[WSBAPT] Estate Planning Referral - Asheville, NC
steve mcconnell
smcconnelllaw at hotmail.com
Mon Jan 11 14:59:52 PST 2021
Felicia:
I have been dealing with this estate planning/probate firm in Asheville:
Strauss Attorneys PLLC
77 Central Ave., Ste. F
Asheville, NC 28801
828-258-0994
I believe these people are well regarded locally. The matter I am dealing with involves a large estate and I have found them to be capable if not low priced. I have also found them to be very nice people but I cannot speak to whether they would be LGBTQ-friendly. I certainly have no reason to believe that they would not be. You may certainly use my name for whatever marginal benefit that might provide. If nothing else they may be able to provide a local referral.
Thank you.
Steven M. McConnell
Attorney at Law
144 Railroad Ave., Suite 308
Edmonds, WA 98020-4100
Tel: (206) 783-0201
Fax: (206) 789-5199
Email: smcconnelllaw at hotmail.com<mailto:smcconnelllaw at hotmail.com>
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Subject: WSBAPT Digest, Vol 76, Issue 13
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Today's Topics:
1. Re: Probate with questionable will (Heather de Vrieze)
2. Estate Planning Referral - Asheville, NC (Felicia Value)
3. Re: Probate with questionable will (Candace Wilkerson)
----------------------------------------------------------------------
Message: 1
Date: Mon, 11 Jan 2021 16:58:31 +0000
From: Heather de Vrieze <heatherd at westseattlelaw.com>
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Probate with questionable will
Message-ID:
<MW3PR22MB2107A35B3405632EEA41D8BAA7AB0 at MW3PR22MB2107.namprd22.prod.outlook.com>
Content-Type: text/plain; charset="us-ascii"
If there is no difference between intestacy and the questionable Will, I would file for intestate appointment of administrator, attach the "will" as an exhibit, and state that while it confirms that the intestate plan matched the testator's wishes, you are not seeking to have the will admitted to probate. A good way not to "hide the ball", but keep things simple.
I think this only becomes problematic if you have different distribution under Will than Intestacy.
Heather
Heather S. de Vrieze
Attorney-at-Law
[cid:image001.jpg at 01D6E7F7.EDB8FBF0]
3909 California Avenue SW
Seattle, WA 98116-3705
(206)938-5500
heatherd at westseattlelaw.com<mailto:heatherd at westseattlelaw.com>
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From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Candace Wilkerson
Sent: Friday, January 8, 2021 5:48 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Probate with questionable will
Hi Listmates,
Has anyone ever filed a probate petition in the alternative in King County, i.e., to appoint the Petitioner as Personal Representative if the filed will is considered valid, and as Administrator if it's not? I don't need to set a hearing because my client is the only beneficiary or heir at any rate, so I will be filing ex parte via the clerk.
It's debatable whether this will is going to be considered valid, because it's a DIY form will in which the testator scratched out a number of provisions, handwrote some of it, and the two witnesses don't attest under oath (although they do say they were present when the testator signed it).
I just had an old will rejected in another case as non-self-proving (the attestation from 1988 didn't include language under penalty of perjury). So I thought this time I might ask in the proposed order that, if the judge/commissioner decides the will isn't valid, my client simply be appointed administrator instead. There is no one else to notify even in intestacy. That way I won't be stuck re-filing the whole petition in intestacy.
Your thoughts would be appreciated.
Thanks,
Candace Wilkerson
[cid:image007.png at 01D6E7F7.EDB1D000]
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>
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------------------------------
Message: 2
Date: Mon, 11 Jan 2021 09:31:34 -0800
From: Felicia Value <felicia at skagitprobate.com>
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Estate Planning Referral - Asheville, NC
Message-ID: <fea4b254-5833-8394-3970-617c82bf358b at skagitprobate.com>
Content-Type: text/plain; charset=utf-8; format=flowed
Hello Colleagues -
PC needs estate planning in the Asheville,? NC area. This is probably
not a taxable estate,? and attorney needs to be LGBTQ-friendly.
Thanks in advance for any suggestions!
Felicia
--
PLEASE NOTE! As of August 1, 2019, my office has MOVED to 413 Morris St. in La Conner.
Felicia Value
Attorney at Law
PO Box 578/413 Morris Street
La Conner, WA 98257
(360) 466-2088
Felicia at skagitprobate.com
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------------------------------
Message: 3
Date: Mon, 11 Jan 2021 18:18:26 +0000
From: Candace Wilkerson <cwilkerson at wongfleming.com>
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Probate with questionable will
Message-ID:
<161061679.40634.1610389108212 at emg-ca-1-2.securemail.intermedia.net>
Content-Type: text/plain; charset="us-ascii"
Thanks, Heather, this is really helpful! It is exactly the same result in intestacy as with the will.
Best,
Canace
From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Heather de Vrieze
Sent: Monday, January 11, 2021 8:59 AM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Probate with questionable will
If there is no difference between intestacy and the questionable Will, I would file for intestate appointment of administrator, attach the "will" as an exhibit, and state that while it confirms that the intestate plan matched the testator's wishes, you are not seeking to have the will admitted to probate. A good way not to "hide the ball", but keep things simple.
I think this only becomes problematic if you have different distribution under Will than Intestacy.
Heather
Heather S. de Vrieze
Attorney-at-Law
[cid:image003.jpg at 01D6E803.04F17FD0]
3909 California Avenue SW
Seattle, WA 98116-3705
(206)938-5500
heatherd at westseattlelaw.com<mailto:heatherd at westseattlelaw.com>
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From: wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com> <wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com>> On Behalf Of Candace Wilkerson
Sent: Friday, January 8, 2021 5:48 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>
Subject: [WSBAPT] Probate with questionable will
Hi Listmates,
Has anyone ever filed a probate petition in the alternative in King County, i.e., to appoint the Petitioner as Personal Representative if the filed will is considered valid, and as Administrator if it's not? I don't need to set a hearing because my client is the only beneficiary or heir at any rate, so I will be filing ex parte via the clerk.
It's debatable whether this will is going to be considered valid, because it's a DIY form will in which the testator scratched out a number of provisions, handwrote some of it, and the two witnesses don't attest under oath (although they do say they were present when the testator signed it).
I just had an old will rejected in another case as non-self-proving (the attestation from 1988 didn't include language under penalty of perjury). So I thought this time I might ask in the proposed order that, if the judge/commissioner decides the will isn't valid, my client simply be appointed administrator instead. There is no one else to notify even in intestacy. That way I won't be stuck re-filing the whole petition in intestacy.
Your thoughts would be appreciated.
Thanks,
Candace Wilkerson
[cid:image005.png at 01D6E803.04F17FD0]
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:image007.png at 01D6E803.04F17FD0]
[cid:image008.jpg at 01D6E803.04F17FD0]
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