[WSBAPT] appointing an ex as PR
Sharon Rutberg
sharon at salmonbaylaw.com
Mon May 4 12:59:54 PDT 2020
Thanks to everyone who responded with their good ideas.
Sharon C. Rutberg, Attorney at Law
Salmon Bay Law Group, PLLC
1734 NW Market St.
Seattle, WA 98107
206-735-3177, ext. 2
sharon at salmonbaylaw.com
Website: www.salmonbaylaw.com
Washington State Bar #47055
NOTICES
The contents of this message and any attachments may be protected by the attorney-client privilege, work product doctrine, and/or other applicable protections. If you are not the intended recipient or have received this message in error, please notify the sender and promptly delete the message. Thank you for your assistance.
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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
Sent: Monday, May 4, 2020 12:00 PM
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Subject: WSBAPT Digest, Vol 68, Issue 4
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Today's Topics:
1. British Columbia Estate Planning Attorney (Sarah Smith)
2. Re: British Columbia Estate Planning Attorney (Mike Winslow)
3. Re: British Columbia Estate Planning Attorney (James B. Dolan)
4. Re: British Columbia Estate Planning Attorney (Mike Winslow)
5. getting an ex appointed PR (Sharon Rutberg)
6. Re: getting an ex appointed PR (Josh Grant)
7. Re: getting an ex appointed PR (nestor at pplsweb.com)
8. Re: getting an ex appointed PR (Eric Nelsen)
9. Getting an ex appointed PR (Dalynne Singleton)
----------------------------------------------------------------------
Message: 1
Date: Mon, 4 May 2020 03:12:10 +0000
From: Sarah Smith <sesmith at ballardlawyers.com>
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] British Columbia Estate Planning Attorney
Message-ID:
<MWHPR11MB1821D1EFE45906AF8E08F998DBA60 at MWHPR11MB1821.namprd11.prod.outlook.com>
Content-Type: text/plain; charset="us-ascii"
Could anyone provide a referral to an attorney in Vancouver, B.C. area to assist with some cross-border estate planning? Ideally also practicing in the area of real estate.
Thank you!
Sarah E. Smith, Esq.
MULLAVEY, PROUT, GRENLEY & FOE, LLP
2401 N.W. SIXTY-FIFTH
P.O. Box 70567
SEATTLE, WASHINGTON 98127
(206) 789-2511 ext. 1124
FAX: (206) 789-4484
sesmith at ballardlawyers.com<mailto:sesmith at ballardlawyers.com>
NOTE: Due to Washington State's Stay Home Order our office physical is currently closed. All attorneys and staff are working remotely. If you need to speak with Sarah on the phone you can reach her at our main number through her extension noted above or directly at 206-898-1471.
NOTICE: This is a private and confidential communication for the sole viewing and use of the intended recipient. This communication may contain information, protected by the attorney-client privilege or work product doctrine. If you are not the intended recipient of this communication, please immediately notify the sender and delete and destroy all copies of this communication, whether in paper or electronic form. The unauthorized disclosure, distribution, copying, or use of information contained in this communication may violate State and Federal laws, including but not limited to the Electronic Communications Privacy Act, 18 U.S.C. 2510 et. Seq. and the Washington Privacy Act, chapter 9.37 RCW.
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Message: 2
Date: Mon, 4 May 2020 09:35:45 -0700
From: "Mike Winslow" <mike at winslegal.com>
To: "'WSBA Probate & Trust Listserv'" <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] British Columbia Estate Planning Attorney
Message-ID: <004201d62232$0fdae040$2f90a0c0$@winslegal.com>
Content-Type: text/plain; charset="us-ascii"
I have worked closely with Kirsten Wharton on several matters. She is associated with Max Reed, a cross border tax specialist. I have also worked with Max on a couple of things, including a personal family matter.
https://www.westcoastwills.com/our-lawyers-and-firm/
Michael A. Winslow
1204 Cleveland Ave.
Mount Vernon, WA 98273
Ph. 360-336-3321
Em. Mike at winslegal.com
This message is from an attorney, so it's confidential. If you are not the intended recipient, it's too late to stop reading this message, but you may not use it for any improper purpose. Huge Disclaimer available upon request.
