[WSBAPT] Petition to letters of administration

Mon Aug 28 12:37:07 PDT 2023

Hi Eric,

Thank you so much; your answers are exactly to the point.  Prior notice for NPs is a problem here as the other family members live overseas.

Thank you for the advice!

Yuping Wang

WYP Law PLLC

Tel: 206 383 2826

Email: yuping at wyp-law.com<mailto:yuping at wyp-law.com>

-----Original Message-----
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Subject: WSBAPT Digest, Vol 107, Issue 39

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Today's Topics:

   1. Employment Law attorney - referral? (Marsha Hudson)

   2. Off-Topic - Employer Side Employment Attorney

      (Brent Williams-Ruth)

   3. Petition to letters of administration (YP Wang)

   4. Re: Tax attorney - referral? (Sarah Cuellar)

   5. Re: Petition to letters of administration (Eric Nelsen)

   6. Employment Law attorney - referral? (Marsha Hudson)

   7. Is a 529 Account considered a probate asset if the account

      custodian dies and no successor custodian is named?

      (msafren at jennylinglaw.com<mailto:msafren at jennylinglaw.com>)

   8. Re: Is a 529 Account considered a probate asset if the

      account         custodian dies and no successor custodian is named?

      (Lewis, Amy C.)

   9. Omitted Spouse, RCW 11.12.095 (David Greenberg)

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Message: 1

Date: Sun, 27 Aug 2023 14:38:07 -0700

From: Marsha Hudson <marsha at griffyn.us<mailto:marsha at griffyn.us>>

To: "WSBA Probate & Trust Listserv" <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>

Subject: [WSBAPT] Employment Law attorney - referral?

Message-ID:

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Recently retired (after more than 40 years) flight attendant needs some

assistance. She is a lovely human being.

Thank you!

Plese excus the brevite and any tipoes.  This emale was sent from Marsha's

stoopid iPhone.

Marsha C. HudsonAttorney at Law #23330

3221 NW 62nd St

Seattle, WA 98107

Telephone: 206-297-3933

Fax: 206-357-9356marsha at griffyn.usLife's<mailto:206-357-9356marsha at griffyn.usLife's> most persistent and urgent

question is: What are you doing for others? - Martin Luther King, Jr.This

e-mail may contain information that is protected by attorney-client, work

product and/or other privileges.  If you are not the intended recipient,

you are notified that any dissemination, use, or reliance upon its contents

is strictly prohibited.  If you have received this e-mail in error, please

contact me immediately and return the email by forwarding it to this office

at marsha at griffyn.us<mailto:marsha at griffyn.us> and then deleting the e-mail.

P Please consider the environment before printing this e-mail.

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Message: 2

Date: Sun, 27 Aug 2023 14:56:02 -0700

From: Brent Williams-Ruth <brent at williams-ruthlaw.com<mailto:brent at williams-ruthlaw.com>>

To: "WSBA Probate & Trust Listserv" <WSBAPT at lists.wsbarppt.com<mailto:WSBAPT at lists.wsbarppt.com>>, WSBA

          Real Property Listserv <wsbarp at lists.wsbarppt.com<mailto:wsbarp at lists.wsbarppt.com>>, Solo and Small

          Practice Section <solo-and-small-practice-section at list.wsba.org<mailto:solo-and-small-practice-section at list.wsba.org>>

Subject: [WSBAPT] Off-Topic - Employer Side Employment Attorney

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I have a client who is a franchise owner and has been "served with court

papers" from an employee claiming wage and hour violations for breaks and

tips.

They are seeking a referral to handle this as they feel its a shakedown for

quick settlement.

*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 <Brent at Williams-RuthLaw.com<mailto:Brent at Williams-RuthLaw.com>> / website

<https://na01.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.williams-ruthlaw.com%2F&data=05%7C01%7C%7C95661d5a946d4e593beb08dba7f980d7%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C638288462301457368%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=tngDyHPF1b%2Bis87USqdOuKXic7YbO%2BXCM7uqFx8hIWs%3D&reserved=0<http://www.williams-ruthlaw.com/>> / facebook

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Message: 3

Date: Mon, 28 Aug 2023 04:38:47 +0000

From: YP Wang <yupwang at outlook.com<mailto:yupwang at outlook.com>>

To: "wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>" <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>

Subject: [WSBAPT] Petition to letters of administration

Message-ID:

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Dear All

I appreciate your advice on this matter.

