[WSBAPT] WSBAPT Need referral: bookkeeper to assist small law firm
Jennifer Gellner
Jennifer at GELLNERLAWGROUP.COM
Wed Jan 6 12:19:58 PST 2021
Another option: Rise' Harshbarger of Accounting and Tax Solutions 253-852-7908 or Rharshbarg at aol.com
Jennifer A. Gellner, LL.M.
Principal, Gellner Law Group
P: (425) 235-5535 │ Toll-Free: (877) 252-0738
E: jennifer at gellnerlawgroup.com
8407 S. 259th St. Suite 203, Kent, WA 98030
505 W. Riverside Ave., Suite 500, Spokane, WA 99201
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-----Original Message-----
From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of wsbapt-request at lists.wsbarppt.com
Sent: Wednesday, January 6, 2021 12:00 PM
To: wsbapt at lists.wsbarppt.com
Subject: WSBAPT Digest, Vol 76, Issue 7
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When replying, please edit your Subject line so it is more specific
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Today's Topics:
1. Separate Property Transfer (Amy Goertz)
2. Florida referral (Andrew Hay)
3. Special needs questions (Suzanne Lieberman)
4. Re: Florida referral (nestor at pplsweb.com)
5. Re: Florida referral (czlawgirl at earthlink.net)
6. Need referral: bookkeeper to assist small law firm in Seattle
(Candace Wilkerson)
7. Re: Need referral: bookkeeper to assist small law firm in
Seattle (Laurel Brown)
8. Re: Special needs questions (Jane Bitz)
9. Re: Need referral: bookkeeper to assist small law firm in
Seattle (Candace Wilkerson)
10. Re: Separate Property Transfer (Nicholas Pleasants)
11. Re: Searching for accounts (Kira Rubel)
12. Dental practice and RLT (Kira Rubel)
13. Re: Dental practice and RLT (Nicholas Pleasants)
14. Finnish Inheritance Laws and Customs (Brent Williams-Ruth)
15. Re: Searching for accounts (Candace Wilkerson)
16. Searching for accounts (Dalynne Singleton)
----------------------------------------------------------------------
Message: 1
Date: Tue, 5 Jan 2021 12:25:50 -0800
From: Amy Goertz <amyjgoertz at icloud.com>
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Separate Property Transfer
Message-ID: <EE65A70B-2DCB-43C7-BF5B-6C0AEF9D57E9 at icloud.com>
Content-Type: text/plain; charset="utf-8"
Good morning -
I had a call from a potential client whose spouse (age 49) recently passed away.
Here are the facts:
1. Couple begin living together and sharing finances in 2015.
2. Residence belongs to spouse?s parents; couple pay taxes, expenses/upkeep but no rent. Not sure if they will continue to allow him to live there.
3. Couple married in August 2019.
4. Spouse owned two rental properties before 2015. Each is worth approximately $200k, and each has outstanding mortgage of approximately $50k.
5. Both rental properties are in spouse?s name only. Potential client claims he made the mortgage payments for past five years (although there are renters, so not sure how accurate this is.)
6. Spouse has two adult children. One is in prison (for murder) and the other is currently unemployed and possibly on public assistance.
7. Spouse died in November without a Will or other formal planning.
Potential client (age 60) asked me how to go about transferring two rental properties into his name.
Per RCW 11.04.015, the surviving spouse is entitled to all community property and one-half of the separate property.
Since the properties were his wife?s prior to marriage and she died with no estate planning, he is entitled to one-half of these separate property rentals.
Do you have any insight or tips for how to best to approach this? My initial thought would be to start probate and request a spousal/homestead award from her separate estate. Client says the children would have no ability to manage or maintain the properties. Not sure when the one in prison may be released - he was 19 when convicted of murder in 2006 and has served 14 years of a 20-year sentence. I certainly have reservations about sending him Notices with my name on them and having the perception be that I am taking away his inheritance.
What are your thoughts?
Amy J. Goertz, J.D.
Goertz & Lambrecht PLLC
amyjgoertz at icloud.com <mailto:amyjgoertz at icloud.com>
1.888.926.2607 phone
1.877.684.1627 fax
Address for correspondence:
2829 S. Grand Blvd., Suite 303
Spokane, WA 99203
Additional office locations:
510 Bell Street
Edmonds, WA 98020
Goertz & Lambrecht PLLC
www.goertzlambrecht.com <http://www.goertzlambrecht.com/>
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Message: 2
Date: Tue, 5 Jan 2021 20:47:40 +0000
From: Andrew Hay <andrewhay at washingtonlaw.net>
To: WSBA RPPT Probate & Trust Discussion Forum
<wsbapt at LISTS.WSBARPPT.COM>
Subject: [WSBAPT] Florida referral
Message-ID:
<MW3PR13MB3993ABA9FF2607C3763EB2AEB2D10 at MW3PR13MB3993.namprd13.prod.outlook.com>
Content-Type: text/plain; charset="us-ascii"
Hello Listmates - looking for a referral for elder law in Tampa, FL. A daughter is struggling with health care decisions and end of life issues for an elderly father on life support.
Andrew Hay
Hay & Swann PLLC
201 S. 34th St.
Tacoma, WA 98418
www.washingtonlaw.net<http://www.washingtonlaw.net/>
andrewhay at washingtonlaw.net<mailto:andrewhay at washingtonlaw.net>
253.272.2400 (w)
253.377.3085 (c)
THIS IS A CONFIDENTIAL COMMUNICATION AND IS INTENDED FOR THE DESIGNATED RECIPIENT ONLY. IF YOU HAVE RECEIVED THIS COMMUNICATION IN ERROR, PLEASE NOTIFY THE SENDER IMMEDIATELY AND DESTROY ALL COPIES
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Message: 3
Date: Tue, 5 Jan 2021 13:42:32 -0800
From: Suzanne Lieberman <suzanne at cmslawfirm.com>
To: wsbapt at lists.wsbarppt.com
Subject: [WSBAPT] Special needs questions
Message-ID:
<CANbn39rmLosUQNxy6sQ2B=pc1u7C8b9KONeU1QZOe_na+LV2ZA at mail.gmail.com>
Content-Type: text/plain; charset="utf-8"
Good afternoon,
I have a few questions that are more properly directed to someone
specializing in elder/disability law. Can anyone help?
