.lisaschuchman.com/>
>
> I learn, I give. - Gloria Steinem
>
> 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
>
> From: wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.
> wsbarppt.com] On Behalf Of Heather deVrieze
> Sent: Monday, August 28, 2017 2:21 PM
> To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
> Subject: Re: [WSBAPT] Receipts for distribution from estate
>
> I know Lisa is not alone in requesting signed receipts before distributing
> funds, so it must work, but. . .
> I would be unlikely personally to sign such a receipt, and generally
> advise any beneficiary seeking my advice that they better be darn sure they
> trust the Personal Representative and their attorney because what would be
> their recourse if the check never arrives.
>
> I have a few ways I handle final receipts, and some of them require
> beneficiaries to sign something ahead of getting their check, but, never a
> receipt before they have the check in hand.
>
> I also find that if you have a decree of distribution that specifies
> amounts, and you have a cancelled check (perhaps with "in full distribution
> Sally Smith Estate") for that amount, there isn't any argument that the
> distributions weren't made.
>
> Heather
>
>
> Heather S. de Vrieze
> Attorney-at-Law
> [cid:image001.jpg at 01D013C2.30F35160]
> 3909 California Avenue SW
> Seattle, WA 98116-3705
> (206)938-5500
> heatherd at westseattlelaw.com<mailto:heatherd at westseattlelaw.com>
> www.westseattlelaw.com<http://www.westseattlelaw.com/>
> Click here to connect with de Vrieze | Carney on Facebook: [FB Logo] <
> https://www.facebook.com/DeVriezeCarney>
>
> CONFIDENTIAL & PRIVILEGED. This e-mail message may contain legally
> privileged and/or confidential information. If you have received this
> e-mail in error, please notify the sender immediately and delete all copies
> of this e-mail message and any attachment.
>
> From: wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces@
> lists.wsbarppt.com> [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf
> Of Lisa E Schuchman
> Sent: Monday, August 28, 2017 12:42 PM
> To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com<mailto:
> wsbapt at lists.wsbarppt.com>>
> Subject: Re: [WSBAPT] Receipts for distribution from estate
>
> Rich,
>
> When possible, I send Receipts out for signature and send checks only
> after I receive the Receipt. If heirs are local, I will arrange for an
> in-person exchange. On occasion I have relied on an endorsement on a check
> as proof of receipt.
>
> Lisa E. Schuchman
> 206-960-4212
> www.lisaschuchman.com<http://www.lisaschuchman.com/>
>
> I learn, I give. - Gloria Steinem
>
> 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
>
> From: wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces@
> lists.wsbarppt.com> [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf
> Of J Richard McEntee, Jr.
> Sent: Monday, August 28, 2017 12:32 PM
> To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com<mailto:
> wsbapt at lists.wsbarppt.com>>
> Subject: [WSBAPT] Receipts for distribution from estate
>
> Hello listmates
>
> I recently filed a petition for decree of distribution. Following a
> hearing on my petition, I obtained an order discharging the PR upon filing
> of receipts from each of the heirs and beneficiaries. Can someone share
> with me the process by which you typically send checks and receipts to
> heirs? I am thinking that I would use regular mail and enclose the check, a
> receipt, and a stamped return envelope along with a cautionary letter that
> the beneficiary is not authorized to cash or deposit the check until such
> time as they have signed and returned the receipt? Are there other better
> ways to handle this such that I am likely to receive the receipts back?
>
> Rich
>
> RICH McENTEE
> McENTEE LAW OFFICE
> 3800 Bridgeport Way W, Ste A411
> University Place, WA 98466
> 253.227.9894(m)
> jrmcentee at gmail.com<mailto:jrmcentee at gmail.com>
>
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> ------------------------------
>
> Message: 13
> Date: Tue, 29 Aug 2017 16:19:00 +0000
> From: Donna Calf Robe <DonnaC at bhdlaw.com>
> To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
> Subject: Re: [WSBAPT] Receipts for distribution from estate
> Message-ID:
> <CY4PR16MB173584136E45857F8AEB5D74A89F0 at CY4PR16MB1735.
> namprd16.prod.outlook.com>
>
> Content-Type: text/plain; charset="us-ascii"
>
> I agree with Heather. I never ask anyone to sign a receipt saying they
> received something before they receive it. I usually send them the
> accounting with the proposed distribution plan and a pleadings to sign
> saying they have reviewed and approve the accounting/distribution plan, and
> the actions of the PR. Once I get all of those back, the PR distributes
> and we send receipts. I tell the PR to keep proof of checks mailed and
> cashed in the event anyone doesn't return a receipt.
>
> Donna
>
> Donna M. Calf Robe
> Attorney at Law
> Brothers Henderson Dussault, P.S.