Facts: Mother passed away, no Will, Dad is incapacitated. Court appointed one of their Daughters (D1) as Dad's Guardian and Conservator.

D1 intends to petition the court to be the PR of her Mother's estate and seek nonintervention power.  She can petition in her name (Option 1).  My question is whether she can petition in her capacity as Guardian and Conservator of her Dad (Option 2)? Option 2 makes the surviving spouse as the petitioner.

Since petitioner needs to sign an Oath, I think Option 2 does not work as Dad can't give Oath.  Am I missing anything?  Any comments are greatly appreciated.

Thank you!

Yuping Wang

WYP Law PLLC

Tel: 206 383 2826

Email: yuping at wyp-law.com<mailto:yuping at wyp-law.com>

-----Original Message-----

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 wsbapt-request at lists.wsbarppt.com<mailto:wsbapt-request at lists.wsbarppt.com>

Sent: Saturday, August 26, 2023 12:00 PM

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Subject: WSBAPT Digest, Vol 107, Issue 38

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When replying, please edit your Subject line so it is more specific

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Today's Topics:

   1. Attorney to Advise Family with Alzheimer's Family Member

      (Lovie Bernardi)

   2. Re: WSBAPT Digest, Vol 107, Issue 22 (Lewis, Amy C.)

   3. Re: WSBAPT Digest, Vol 107, Issue 22 (Theresa Dowell)

   4. Re: Contact in Japan? (Kokie Adams)

   5. Tax attorney - referral? (Dominique Zervas)

   6. Financial Institution Requiring Spousal Consent for     separate

      property (Brent Williams-Ruth)

   7. Re: Contact in Japan? (David Moe)

   8. litigation question (Diane J. Kiepe)

   9. Re: litigation question (Eric Nelsen)

  10. Re: litigation question (Diane J. Kiepe)

  11. Re: litigation question (Eric Nelsen)

  12. Re: Financial Institution Requiring Spousal Consent for

      separate property (ak at seattle-silvalaw.com<mailto:ak at seattle-silvalaw.com<mailto:ak at seattle-silvalaw.com%3cmailto:ak at seattle-silvalaw.com>>)

----------------------------------------------------------------------

Message: 1

Date: Fri, 25 Aug 2023 19:42:53 +0000

From: Lovie Bernardi <lovie at fb-lawfirm.com<mailto:lovie at fb-lawfirm.com<mailto:lovie at fb-lawfirm.com%3cmailto:lovie at fb-lawfirm.com>>>

To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com%3cmailto:wsbapt at lists.wsbarppt.com>>>

Subject: [WSBAPT] Attorney to Advise Family with Alzheimer's Family

          Member

Message-ID:

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Looking for attorney who can advise a son whose father has been diagnosed with Alzheimer's disease. He would like advice on how he can assist the father without disqualifying him from possible state assistance. Father will be moving from out of state to Washington to be close to the son. Thanks!

Lovie

Lovie L. Bernardi

Flaherty & Bernardi, PLLC

3600 15th Avenue West #205

Seattle, WA  98119

(206) 682-2616

lovie at fb-lawfirm.com<mailto:joni at sbfirm.com<mailto:lovie at fb-lawfirm.com%3cmailto:joni at sbfirm.com<mailto:lovie at fb-lawfirm.com%3cmailto:joni at sbfirm.com%3cmailto:lovie at fb-lawfirm.com%3cmailto:joni at sbfirm.com>>>

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Message: 2

Date: Fri, 25 Aug 2023 20:00:59 +0000

From: "Lewis, Amy C." <ALewis at Eisenhowerlaw.com<mailto:ALewis at Eisenhowerlaw.com<mailto:ALewis at Eisenhowerlaw.com%3cmailto:ALewis at Eisenhowerlaw.com>>>

To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com%3cmailto:wsbapt at lists.wsbarppt.com>>>