Client's adult daughter was on SSI, then on survivor's benefits after her
dad passed away, then on Medicare starting in 2019. What happens to the
government benefits if recipient marries?
Can the client remain the guardian if her daughter marries? Or would the
daughter's husband have to be the guardian?
Can the client act as guardian remotely (i.e. from out of state), and have
someone local handle e.g. doctors' appointments? Or does the guardian have
to live locally?
Thanks much,
Suzanne Lieberman
CMS Law Firm LLC <http://cmslawfirm.com/>
*811 Kirkland Ave. Suite 201 *(please note new address!)
Kirkland, WA 98033
206-383-6484 (Cell Phone)
206-659-1512 (Main Office)
Legal stuff I have to put in... *To ensure compliance with Treasury
Department and IRS regulations, we inform you that, unless expressly
indicated otherwise, any federal tax advice contained in this communication
(including any attachments) is not intended or written by CMS Law Firm LLC
to be used, and cannot be used by the taxpayer, for the purpose of: (i)
avoiding penalties that may be imposed on the taxpayer under the Internal
Revenue Code; or (ii) promoting, marketing, or recommending to another
party any transaction or matter addressed herein (or any attachments).*
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Message: 4
Date: Tue, 5 Jan 2021 16:58:41 -0500
From: <nestor at pplsweb.com>
To: "'WSBA Probate & Trust Listserv'" <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Florida referral
Message-ID: <001701d6e3ad$ee7f3610$cb7da230$@pplsweb.com>
Content-Type: text/plain; charset="us-ascii"
I am on the listserv in Florida. I will ask my Florida colleagues for
someone in Hillsborough County.
Nestor Gorfinkel, Attorney at Law
Licensed in Florida & Washington
Florida Civil-Law (International) Notary
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From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com>
On Behalf Of Andrew Hay
Sent: Tuesday, January 5, 2021 3:48 PM
To: WSBA RPPT Probate & Trust Discussion Forum <wsbapt at LISTS.WSBARPPT.COM>
Subject: [WSBAPT] Florida referral
Hello Listmates - looking for a referral for elder law in Tampa, FL. A
daughter is struggling with health care decisions and end of life issues for
an elderly father on life support.
Andrew Hay
Hay & Swann PLLC
201 S. 34th St.
Tacoma, WA 98418
<http://www.washingtonlaw.net/> www.washingtonlaw.net
<mailto:andrewhay at washingtonlaw.net> andrewhay at washingtonlaw.net
253.272.2400 (w)
253.377.3085 (c)
THIS IS A CONFIDENTIAL COMMUNICATION AND IS INTENDED FOR THE DESIGNATED
RECIPIENT ONLY. IF YOU HAVE RECEIVED THIS COMMUNICATION IN ERROR, PLEASE
NOTIFY THE SENDER IMMEDIATELY AND DESTROY ALL COPIES
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Message: 5
Date: Tue, 5 Jan 2021 14:46:58 -0800
From: czlawgirl at earthlink.net
To: wsbapt at lists.wsbarppt.com
Subject: Re: [WSBAPT] Florida referral
Message-ID: <628d3a88-0ae3-4908-9e06-c5eaac9f13f6 at localhost>
Content-Type: text/plain; charset="utf-8"
Hi, Andrew --
You might contact Stetson University law school for a referral. Stetson has an elder law LLM program and might be able to refer you to someone.
I reached out to a business law contact and will let you know if I get any names quickly. Sounds like time might be of the essence here.
Good luck!
Cindy
cindy at zettslaw.com
253-720-6446
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Message: 6
Date: Wed, 6 Jan 2021 00:46:43 +0000
From: Candace Wilkerson <cwilkerson at wongfleming.com>
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Need referral: bookkeeper to assist small law firm
in Seattle
Message-ID:
<284985069.155354.1609894006030 at emg-ca-1-2.securemail.intermedia.net>
Content-Type: text/plain; charset="us-ascii"
Hi All,
One of my attorney friends who has a small firm with about 5 attorneys needs a new bookkeeper/accountant. I'm not sure of the full scope of work needed, but does anyone have a referral I could send to him? Much appreciated, if so.
Best,
Candace Wilkerson
[cid:image001.png at 01D6E382.463E4CF0]
Top Ranked Law Firm for 2015 by Fortune Magazine and American Lawyer Media
Candace Wilkerson | Senior Associate | Wong Fleming
10675 Willows Road NE, Suite 250 | Redmond, WA 98052
Phone: 425.869.4040 | Fax: 425.869.4050
cwilkerson at wongfleming.com<mailto:cwilkerson at wongfleming.com>
[cid:image003.png at 01D6E382.463E4CF0]
[cid:image004.jpg at 01D6E382.463E4CF0]
Before proceeding, please note: If you are not a current client of Wong Fleming, please do not include any information in this e-mail that you or someone else considers to be of a confidential or secret nature. Wong Fleming has no duty to keep confidential any of the information you provide. Neither the transmission nor receipt of your information is considered a request for legal advice, securing legal services or retaining a lawyer. An attorney-client relationship with Wong Fleming or any lawyer at Wong Fleming is not established until and unless Wong Fleming agrees to such a relationship as reflected in a separate writing.
IRS Circular 230 disclosure: To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. federal tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (a) avoiding penalties under the Internal Revenue Code or (b) promoting, marketing or recommending to another party any transaction or matter addressed herein.