> 2722 Eastlake Avenue East, Suite 200
> Seattle, Washington 98102
> Phone: (206) 324-4300 x113
> Fax: (206) 324-3106
> e-mail: donnac at bhdlaw.com<mailto:donnac at bhdlaw.com>
> www.bhdlaw.com<http://www.bhdlaw.com/>
> [cid:image001.jpg at 01D22897.26241F80]
> The information transmitted in this e-mail message and attachments is
> attorney-client information, is privileged or confidential material and is
> intended only for the use of the individual or entity named above. You are
> hereby notified that any disclosure, copying, distribution, review by or
> taking of any action in reliance on the contents of this e-mail information
> by unauthorized persons is strictly prohibited. All personal messages are
> solely the views of the sender and are not to be attributed to Brothers
> Henderson Dussault. If you have received this transmission in error,
> immediately notify the sender by reply e-mail and permanently delete this
> transmission and all copies including attachments.
>
> From: wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.
> wsbarppt.com] On Behalf Of Heather deVrieze
> Sent: Tuesday, August 29, 2017 8:43 AM
> To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
> Subject: Re: [WSBAPT] Receipts for distribution from estate
>
> It's not that they think the lawyer isn't trustworthy. . . . More like "My
> sister/brother/uncle is such a conniving, lying, thieving _____________ any
> lawyer who would take their word for anything must either be stupid, or a
> conniving, lying, thieving ____________ themselves."
>
> Or something like that. I have heard it more than once, and frankly it
> simply had not occurred to me to ask someone to sign a receipt prior to
> actual receipt, before I heard that other attorneys were using this process.
>
> Heather
>
> Heather S. de Vrieze
> Attorney-at-Law
> [cid:image001.jpg at 01D013C2.30F35160]
> 3909 California Avenue SW
> Seattle, WA 98116-3705
> (206)938-5500
> heatherd at westseattlelaw.com<mailto:heatherd at westseattlelaw.com>
> www.westseattlelaw.com<http://www.westseattlelaw.com/>
> Click here to connect with de Vrieze | Carney on Facebook: [FB Logo] <
> https://www.facebook.com/DeVriezeCarney>
>
> CONFIDENTIAL & PRIVILEGED. This e-mail message may contain legally
> privileged and/or confidential information. If you have received this
> e-mail in error, please notify the sender immediately and delete all copies
> of this e-mail message and any attachment.
>
> From: wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces@
> lists.wsbarppt.com> [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf
> Of Lisa E Schuchman
> Sent: Monday, August 28, 2017 3:38 PM
> To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com<mailto:
> wsbapt at lists.wsbarppt.com>>
> Subject: Re: [WSBAPT] Receipts for distribution from estate
>
> Heather, are there really people who don't trust lawyers?
>
> Lisa E. Schuchman
> 206-960-4212
> www.lisaschuchman.com<http://www.lisaschuchman.com/>
>
> I learn, I give. - Gloria Steinem
>
> 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
>
> From: wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces@
> lists.wsbarppt.com> [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf
> Of Heather deVrieze
> Sent: Monday, August 28, 2017 2:21 PM
> To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com<mailto:
> wsbapt at lists.wsbarppt.com>>
> Subject: Re: [WSBAPT] Receipts for distribution from estate
>
> I know Lisa is not alone in requesting signed receipts before distributing
> funds, so it must work, but. . .
> I would be unlikely personally to sign such a receipt, and generally
> advise any beneficiary seeking my advice that they better be darn sure they
> trust the Personal Representative and their attorney because what would be
> their recourse if the check never arrives.
>
> I have a few ways I handle final receipts, and some of them require
> beneficiaries to sign something ahead of getting their check, but, never a
> receipt before they have the check in hand.
>
> I also find that if you have a decree of distribution that specifies
> amounts, and you have a cancelled check (perhaps with "in full distribution
> Sally Smith Estate") for that amount, there isn't any argument that the
> distributions weren't made.
>
> Heather
>
>
> Heather S. de Vrieze
> Attorney-at-Law
> [cid:image001.jpg at 01D013C2.30F35160]
> 3909 California Avenue SW
> Seattle, WA 98116-3705
> (206)938-5500
> heatherd at westseattlelaw.com<mailto:heatherd at westseattlelaw.com>
> www.westseattlelaw.com<http://www.westseattlelaw.com/>
> Click here to connect with de Vrieze | Carney on Facebook: [FB Logo] <
> https://www.facebook.com/DeVriezeCarney>
>
> CONFIDENTIAL & PRIVILEGED. This e-mail message may contain legally
> privileged and/or confidential information. If you have received this
> e-mail in error, please notify the sender immediately and delete all copies
> of this e-mail message and any attachment.
