[WSBAPT] Refund not processed/Able to Close File?

[Brent Williams-Ruth]

Good Morning!

I did call the Ethics Hotline. Because this are NOT IOLTA funds, they
directed me to read  RCW 63.29 - and determine whether these would be
considered unclaimed funds to send to the DOR. They also suggested that I
thread the needle of RPC 1.6 to contact family members who's information I
got through the estate planning process to verify that I have the proper
contact information but disclose nothing other than I am their attorney and
was working with them on some projects.

*Brent Williams-Ruth*
*Attorney-At-Law*

*Law Offices of Brent Williams-Ruth, a division of **BWR Consulting, PLLC*

Office/Scheduling Phone: (425) 830-5134

Direct Mobile: (206) 889-7919

e-mail <Brent at Williams-RuthLaw.com> / website
<http://www.Williams-RuthLaw.com/> / facebook
<http://www.facebook.com/bwrconsults> /

*As of July 1, 2019 - I began operating as the Law Offices of Brent
Williams-Ruth a division of BWR Consulting, PLLC. Please note the new
points of contact Brent at Williams-RuthLaw.com and www.Williams-RuthLaw.com
<http://www.Williams-RuthLaw.com> *


On Thu, Jun 4, 2020 at 8:15 PM Andrekita Silva <ak at seattle-silvalaw.com>
wrote:

> Law Office of
> *F.ANDREKITA SILVA*
> *________________________________________________________________________*
>
> .
>                                June 4, 2020
>
> Brent,
>
> I’m pretty sure you are supposed to send unearned and unclaimed trust
> funds to the WSBA.
>
> I’ve never had to do that but I’m pretty sure I’ve read that somewhere.
> I’m sure if you called them, they could tell you exactly how to proceed.
>
> andrekita
> Law Office of F. Andrekita Silva
> 1325 Fourth Avenue, Suite 2000
> Seattle, Washington 98101
> 206-224-8288
> www.seattle-silvalaw.com
>
>
>
>
>
>
>
> Quoting Brent Williams-Ruth <brent at williams-ruthlaw.com>:
>
> Greetings List -
>
> Looking for advice on how to proceed with untangling myself from an absent
> client.
>
> Here are the facts:
> client came into the fold and signed fee agreement back in 2019. They then
> disappeared and never completed the estate planning process. All attempts
> to connect via phone, email and written communication were not responded to
> and the time passed where - per the terms of my agreement - a refund is
> issued and the relationship terminated.
>
> Letter of termination with refund check sent over 90 days ago and check
> has not cleared the bank and the letter was not returned to me.
>
> I am uncertain as to how to proceed. I would like to get that file off my
> desk but think that since the letter with refund WAS NOT sent certified
> mail with return receipt (something to know for next time)....not sure if I
> am ok to close.
>
> Anyone have thoughts on this?
>
> *Brent Williams-Ruth*
> *Attorney-At-Law*
>
> *Law Offices of Brent Williams-Ruth, a division of **BWR Consulting, PLLC*
>
>
>
> Office/Scheduling Phone: (425) 830-5134
>
> Direct Mobile: (206) 889-7919
>
>
>
> e-mail <Brent at Williams-RuthLaw.com> / website
> <http://www.Williams-RuthLaw.com/> / facebook
> <http://www.facebook.com/bwrconsults> /
>
> *As of July 1, 2019 - I began operating as the Law Offices of Brent
> Williams-Ruth a division of BWR Consulting, PLLC. Please note the new
> points of contact Brent at Williams-RuthLaw.com and www.Williams-RuthLaw.com
> <http://www.Williams-RuthLaw.com> *
>
>
>
> andrekita
> Law Office of F. Andrekita Silva
> 1325 Fourth Avenue, Suite 2000
> Seattle, Washington 98101
> 206-224-8288
> www.seattle-silvalaw.com
> ***Disclaimer: Please note that RPPT listserv participation is not
> restricted to practicing attorneys and may include non-practicing
> attorneys, law students, professionals working in related fields, and
> others.***
> _______________________________________________
> WSBAPT mailing list
> WSBAPT at lists.wsbarppt.com
> http://mailman.fsr.com/mailman/listinfo/wsbapt
-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20200605/496dfc46/attachment.html>