[WSBAPT] POA for inmate

steve mcconnell smcconnelllaw at hotmail.com
Mon Feb 26 12:37:41 PST 2018


Be very careful about letting anyone in the prison system, including administrators and staff, become aware that the inmate is about to receive a bequest. It could put the inmate at serious risk. If you need to get documents signed merely let the prison authorities know that you have legal documents the inmate must sign but do not reference the reasons therefor.



Steven M. McConnell
Attorney at Law
144 Railroad Ave., Suite 308
Edmonds, WA  98020-4100
Tel:  (206) 783-0201
Fax: (206) 789-5199
Email:  smcconnelllaw at hotmail.com<mailto:smcconnelllaw at hotmail.com>




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From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> on behalf of wsbapt-request at lists.wsbarppt.com <wsbapt-request at lists.wsbarppt.com>
Sent: Monday, February 26, 2018 12:00 PM
To: wsbapt at lists.wsbarppt.com
Subject: WSBAPT Digest, Vol 41, Issue 24

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Today's Topics:

   1. Re: WSBAPT Digest, Vol 41, Issue 23 (Piper M Thornburgh)
   2. POA for Inmate (Neli Espe, J.D. - Olympic Legal)
   3. Re: POA for Inmate (Marcus Fry)


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Message: 1
Date: Sun, 25 Feb 2018 12:01:47 -0800
From: Piper M Thornburgh <piper at piperthornburghlaw.com>
To: <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] WSBAPT Digest, Vol 41, Issue 23
Message-ID:
        <5B2A68A6-E862-4077-8392-D4B40A2F6FC6 at piperthornburghlaw.com>
Content-Type: text/plain;       charset="UTF-8"

Thank you for your message. I am out of the office on vacation. I will be monitoring email while I am out of the office. I return to the office on February 26th.
Thank you,
Piper




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Message: 2
Date: Mon, 26 Feb 2018 19:40:06 +0000
From: "Neli Espe, J.D. - Olympic Legal" <neli at olympiclegal.com>
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] POA for Inmate
Message-ID: <FCC0FD65-8417-41EF-BA2F-71B508382539 at olympiclegal.com>
Content-Type: text/plain; charset="us-ascii"

Dear Listmates,

PNC is inmate in Walla Walla expects to receive significant inheritance (money) in the near future. Would a POA work to set up and manage an account in a financial institution on his behalf? If so, do you know of any of the institutional fiduciaries that might take on this work?

If not, is there a different vehicle to accomplish same result for an incarcerated person?

Thanks for any suggestions.

Best regards,

Neli Espe

Olympic Legal
Anacortes


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Message: 3
Date: Mon, 26 Feb 2018 19:50:38 +0000
From: Marcus Fry <mfry at lyon-law.com>
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] POA for Inmate
Message-ID:
        <MWHPR14MB1693C6891B7EC15C94961DA6F6C10 at MWHPR14MB1693.namprd14.prod.outlook.com>

Content-Type: text/plain; charset="us-ascii"

Neli:
You can check with Baker Boyer Bank.  I think they would require a trust be utilized, which would be straightforward to do.  Moreover, a POA signed by the inmate can authorize the attorney in fact to establish the trust (also RCW 11.125 allows POA to establish sole benefit trust for principal).

Marcus J. Fry
Lyon, Weigand & Gustafson, P.S.
P.O. Box 1689
Yakima, Washington  98907
Telephone:  (509) 248-7220
Facsimile:  (509) 575-1883

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From: wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Neli Espe, J.D. - Olympic Legal
Sent: Monday, February 26, 2018 11:40 AM
To: WSBA Probate & Trust Listserv
Subject: [WSBAPT] POA for Inmate

Dear Listmates,

PNC is inmate in Walla Walla expects to receive significant inheritance (money) in the near future. Would a POA work to set up and manage an account in a financial institution on his behalf? If so, do you know of any of the institutional fiduciaries that might take on this work?

If not, is there a different vehicle to accomplish same result for an incarcerated person?

Thanks for any suggestions.

Best regards,

Neli Espe

Olympic Legal
Anacortes


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