>
> From: wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces@
> lists.wsbarppt.com> [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf
> Of Lisa E Schuchman
> Sent: Monday, August 28, 2017 12:42 PM
> To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com<mailto:
> wsbapt at lists.wsbarppt.com>>
> Subject: Re: [WSBAPT] Receipts for distribution from estate
>
> Rich,
>
> When possible, I send Receipts out for signature and send checks only
> after I receive the Receipt. If heirs are local, I will arrange for an
> in-person exchange. On occasion I have relied on an endorsement on a check
> as proof of receipt.
>
> Lisa E. Schuchman
> 206-960-4212
> www.lisaschuchman.com<http://www.lisaschuchman.com/>
>
> I learn, I give. - Gloria Steinem
>
> 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
>
> From: wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces@
> lists.wsbarppt.com> [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf
> Of J Richard McEntee, Jr.
> Sent: Monday, August 28, 2017 12:32 PM
> To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com<mailto:
> wsbapt at lists.wsbarppt.com>>
> Subject: [WSBAPT] Receipts for distribution from estate
>
> Hello listmates
>
> I recently filed a petition for decree of distribution. Following a
> hearing on my petition, I obtained an order discharging the PR upon filing
> of receipts from each of the heirs and beneficiaries. Can someone share
> with me the process by which you typically send checks and receipts to
> heirs? I am thinking that I would use regular mail and enclose the check, a
> receipt, and a stamped return envelope along with a cautionary letter that
> the beneficiary is not authorized to cash or deposit the check until such
> time as they have signed and returned the receipt? Are there other better
> ways to handle this such that I am likely to receive the receipts back?
>
> Rich
>
> RICH McENTEE
> McENTEE LAW OFFICE
> 3800 Bridgeport Way W, Ste A411
> University Place, WA 98466
> 253.227.9894(m)
> jrmcentee at gmail.com<mailto:jrmcentee at gmail.com>
>
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> ------------------------------
>
> Message: 14
> Date: Tue, 29 Aug 2017 16:27:03 +0000
> From: "Goffe, Wendy S." <wendy.goffe at stoel.com>
> To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
> Subject: [WSBAPT] case manager/care coordinator
> Message-ID:
> <1C395378C1FB614F8296822AA87FF8D401DCE3CA2F at DC1-EXDAG01.stoel.com>
> Content-Type: text/plain; charset="us-ascii"
>
> I have a client who will be released after an 8 day mental health hold.
> We need to find a case manager/care coordinator to coordinate and help find
> in home care and other professionals. Cost is not a concern for now.
>
> Any recommendations.
>
> Wendy
>
> Wendy S. Goffe | Partner
> STOEL RIVES LLP | 600 University Street, Suite 3600 | Seattle, WA
> 98101-4109
> Direct: (206) 386-7565 | Fax: (206) 386-7500
> wendy.goffe at stoel.com | Bio<http://www.stoel.com/showbio.aspx?show=9346>
> | vCard<http://www.stoel.com/getvcard.asp?id=9346> | www.stoel.com<
> http://www.stoel.com/>
>
> This email may contain material that is confidential, privileged and/or
> attorney work product for the sole use of the intended recipient. Any
> unauthorized review, use, or distribution is prohibited and may be unlawful.
>
> -------------- next part --------------
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>
> ------------------------------
>
> Message: 15
> Date: Tue, 29 Aug 2017 16:33:48 +0000
> From: Lisa E Schuchman <lisa at lisaschuchman.com>
> To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
> Subject: Re: [WSBAPT] Receipts for distribution from estate
> Message-ID:
> <CY4PR1601MB13029F466AD82B9F491E6B49D19F0 at CY4PR1601MB1302.
> namprd16.prod.outlook.com>
>
> Content-Type: text/plain; charset="us-ascii"
>
> What I tell beneficiaries is that I won't file the Receipt till the checks
> are sent out. I have hardly ever had anyone object and I usually have the
> checks and send them out myself. Like I said, if they are local, we can
> arrange an in-person swap.
>
> Lisa E. Schuchman
> 206-960-4212
> www.lisaschuchman.com<http://www.lisaschuchman.com/>
>
> I learn, I give. - Gloria Steinem
>
> 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
>
> From: wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.
> wsbarppt.com] On Behalf Of Heather deVrieze
> Sent: Tuesday, August 29, 2017 8:43 AM
> To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
> Subject: Re: [WSBAPT] Receipts for distribution from estate
>
> It's not that they think the lawyer isn't trustworthy. . . . More like "My
> sister/brother/uncle is such a conniving, lying, thieving _____________ any
> lawyer who would take their word for anything must either be stupid, or a
> conniving, lying, thieving ____________ themselves."
