[WSBAPT] Attorney as PR

[Bruce Moen]

Its up to you.

The court often appoints lawyers to serve as Successor PRs, Successor Trustees, Successor Guardians, Receivers, Commissioner to Sign Deeds, etc. Totally OK.

The role of the appointed lawyer is different, of course,  and the issue of reasonable compensation may be different but the service of a lawyer as a fiduciary is OK.

Not good to write yourself into that role as the drafting attorney because of a published opinion that such is a “disfavored practice.”  (To be distinguished from drafting yourself into the plan as a legatee which will get the drafting attorney disbarred.)

  Bruce Moen

From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Brent Williams-Ruth
Sent: Wednesday, July 6, 2022 9:46 AM
To: WSBA Probate & Trust Listserv <WSBAPT at lists.wsbarppt.com>
Subject: [WSBAPT] Attorney as PR


Client (that I am not connected with in any way) has asked that I serve as the back-up PR to the one person that they have.

Would appreciate hearing from colleagues as to your feelings on this - I guess I have always taken the position that as an attorney I should not have any role in the estate other than as the legal role of counsel. If you don't want to share your thoughts with the group - but still are willing to share - please email me directly brent at williams-ruthlaw.com<mailto:brent at williams-ruthlaw.com>

Brent Williams-Ruth (pronouns: he/him)
Attorney-At-Law

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

Physical Address: 500 S 336th Street, Suite 214; Federal Way, WA 98003

**EFFECTIVE IMMEDIATELY** All mail sent through the USPS should be sent to the following address: PO BOX 3319; Federal Way, WA 98063

Office/Scheduling Phone: (253) 285-7751

Direct: (253) 285-7453

e-mail<mailto:Brent at Williams-RuthLaw.com> / website<http://www.williams-ruthlaw.com/> / facebook<http://www.facebook.com/bwrlaw> /
-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20220706/28419fa8/attachment-0001.html>