Subject: Re: [WSBAPT] WSBAPT Digest, Vol 107, Issue 22

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Bill Viall

Billviall3 at gmail.com<mailto:Billviall3 at gmail.com<mailto:Billviall3 at gmail.com%3cmailto:Billviall3 at gmail.com<mailto:Billviall3 at gmail.com%3cmailto:Billviall3 at gmail.com%3cmailto:Billviall3 at gmail.com%3cmailto:Billviall3 at gmail.com>>>

Attorney

12823 W San Pablo Dr.

Sun City West, AZ  85375

(623) 328-8469

Licensed in AZ and WA

Amy Lewis, Attorney

Pronouns she/her/hers

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909 A Street, Suite 600 | Tacoma, WA 98402

phone 253.572.4500 | fax 253.272.5732 | https://na01.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.eisenhowerlaw.com%2F&data=05%7C01%7C%7C95661d5a946d4e593beb08dba7f980d7%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C638288462301457368%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=QHuEBlBEv4OcmCRhkOYQteTpTB7lJOtDsFTY9XQdxh8%3D&reserved=0<https://na01.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.eisenhowerlaw.com%2F&data=05%7C01%7C%7C95661d5a946d4e593beb08dba7f980d7%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C638288462301457368%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=QHuEBlBEv4OcmCRhkOYQteTpTB7lJOtDsFTY9XQdxh8%3D&reserved=0<https://na01.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.eisenhowerlaw.com%2F&data=05%7C01%7C%7C95661d5a946d4e593beb08dba7f980d7%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C638288462301457368%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=QHuEBlBEv4OcmCRhkOYQteTpTB7lJOtDsFTY9XQdxh8%3D&reserved=0<http://www.eisenhowerlaw.com/>>>

From: wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com%3cmailto:wsbapt-bounces at lists.wsbarppt.com>> <wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com%3cmailto:wsbapt-bounces at lists.wsbarppt.com>>> On Behalf Of Emily Wilson

Sent: Wednesday, August 23, 2023 1:13 PM

To: wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com%3cmailto:wsbapt at lists.wsbarppt.com>>

Subject: Re: [WSBAPT] WSBAPT Digest, Vol 107, Issue 22

Hello Listmates,

I'm looking for a reputable attorney in Phoenix who to advise 88 year old with modifications to a Trust. I'd appreciate any contacts you can share.

Thanks,

Emily Wilson ? Attorney/Owner

Spokane Wills, Trusts, and Probate

Email: Emily at SpokaneWTP.com<mailto:Emily at SpokaneWTP.com<mailto:Emily at SpokaneWTP.com%3cmailto:Emily at SpokaneWTP.com<mailto:Emily at SpokaneWTP.com%3cmailto:Emily at SpokaneWTP.com%3cmailto:Emily at SpokaneWTP.com%3cmailto:Emily at SpokaneWTP.com>>>

Phone: 509-324-2431

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Message: 4

Date: Mon, 28 Aug 2023 08:25:08 -0700

From: Sarah Cuellar <attorney at sarahcuellar.com<mailto:attorney at sarahcuellar.com>>

To: "WSBA Probate & Trust Listserv" <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>

Subject: Re: [WSBAPT] Tax attorney - referral?

Message-ID:

          <CAG7Da440-L40+k67jiSR+XqErnW+jbeW-K36nY8a54Hem80prQ at mail.gmail.com<mailto:CAG7Da440-L40+k67jiSR+XqErnW+jbeW-K36nY8a54Hem80prQ at mail.gmail.com>>

Content-Type: text/plain; charset="utf-8"

Jennifer Gellner is experienced in tax controversies and a pleasure to work

with. https://na01.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.jcrlaw.com%2F&data=05%7C01%7C%7C95661d5a946d4e593beb08dba7f980d7%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C638288462301613612%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=ljyGEJPn%2B%2BeGTTbLjGN6tTRIAkeHwiR1lDqA%2FwNyMkA%3D&reserved=0<https://www.jcrlaw.com/>

On Fri, Aug 25, 2023 at 2:13?PM Dominique Zervas <dominique at zervaslaw.com<mailto:dominique at zervaslaw.com>>

wrote:

>

>

>

>

> Good afternoon, all.

>

>

>

> Could you please provide a referral for a tax attorney? In the Whatcom,

> Skagit, Snohomish, or King County area preferably.