From: wsbapt-bounces at lists.wsbarppt.com
[mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Sarah Smith
Sent: Sunday, May 03, 2020 8:12 PM
To: WSBA Probate & Trust Listserv
Subject: [WSBAPT] British Columbia Estate Planning Attorney
Could anyone provide a referral to an attorney in Vancouver, B.C. area to assist with some cross-border estate planning? Ideally also practicing in the area of real estate.
Thank you!
Sarah E. Smith, Esq.
MULLAVEY, PROUT, GRENLEY & FOE, LLP
2401 N.W. SIXTY-FIFTH
P.O. Box 70567
SEATTLE, WASHINGTON 98127
(206) 789-2511 ext. 1124
FAX: (206) 789-4484
sesmith at ballardlawyers.com
NOTE: Due to Washington State's Stay Home Order our office physical is currently closed. All attorneys and staff are working remotely. If you need to speak with Sarah on the phone you can reach her at our main number through her extension noted above or directly at 206-898-1471.
NOTICE: This is a private and confidential communication for the sole viewing and use of the intended recipient. This communication may contain information, protected by the attorney-client privilege or work product doctrine. If you are not the intended recipient of this communication, please immediately notify the sender and delete and destroy all copies of this communication, whether in paper or electronic form. The unauthorized disclosure, distribution, copying, or use of information contained in this communication may violate State and Federal laws, including but not limited to the Electronic Communications Privacy Act, 18 U.S.C. 2510 et. Seq. and the Washington Privacy Act, chapter 9.37 RCW.
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Message: 3
Date: Mon, 4 May 2020 09:48:52 -0700
From: "James B. Dolan" <jbdolan at jbdolan.com>
To: "'WSBA Probate & Trust Listserv'" <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] British Columbia Estate Planning Attorney
Message-ID: <007a01d62233$e53831b0$afa89510$@com>
Content-Type: text/plain; charset="us-ascii"
We had a very good experience with West Coast Wills & Estates at:
<https://duckduckgo.com/?q=west%20coast%20wills%20and%20estates+site:www.wes
tcoastwills.com&t=ffhp&atb=v191-1>
https://external-content.duckduckgo.com/ip3/www.westcoastwills.com.ico
<https://www.westcoastwills.com/> https://www.westcoastwills.com.
Jim Dolan
===================
Jones Butler Dolan, PS
www.jbdolan.com
www.jonesbutlerdolan.com
Mount Vernon
P.O. Box 2784
415 Pine Street
Mount Vernon, WA 98273
Telephone: 360-336-2939
Facsimile: 360-336-2949
Stanwood
P.O. Box 458
10027 - 269th Place NW (SR 532)
Stanwood, WA 98292
Telephone: 360-629-3833
Facsimile: 360-629-6253
From: wsbapt-bounces at lists.wsbarppt.com
[mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Sarah Smith
Sent: Sunday, May 03, 2020 8:12 PM
To: WSBA Probate & Trust Listserv
Subject: [WSBAPT] British Columbia Estate Planning Attorney
Could anyone provide a referral to an attorney in Vancouver, B.C. area to assist with some cross-border estate planning? Ideally also practicing in the area of real estate.
Thank you!
Sarah E. Smith, Esq.
MULLAVEY, PROUT, GRENLEY & FOE, LLP
2401 N.W. SIXTY-FIFTH
P.O. Box 70567
SEATTLE, WASHINGTON 98127
(206) 789-2511 ext. 1124
FAX: (206) 789-4484
sesmith at ballardlawyers.com
NOTE: Due to Washington State's Stay Home Order our office physical is currently closed. All attorneys and staff are working remotely. If you need to speak with Sarah on the phone you can reach her at our main number through her extension noted above or directly at 206-898-1471.