THIS ELECTRONIC MAIL TRANSMISSION AND ANY ATTACHMENTS MAY CONTAIN PRIVILEGED, CONFIDENTIAL, OR PROPRIETARY INFORMATION INTENDED ONLY FOR THE PERSON(S) NAMED. IF THE READER OF THIS MESSAGE IS NOT THE INTENDED RECIPIENT OR THE AUTHORIZED REPRESENTATIVE OF THE INTENDED RECIPIENT, YOU ARE HEREBY NOTIFIED THAT ANY DISTRIBUTION, COPYING, OR DISCLOSURE OF THIS COMMUNICATION IS STRICTLY PROHIBITED
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Message: 7
Date: Tue, 5 Jan 2021 16:54:40 -0800
From: Laurel Brown <laurel.brown8385 at gmail.com>
To: "WSBA Probate & Trust Listserv" <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Need referral: bookkeeper to assist small law
firm in Seattle
Message-ID:
<CAOm7W4v1EzoG4p7NMo+=JwRm1_b8SkfnPh3JMGsh8BGT9q7UPA at mail.gmail.com>
Content-Type: text/plain; charset="utf-8"
I would recommend Jodi Mecham who I personally know. She has been a
bookkeeper for decades and has worked not only for attorneys but also has
performed forensic accounting.
I think this might be ol information, but I believe the contact info is
current...
Mecham Bookkeeping - Black Diamond, WA - Billing Service in Black Diamond,
Washington (manta.com) <https://www.manta.com/c/mb4hk8p/mecham-bookkeeping>
On Tue, Jan 5, 2021 at 4:50 PM Candace Wilkerson <cwilkerson at wongfleming.com>
wrote:
> Hi All,
>
>
>
> One of my attorney friends who has a small firm with about 5 attorneys
> needs a new bookkeeper/accountant. I?m not sure of the full scope of work
> needed, but does anyone have a referral I could send to him? Much
> appreciated, if so.
>
>
>
> Best,
>
> Candace Wilkerson
>
>
>
> Top Ranked Law Firm for 2015 by Fortune Magazine and American Lawyer Media
>
> Candace Wilkerson* |* Senior Associate *| *Wong Fleming
>
> 10675 Willows Road NE, Suite 250 *| * Redmond, WA 98052
> Phone: 425.869.4040 *|* Fax: 425.869.4050
> cwilkerson at wongfleming.com
>
>
>
> Before proceeding, please note: If you are not a current client of Wong
> Fleming, please do not include any information in this e-mail that you or
> someone else considers to be of a confidential or secret nature. Wong
> Fleming has no duty to keep confidential any of the information you
> provide. Neither the transmission nor receipt of your information is
> considered a request for legal advice, securing legal services or retaining
> a lawyer. An attorney-client relationship with Wong Fleming or any lawyer
> at Wong Fleming is not established until and unless Wong Fleming agrees to
> such a relationship as reflected in a separate writing.
>
> IRS Circular 230 disclosure: To ensure compliance with requirements
> imposed by the IRS, we inform you that any U.S. federal tax advice
> contained in this communication (including any attachments) is not intended
> or written to be used, and cannot be used, for the purpose of (a) avoiding
> penalties under the Internal Revenue Code or (b) promoting, marketing or
> recommending to another party any transaction or matter addressed herein.
>
> THIS ELECTRONIC MAIL TRANSMISSION AND ANY ATTACHMENTS MAY CONTAIN
> PRIVILEGED, CONFIDENTIAL, OR PROPRIETARY INFORMATION INTENDED ONLY FOR THE
> PERSON(S) NAMED. IF THE READER OF THIS MESSAGE IS NOT THE INTENDED
> RECIPIENT OR THE AUTHORIZED REPRESENTATIVE OF THE INTENDED RECIPIENT, YOU
> ARE HEREBY NOTIFIED THAT ANY DISTRIBUTION, COPYING, OR DISCLOSURE OF THIS
> COMMUNICATION IS STRICTLY PROHIBITED
>
>
> ***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.***
> _______________________________________________
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--
Laurel Brown
*Attorney and Counselor at Law*
*5071 SW Waite St.*
*Seattle, WA 98116*
*info at lbrownlaw.com <info at lbrownlaw.com>*
*425-361-6286*
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Message: 8
Date: Wed, 6 Jan 2021 01:28:07 +0000
From: Jane Bitz <jbitz at whc-attorneys.com>
To: "'WSBA Probate & Trust Listserv'" <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Special needs questions
Message-ID:
<MWHPR2001MB094207C08DA16BE10FFC99BEF6D00 at MWHPR2001MB0942.namprd20.prod.outlook.com>
Content-Type: text/plain; charset="utf-8"
Suzanne:
I don?t generally practice in Social Security Disability law, but a quick google search found: ?If you are receiving disability benefits under your parent's work record as an adult child, getting married will usually cause your SSDI benefits to stop. But if you marry a person with disabilities who is also receiving Social Security benefits, you may not lose your benefits when you get married.? I would recommend engaging an attorney familiar with Social Security benefits to advise the client.
Does the daughter have a Court appointed Guardian of the Person and/or Estate? If so, the right to marry may have been affected by the appointment of the Guardian. You should review the Order Appointing Guardian. The marriage will not ?automatically? replace a Court appointed Guardian. A Petition would have to be filed to modify the Guardianship and the new husband would have to qualify as a lay Guardian by taking the required training etc. A Guardian ad Litem may have to be appointed to evaluate and advise the Court whether or not the husband is an appropriate Guardian. One option for the parent guardian would be to name the new spouse as Stand-by Guardian in case the parent is unable to continue as Guardian in the future.
The Guardian can serve from out of State and direct local individuals to assist the Ward with medical appointments, etc.
Sorry I could not be of more help with the Social Security issues.
Jane Bitz.