>

>

>

> It is for a client who would like to appeal a decision made in connection

> with their business.

>

>

>

> Many thanks in advance!

>

>

>

> Sincerely,

>

>

>

> Dominique Zervas

>

>

>

>

>

>

>

>

>

> *ZERVAS LAW, PS*

>

> 1909 Broadway

>

> Bellingham, WA 98225

>

> 360.733.2010

>

> https://na01.safelinks.protection.outlook.com/?url=http%3A%2F%2Fzervaslaw.com%2F&data=05%7C01%7C%7C95661d5a946d4e593beb08dba7f980d7%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C638288462301613612%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=KY%2BAK%2FUJGyJH%2BB4NX%2BAi9ex8DwAPTmI2gZzSuGfwOo8%3D&reserved=0<http://zervaslaw.com/>

>

>

>

> Exceptional Service ? Meaningful Solutions

>

> *Real Estate ? Land Use ? Business Formation ? Estate Planning & Probate*

>

>

>

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Message: 5

Date: Mon, 28 Aug 2023 16:29:10 +0000

From: Eric Nelsen <eric at sayrelawoffices.com<mailto:eric at sayrelawoffices.com>>

To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>

Subject: Re: [WSBAPT] Petition to letters of administration

Message-ID:

<SA1PR05MB7888B3B223BDF112FC40B298DDE0A at SA1PR05MB7888.namprd05.prod.outlook.com<mailto:SA1PR05MB7888B3B223BDF112FC40B298DDE0A at SA1PR05MB7888.namprd05.prod.outlook.com>>

Content-Type: text/plain; charset="us-ascii"

I agree that Option 2 does not work-Dad is disqualified under RCW 11.36.010(1) as "person of unsound mind" as the statute puts it. Even if Dad could serve, his core duties as PR are not delegable to D1 as his Conservator. It's perhaps a problem of redundancy: if Dad can't perform any of his duties without D1's help, why not appoint D1 directly? Just the fact that D1 would have to petition on Dad's behalf would be enough to demonstrate that Dad can't really serve as PR.

I am guessing this is about whether or not notice of petition for NPs is required? I don't think there is a way around it. You could get D1 appointed without NPs first, just to get her in place and she would have power to gather assets and take control of the administration. Then petition for NPs separately with notice as required.

Sincerely,

Eric

Eric C. Nelsen

Sayre Law Offices, PLLC

1417 31st Ave South

Seattle WA 98144-3909

206-625-0092

eric at sayrelawoffices.com<mailto:eric at sayrelawoffices.com<mailto:eric at sayrelawoffices.com%3cmailto:eric at sayrelawoffices.com>>

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 YP Wang

Sent: Sunday, August 27, 2023 9:39 PM

To: wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>

Subject: [WSBAPT] Petition to letters of administration

Dear All

I appreciate your advice on this matter.

Facts: Mother passed away, no Will, Dad is incapacitated. Court appointed one of their Daughters (D1) as Dad's Guardian and Conservator.

D1 intends to petition the court to be the PR of her Mother's estate and seek nonintervention power.  She can petition in her name (Option 1).  My question is whether she can petition in her capacity as Guardian and Conservator of her Dad (Option 2)? Option 2 makes the surviving spouse as the petitioner.

Since petitioner needs to sign an Oath, I think Option 2 does not work as Dad can't give Oath.  Am I missing anything?  Any comments are greatly appreciated.

Thank you!

Yuping Wang

WYP Law PLLC

Tel: 206 383 2826

Email: yuping at wyp-law.com<mailto:yuping at wyp-law.com<mailto:yuping at wyp-law.com%3cmailto:yuping at wyp-law.com>>

-----Original Message-----

From: wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com%3cmailto:wsbapt-bounces at lists.wsbarppt.com>> <wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com%3cmailto:wsbapt-bounces at lists.wsbarppt.com>>> On Behalf Of wsbapt-request at lists.wsbarppt.com<mailto:wsbapt-request at lists.wsbarppt.com<mailto:wsbapt-request at lists.wsbarppt.com%3cmailto:wsbapt-request at lists.wsbarppt.com>>

Sent: Saturday, August 26, 2023 12:00 PM

To: wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com%3cmailto:wsbapt at lists.wsbarppt.com>>

