[WSBAPT] WSBAPT Digest, Vol 101, Issue 1
Amy Felt
amy at feltlaw.com
Wed Feb 1 12:06:59 PST 2023
RE: Adapt Software
I recently converted from ForeTrust to Adapt and I wish I had not. There
are a lot of kinks and issues. I have not found support responsive to
fixing the issues either. The assembly of the documents is very buggy and
I find I spend a lot of time going through the assembled document changing
references or numbering that are off. Support will respond quickly, but
then things are not fixed or they say it is because you can't cut and paste
into the software. Some of the same grammatical issues that were in
Foretrust are still in Adapt. I wonder how often the documents are
actually updated. I think you get what you pay for with Adapt. I am
looking at other options because it is wasting my time to have to correct
sloppy issues/mistakes in the assembled documents. I would be happy to
discuss further off-line if anyone has questions.
On Wed, Feb 1, 2023 at 12:01 PM <wsbapt-request at lists.wsbarppt.com> wrote:
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> Today's Topics:
>
> 1. Re: WILLS TRUST AND ESTATE PLANNING SOFTWARE QUESTIONS
> (Fern Herbert)
> 2. Re: WILLS TRUST AND ESTATE PLANNING SOFTWARE QUESTIONS
> (Candace Wilkerson)
> 3. referral (Diane J. Kiepe)
> 4. Re: referral (Sullivan, Brett)
> 5. Re: referral (Candace Wilkerson)
> 6. Language for TODD to minor beneficiary (Lynn Clare)
>
>
> ----------------------------------------------------------------------
>
> Message: 1
> Date: Tue, 31 Jan 2023 23:16:08 +0000
> From: Fern Herbert <fern at zenith-lawgroup.com>
> To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>,
> "christie at cascadialawyers.com" <christie at cascadialawyers.com>
> Subject: Re: [WSBAPT] WILLS TRUST AND ESTATE PLANNING SOFTWARE
> QUESTIONS
> Message-ID:
> <
> MW2PR20MB2171473CFD33ADCFC5013B0386D09 at MW2PR20MB2171.namprd20.prod.outlook.com
> >
>
> Content-Type: text/plain; charset="windows-1252"
>
> Hello Colleagues,
>
> I am considering a subscription to the new ADAPT cloud-based Estate
> Planning Software and I am wondering if anyone here has any experience that
> they are willing to share. Is the program reliable or are there kinks that
> need to be worked out? Is there reliable customer support to address issues?
>
> Any input is much appreciated.
>
>
>
> Fern Herbert
> Managing Attorney
> Zenith Law Group, PLLC
>
> Business Mailing Address
> 4320 196th St. SW B-712
> Lynnwood, WA 98036
> Phone/Fax: (425) 822-6311
>
> Office locations in: Arlington, Bellevue, Bothell, Everett, Kirkland,
> Lynnwood, Mt. Vernon, Renton, downtown Seattle
>
>
> *The information is intended only for the use of the individual or entity
> to whom it is addressed. If you are not the intended recipient, or the
> employee or agent responsible for delivering it to the intended recipient,
> you are hereby notified that unauthorized viewing, dissemination,
> distribution or copying of this transmission is in violation of the
> Electronic Communications Privacy Act of 1986 (18 U.S.*C. ? 2700 *et seq.)
> as well as Domestic and International Laws and Treaties. If you have
> received the communication in error, please immediately notify Zenith Law
> Group by telephone call to (206) 686-7373.*
>
>
> ________________________________
> From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com>
> on behalf of Christie Martin <christie at cascadialawyers.com>
> Sent: Tuesday, November 15, 2022 3:38 PM
> To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
> Subject: Re: [WSBAPT] Estate planning software recommendation
>
>
> Fore turned into Adapt ? we love it! All states and regular rules updates!
>
>
>
> Christie L. Martin | Martin & Richards, PLLC
>
> Attorney at Law
>
>
>
> * Licensed in Oregon and Washington
>
>
>
> MAILING ADDRESS:
>
>
>
> 1211 Daniels Street, #830
>
> Vancouver, WA 98666
>
>
>
> TELEPHONE NUMBERS:
>
>
>
> 503-334-0443 (Portland)
>
> 360-326-0140 (Southwest Washington)
>
> 541-241-7673 (Central Oregon)
>
>
>
> FACSIMILE: 866-667-0510
>
>
>
> www.cascadialawyers.com
>
>
>
>
>
>
>
> [Logo, company name Description automatically generated]
>
>
>
>
>
> [Text Description automatically generated]
>
>
>
>
>
> NOTICE: This communication may contain privileged or other confidential
> information. If you have received it in error, please advise the sender by
> reply email and immediately delete the message and any attachments without
> copying or disclosing the contents. Thank you.