Jane G. Bitz
Of Counsel
Wolff, Hislop & Crockett, PLLC
12209 E. Mission Ave, Suite 5
Spokane Valley, WA 99206-4824
(509) 927-9700 x126
FAX: (509) 777-1800
[image001 (4)][cid:image003.png at 01D6E388.1EB3B700][cid:image004.jpg at 01D6E387.839A5CB0]
THE CONTENTS OF THIS ELECTRONIC MAIL ARE CONFIDENTIAL AND PROTECTED BY THE ATTORNEY-CLIENT PRIVILEGE OR OTHER APPLICABLE PROTECTION. Any review, use, distribution or disclosure by others is strictly prohibited. If you have received this electronic mail in error, PLEASE NOTIFY ME BY E-MAIL, FAX OR TELEPHONE and PROMPTLY DELETE this electronic mail. This mail cannot be modified without express written consent of Wolff, Hislop & Crockett, PLLC. Thank You.
From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Suzanne Lieberman
Sent: Tuesday, January 5, 2021 1:43 PM
To: wsbapt at lists.wsbarppt.com
Subject: [WSBAPT] Special needs questions
Good afternoon,
I have a few questions that are more properly directed to someone specializing in elder/disability law. Can anyone help?
Client's adult daughter was on SSI, then on survivor's benefits after her dad passed away, then on Medicare starting in 2019. What happens to the government benefits if recipient marries?
Can the client remain the guardian if her daughter marries? Or would the daughter's husband have to be the guardian?
Can the client act as guardian remotely (i.e. from out of state), and have someone local handle e.g. doctors' appointments? Or does the guardian have to live locally?
Thanks much,
Suzanne Lieberman
CMS Law Firm LLC<https://urldefense.proofpoint.com/v2/url?u=http-3A__cmslawfirm.com_&d=DwMFaQ&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=QdyRUSI4IjN8jHONJV63CB7QV6AxGix1TpuYc8c6Rww&m=2dZf6Igrc6dqkROicRPLB7hyQlegair0RIXYlRX-aZQ&s=FW-BNn3xfqr7_QmubpRePcmX6jcLELBHmdsoMbgSFlo&e=>
811 Kirkland Ave. Suite 201 (please note new address!)
Kirkland, WA 98033
206-383-6484 (Cell Phone)
206-659-1512 (Main Office)
Legal stuff I have to put in... To ensure compliance with Treasury Department and IRS regulations, we inform you that, unless expressly indicated otherwise, any federal tax advice contained in this communication (including any attachments) is not intended or written by CMS Law Firm LLC to be used, and cannot be used by the taxpayer, for the purpose of: (i) avoiding penalties that may be imposed on the taxpayer under the Internal Revenue Code; or (ii) promoting, marketing, or recommending to another party any transaction or matter addressed herein (or any attachments).
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Message: 9
Date: Wed, 6 Jan 2021 03:12:43 +0000
From: Candace Wilkerson <cwilkerson at wongfleming.com>
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Need referral: bookkeeper to assist small law
firm in Seattle
Message-ID:
<1770853467.158844.1609902765881 at emg-ca-1-1.securemail.intermedia.net>
Content-Type: text/plain; charset="utf-8"
Thanks so much, Laurel! I?ll pass this on.
Candace
From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Laurel Brown
Sent: Tuesday, January 5, 2021 4:55 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Need referral: bookkeeper to assist small law firm in Seattle
I would recommend Jodi Mecham who I personally know. She has been a bookkeeper for decades and has worked not only for attorneys but also has performed forensic accounting.
I think this might be ol information, but I believe the contact info is current...
Mecham Bookkeeping - Black Diamond, WA - Billing Service in Black Diamond, Washington (manta.com)<https://url.emailprotection.link/?bFMLIkhTdFV2Z_oiWkfj-u3s6TUeF6aJqWbsLvmiZ8TAesfUu4nTKbkT2ahABCdnOnopHMTNvDb0zzXlNUSXx0BoLA9hH2ALuCEi3GYI1z1guzWqhxrVnp9lU1-8BuEaj>
On Tue, Jan 5, 2021 at 4:50 PM Candace Wilkerson <cwilkerson at wongfleming.com<mailto:cwilkerson at wongfleming.com>> wrote:
Hi All,
One of my attorney friends who has a small firm with about 5 attorneys needs a new bookkeeper/accountant. I?m not sure of the full scope of work needed, but does anyone have a referral I could send to him? Much appreciated, if so.
Best,
Candace Wilkerson
[cid:image001.png at 01D6E396.ABA42830]
Top Ranked Law Firm for 2015 by Fortune Magazine and American Lawyer Media
Candace Wilkerson | Senior Associate | Wong Fleming
10675 Willows Road NE, Suite 250 | Redmond, WA 98052
Phone: 425.869.4040 | Fax: 425.869.4050
cwilkerson at wongfleming.com<mailto:cwilkerson at wongfleming.com>
[cid:image003.png at 01D6E396.ABA42830]
[cid:image004.jpg at 01D6E396.ABA42830]
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Message: 10
Date: Wed, 6 Jan 2021 03:31:37 +0000
From: Nicholas Pleasants <nick at pleasantslaw.com>
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Separate Property Transfer
Message-ID: <B3BF5613-4800-4F7B-A38C-838514AF0927 at pleasantslaw.com>
Content-Type: text/plain; charset="utf-8"
Hi Amy,
It doesn?t seem like you would be taking away their inheritance. I believe you would file probate, sell the properties, distribute one-half to surviving spouse, and hold back one-fourth for each child. If the children cannot take their inheritance, you can put it in a trust for their benefit (with GAL/Court approval), interplead to the court (some counties like this, some don?t), send to DOR in Olympia as unclaimed property, or hold it in some other type of blocked account situation. Then they can claim the inheritance when they get their act together.