NOTICE: This is a private and confidential communication for the sole viewing and use of the intended recipient. This communication may contain information, protected by the attorney-client privilege or work product doctrine. If you are not the intended recipient of this communication, please immediately notify the sender and delete and destroy all copies of this communication, whether in paper or electronic form. The unauthorized disclosure, distribution, copying, or use of information contained in this communication may violate State and Federal laws, including but not limited to the Electronic Communications Privacy Act, 18 U.S.C. 2510 et. Seq. and the Washington Privacy Act, chapter 9.37 RCW.
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Message: 4
Date: Mon, 4 May 2020 10:09:26 -0700
From: "Mike Winslow" <mike at winslegal.com>
To: "'WSBA Probate & Trust Listserv'" <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] British Columbia Estate Planning Attorney
Message-ID: <007601d62236$c43f4ef0$4cbdecd0$@winslegal.com>
Content-Type: text/plain; charset="us-ascii"
This is Kirsten Wharton's firm.
Michael A. Winslow
1204 Cleveland Ave.
Mount Vernon, WA 98273
Ph. 360-336-3321
Em. Mike at winslegal.com
This message is from an attorney, so it's confidential. If you are not the intended recipient, it's too late to stop reading this message, but you may not use it for any improper purpose. Huge Disclaimer available upon request.
From: wsbapt-bounces at lists.wsbarppt.com
[mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of James B. Dolan
Sent: Monday, May 04, 2020 9:49 AM
To: 'WSBA Probate & Trust Listserv'
Subject: Re: [WSBAPT] British Columbia Estate Planning Attorney
We had a very good experience with West Coast Wills & Estates at:
<https://duckduckgo.com/?q=west%20coast%20wills%20and%20estates+site:www.wes
tcoastwills.com&t=ffhp&atb=v191-1>
https://external-content.duckduckgo.com/ip3/www.westcoastwills.com.ico
<https://www.westcoastwills.com/> https://www.westcoastwills.com.
Jim Dolan
===================
Jones Butler Dolan, PS
www.jbdolan.com
www.jonesbutlerdolan.com
Mount Vernon
P.O. Box 2784
415 Pine Street
Mount Vernon, WA 98273
Telephone: 360-336-2939
Facsimile: 360-336-2949
Stanwood
P.O. Box 458
10027 - 269th Place NW (SR 532)
Stanwood, WA 98292
Telephone: 360-629-3833
Facsimile: 360-629-6253
From: wsbapt-bounces at lists.wsbarppt.com
[mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Sarah Smith
Sent: Sunday, May 03, 2020 8:12 PM
To: WSBA Probate & Trust Listserv
Subject: [WSBAPT] British Columbia Estate Planning Attorney
Could anyone provide a referral to an attorney in Vancouver, B.C. area to assist with some cross-border estate planning? Ideally also practicing in the area of real estate.
Thank you!
Sarah E. Smith, Esq.
MULLAVEY, PROUT, GRENLEY & FOE, LLP
2401 N.W. SIXTY-FIFTH
P.O. Box 70567
SEATTLE, WASHINGTON 98127
(206) 789-2511 ext. 1124
FAX: (206) 789-4484
sesmith at ballardlawyers.com
NOTE: Due to Washington State's Stay Home Order our office physical is currently closed. All attorneys and staff are working remotely. If you need to speak with Sarah on the phone you can reach her at our main number through her extension noted above or directly at 206-898-1471.
NOTICE: This is a private and confidential communication for the sole viewing and use of the intended recipient. This communication may contain information, protected by the attorney-client privilege or work product doctrine. If you are not the intended recipient of this communication, please immediately notify the sender and delete and destroy all copies of this communication, whether in paper or electronic form. The unauthorized disclosure, distribution, copying, or use of information contained in this communication may violate State and Federal laws, including but not limited to the Electronic Communications Privacy Act, 18 U.S.C. 2510 et. Seq. and the Washington Privacy Act, chapter 9.37 RCW.