>
>
>
>
>
>
>
> From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com>
> on behalf of Fern Herbert <fern at zenith-lawgroup.com>
> Date: Wednesday, November 9, 2022 at 6:26 AM
> To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
> Subject: Re: [WSBAPT] Estate planning software recommendation
>
> Hi Candace,
>
>
>
> Wealth Counsel is very good. A bit more expensive that Fore, but well
> worth it.
>
>
>
>
>
> Fern Herbert
>
> Managing Attorney
>
> Zenith Law Group, PLLC
>
>
>
> Business Mailing Address
>
> 4320 196th St. SW B-712
>
> Lynnwood, WA 98036
>
> Phone/Fax: (425) 822-6311
>
>
>
> Office locations in: Arlington, Bellevue, Bothell, Everett, Kirkland,
> Lynnwood, Mt. Vernon, Renton, downtown Seattle
>
>
>
> *The information is intended only for the use of the individual or entity
> to whom it is addressed. If you are not the intended recipient, or the
> employee or agent responsible for delivering it to the intended recipient,
> you are hereby notified that unauthorized viewing, dissemination,
> distribution or copying of this transmission is in violation of the
> Electronic Communications Privacy Act of 1986 (18 U.S.*C. ? 2700 *et seq.)
> as well as Domestic and International Laws and Treaties. If you have
> received the communication in error, please immediately notify Zenith Law
> Group by telephone call to (206) 686-7373.*
>
>
>
> ________________________________
>
> From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com>
> on behalf of Candace Wilkerson <cwilkerson at wongfleming.com>
> Sent: Tuesday, November 8, 2022 2:38 PM
> To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
> Subject: [WSBAPT] Estate planning software recommendation
>
>
>
> Hello Listmates,
>
>
>
> My long-term estate planning software program, Foretrust, has turned into
> a monthly subscription plan with (apparently) lots of problems. And we
> would prefer not to pay for a monthly subscription, just a software program
> with yearly updates. We need a plan that has all 50 states.. Any
> referrals for a decent company that provides basic document drafting plus
> irrevocable trusts?
>
>
>
> Thanks for any thoughts, and apologies if this has been discussed
> recently; I don?t remember if so.
>
>
>
> Best,
>
> Candace Wilkerson
>
>
>
> *Candace is available to respond to emails and phone calls between the
> hours of 7:00 a.m. and 3:00 p.m. If you have an urgent matter outside that
> time period, please call our office at the number below.
>
>
>
> [cid:image001.png at 01D8F398.F12238C0]
>
> Top Ranked Law Firm for 2015 by Fortune Magazine and American Lawyer Media
>
> Candace Wilkerson | Senior Associate | Wong Fleming
>
>
>
> 9840 Willows Road NE, Suite 200 | Redmond, WA 98052
> Phone: 425.869.4040 | Fax: 425.869.4050
> cwilkerson at wongfleming.com<mailto:cwilkerson at wongfleming.com>
>
>
>
> Please leave us a review on Google by clicking here<
> https://www.google.com/search?q=google+wong+fleming&rlz=1C1SQJL_enUS925US925&oq=google+wong+fleming&aqs=chrome..69i57j69i64.2183j1j4&sourceid=chrome&ie=UTF-8
> >.
>
> Please leave us a review on Yelp by clicking here.<
> https://www.yelp.com/biz/wong-fleming-redmond>
>
>
>
> [cid:image003.png at 01D8F398.F12238C0]
>
> [cid:image004.jpg at 01D8F398.F12238C0]
>
> 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
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>
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>
> ------------------------------
>
> Message: 2
> Date: Tue, 31 Jan 2023 23:35:21 +0000
> From: Candace Wilkerson <cwilkerson at wongfleming.com>
> To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>,
> "christie at cascadialawyers.com" <christie at cascadialawyers.com>
> Subject: Re: [WSBAPT] WILLS TRUST AND ESTATE PLANNING SOFTWARE
> QUESTIONS
> Message-ID: <c7a30b3424184c24b60d5e68dc4e842b at wongfleming.com>
> Content-Type: text/plain; charset="iso-8859-1"
>
> Hi Fern,
>
> We are now using Adapt. Feel free to email me off-list for more
> information.