You probably need to dissuade your client that the rentals can be kept as a going concern. If you had agreement from the children, maybe you could come up with an arrangement that worked. Theoretically the mortgages could be assumed by the surviving spouse. But realistically liquidating estate property is the straightforward approach. I think the spousal award under RCW 11.54.010 is probably a red herring in this fact pattern because he is going to get more ($150,000) by just taking his half of the equity in the rental than taking the homestead amount ($125,000). Unless there are good grounds under RCW 11.54.040 for increasing the award, say giving him all of the estate property? I know the courts don?t want surviving spouses to be homeless, so maybe there is an argument for him to get one of the rentals to live in?
Just my two cents.
Best,
Nick
Nicholas Pleasants
Owner
[(Logo) Pleasants Law Firm]<http://www.pleasantslaw.com/>
Pleasants Law Firm, P.S.
2300 130th Ave NE, Suite A-101
Bellevue, WA 98005-1755
(425) 615-7070 tel/fax
nick at pleasantslaw.com<mailto:nick at pleasantslaw.com>
www.pleasantslaw.com<http://www.pleasantslaw.com>
The information contained in this e-mail message may be privileged and is confidential information intended only for the use of the recipient, or any employee or agent responsible to deliver it to the intended recipient. Any unauthorized use, distribution or copying of this information is strictly prohibited and may be unlawful.
If you have received this communication in error, please notify the sender immediately and destroy the original message and all attachments from your electronic files.
From: <wsbapt-bounces at lists.wsbarppt.com> on behalf of Amy Goertz <amyjgoertz at icloud.com>
Reply-To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Date: Tuesday, January 5, 2021 at 12:34 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Separate Property Transfer
Good morning -
I had a call from a potential client whose spouse (age 49) recently passed away.
Here are the facts:
1. Couple begin living together and sharing finances in 2015.
2. Residence belongs to spouse?s parents; couple pay taxes, expenses/upkeep but no rent. Not sure if they will continue to allow him to live there.
3. Couple married in August 2019.
4. Spouse owned two rental properties before 2015. Each is worth approximately $200k, and each has outstanding mortgage of approximately $50k.
5. Both rental properties are in spouse?s name only. Potential client claims he made the mortgage payments for past five years (although there are renters, so not sure how accurate this is.)
6. Spouse has two adult children. One is in prison (for murder) and the other is currently unemployed and possibly on public assistance.
7. Spouse died in November without a Will or other formal planning.
Potential client (age 60) asked me how to go about transferring two rental properties into his name.
Per RCW 11.04.015, the surviving spouse is entitled to all community property and one-half of the separate property.
Since the properties were his wife?s prior to marriage and she died with no estate planning, he is entitled to one-half of these separate property rentals.
Do you have any insight or tips for how to best to approach this? My initial thought would be to start probate and request a spousal/homestead award from her separate estate. Client says the children would have no ability to manage or maintain the properties. Not sure when the one in prison may be released - he was 19 when convicted of murder in 2006 and has served 14 years of a 20-year sentence. I certainly have reservations about sending him Notices with my name on them and having the perception be that I am taking away his inheritance.
What are your thoughts?
Amy J. Goertz, J.D.
Goertz & Lambrecht PLLC
amyjgoertz at icloud.com<mailto:amyjgoertz at icloud.com>
1.888.926.2607 phone
1.877.684.1627 fax
Address for correspondence:
2829 S. Grand Blvd., Suite 303
Spokane, WA 99203
Additional office locations:
510 Bell Street
Edmonds, WA 98020
Goertz & Lambrecht PLLC
www.goertzlambrecht.com<http://www.goertzlambrecht.com/>
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Message: 11
Date: Wed, 6 Jan 2021 09:14:58 -0800
From: Kira Rubel <kira at theharborlawgroup.com>
To: "WSBA Probate & Trust Listserv" <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Searching for accounts
Message-ID:
<CAHZ-pGv=4AcV8EPV6iAT_zvzaQ6eZbp+G_G0HrksbpSOa5bxxg at mail.gmail.com>
Content-Type: text/plain; charset="utf-8"
I am following up on my question below. Does anyone have any grand ideas on
how to find unknown and/or lost accounts? Many thanks!
*Kira M. Rubel, Esq.*
**Licensed in CA and WA*
*The Harbor Law Group *
(*formerly, Law Office of Kira M. Rubel*)
*3615 Harborview Drive NW, Suite C (on the dock)*
*Gig Harbor, WA 98332-2129*
CA Bar No. 253970 / WA Bar No. 51691
Tel. (253) 358-2215 | (800) 836-6531
Fax. (253) 358-2191
*https://theharborlawgroup.com/ <https://theharborlawgroup.com/>*
The information transmitted (including any attachments) is intended only
for the person to whom it is addressed and may contain confidential and/or
privileged material that may be protected by law from disclosure. If you
receive this transmission in error, please notify the sender by reply
e-mail and delete the message and any attachments from your computer. Any
review, retransmission, dissemination, copying, or other use of, or taking
of any action in reliance upon, this information by persons or entities
other than the intended recipient is prohibited.
No Tax Advice: No matter what I say in this email, I am an attorney, not a
tax advisor and cannot provide any tax advice to you! Please refer all tax
matters to your own tax advisor to ensure you are receiving the most
up-to-date and relevant tax advice.
On Thu, Dec 17, 2020 at 10:06 AM Kira Rubel <kira at theharborlawgroup.com>
wrote:
> Hello, all, and happy holidays! I have a client who believes his mother,
> now deceased, had other accounts he didn't know about, including one or
> more in Vancouver, BC. All of her documents and files have been destroyed
> (...don't ask.) Any suggestions on companies that could help us locate
> assets?
>
> Thank you!