Subject: WSBAPT Digest, Vol 107, Issue 38

Send WSBAPT mailing list submissions to

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When replying, please edit your Subject line so it is more specific

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Today's Topics:

   1. Attorney to Advise Family with Alzheimer's Family Member

      (Lovie Bernardi)

   2. Re: WSBAPT Digest, Vol 107, Issue 22 (Lewis, Amy C.)

   3. Re: WSBAPT Digest, Vol 107, Issue 22 (Theresa Dowell)

   4. Re: Contact in Japan? (Kokie Adams)

   5. Tax attorney - referral? (Dominique Zervas)

   6. Financial Institution Requiring Spousal Consent for     separate

      property (Brent Williams-Ruth)

   7. Re: Contact in Japan? (David Moe)

   8. litigation question (Diane J. Kiepe)

   9. Re: litigation question (Eric Nelsen)

  10. Re: litigation question (Diane J. Kiepe)

  11. Re: litigation question (Eric Nelsen)

  12. Re: Financial Institution Requiring Spousal Consent for

      separate property (ak at seattle-silvalaw.com<mailto:ak at seattle-silvalaw.com<mailto:ak at seattle-silvalaw.com%3cmailto:ak at seattle-silvalaw.com>>)

----------------------------------------------------------------------

Message: 1

Date: Fri, 25 Aug 2023 19:42:53 +0000

From: Lovie Bernardi <lovie at fb-lawfirm.com<mailto:lovie at fb-lawfirm.com<mailto:lovie at fb-lawfirm.com%3cmailto:lovie at fb-lawfirm.com>>>

To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com%3cmailto:wsbapt at lists.wsbarppt.com>>>

Subject: [WSBAPT] Attorney to Advise Family with Alzheimer's Family

          Member

Message-ID:

<IA1PR19MB7870B3518A6F2C116B6EA61C8FE3A at IA1PR19MB7870.namprd19.prod.outlook.com<mailto:IA1PR19MB7870B3518A6F2C116B6EA61C8FE3A at IA1PR19MB7870.namprd19.prod.outlook.com<mailto:IA1PR19MB7870B3518A6F2C116B6EA61C8FE3A at IA1PR19MB7870.namprd19.prod.outlook.com%3cmailto:IA1PR19MB7870B3518A6F2C116B6EA61C8FE3A at IA1PR19MB7870.namprd19.prod.outlook.com>>>

Content-Type: text/plain; charset="us-ascii"

Looking for attorney who can advise a son whose father has been diagnosed with Alzheimer's disease. He would like advice on how he can assist the father without disqualifying him from possible state assistance. Father will be moving from out of state to Washington to be close to the son. Thanks!

Lovie

Lovie L. Bernardi

Flaherty & Bernardi, PLLC

3600 15th Avenue West #205

Seattle, WA  98119

(206) 682-2616

lovie at fb-lawfirm.com<mailto:joni at sbfirm.com<mailto:lovie at fb-lawfirm.com%3cmailto:joni at sbfirm.com<mailto:lovie at fb-lawfirm.com%3cmailto:joni at sbfirm.com%3cmailto:lovie at fb-lawfirm.com%3cmailto:joni at sbfirm.com>>>

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------------------------------

Message: 2

Date: Fri, 25 Aug 2023 20:00:59 +0000

From: "Lewis, Amy C." <ALewis at Eisenhowerlaw.com<mailto:ALewis at Eisenhowerlaw.com<mailto:ALewis at Eisenhowerlaw.com%3cmailto:ALewis at Eisenhowerlaw.com>>>

To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com%3cmailto:wsbapt at lists.wsbarppt.com>>>

Subject: Re: [WSBAPT] WSBAPT Digest, Vol 107, Issue 22

Message-ID:

<MW2PR18MB2265EAE842013E3CB136DDEFD9E3A at MW2PR18MB2265.namprd18.prod.outlook.com<mailto:MW2PR18MB2265EAE842013E3CB136DDEFD9E3A at MW2PR18MB2265.namprd18.prod.outlook.com<mailto:MW2PR18MB2265EAE842013E3CB136DDEFD9E3A at MW2PR18MB2265.namprd18.prod.outlook.com%3cmailto:MW2PR18MB2265EAE842013E3CB136DDEFD9E3A at MW2PR18MB2265.namprd18.prod.outlook.com>>>