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Message: 5
Date: Mon, 4 May 2020 18:38:46 +0000
From: Sharon Rutberg <sharon at salmonbaylaw.com>
To: "wsbapt at lists.wsbarppt.com" <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] getting an ex appointed PR
Message-ID:
<MWHPR10MB1742B9BD7EDD555A965B0536AEA60 at MWHPR10MB1742.namprd10.prod.outlook.com>
Content-Type: text/plain; charset="us-ascii"
Good morning, everyone - I would love input on the following:
Decedent died intestate. Under RCW 11.28.120, the only family member in line to serve as PR is her daughter, who is of majority age but rather young. Decedent's ex-husband, father of the daughter, is willing to serve and seems to be capable, and the daughter would prefer he serve. Daughter was decedent's agent under her DPOA. Per the statute, it appears we would need to get waivers from any known "principal creditors of the estate" in order to ask the court to appoint the ex-husband as PR. Are creditors generally willing to provide this waiver? It also appears we could just wait 40 days before petitioning. Is this the easiest course?
Thanks so much -
Sharon
Sharon C. Rutberg, Attorney at Law
Salmon Bay Law Group, PLLC
1734 NW Market St.
Seattle, WA 98107
206-735-3177, ext. 2
sharon at salmonbaylaw.com<mailto:sharon at salmonbaylaw.com>
Website: www.salmonbaylaw.com<http://www.salmonbaylaw.com/>
Washington State Bar #47055
NOTICES
The contents of this message and any attachments may be protected by the attorney-client privilege, work product doctrine, and/or other applicable protections. If you are not the intended recipient or have received this message in error, please notify the sender and promptly delete the message. Thank you for your assistance.
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Message: 6
Date: Mon, 4 May 2020 11:48:06 -0700
From: "Josh Grant" <jgrant at accima.com>
To: "WSBA Probate & Trust Listserv" <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] getting an ex appointed PR
Message-ID: <4555056228C245EDAB3FC8F4478BEEC9 at JoshPC>
Content-Type: text/plain; charset="utf-8"
Waiting 40 days is what I usually do.
Joshua F. Grant
P. O. Box 619
Wilbur, WA 99185
509 647 5578
From: Sharon Rutberg
Sent: Monday, May 04, 2020 11:38 AM
To: wsbapt at lists.wsbarppt.com
Subject: [WSBAPT] getting an ex appointed PR
Good morning, everyone ? I would love input on the following:
Decedent died intestate. Under RCW 11.28.120, the only family member in line to serve as PR is her daughter, who is of majority age but rather young. Decedent?s ex-husband, father of the daughter, is willing to serve and seems to be capable, and the daughter would prefer he serve. Daughter was decedent?s agent under her DPOA. Per the statute, it appears we would need to get waivers from any known ?principal creditors of the estate? in order to ask the court to appoint the ex-husband as PR. Are creditors generally willing to provide this waiver? It also appears we could just wait 40 days before petitioning. Is this the easiest course?
Thanks so much ?
Sharon
Sharon C. Rutberg, Attorney at Law
Salmon Bay Law Group, PLLC
1734 NW Market St.
Seattle, WA 98107
206-735-3177, ext. 2
sharon at salmonbaylaw.com
Website: www.salmonbaylaw.com
Washington State Bar #47055
NOTICES
The contents of this message and any attachments may be protected by the attorney-client privilege, work product doctrine, and/or other applicable protections. If you are not the intended recipient or have received this message in error, please notify the sender and promptly delete the message. Thank you for your assistance.