>
> *Kira M. Rubel, Esq.*
>
> **Licensed in CA and WA*
>
>
>
> *The Harbor Law Group *
>
> (*formerly, Law Office of Kira M. Rubel*)
>
> *3615 Harborview Drive NW, Suite C (on the dock)*
>
> *Gig Harbor, WA 98332-2129*
>
> CA Bar No. 253970 / WA Bar No. 51691
>
> Tel. (253) 358-2215 | (800) 836-6531
>
> Fax. (253) 358-2191
>
> *https://theharborlawgroup.com/ <https://theharborlawgroup.com/>*
>
> The information transmitted (including any attachments) is intended only
> for the person to whom it is addressed and may contain confidential and/or
> privileged material that may be protected by law from disclosure. If you
> receive this transmission in error, please notify the sender by reply
> e-mail and delete the message and any attachments from your computer. Any
> review, retransmission, dissemination, copying, or other use of, or taking
> of any action in reliance upon, this information by persons or entities
> other than the intended recipient is prohibited.
>
> No Tax Advice: No matter what I say in this email, I am an attorney, not a
> tax advisor and cannot provide any tax advice to you! Please refer all tax
> matters to your own tax advisor to ensure you are receiving the most
> up-to-date and relevant tax advice.
>
>
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Message: 12
Date: Wed, 6 Jan 2021 09:21:37 -0800
From: Kira Rubel <kira at theharborlawgroup.com>
To: "WSBA Probate & Trust Listserv" <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Dental practice and RLT
Message-ID:
<CAHZ-pGu9fkNA7rOyhcnOHbyiu9TzOxLXrV9YByH8cFgc4p03zA at mail.gmail.com>
Content-Type: text/plain; charset="utf-8"
Hello and Happy New Year!
I have a dentist client who is the sole owner of her dental practice PLLC.
I recall a thread on this listserv that mentioned that PLLC's could be
transferred to the owner's RLT, but *only if* that PLLC owner had a
partner. I cannot, for the life of me, find the RCW now, or the thread!
Thank you in advance!
*Kira M. Rubel, Esq.*
**Licensed in CA and WA*
*The Harbor Law Group *
(*formerly, Law Office of Kira M. Rubel*)
*3615 Harborview Drive NW, Suite C (on the dock)*
*Gig Harbor, WA 98332-2129*
CA Bar No. 253970 / WA Bar No. 51691
Tel. (253) 358-2215 | (800) 836-6531
Fax. (253) 358-2191
*https://theharborlawgroup.com/ <https://theharborlawgroup.com/>*
The information transmitted (including any attachments) is intended only
for the person to whom it is addressed and may contain confidential and/or
privileged material that may be protected by law from disclosure. If you
receive this transmission in error, please notify the sender by reply
e-mail and delete the message and any attachments from your computer. Any
review, retransmission, dissemination, copying, or other use of, or taking
of any action in reliance upon, this information by persons or entities
other than the intended recipient is prohibited.
No Tax Advice: No matter what I say in this email, I am an attorney, not a
tax advisor and cannot provide any tax advice to you! Please refer all tax
matters to your own tax advisor to ensure you are receiving the most
up-to-date and relevant tax advice.
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Message: 13
Date: Wed, 6 Jan 2021 18:25:15 +0000
From: Nicholas Pleasants <nick at pleasantslaw.com>
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Dental practice and RLT
Message-ID: <7C480CC4-9C9F-4D2C-8408-4D0E2112330F at pleasantslaw.com>
Content-Type: text/plain; charset="utf-8"
My general rule is to keep the PLLC on its own and not commingle it with the other assets in the RLT. The PLLC should have its own operating agreement that specifies what happens upon the demise of the dentist. If that is spelled out in the operating agreement, like any LLC asset, then it should pass outside of probate.
If you fund the RLT with an assignment of personal property, then theoretically the shares of the PLLC are assigned to the RLT, but that is a weak argument, and possibly void if the spouse is a co-trustee and not a dentist.
You might be thinking of the rule in RCW 18.100.110 that prohibits transferring the shares to a non-professional, or RCW 18.100.118 that allows the non-dentist trustee to be a director for 12-months following death (essentially for wind-down or sale of practice purposes).
Best,
Nick
Nicholas Pleasants
Owner
[(Logo) Pleasants Law Firm]<http://www.pleasantslaw.com/>
Pleasants Law Firm, P.S.
2300 130th Ave NE, Suite A-101
Bellevue, WA 98005-1755
(425) 615-7070 tel/fax
nick at pleasantslaw.com<mailto:nick at pleasantslaw.com>
www.pleasantslaw.com<http://www.pleasantslaw.com>
The information contained in this e-mail message may be privileged and is confidential information intended only for the use of the recipient, or any employee or agent responsible to deliver it to the intended recipient. Any unauthorized use, distribution or copying of this information is strictly prohibited and may be unlawful.
If you have received this communication in error, please notify the sender immediately and destroy the original message and all attachments from your electronic files.
From: <wsbapt-bounces at lists.wsbarppt.com> on behalf of Kira Rubel <kira at theharborlawgroup.com>
Reply-To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Date: Wednesday, January 6, 2021 at 9:29 AM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Dental practice and RLT
Hello and Happy New Year!
I have a dentist client who is the sole owner of her dental practice PLLC. I recall a thread on this listserv that mentioned that PLLC's could be transferred to the owner's RLT, but only if that PLLC owner had a partner. I cannot, for the life of me, find the RCW now, or the thread!
Thank you in advance!
Kira M. Rubel, Esq.
*Licensed in CA and WA
[Image removed by sender.]
The Harbor Law Group
(formerly, Law Office of Kira M. Rubel)
3615 Harborview Drive NW, Suite C (on the dock)
Gig Harbor, WA 98332-2129
CA Bar No. 253970 / WA Bar No. 51691
Tel. (253) 358-2215 | (800) 836-6531
Fax. (253) 358-2191
https://theharborlawgroup.com/
The information transmitted (including any attachments) is intended only for the person to whom it is addressed and may contain confidential and/or privileged material that may be protected by law from disclosure. If you receive this transmission in error, please notify the sender by reply e-mail and delete the message and any attachments from your computer. Any review, retransmission, dissemination, copying, or other use of, or taking of any action in reliance upon, this information by persons or entities other than the intended recipient is prohibited.