Content-Type: text/plain; charset="cp1251"

Bill Viall

Billviall3 at gmail.com<mailto:Billviall3 at gmail.com<mailto:Billviall3 at gmail.com%3cmailto:Billviall3 at gmail.com<mailto:Billviall3 at gmail.com%3cmailto:Billviall3 at gmail.com%3cmailto:Billviall3 at gmail.com%3cmailto:Billviall3 at gmail.com>>>

Attorney

12823 W San Pablo Dr.

Sun City West, AZ  85375

(623) 328-8469

Licensed in AZ and WA

Amy Lewis, Attorney

Pronouns she/her/hers

[cid:Logo_fa335a1d-9f24-4802-a3dd-b58f259e3c98.png]

909 A Street, Suite 600 | Tacoma, WA 98402

phone 253.572.4500 | fax 253.272.5732 | https://na01.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.eisenhowerlaw.com%2F&data=05%7C01%7C%7C95661d5a946d4e593beb08dba7f980d7%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C638288462301613612%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=sJXF6llrt3cEi8q4eF%2FEV0JOyByvSLR3F3k1DRX0Xco%3D&reserved=0<https://na01.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.eisenhowerlaw.com%2F&data=05%7C01%7C%7C95661d5a946d4e593beb08dba7f980d7%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C638288462301613612%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=sJXF6llrt3cEi8q4eF%2FEV0JOyByvSLR3F3k1DRX0Xco%3D&reserved=0<https://na01.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.eisenhowerlaw.com%2F&data=05%7C01%7C%7C95661d5a946d4e593beb08dba7f980d7%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C638288462301613612%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=sJXF6llrt3cEi8q4eF%2FEV0JOyByvSLR3F3k1DRX0Xco%3D&reserved=0<http://www.eisenhowerlaw.com/>>>

From: wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com%3cmailto:wsbapt-bounces at lists.wsbarppt.com>> <wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com%3cmailto:wsbapt-bounces at lists.wsbarppt.com>>> On Behalf Of Emily Wilson

Sent: Wednesday, August 23, 2023 1:13 PM

To: wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com%3cmailto:wsbapt at lists.wsbarppt.com>>

Subject: Re: [WSBAPT] WSBAPT Digest, Vol 107, Issue 22

Hello Listmates,

I'm looking for a reputable attorney in Phoenix who to advise 88 year old with modifications to a Trust. I'd appreciate any contacts you can share.

Thanks,

Emily Wilson ? Attorney/Owner

Spokane Wills, Trusts, and Probate

Email: Emily at SpokaneWTP.com<mailto:Emily at SpokaneWTP.com<mailto:Emily at SpokaneWTP.com%3cmailto:Emily at SpokaneWTP.com<mailto:Emily at SpokaneWTP.com%3cmailto:Emily at SpokaneWTP.com%3cmailto:Emily at SpokaneWTP.com%3cmailto:Emily at SpokaneWTP.com>>>

Phone: 509-324-2431

https://na01.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.spokanewtp.com%2F&data=05%7C01%7C%7C95661d5a946d4e593beb08dba7f980d7%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C638288462301613612%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=47Pwi9Ntetg5To3tEtw0UWnuR6qddimDSoRnce0Q6Wg%3D&reserved=0<https://na01.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.spokanewtp.com%2F&data=05%7C01%7C%7C95661d5a946d4e593beb08dba7f980d7%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C638288462301613612%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=47Pwi9Ntetg5To3tEtw0UWnuR6qddimDSoRnce0Q6Wg%3D&reserved=0<https://na01.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.spokanewtp.com%2F&data=05%7C01%7C%7C95661d5a946d4e593beb08dba7f980d7%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C638288462301613612%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=47Pwi9Ntetg5To3tEtw0UWnuR6qddimDSoRnce0Q6Wg%3D&reserved=0<http://www.spokanewtp.com/>>>

***************************************

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------------------------------

Message: 6

Date: Mon, 28 Aug 2023 09:29:49 -0700

From: Marsha Hudson <marsha at griffyn.us<mailto:marsha at griffyn.us>>

To: "WSBA Probate & Trust Listserv" <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>

Subject: [WSBAPT] Employment Law attorney - referral?