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Message: 7
Date: Mon, 4 May 2020 11:52:02 -0700
From: <nestor at pplsweb.com>
To: "'WSBA Probate & Trust Listserv'" <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] getting an ex appointed PR
Message-ID: <012c01d62245$1a0fcfe0$4e2f6fa0$@pplsweb.com>
Content-Type: text/plain; charset="us-ascii"
How about daughter serving and running everything by dad before she signs and save the waivers if the estate is not complicated.
Nestor Gorfinkel, Attorney at Law
Licensed in Washington & Florida
Florida Civil-Law (International) Notary
ATTENTION - This e-mail message and any attachment to this e-mail message may contain confidential information that is legally privileged. If you are not the intended recipient, you must not review, retransmit, convert to hard copy, copy, use or disseminate this e-mail or any attachments to it. If you have received this e-mail in error, please notify us immediately by return e-mail or by telephone at the phone numbers provided herein and delete this message. Please note that if this e-mail message contains a forwarded message or is a reply to a prior message, some or all of the contents of this message or any attachments may not have been produced by the sender.
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From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com>
On Behalf Of Sharon Rutberg
Sent: Monday, May 4, 2020 11:39 AM
To: wsbapt at lists.wsbarppt.com
Subject: [WSBAPT] getting an ex appointed PR
Good morning, everyone - I would love input on the following:
Decedent died intestate. Under RCW 11.28.120, the only family member in line to serve as PR is her daughter, who is of majority age but rather young.
Decedent's ex-husband, father of the daughter, is willing to serve and seems to be capable, and the daughter would prefer he serve. Daughter was decedent's agent under her DPOA. Per the statute, it appears we would need to get waivers from any known "principal creditors of the estate" in order to ask the court to appoint the ex-husband as PR. Are creditors generally
willing to provide this waiver? It also appears we could just wait 40 days
before petitioning. Is this the easiest course?
Thanks so much -
Sharon
Sharon C. Rutberg, Attorney at Law
Salmon Bay Law Group, PLLC
1734 NW Market St.
Seattle, WA 98107
206-735-3177, ext. 2
<mailto:sharon at salmonbaylaw.com> sharon at salmonbaylaw.com
Website: www.salmonbaylaw.com <http://www.salmonbaylaw.com/>
Washington State Bar #47055
NOTICES
The contents of this message and any attachments may be protected by the attorney-client privilege, work product doctrine, and/or other applicable protections. If you are not the intended recipient or have received this message in error, please notify the sender and promptly delete the message.
Thank you for your assistance.
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Message: 8
Date: Mon, 4 May 2020 18:55:17 +0000
From: Eric Nelsen <Eric at sayrelawoffices.com>
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] getting an ex appointed PR
Message-ID:
<57DC2058F333E340877E551711127784892698F2 at SBS2011.SayreLawOffices.local>
Content-Type: text/plain; charset="us-ascii"
I would suggest waiting the 40 days rather than contacting creditors. In 20+ years I have only seen one or two occasions where a creditor sought appointment of a PR, and even then it was always well after the 40 days had run and there were other factors pushing the creditor to act.
Sincerely,
Eric
Eric C. Nelsen
Sayre Law Offices, PLLC
1417 31st Ave South
Seattle WA 98144-3909
206-625-0092
eric at sayrelawoffices.com<mailto:eric at sayrelawoffices.com>
Covid-19 Update - Sayre Law Offices remains available to serve our clients and the public during this time, subject to the orders and recommendations of government authority. Please do not hesitate to contact us if we may be of service to you, your family, or your business.
All attorneys are working remotely during regular business hours and are available via email and by phone; please call the Seattle office. Videoconferencing also is available. Signing of estate planning documents can be completed and will be handled on a case-by-case basis; please call the Seattle office.
MAIL AND DELIVERIES can be received at the Seattle office. For any other needed arrangements, please call the Seattle office.
Be assured that we will continue to advise and support our clients throughout this health emergency.