No Tax Advice: No matter what I say in this email, I am an attorney, not a tax advisor and cannot provide any tax advice to you! Please refer all tax matters to your own tax advisor to ensure you are receiving the most up-to-date and relevant tax advice.
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Message: 14
Date: Wed, 6 Jan 2021 10:32:44 -0800
From: Brent Williams-Ruth <brent at williams-ruthlaw.com>
To: "WSBA Probate & Trust Listserv" <WSBAPT at lists.wsbarppt.com>
Subject: [WSBAPT] Finnish Inheritance Laws and Customs
Message-ID:
<CAMMb1JMcrQQ9kf73CppYfs3-rw4sxmgiLKcfCDMTaoAFnE7Zzw at mail.gmail.com>
Content-Type: text/plain; charset="utf-8"
Good Morning List!
I have a client who has inherited some property in Finland. They plan to
keep this property - before I start the research into Finnish inheritance
laws and customs, I thought I would reach out to see if anyone has direct
knowledge that would be willing to help set the parameters for research.
Thank you!
Brent
*Brent Williams-Ruth* (preferred pronoun: he/him)
*Attorney-At-Law*
*Law Offices of Brent Williams-Ruth, **a division of BWR Consulting, PLLC*
*New Address & Phones Effective December 1, 2020:** 500 S 336th Street,
Suite 214; Federal Way, WA 98003*
Office/Scheduling Phone: (253) 285-7751
Direct: (253) 285-7453
e-mail <Brent at Williams-RuthLaw.com> / website
<http://www.williams-ruthlaw.com/> / facebook
<http://www.facebook.com/bwrlaw> /
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Message: 15
Date: Wed, 6 Jan 2021 19:27:01 +0000
From: Candace Wilkerson <cwilkerson at wongfleming.com>
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Searching for accounts
Message-ID:
<1469708936.201757.1609961224026 at emg-ca-1-1.securemail.intermedia.net>
Content-Type: text/plain; charset="utf-8"
Kira, I haven?t used one of these companies, but the WA DOR does have a page regarding the issue. I don?t know if it only concerns WA assets, though:
https://ucp.dor.wa.gov/heirFinder.aspx
Best,
Candace Wilkerson
From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Kira Rubel
Sent: Wednesday, January 6, 2021 9:15 AM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Searching for accounts
I am following up on my question below. Does anyone have any grand ideas on how to find unknown and/or lost accounts? Many thanks!
Kira M. Rubel, Esq.
*Licensed in CA and WA
[https://drive.google.com/a/theharborlawgroup.com/uc?id=1E57YB_h2v4LJLf-5LkuttKj5KjL212Bk&export=download]
The Harbor Law Group
(formerly, Law Office of Kira M. Rubel)
3615 Harborview Drive NW, Suite C (on the dock)
Gig Harbor, WA 98332-2129
CA Bar No. 253970 / WA Bar No. 51691
Tel. (253) 358-2215 | (800) 836-6531
Fax. (253) 358-2191
https://theharborlawgroup.com/<https://url.emailprotection.link/?buQ1sS_s_O5eCqKKoGY0IedmgSYFsJ6zUi3rpP5jHLQxiSVMka3xVN3ftNc5YjMe2xCWnIxECSpPcFCEKw4dQkQ~~>
The information transmitted (including any attachments) is intended only for the person to whom it is addressed and may contain confidential and/or privileged material that may be protected by law from disclosure. If you receive this transmission in error, please notify the sender by reply e-mail and delete the message and any attachments from your computer. Any review, retransmission, dissemination, copying, or other use of, or taking of any action in reliance upon, this information by persons or entities other than the intended recipient is prohibited.
No Tax Advice: No matter what I say in this email, I am an attorney, not a tax advisor and cannot provide any tax advice to you! Please refer all tax matters to your own tax advisor to ensure you are receiving the most up-to-date and relevant tax advice.
On Thu, Dec 17, 2020 at 10:06 AM Kira Rubel <kira at theharborlawgroup.com<mailto:kira at theharborlawgroup.com>> wrote:
Hello, all, and happy holidays! I have a client who believes his mother, now deceased, had other accounts he didn't know about, including one or more in Vancouver, BC. All of her documents and files have been destroyed (...don't ask.) Any suggestions on companies that could help us locate assets?
Thank you!
Kira M. Rubel, Esq.
*Licensed in CA and WA
[https://drive.google.com/a/theharborlawgroup.com/uc?id=1E57YB_h2v4LJLf-5LkuttKj5KjL212Bk&export=download]
The Harbor Law Group
(formerly, Law Office of Kira M. Rubel)
3615 Harborview Drive NW, Suite C (on the dock)
Gig Harbor, WA 98332-2129
CA Bar No. 253970 / WA Bar No. 51691
Tel. (253) 358-2215 | (800) 836-6531
Fax. (253) 358-2191
https://theharborlawgroup.com/<https://url.emailprotection.link/?buQ1sS_s_O5eCqKKoGY0IedmgSYFsJ6zUi3rpP5jHLQxiSVMka3xVN3ftNc5YjMe2xCWnIxECSpPcFCEKw4dQkQ~~>
The information transmitted (including any attachments) is intended only for the person to whom it is addressed and may contain confidential and/or privileged material that may be protected by law from disclosure. If you receive this transmission in error, please notify the sender by reply e-mail and delete the message and any attachments from your computer. Any review, retransmission, dissemination, copying, or other use of, or taking of any action in reliance upon, this information by persons or entities other than the intended recipient is prohibited.