>
> Or something like that. I have heard it more than once, and frankly it
> simply had not occurred to me to ask someone to sign a receipt prior to
> actual receipt, before I heard that other attorneys were using this process.
>
> Heather
>
> Heather S. de Vrieze
> Attorney-at-Law
> [cid:image001.jpg at 01D013C2.30F35160]
> 3909 California Avenue SW
> Seattle, WA 98116-3705
> (206)938-5500
> heatherd at westseattlelaw.com<mailto:heatherd at westseattlelaw.com>
> www.westseattlelaw.com<http://www.westseattlelaw.com/>
> Click here to connect with de Vrieze | Carney on Facebook: [FB Logo] <
> https://www.facebook.com/DeVriezeCarney>
>
> CONFIDENTIAL & PRIVILEGED. This e-mail message may contain legally
> privileged and/or confidential information. If you have received this
> e-mail in error, please notify the sender immediately and delete all copies
> of this e-mail message and any attachment.
>
> From: wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces@
> lists.wsbarppt.com> [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf
> Of Lisa E Schuchman
> Sent: Monday, August 28, 2017 3:38 PM
> To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com<mailto:
> wsbapt at lists.wsbarppt.com>>
> Subject: Re: [WSBAPT] Receipts for distribution from estate
>
> Heather, are there really people who don't trust lawyers?
>
> Lisa E. Schuchman
> 206-960-4212
> www.lisaschuchman.com<http://www.lisaschuchman.com/>
>
> I learn, I give. - Gloria Steinem
>
> 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
>
> From: wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces@
> lists.wsbarppt.com> [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf
> Of Heather deVrieze
> Sent: Monday, August 28, 2017 2:21 PM
> To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com<mailto:
> wsbapt at lists.wsbarppt.com>>
> Subject: Re: [WSBAPT] Receipts for distribution from estate
>
> I know Lisa is not alone in requesting signed receipts before distributing
> funds, so it must work, but. . .
> I would be unlikely personally to sign such a receipt, and generally
> advise any beneficiary seeking my advice that they better be darn sure they
> trust the Personal Representative and their attorney because what would be
> their recourse if the check never arrives.
>
> I have a few ways I handle final receipts, and some of them require
> beneficiaries to sign something ahead of getting their check, but, never a
> receipt before they have the check in hand.
>
> I also find that if you have a decree of distribution that specifies
> amounts, and you have a cancelled check (perhaps with "in full distribution
> Sally Smith Estate") for that amount, there isn't any argument that the
> distributions weren't made.
>
> Heather
>
>
> Heather S. de Vrieze
> Attorney-at-Law
> [cid:image001.jpg at 01D013C2.30F35160]
> 3909 California Avenue SW
> Seattle, WA 98116-3705
> (206)938-5500
> heatherd at westseattlelaw.com<mailto:heatherd at westseattlelaw.com>
> www.westseattlelaw.com<http://www.westseattlelaw.com/>
> Click here to connect with de Vrieze | Carney on Facebook: [FB Logo] <
> https://www.facebook.com/DeVriezeCarney>
>
> CONFIDENTIAL & PRIVILEGED. This e-mail message may contain legally
> privileged and/or confidential information. If you have received this
> e-mail in error, please notify the sender immediately and delete all copies
> of this e-mail message and any attachment.
>
> From: wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces@
> lists.wsbarppt.com> [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf
> Of Lisa E Schuchman
> Sent: Monday, August 28, 2017 12:42 PM
> To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com<mailto:
> wsbapt at lists.wsbarppt.com>>
> Subject: Re: [WSBAPT] Receipts for distribution from estate
>
> Rich,
>
> When possible, I send Receipts out for signature and send checks only
> after I receive the Receipt. If heirs are local, I will arrange for an
> in-person exchange. On occasion I have relied on an endorsement on a check
> as proof of receipt.
>
> Lisa E. Schuchman
> 206-960-4212
> www.lisaschuchman.com<http://www.lisaschuchman.com/>
>
> I learn, I give. - Gloria Steinem
>
> 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
>
> From: wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces@
> lists.wsbarppt.com> [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf
> Of J Richard McEntee, Jr.
> Sent: Monday, August 28, 2017 12:32 PM
> To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com<mailto:
> wsbapt at lists.wsbarppt.com>>
> Subject: [WSBAPT] Receipts for distribution from estate
>
> Hello listmates
>
> I recently filed a petition for decree of distribution. Following a
> hearing on my petition, I obtained an order discharging the PR upon filing
> of receipts from each of the heirs and beneficiaries. Can someone share
> with me the process by which you typically send checks and receipts to
> heirs? I am thinking that I would use regular mail and enclose the check, a
> receipt, and a stamped return envelope along with a cautionary letter that
> the beneficiary is not authorized to cash or deposit the check until such
> time as they have signed and returned the receipt? Are there other better
> ways to handle this such that I am likely to receive the receipts back?