From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Sharon Rutberg
Sent: Monday, May 4, 2020 11:39 AM
To: wsbapt at lists.wsbarppt.com
Subject: [WSBAPT] getting an ex appointed PR
Good morning, everyone - I would love input on the following:
Decedent died intestate. Under RCW 11.28.120, the only family member in line to serve as PR is her daughter, who is of majority age but rather young. Decedent's ex-husband, father of the daughter, is willing to serve and seems to be capable, and the daughter would prefer he serve. Daughter was decedent's agent under her DPOA. Per the statute, it appears we would need to get waivers from any known "principal creditors of the estate" in order to ask the court to appoint the ex-husband as PR. Are creditors generally willing to provide this waiver? It also appears we could just wait 40 days before petitioning. Is this the easiest course?
Thanks so much -
Sharon
Sharon C. Rutberg, Attorney at Law
Salmon Bay Law Group, PLLC
1734 NW Market St.
Seattle, WA 98107
206-735-3177, ext. 2
sharon at salmonbaylaw.com<mailto:sharon at salmonbaylaw.com>
Website: www.salmonbaylaw.com<http://www.salmonbaylaw.com/>
Washington State Bar #47055
NOTICES
The contents of this message and any attachments may be protected by the attorney-client privilege, work product doctrine, and/or other applicable protections. If you are not the intended recipient or have received this message in error, please notify the sender and promptly delete the message. Thank you for your assistance.
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Message: 9
Date: Mon, 4 May 2020 18:59:44 +0000
From: Dalynne Singleton <dalynne at glgmail.com>
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Getting an ex appointed PR
Message-ID:
<DM6PR12MB279590B5488FB80B8AD86C02A5A60 at DM6PR12MB2795.namprd12.prod.outlook.com>
Content-Type: text/plain; charset="us-ascii"
I've appointed an ex-wife as administrator and it worked out really well since the heirs were her children as well.
If the daughter signs a waiver, ask for the ex-husband to be appointed and send ex parte via the clerk without notice.
Wait 40 days and then file and ask for Order and Letters w/o hearing.
Dalynne Singleton
Gourley Law Group
Snohomish Escrow
The Exchange Connection
1002 10th Street / PO Box 1091
Snohomish, WA 98291
360.568.5065
360.568.8092 fax
dalynne at glgmail.com<mailto:dalynne at glgmail.com>
Website: www.glglawgroup.com
Due to COVID-19, I am working remotely. As a result, I cannot accept any physical messenger service at this time. Please email all pleadings and agreed upon service documents to theresa at glgmail.com<mailto:theresa at glgmail.com>.
In-person meetings are not possible at this time. Email is the best way to reach me until further notice. If you would like a telephone conference, please email my paralegal theresa at glgmail.com<mailto:theresa at glgmail.com> or dara at glgmail.com<mailto:dara at glgmail.com> to set such conference.
Thank you very much and stay safe!
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From: wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com> <wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com>> On Behalf Of Sharon Rutberg
Sent: Monday, May 4, 2020 11:39 AM
To: wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] getting an ex appointed PR
Good morning, everyone - I would love input on the following:
Decedent died intestate. Under RCW 11.28.120, the only family member in line to serve as PR is her daughter, who is of majority age but rather young. Decedent's ex-husband, father of the daughter, is willing to serve and seems to be capable, and the daughter would prefer he serve. Daughter was decedent's agent under her DPOA. Per the statute, it appears we would need to get waivers from any known "principal creditors of the estate" in order to ask the court to appoint the ex-husband as PR. Are creditors generally willing to provide this waiver? It also appears we could just wait 40 days before petitioning. Is this the easiest course?
Thanks so much -
Sharon
Sharon C. Rutberg, Attorney at Law
Salmon Bay Law Group, PLLC
1734 NW Market St.
Seattle, WA 98107
206-735-3177, ext. 2
sharon at salmonbaylaw.com<mailto:sharon at salmonbaylaw.com>
Website: www.salmonbaylaw.com<http://www.salmonbaylaw.com/>
Washington State Bar #47055
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