>
> Best,
> Candace Wilkerson
>
> *Candace is available to respond to emails and phone calls between the
> hours of 7:00 a.m. and 3:00 p.m. If you have an urgent matter outside that
> time period, please call our office at the number below.
>
> [cid:image001.png at 01D935A2.C4C06EE0]
> Top Ranked Law Firm for 2015 by Fortune Magazine and American Lawyer Media
> Candace Wilkerson | Senior Associate | Wong Fleming
>
> 9840 Willows Road NE, Suite 200 | Redmond, WA 98052
> Phone: 425.869.4040 | Fax: 425.869.4050
> cwilkerson at wongfleming.com<mailto:cwilkerson at wongfleming.com>
>
> Please leave us a review on Google by clicking here<
> https://www.google.com/search?q=google+wong+fleming&rlz=1C1SQJL_enUS925US925&oq=google+wong+fleming&aqs=chrome..69i57j69i64.2183j1j4&sourceid=chrome&ie=UTF-8
> >.
> Please leave us a review on Yelp by clicking here.<
> https://www.yelp.com/biz/wong-fleming-redmond>
>
> [cid:image003.png at 01D935A2.C4C06EE0]
> [cid:image004.jpg at 01D935A2.C4C06EE0]
> 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
>
> From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com>
> On Behalf Of Fern Herbert
> Sent: Tuesday, January 31, 2023 6:16 PM
> To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>;
> christie at cascadialawyers.com
> Subject: Re: [WSBAPT] WILLS TRUST AND ESTATE PLANNING SOFTWARE QUESTIONS
>
> Hello Colleagues,
>
> I am considering a subscription to the new ADAPT cloud-based Estate
> Planning Software and I am wondering if anyone here has any experience that
> they are willing to share. Is the program reliable or are there kinks that
> need to be worked out? Is there reliable customer support to address issues?
>
> Any input is much appreciated.
>
>
> Fern Herbert
> Managing Attorney
> Zenith Law Group, PLLC
>
> Business Mailing Address
> 4320 196th St. SW B-712
> Lynnwood, WA 98036
> Phone/Fax: (425) 822-6311
>
> Office locations in: Arlington, Bellevue, Bothell, Everett, Kirkland,
> Lynnwood, Mt. Vernon, Renton, downtown Seattle
>
>
> *The information is intended only for the use of the individual or entity
> to whom it is addressed. If you are not the intended recipient, or the
> employee or agent responsible for delivering it to the intended recipient,
> you are hereby notified that unauthorized viewing, dissemination,
> distribution or copying of this transmission is in violation of the
> Electronic Communications Privacy Act of 1986 (18 U.S.*C. ? 2700 *et seq.)
> as well as Domestic and International Laws and Treaties. If you have
> received the communication in error, please immediately notify Zenith Law
> Group by telephone call to (206) 686-7373.*
>
> ________________________________
> 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 Christie Martin <
> christie at cascadialawyers.com<mailto:christie at cascadialawyers.com>>
> Sent: Tuesday, November 15, 2022 3:38 PM
> To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com<mailto:
> wsbapt at lists.wsbarppt.com>>
> Subject: Re: [WSBAPT] Estate planning software recommendation
>
>
> Fore turned into Adapt - we love it! All states and regular rules updates!
>
>
>
> Christie L. Martin | Martin & Richards, PLLC
>
> Attorney at Law
>
>
>
> * Licensed in Oregon and Washington
>
>
>
> MAILING ADDRESS:
>
>
>
> 1211 Daniels Street, #830
>
> Vancouver, WA 98666
>
>
>
> TELEPHONE NUMBERS:
>
>
>
> 503-334-0443 (Portland)
>
> 360-326-0140 (Southwest Washington)
>
> 541-241-7673 (Central Oregon)
>
>
>
> FACSIMILE: 866-667-0510
>
>
>
> www.cascadialawyers.com<http://www.cascadialawyers.com>
>
>
>
>
>
>
>
> [Logo, company name Description automatically generated]
>
>
>
>
>
> [Text Description automatically generated]
>
>
>
>
>
> NOTICE: This communication may contain privileged or other confidential
> information. If you have received it in error, please advise the sender by
> reply email and immediately delete the message and any attachments without
> copying or disclosing the contents. Thank you.