>
> Rich
>
> RICH McENTEE
> McENTEE LAW OFFICE
> 3800 Bridgeport Way W, Ste A411
> University Place, WA 98466
> 253.227.9894(m)
> jrmcentee at gmail.com<mailto:jrmcentee at gmail.com>
>
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>
> ------------------------------
>
> Message: 16
> Date: Tue, 29 Aug 2017 16:38:10 +0000
> From: Barbara Byram <BarbaraB at bhdlaw.com>
> To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
> Subject: Re: [WSBAPT] case manager/care coordinator
> Message-ID:
> <BN3PR16MB06600F9FA1CB8905717FD921A29F0 at BN3PR16MB0660.
> namprd16.prod.outlook.com>
>
> Content-Type: text/plain; charset="us-ascii"
>
> Wendy:
>
> Rebecca Whitmire of Whitmire and Associates would be a good choice.
>
> Best regards,
>
> Barbara J. Byram
> Attorney at Law
> Brothers Henderson Dussault, P.S.
> 2722 Eastlake Avenue East, Suite 200
> Seattle, Washington 98102
> Phone: (206) 324-4300 x114
> Fax: (206) 324-3106
> e-mail: barbarab at bhdlaw.com<mailto:barbarab at bhdlaw.com>
> [cid:image003.jpg at 01D22410.1D13F6D0]
> http://www.bhdlaw.com/
>
> The information transmitted in this email and attachments is
> attorney-client information, is privileged or confidential material, and is
> intended only for the use of the individual or entity named above. You are
> hereby notified that any disclosure, copying, distribution, review by or
> taking of any action in reliance on the contents of this e-mail information
> by unauthorized persons is strictly prohibited. All personal messages are
> solely the views of the sender, and are not to be attributed to Brothers
> Henderson Dussault. If you have received this transmission in error,
> immediately notify the sender by reply e-mail and permanently delete this
> transmission and all copies including attachments.
>
> From: wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.
> wsbarppt.com] On Behalf Of Goffe, Wendy S.
> Sent: Tuesday, August 29, 2017 9:27 AM
> To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
> Subject: [WSBAPT] case manager/care coordinator
>
> I have a client who will be released after an 8 day mental health hold.
> We need to find a case manager/care coordinator to coordinate and help find
> in home care and other professionals. Cost is not a concern for now.
>
> Any recommendations.
>
> Wendy
>
> Wendy S. Goffe | Partner
> STOEL RIVES LLP | 600 University Street, Suite 3600 | Seattle, WA
> 98101-4109
> Direct: (206) 386-7565 | Fax: (206) 386-7500
> wendy.goffe at stoel.com<mailto:wendy.goffe at stoel.com> | Bio<
> http://www.stoel.com/showbio.aspx?show=9346> | vCard<http://www.stoel.com/
> getvcard.asp?id=9346> | www.stoel.com<http://www.stoel.com/>
>
> This email may contain material that is confidential, privileged and/or
> attorney work product for the sole use of the intended recipient. Any
> unauthorized review, use, or distribution is prohibited and may be unlawful.
>
> -------------- next part --------------
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>
> ------------------------------
>
> Message: 17
> Date: Tue, 29 Aug 2017 09:55:32 -0700
> From: David Faber <david at faberfeinson.com>
> To: "WSBA Probate & Trust Listserv" <wsbapt at lists.wsbarppt.com>
> Subject: [WSBAPT] Modifying Beneficiaries of an Irrevocable Trust
> Message-ID:
> <CAKkD=wgCtZKvQza32R2KFnrG9bbv51-cwwont7rLiYVVposMrw at mail.
> gmail.com>
> Content-Type: text/plain; charset="utf-8"
>
> Some clients of mine brought up a novel situation for me yesterday:
>
> (W)ife is a remainder beneficiary of a family trust along with three
> siblings. The trust became irrevocable upon her father's death. The trust
> specifies that if W predeceases her stepmother, W's share passes to W's
> issue upon stepmother's death. W has a (C)hild from a previous
> relationship. W and C both agree that (H)usband should receive W's interest
> in the trust if W predeceases stepmother. The trust grants no power of
> appointment to W and the trust cannot be modified by stepmother (plus, the
> relationship with stepmother is strained).
>
> Would having W & C, as all of the remainder beneficiaries of a particular
> tranche of the trust estate, execute a written agreement directing the
> tranche to H upon W's passing work to supplant the current pathing of
> remainder beneficiaries?