Message-ID:

          <CA+hwNKjDni-=J4etCJiQ1pPWZtx8iO-eqCzqvQ7ZspY8xBn72Q at mail.gmail.com<mailto:CA+hwNKjDni-=J4etCJiQ1pPWZtx8iO-eqCzqvQ7ZspY8xBn72Q at mail.gmail.com>>

Content-Type: text/plain; charset="utf-8"

I apologize if this is a repeat. A retired flight attendant is in need of

assistance on an appeal with the state for apparent overpayment of

unemployment benefits.

Thank you in advance!

Marsha

Plese excus the brevite and any tipoes.  This emale was sent from Marsha's

stoopid iPhone.

Marsha C. Hudson

Attorney at Law #23330

3221 NW 62nd St

Seattle, WA 98107

Telephone: 206-297-3933

Fax: 206-357-9356

marsha at griffyn.us<mailto:marsha at griffyn.us>

Life's most persistent and urgent question is: What are you doing for

others? - Martin Luther King, Jr.

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------------------------------

Message: 7

Date: Mon, 28 Aug 2023 09:59:48 -0700

From: <msafren at jennylinglaw.com<mailto:msafren at jennylinglaw.com>>

To: "'WSBA Probate & Trust Listserv'" <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>

Subject: [WSBAPT] Is a 529 Account considered a probate asset if the

          account      custodian dies and no successor custodian is named?

Message-ID: <1bce01d9d9d1$0e63e400$2b2bac00$@jennylinglaw.com<mailto:1bce01d9d9d1$0e63e400$2b2bac00$@jennylinglaw.com>>

Content-Type: text/plain; charset="us-ascii"

Hello Colleagues,

I"ve got an interesting situation that I'm trying my best to address.   I'm

not sure if a 529 account where the named custodian or owner dies, but

hasn't named a successor custodian or owner is a considered a probate assets

or not.

I understand that under federal law, a 529 account is considered a completed

gift by the donor to the beneficiary.  Here, the grandparents made the

contributions into a 529 account and named the decedent the custodian or

owner of the account, however the grandchildren are the beneficiaries of the

529 account.

I'm therefore unclear is this is considered a probate asset of the

decedent's or if this is instead a custodial account and not an asset of the

estate since the gift to the minor beneficiaries has already been considered

a complete transfer.

Any insight or guidance would be greatly appreciated.

Thanks!

Kind regards,

Michael S. Safren, Esq.

Attorney at Law

14900 Interurban Ave. S., Ste. 280 | Seattle, WA 98168

11900 NE 1st St., Bldg. G - Ste. 300 |  Bellevue, WA 98005

P: (206) 859-5098 | E:  <mailto:msafren at jennylinglaw.com>

msafren at jennylinglaw.com<mailto:msafren at jennylinglaw.com>

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------------------------------

Message: 8

Date: Mon, 28 Aug 2023 17:56:17 +0000

From: "Lewis, Amy C." <ALewis at Eisenhowerlaw.com<mailto:ALewis at Eisenhowerlaw.com>>

To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>

Subject: Re: [WSBAPT] Is a 529 Account considered a probate asset if

          the account         custodian dies and no successor custodian is named?

Message-ID:

<MW2PR18MB22656D6F2AEC15CE7DE0BAD8D9E0A at MW2PR18MB2265.namprd18.prod.outlook.com<mailto:MW2PR18MB22656D6F2AEC15CE7DE0BAD8D9E0A at MW2PR18MB2265.namprd18.prod.outlook.com>>

Content-Type: text/plain; charset="windows-1252"

Michael,

              I recently had this issue in an estate, for the first time since 529 accounts were created.  My client named her son as successor account manager, but he died before my client.  My client had a revocable living trust that held all of her other assets.  The financial institution where the 529 accounts were held required us to open probate to designate a successor manager for these accounts.  In my case the total value of the two 529 accounts was in excess of $100,000, so we did not explore whether a small estate affidavit was an option.  For estate tax purposes, we did not include the 529 accounts as part of the decedent's taxable estate.