>
>
>
>
>
>
>
> 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 Fern Herbert <
> fern at zenith-lawgroup.com<mailto:fern at zenith-lawgroup.com>>
> Date: Wednesday, November 9, 2022 at 6:26 AM
> To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com<mailto:
> wsbapt at lists.wsbarppt.com>>
> Subject: Re: [WSBAPT] Estate planning software recommendation
>
> Hi Candace,
>
>
>
> Wealth Counsel is very good. A bit more expensive that Fore, but well
> worth it.
>
>
>
>
>
> Fern Herbert
>
> Managing Attorney
>
> Zenith Law Group, PLLC
>
>
>
> Business Mailing Address
>
> 4320 196th St. SW B-712
>
> Lynnwood, WA 98036
>
> Phone/Fax: (425) 822-6311
>
>
>
> Office locations in: Arlington, Bellevue, Bothell, Everett, Kirkland,
> Lynnwood, Mt. Vernon, Renton, downtown Seattle
>
>
>
> *The information is intended only for the use of the individual or entity
> to whom it is addressed. If you are not the intended recipient, or the
> employee or agent responsible for delivering it to the intended recipient,
> you are hereby notified that unauthorized viewing, dissemination,
> distribution or copying of this transmission is in violation of the
> Electronic Communications Privacy Act of 1986 (18 U.S.*C. ? 2700 *et seq.)
> as well as Domestic and International Laws and Treaties. If you have
> received the communication in error, please immediately notify Zenith Law
> Group by telephone call to (206) 686-7373.*
>
>
>
> ________________________________
>
> 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 <cwilkerson at wongfleming.com<mailto:cwilkerson at wongfleming.com>>
> Sent: Tuesday, November 8, 2022 2:38 PM
> To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com<mailto:
> wsbapt at lists.wsbarppt.com>>
> Subject: [WSBAPT] Estate planning software recommendation
>
>
>
> Hello Listmates,
>
>
>
> My long-term estate planning software program, Foretrust, has turned into
> a monthly subscription plan with (apparently) lots of problems. And we
> would prefer not to pay for a monthly subscription, just a software program
> with yearly updates. We need a plan that has all 50 states.. Any
> referrals for a decent company that provides basic document drafting plus
> irrevocable trusts?
>
>
>
> Thanks for any thoughts, and apologies if this has been discussed
> recently; I don't remember if so.
>
>
>
> Best,
>
> Candace Wilkerson
>
>
>
> *Candace is available to respond to emails and phone calls between the
> hours of 7:00 a.m. and 3:00 p.m. If you have an urgent matter outside that
> time period, please call our office at the number below.
>
>
>
> [cid:image001.png at 01D935A2.C4C06EE0]
>
> Top Ranked Law Firm for 2015 by Fortune Magazine and American Lawyer Media
>
> Candace Wilkerson | Senior Associate | Wong Fleming
>
>
>
> 9840 Willows Road NE, Suite 200 | Redmond, WA 98052
> Phone: 425.869.4040 | Fax: 425.869.4050
> cwilkerson at wongfleming.com<mailto:cwilkerson at wongfleming.com>
>
>
>
> Please leave us a review on Google by clicking here<
> https://url.emailprotection.link/?baf6tmSi8Q8A-qOCy4k25ZuFLhyHmMqwv-ELJRzJQ8gLVba3Z8jeHPxTxt1xwmdZE0fzKG0emLLsVhvuioUkWXFFmZMBYpRkCCwhyokvdYO-jWTh9kzkBvQSBmJupzXQjtHZTRFeiP6joKiaQjCxwdi_jpyOlBHYGai1Tf4iw_H5tTpxEcwPykTkJ7Uk8HSCYuUsQbJFazUdD3emwQnk1QQ~~
> >.