>
> Best,
> David J. Faber
> Faber Feinson PLLC
> 210 Polk Street, Suite 1
> Port Townsend, WA 98368
> (360) 379-4110
>
> *** NOTICE: ATTORNEY CLIENT COMMUNICATION - PRIVILEGED & CONFIDENTIAL.
> This communication may contain privileged or other confidential
> information. If you are not the intended recipient, or believe that
> you have received this communication in error, please do not print,
> copy, retransmit, disseminate, or otherwise use the information. Also,
> please indicate to the sender that you have received this communication in
> error, and destroy the copy you received.***
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>
> ------------------------------
>
> Message: 18
> Date: Tue, 29 Aug 2017 16:54:47 +0000
> From: Mark Vohr <mcv at ohanafc.com>
> To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
> Subject: Re: [WSBAPT] case manager/care coordinator
> Message-ID:
> <5A15CEF1BD64974E93535F28F1B1E04E1885A992 at OHANA100.ofcdomain.
> local>
> Content-Type: text/plain; charset="us-ascii"
>
> Wendy -
>
> We have been working with Whitmire and Associates for this
> kind of case. They can provide very intensive services, and work with
> mental health issues.
>
> http://www.whitmireandassociates.com/
>
> Word of caution, depending on the involvement, costs can be high in this
> arena. Another excellent group for provide case management is Aging Wisdom
>
> http://agingwisdom.com/
>
> You will need to ask them, but I believe they focus more on seniors and
> dementia, not individuals with mental illness.
>
> Hope that helps.
>
>
>
> Mark
>
>
>
> Ohana Fiduciary Corp.
> Ohana Financial Services
>
> Mark C. Vohr, J.D., CPG, Principal
> PO Box 33710 Seattle, WA 98133
> T: (206) 782-1189 F: (206) 782-1434
> mcv at ohanafc.com<mailto:mcv at ohanafc.com> www.ohanafc.com<http://www.
> ohanafc.com/>
>
>
>
>
> From: wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.
> wsbarppt.com] On Behalf Of Goffe, Wendy S.
> Sent: Tuesday, August 29, 2017 9:27 AM
> To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
> Subject: [WSBAPT] case manager/care coordinator
>
> I have a client who will be released after an 8 day mental health hold.
> We need to find a case manager/care coordinator to coordinate and help find
> in home care and other professionals. Cost is not a concern for now.
>
> Any recommendations.
>
> Wendy
>
> Wendy S. Goffe | Partner
> STOEL RIVES LLP | 600 University Street, Suite 3600 | Seattle, WA
> 98101-4109
> Direct: (206) 386-7565 | Fax: (206) 386-7500
> wendy.goffe at stoel.com<mailto:wendy.goffe at stoel.com> | Bio<
> https://urldefense.proofpoint.com/v2/url?u=http-3A__www.stoel.com_showbio.
> aspx-3Fshow-3D9346&d=DQMFAg&c=euGZstcaTDllvimEN8b7jXrwqOf-
> v5A_CdpgnVfiiMM&r=K1mLMC1eFjwfeeMM-AC6zQ&m=ZEdyB1clJUpJd1-
> GzwPm3F3DEqbL5NF1YGdIgvyeg_Q&s=AcOgGDjWdE5I_i_
> BOeqbgfK2oAHPH3CJy4G17y-bEHI&e=> | vCard<https://urldefense.
> proofpoint.com/v2/url?u=http-3A__www.stoel.com_getvcard.
> asp-3Fid-3D9346&d=DQMFAg&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=
> K1mLMC1eFjwfeeMM-AC6zQ&m=ZEdyB1clJUpJd1-GzwPm3F3DEqbL5NF1YGdIgvyeg_Q&
> s=wVzYNx_TRqVyyAqCySjAMEkb80YMZh6a9o_m0ZNrD_4&e=> | www.stoel.com<https://
> urldefense.proofpoint.com/v2/url?u=http-3A__www.stoel.com_&d=DQMFAg&c=
> euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=K1mLMC1eFjwfeeMM-AC6zQ&m=
> ZEdyB1clJUpJd1-GzwPm3F3DEqbL5NF1YGdIgvyeg_Q&s=9ku5GI1lc1vV-8woc1Ywt6QeB-
> BHQSPAWIPOhAbWzOA&e=>
>
> This email may contain material that is confidential, privileged and/or
> attorney work product for the sole use of the intended recipient. Any
> unauthorized review, use, or distribution is prohibited and may be unlawful.
