[WSBAPT] Finnish inheritance laws
lisa at lisaellislaw.com
lisa at lisaellislaw.com
Wed Jan 6 18:45:56 PST 2021
Brent,
I found the IRS website on tax treaties to be very helpful.
https://www.irs.gov/individuals/international-taxpayers/tax-treaties
Best Regards,
Lisa EllisEllis Law, LLC1001 Fourth Avenue, Ste. 4400Seattle, WA
98154phone: 206-389-1503 I direct:
206-389-1583 www.lisaellislaw.com
**New suite and phone numbers are effective 8/31/2020**
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----- Original Message -----
From: wsbapt at lists.wsbarppt.com
To:
Cc:
Sent:Wed, 06 Jan 2021 12:00:02 -0800
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
To: WSBA Probate & Trust Listserv
Subject: [WSBAPT] Separate Property Transfer
Message-ID:
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
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
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Message: 2
Date: Tue, 5 Jan 2021 20:47:40 +0000
From: Andrew Hay
To: WSBA RPPT Probate & Trust Discussion Forum
Subject: [WSBAPT] Florida referral
Message-ID:
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
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
To: wsbapt at listswsbarppt.com
Subject: [WSBAPT] Special needs questions
Message-ID:
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
*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:
To: "'WSBA Probate & Trust Listserv'"
Subject: Re: [WSBAPT] Florida referral
Message-ID:
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
On Behalf Of Andrew Hay
Sent: Tuesday, January 5, 2021 3:48 PM
To: WSBA RPPT Probate & Trust Discussion Forum
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
www.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:
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
To: WSBA Probate & Trust Listserv
Subject: [WSBAPT] Need referral: bookkeeper to assist small law firm
in Seattle
Message-ID:
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
[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
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Message: 7
Date: Tue, 5 Jan 2021 16:54:40 -0800
From: Laurel Brown
To: "WSBA Probate & Trust Listserv"
Subject: Re: [WSBAPT] Need referral: bookkeeper to assist small law
firm in Seattle
Message-ID:
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)
On Tue, Jan 5, 2021 at 4:50 PM Candace Wilkerson
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.***
> _______________________________________________
> WSBAPT mailing list
> WSBAPT at lists.wsbarppt.com
> http://mailman.fsrcom/mailman/listinfo/wsbapt
--
Laurel Brown
*Attorney and Counselor at Law*
*5071 SW Waite St.*
*Seattle, WA 98116*
*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
To: "'WSBA Probate & Trust Listserv'"
Subject: Re: [WSBAPT] Special needs questions
Message-ID:
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
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(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
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From: 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
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
To: WSBA Probate & Trust Listserv
Subject: Re: [WSBAPT] Need referral: bookkeeper to assist small law
firm in Seattle
Message-ID:
Content-Type: text/plain; charset="utf-8"
Thanks so much, Laurel! I?ll pass this on.
Candace
From: wsbapt-bounces at lists.wsbarppt.com On Behalf Of Laurel Brown
Sent: Tuesday, January 5, 2021 4:55 PM
To: WSBA Probate & Trust Listserv
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)
On Tue, Jan 5, 2021 at 4:50 PM Candace Wilkerson 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
[cid:image003.png at 01D6E396.ABA42830]
[cid:image004.jpg at 01D6E396.ABA42830]
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.***
_______________________________________________
WSBAPT mailing list
WSBAPT at lists.wsbarppt.com
http://mailman.fsr.com/mailman/listinfo/wsbapt
--
Laurel Brown
Attorney and Counselor at Law
5071 SW Waite St.
Seattle, WA 98116
info at lbrownlaw.com
425-361-6286
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Message: 10
Date: Wed, 6 Jan 2021 03:31:37 +0000
From: Nicholas Pleasants
To: WSBA Probate & Trust Listserv
Subject: Re: [WSBAPT] Separate Property Transfer
Message-ID:
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]
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
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
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If you have received this communication in error, please notify the
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From: on behalf of Amy Goertz
Reply-To: WSBA Probate & Trust Listserv
Date: Tuesday, January 5, 2021 at 12:34 PM
To: WSBA Probate & Trust Listserv
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
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
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Message: 11
Date: Wed, 6 Jan 2021 09:14:58 -0800
From: Kira Rubel
To: "WSBA Probate & Trust Listserv"
Subject: Re: [WSBAPT] Searching for accounts
Message-ID:
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/ *
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
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/ *
>
> 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
To: "WSBA Probate & Trust Listserv"
Subject: [WSBAPT] Dental practice and RLT
Message-ID:
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/ *
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
To: WSBA Probate & Trust Listserv
Subject: Re: [WSBAPT] Dental practice and RLT
Message-ID:
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]
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
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: on behalf of Kira Rubel
Reply-To: WSBA Probate & Trust Listserv
Date: Wednesday, January 6, 2021 at 9:29 AM
To: WSBA Probate & Trust Listserv
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
To: "WSBA Probate & Trust Listserv"
Subject: [WSBAPT] Finnish Inheritance Laws and Customs
Message-ID:
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 / website
/ facebook
/
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Message: 15
Date: Wed, 6 Jan 2021 19:27:01 +0000
From: Candace Wilkerson
To: WSBA Probate & Trust Listserv
Subject: Re: [WSBAPT] Searching for accounts
Message-ID:
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 listswsbarppt.com On Behalf Of Kira Rubel
Sent: Wednesday, January 6, 2021 9:15 AM
To: WSBA Probate & Trust Listserv
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/
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 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/
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
To: WSBA Probate & Trust Listserv
Subject: [WSBAPT] Searching for accounts
Message-ID:
Content-Type: text/plain; charset="utf-8"
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
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
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
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
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 or
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.
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,
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transmission, rather, please promptly notify the sender by reply
e-mail, and then destroy all copies of the message and its
attachments, if any.
[cid:image001.png at 01D6E422.7D0D8F70] [Rated by Super Lawyers]
[cid:image003.png at 01D6E422.7D0D8F70]
[cid:image004.jpg at 01D6E422.7D0D8F70]
From: wsbapt-bounces at lists.wsbarppt.com On Behalf Of Candace
Wilkerson
Sent: Wednesday, January 6, 2021 11:27 AM
To: WSBA Probate & Trust Listserv
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 On Behalf Of Kira Rubel
Sent: Wednesday, January 6, 2021 9:15 AM
To: WSBA Probate & Trust Listserv
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/
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 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/
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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restricted to practicing attorneys and may include non-practicing
attorneys, law students, professionals working in related fields, and
others.***
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