              I don't believe that 529 accounts are custodial accounts governed by the UTMA.

Amy Lewis, Attorney

Pronouns she/her/hers

[cid:Logo_fa335a1d-9f24-4802-a3dd-b58f259e3c98.png]

909 A Street, Suite 600 | Tacoma, WA 98402

phone 253.572.4500 | fax 253.272.5732 | https://na01.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.eisenhowerlaw.com%2F&data=05%7C01%7C%7C95661d5a946d4e593beb08dba7f980d7%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C638288462301769845%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=Zm3%2BuW7Ul2PEdb9lPRN7IYQJx%2Fh7UxKA8BPPnGAKVac%3D&reserved=0<https://na01.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.eisenhowerlaw.com%2F&data=05%7C01%7C%7C95661d5a946d4e593beb08dba7f980d7%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C638288462301769845%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=Zm3%2BuW7Ul2PEdb9lPRN7IYQJx%2Fh7UxKA8BPPnGAKVac%3D&reserved=0<http://www.eisenhowerlaw.com/>>

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 msafren at jennylinglaw.com<mailto:msafren at jennylinglaw.com>

Sent: Monday, August 28, 2023 10:00 AM

To: 'WSBA Probate & Trust Listserv' <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>

Subject: [WSBAPT] Is a 529 Account considered a probate asset if the account custodian dies and no successor custodian is named?

Hello Colleagues,

I"ve got an interesting situation that I'm trying my best to address.   I'm not sure if a 529 account where the named custodian or owner dies, but hasn't named a successor custodian or owner is a considered a probate assets or not.

I understand that under federal law, a 529 account is considered a completed gift by the donor to the beneficiary.  Here, the grandparents made the contributions into a 529 account and named the decedent the custodian or owner of the account, however the grandchildren are the beneficiaries of the 529 account.

I'm therefore unclear is this is considered a probate asset of the decedent's or if this is instead a custodial account and not an asset of the estate since the gift to the minor beneficiaries has already been considered a complete transfer.

Any insight or guidance would be greatly appreciated.

Thanks!

Kind regards,

Michael S. Safren, Esq.

Attorney at Law

14900 Interurban Ave. S., Ste. 280 | Seattle, WA 98168

11900 NE 1st St., Bldg. G - Ste. 300 |  Bellevue, WA 98005

P: (206) 859-5098 | E: msafren at jennylinglaw.com<mailto:msafren at jennylinglaw.com<mailto:msafren at jennylinglaw.com%3cmailto:msafren at jennylinglaw.com>>

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Message: 9

Date: Mon, 28 Aug 2023 18:32:37 +0000

From: David Greenberg <dave at greenbergplanning.com<mailto:dave at greenbergplanning.com>>

To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>

Subject: [WSBAPT] Omitted Spouse, RCW 11.12.095

Message-ID:

<IA1PR16MB54557C4906A646AF1DE4A6F6D7E0A at IA1PR16MB5455.namprd16.prod.outlook.com<mailto:IA1PR16MB54557C4906A646AF1DE4A6F6D7E0A at IA1PR16MB5455.namprd16.prod.outlook.com>>

Content-Type: text/plain; charset="us-ascii"

Hi,

How does the omitted spouse statute, RCW 11.12.095, apply when there is no Will and all the assets pass outside of probate to the deceased's adult children?  Does the abatement language in RCW 11.12.095(4) and RCW 11.10.040 allow the surviving spouse to get her share from the non-probate assets?  Or does RCW 11.12.095 not apply because there was no Will?

All beneficiary designations were signed before the marriage.

Thanks,

Dave

[cid:image001.png at 01D9D9A2.181DB630]<https://na01.safelinks.protection.outlook.com/?url=https%3A%2F%2Fgreenbergplanning.com%2F&data=05%7C01%7C%7C95661d5a946d4e593beb08dba7f980d7%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C638288462301769845%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=NUGGYqc1KzLoj4006XPcxfiduQ56i%2FAcNDoh8HPzBfQ%3D&reserved=0>

Dave R. Greenberg,

Attorney

425-522-2476

dave at greenbergplanning.com<mailto:dave at greenbergplanning.com>

Greenberg Estate Planning, PLLC

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Bellevue, WA 98005

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