>
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>
> ------------------------------
>
> Message: 19
> Date: Tue, 29 Aug 2017 10:02:12 -0700
> From: Krista MacLaren <kjm.inc at mac.com>
> To: wsba probate & trust <wsbapt at lists.wsbarppt.com>
> Subject: [WSBAPT] discretionary trust funding
> Message-ID: <6D05FD46-C612-4C77-89F1-9943F5D3551D at mac.com>
> Content-Type: text/plain; charset="utf-8"
>
> Hi Folks,
>
> I sent this out on Friday but didn?t get any responses, so I thought I
> would try again.
>
> I am wondering if anyone ever uses language in a Will saying that a
> testamentary trust shall be funded at the discretion of the trustee after
> meeting with the beneficiary?
>
> I have a client who at this time doesn?t believe her 26 year old son is
> mature enough to receive an inheritance and not blow it (he has done some
> jail time and has debt from court fees for DUIs and related matters).
> There is a good chance that by the time he receives anything, he will be
> more responsible (he is working and trying to pay off the debt). The
> trustee was going to have a lot of discretion in making distributions, so
> trustee could just promptly distribute all assets, but I wondered if there
> is a good way to say that trustee has discretion as to whether to set the
> trust up at all. I realize the beneficiary might be able to convince the
> trustee that he is fine/responsible when he is not, and I?m not sure what
> kind of proof would be appropriate, so maybe this is just a bad idea.
>
> Thank you for any suggestions or opinions!
>
>
> Krista J. MacLaren
> Attorney at Law
> Northgate Executive Center II
> 9725 3rd Ave NE, Suite 600
> Seattle, WA 98115
> (206)523-6116
> kjm.inc at mac.com <mailto:kjm.inc at mac.com>
>
> Please note, as with most email providers, Mac does not encrypt email
> messages. Accordingly, the confidentiality of messages sent to this
> address cannot be assured. This e-mail is intended for viewing only by the
> individual or entity to whom its content is addressed, and it may contain
> confidential or privileged information. If you received this email in
> error, please honor the privacy of the intended recipient: reply to the
> sender regarding the error and delete the message.
> Krista J. MacLaren
> Attorney at Law
> Northgate Executive Center II
> 9725 3rd Ave NE, Suite 600
> Seattle, WA 98115
> (206)523-6116
> kjm.inc at mac.com <mailto:kjm.inc at mac.com>
>
> Please note, as with most email providers, Mac does not encrypt email
> messages. Accordingly, the confidentiality of messages sent to this
> address cannot be assured. This e-mail is intended for viewing only by the
> individual or entity to whom its content is addressed, and it may contain
> confidential or privileged information. If you received this email in
> error, please honor the privacy of the intended recipient: reply to the
> sender regarding the error and delete the message.
>
> -------------- next part --------------
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>
> ------------------------------
>
> Message: 20
> Date: Tue, 29 Aug 2017 17:21:09 +0000
> From: Mark Vohr <mcv at ohanafc.com>
> To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
> Subject: Re: [WSBAPT] discretionary trust funding
> Message-ID:
> <5A15CEF1BD64974E93535F28F1B1E04E1885AAD6 at OHANA100.ofcdomain.
> local>
> Content-Type: text/plain; charset="utf-8"
>
> Krista ?
>
> I think the person to exercise that discretion would be the
> Personal Representative, not the trustee. The trustee does not come into
> play until the trust is funded. Prior to that point the trustee has not
> authority over the estate assets. It?s the PR who has control.
>
> Allowing a PR with that discretion is OK, now and then we see
> Last Wills with discretionary special needs trusts where the PR has the
> discretion to fund a special needs trust or distribute the funds outright
> depending on the needs/condition of the beneficiary. The challenge is
> picking a PR who will exercise that duty responsibly and with the
> appropriate level of care.
>
> Hope that helps.
>
> Mark
>
>
>
> Ohana Fiduciary Corp.
> Ohana Financial Services
>
> Mark C. Vohr, J.D., CPG, Principal
> PO Box 33710 Seattle, WA 98133
> T: (206) 782-1189 F: (206) 782-1434
> mcv at ohanafc.com<mailto:mcv at ohanafc.com> www.ohanafc.com<http://www.
> ohanafc.com/>
>
>
>
>
> From: wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.
> wsbarppt.com] On Behalf Of Krista MacLaren
> Sent: Tuesday, August 29, 2017 10:02 AM
> To: wsba probate & trust <wsbapt at lists.wsbarppt.com>
> Subject: [WSBAPT] discretionary trust funding
>
> Hi Folks,
>
> I sent this out on Friday but didn?t get any responses, so I thought I
> would try again.
>
> I am wondering if anyone ever uses language in a Will saying that a
> testamentary trust shall be funded at the discretion of the trustee after
> meeting with the beneficiary?
