[WSBAPT] Long Term CIR

[Paul Neumiller]

I received a call by a man who wants to do estate planning for him and his wife of thirty years.  Prior kids on both sides.  At the end of the call setting the appointment, he sort of chuckled and said "Well, I just call her my wife.  We never married."  Uh-oh.  So, if memory serves me, I don't think you can inherit under a CIR.  So, do I just prepare estate plans for them as if they are separate people?  Is this a conflict that I can even "disclose and waive" around?  Rumor is that the man was hesitant in even going to an attorney.  Any advice would be great.


[cid:image001.jpg at 01D8C68E.71C1EDA0]

IMPORTANT NOTICE:  This e-mail message is intended to be received only by persons entitled to receive the confidential information it may contain. E-mail messages to clients of Paul A. Neumiller presumptively contain information that is confidential and legally privileged; e-mail messages to non-clients are normally confidential and may also be legally privileged. Please do not read, copy, forward or store this message unless you are the intended recipient of it. If you have received this message in error, please forward it back to the sender and delete it completely from your computer system.

E-mail communication on the Internet may NOT be secure. There is a risk that this confidential communication may be intercepted illegally. There may also be a risk of waiving attorney-client and/or work-product privileges that may attach to this communication. DO NOT forward this message to a third party. If you have any questions regarding this notice, please contact the sender.


-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20220912/b2854bb2/attachment.html>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image001.jpg
Type: image/jpeg
Size: 14264 bytes
Desc: image001.jpg
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20220912/b2854bb2/image001.jpg>