No Tax Advice: No matter what I say in this email, I am an attorney, not a tax advisor and cannot provide any tax advice to you! Please refer all tax matters to your own tax advisor to ensure you are receiving the most up-to-date and relevant tax advice.
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Message: 16
Date: Wed, 6 Jan 2021 19:53:05 +0000
From: Dalynne Singleton <dalynne at glgmail.com>
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Searching for accounts
Message-ID:
<BN6PR12MB1489139CAE78FEC2A7BE4DDAA5D00 at BN6PR12MB1489.namprd12.prod.outlook.com>
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I?ve used different asset search firms to get information on open accounts, employment, investment accounts, etc. It can be costly so make sure you identify exactly what you are looking for, in WA state or outside of WA, bank/investment accounts, employment and real estate holdings. Here are a few I have used in the past to assist with this.
Matthew Winquist - Millennium Investigations
Formerly was Dan Peyovich firm
MillenniumInvestigations at gmail.com<mailto:MillenniumInvestigations at gmail.com>
Telephone: 206-229-5060
Doug Sarant
Global information Systems
4747 Research Forest dr #180-254
The Woodlands, Tx. 77381
713-377-0712
global.information at rocketmail.com<mailto:global.information at rocketmail.com>
Michael R. Briggs
NORTHWEST INVESTIGATIVE SERVICES, INC.
PO Box 8273
Bonney Lake, WA 98391
(253) 631-4144, x301
(800) 488-4612, x301
(206) 350-7720, Fax
mbnwis at aol.com<mailto:mbnwis at aol.com>
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
As we face the challenges presented by COVID-19, we have limited staffing in the office to maintain critical functions. Attorney/client meetings will be handled by teleconference or virtually whenever possible. Be assured that we will continue to advise & support our clients throughout this health emergency. If you would like to set 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>.
Please be advised, we are requiring all clients with scheduled appointments coming in, as well as our staff, to be prepared to wear a face mask or adequate covering during all in office interactions.
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From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Candace Wilkerson
Sent: Wednesday, January 6, 2021 11:27 AM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Searching for accounts
Kira, I haven?t used one of these companies, but the WA DOR does have a page regarding the issue. I don?t know if it only concerns WA assets, though:
https://ucp.dor.wa.gov/heirFinder.aspx
Best,
Candace Wilkerson
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 Kira Rubel
Sent: Wednesday, January 6, 2021 9:15 AM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>
Subject: Re: [WSBAPT] Searching for accounts
I am following up on my question below. Does anyone have any grand ideas on how to find unknown and/or lost accounts? Many thanks!
Kira M. Rubel, Esq.
*Licensed in CA and WA
[https://drive.google.com/a/theharborlawgroup.com/uc?id=1E57YB_h2v4LJLf-5LkuttKj5KjL212Bk&export=download]
The Harbor Law Group
(formerly, Law Office of Kira M. Rubel)
3615 Harborview Drive NW, Suite C (on the dock)
Gig Harbor, WA 98332-2129
CA Bar No. 253970 / WA Bar No. 51691
Tel. (253) 358-2215 | (800) 836-6531
Fax. (253) 358-2191
https://theharborlawgroup.com/<https://url.emailprotection.link/?buQ1sS_s_O5eCqKKoGY0IedmgSYFsJ6zUi3rpP5jHLQxiSVMka3xVN3ftNc5YjMe2xCWnIxECSpPcFCEKw4dQkQ~~>
The information transmitted (including any attachments) is intended only for the person to whom it is addressed and may contain confidential and/or privileged material that may be protected by law from disclosure. If you receive this transmission in error, please notify the sender by reply e-mail and delete the message and any attachments from your computer. Any review, retransmission, dissemination, copying, or other use of, or taking of any action in reliance upon, this information by persons or entities other than the intended recipient is prohibited.
No Tax Advice: No matter what I say in this email, I am an attorney, not a tax advisor and cannot provide any tax advice to you! Please refer all tax matters to your own tax advisor to ensure you are receiving the most up-to-date and relevant tax advice.
On Thu, Dec 17, 2020 at 10:06 AM Kira Rubel <kira at theharborlawgroup.com<mailto:kira at theharborlawgroup.com>> wrote:
Hello, all, and happy holidays! I have a client who believes his mother, now deceased, had other accounts he didn't know about, including one or more in Vancouver, BC. All of her documents and files have been destroyed (...don't ask.) Any suggestions on companies that could help us locate assets?
Thank you!
Kira M. Rubel, Esq.
*Licensed in CA and WA
[https://drive.google.com/a/theharborlawgroup.com/uc?id=1E57YB_h2v4LJLf-5LkuttKj5KjL212Bk&export=download]
The Harbor Law Group
(formerly, Law Office of Kira M. Rubel)
3615 Harborview Drive NW, Suite C (on the dock)
Gig Harbor, WA 98332-2129
CA Bar No. 253970 / WA Bar No. 51691
Tel. (253) 358-2215 | (800) 836-6531
Fax. (253) 358-2191
https://theharborlawgroup.com/<https://url.emailprotection.link/?buQ1sS_s_O5eCqKKoGY0IedmgSYFsJ6zUi3rpP5jHLQxiSVMka3xVN3ftNc5YjMe2xCWnIxECSpPcFCEKw4dQkQ~~>
The information transmitted (including any attachments) is intended only for the person to whom it is addressed and may contain confidential and/or privileged material that may be protected by law from disclosure. If you receive this transmission in error, please notify the sender by reply e-mail and delete the message and any attachments from your computer. Any review, retransmission, dissemination, copying, or other use of, or taking of any action in reliance upon, this information by persons or entities other than the intended recipient is prohibited.
No Tax Advice: No matter what I say in this email, I am an attorney, not a tax advisor and cannot provide any tax advice to you! Please refer all tax matters to your own tax advisor to ensure you are receiving the most up-to-date and relevant tax advice.
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