>
> I have a client who at this time doesn?t believe her 26 year old son is
> mature enough to receive an inheritance and not blow it (he has done some
> jail time and has debt from court fees for DUIs and related matters).
> There is a good chance that by the time he receives anything, he will be
> more responsible (he is working and trying to pay off the debt). The
> trustee was going to have a lot of discretion in making distributions, so
> trustee could just promptly distribute all assets, but I wondered if there
> is a good way to say that trustee has discretion as to whether to set the
> trust up at all. I realize the beneficiary might be able to convince the
> trustee that he is fine/responsible when he is not, and I?m not sure what
> kind of proof would be appropriate, so maybe this is just a bad idea.
>
> Thank you for any suggestions or opinions!
>
>
> Krista J. MacLaren
> Attorney at Law
> Northgate Executive Center II
> 9725 3rd Ave NE, Suite 600
> Seattle, WA 98115
> (206)523-6116
> kjm.inc at mac.com<mailto:kjm.inc at mac.com>
>
> Please note, as with most email providers, Mac does not encrypt email
> messages. Accordingly, the confidentiality of messages sent to this
> address cannot be assured. This e-mail is intended for viewing only by the
> individual or entity to whom its content is addressed, and it may contain
> confidential or privileged information. If you received this email in
> error, please honor the privacy of the intended recipient: reply to the
> sender regarding the error and delete the message.
> Krista J. MacLaren
> Attorney at Law
> Northgate Executive Center II
> 9725 3rd Ave NE, Suite 600
> Seattle, WA 98115
> (206)523-6116
> kjm.inc at mac.com<mailto:kjm.inc at mac.com>
>
> Please note, as with most email providers, Mac does not encrypt email
> messages. Accordingly, the confidentiality of messages sent to this
> address cannot be assured. This e-mail is intended for viewing only by the
> individual or entity to whom its content is addressed, and it may contain
> confidential or privileged information. If you received this email in
> error, please honor the privacy of the intended recipient: reply to the
> sender regarding the error and delete the message.
>
> -------------- next part --------------
> An HTML attachment was scrubbed...
> URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/
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>
> ------------------------------
>
> Message: 21
> Date: Tue, 29 Aug 2017 17:22:51 +0000
> From: Doug Owens <dougowens at seattlerelawyer.com>
> To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
> Subject: Re: [WSBAPT] Modifying Beneficiaries of an Irrevocable Trust
> Message-ID: <54037E89-E6B7-413C-B207-645F592258F7 at seattlerelawyer.com>
> Content-Type: text/plain; charset="us-ascii"
>
> Dear David, this is an interesting question. It is hard to answer your
> specific question without looking at the trust language. It may not be
> binding on anyone but W and C could agree that upon the death first of W
> and then of stepmother, C could simply gift the share coming to C to H.
> There could be gift tax implications for C but unless the share is very
> large there would not likely be any actual gift tax to pay at the time.
> Yours truly, Doug Owens
> On Aug 29, 2017, at 9:55 AM, David Faber <david at faberfeinson.com<mailto:
> david at faberfeinson.com>> wrote:
>
> Some clients of mine brought up a novel situation for me yesterday:
>
> (W)ife is a remainder beneficiary of a family trust along with three
> siblings. The trust became irrevocable upon her father's death. The trust
> specifies that if W predeceases her stepmother, W's share passes to W's
> issue upon stepmother's death. W has a (C)hild from a previous
> relationship. W and C both agree that (H)usband should receive W's interest
> in the trust if W predeceases stepmother. The trust grants no power of
> appointment to W and the trust cannot be modified by stepmother (plus, the
> relationship with stepmother is strained).
>
> Would having W & C, as all of the remainder beneficiaries of a particular
> tranche of the trust estate, execute a written agreement directing the
> tranche to H upon W's passing work to supplant the current pathing of
> remainder beneficiaries?
>
> Best,
> David J. Faber
> Faber Feinson PLLC
> 210 Polk Street, Suite 1
> Port Townsend, WA 98368
> (360) 379-4110
>
> *** NOTICE: ATTORNEY CLIENT COMMUNICATION - PRIVILEGED & CONFIDENTIAL.
> This communication may contain privileged or other confidential
> information. If you are not the intended recipient, or believe that you
> have received this communication in error, please do not print, copy,
> retransmit, disseminate, or otherwise use the information. Also, please
> indicate to the sender that you have received this communication in error,
> and destroy the copy you received.***
> _______________________________________________
> WSBAPT mailing list
> WSBAPT at lists.wsbarppt.com<mailto:WSBAPT at lists.wsbarppt.com>
> http://mailman.fsr.com/mailman/listinfo/wsbapt
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