>
> Please leave us a review on Yelp by clicking here.<
> https://url.emailprotection.link/?bPLIs0SLoZ_mobljRyGQy47Yoe2hRKIfP5qOwHsAqftn6ukBiyuigk-ve5Wwa7IrqIMz2IGa1Y9raisrtcPkAGFdkg1PWdoCwYuoujYgAknnXny2U2lKd7z9eFGvsFtEf
> >
>
>
>
> [cid:image003.png at 01D935A2.C4C06EE0]
>
> [cid:image004.jpg at 01D935A2.C4C06EE0]
>
> 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
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> RECIPIENT OR THE AUTHORIZED REPRESENTATIVE OF THE INTENDED RECIPIENT, YOU
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>
> ------------------------------
>
> Message: 3
> Date: Wed, 1 Feb 2023 00:36:00 +0000
> From: "Diane J. Kiepe" <DJKiepe at depdslaw.com>
> To: "'WSBA Probate & Trust Listserv'" <wsbapt at lists.wsbarppt.com>
> Subject: [WSBAPT] referral
> Message-ID:
> <
> MW3PR18MB357981599813688266334316D5D19 at MW3PR18MB3579.namprd18.prod.outlook.com
> >
>
> Content-Type: text/plain; charset="us-ascii"
>
> Looking for someone who can assist in an estate matter involving a loan
> taken out (inappropriately) by a beneficiary of an estate and rights of
> property owners as against the title company - I don't belong to RP section
> apparently so if anyone wants to send this on there feel free.
>
> Diane J. Kiepe
>
> Diane J. Kiepe
> Douglas Eden
> 717 W. Sprague Ave.
> Suite 1500
> Spokane, WA 99201
> djkiepe at depdslaw.com<mailto:djkiepe at depdslaw.com>
> 509-455-5300
>
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>
> ------------------------------
>
> Message: 4
> Date: Tue, 31 Jan 2023 16:51:27 -0800
> From: "Sullivan, Brett" <brett at lucentlaw.com>
> To: "WSBA Probate & Trust Listserv" <wsbapt at lists.wsbarppt.com>
> Subject: Re: [WSBAPT] referral
> Message-ID:
> <
> CANeoVV2EReCY7E0c78DMFfpz3DqP99miDb4AcsOYWCDmxtJStg at mail.gmail.com>
> Content-Type: text/plain; charset="utf-8"
>
> Diane, we'd be happy to talk with you about this issue. Thanks.
>
> *Brett T. Sullivan*
> Attorney at Law
> Partner
>
> 1403 S. Grand Blvd., Suite 201-S
> Spokane, WA 99203-2278
>
> P: (509) 455-3713
> D: (509) 828-4642
> F: (509) 455-3718
> E: brett at lucentlaw.com
> lucentlaw.com
>
> Facebook <http://www.facebook.com/lucentlaw>
> LinkedIn <https://www.linkedin.com/in/brettsullivanspokane>
> Twitter <https://twitter.com/lucentlaw>
>
> CONFIDENTIALITY NOTICE: This email and any attachments are confidential and
> may be protected by legal privilege. If you are not the intended recipient,
> be aware that any disclosure, copying or distribution, or use of this email
> or any attachment is prohibited. If you have received this email in error,
> please notify me by returning it to the sender and delete this copy from
> your system.
>
>
>
> On Tue, Jan 31, 2023 at 4:41 PM Diane J. Kiepe <DJKiepe at depdslaw.com>
> wrote:
>
> > Looking for someone who can assist in an estate matter involving a loan
> > taken out (inappropriately) by a beneficiary of an estate and rights of
> > property owners as against the title company ? I don?t belong to RP
> section
> > apparently so if anyone wants to send this on there feel free.
> >
> >
> >
> > *Diane J. Kiepe*
> >
> >
> >
> > Diane J. Kiepe
> >
> > Douglas Eden
> >
> > 717 W. Sprague Ave.
> >
> > Suite 1500
> >
> > Spokane, WA 99201
> >
> > djkiepe at depdslaw.com
> >
> > 509-455-5300
> >
> >
> > ***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
> >
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>
> ------------------------------
>
> Message: 5
> Date: Wed, 1 Feb 2023 17:43:04 +0000
> From: Candace Wilkerson <cwilkerson at wongfleming.com>
> To: "'WSBA Probate & Trust Listserv'" <wsbapt at lists.wsbarppt.com>
> Subject: Re: [WSBAPT] referral
> Message-ID: <56a17e29f9ac420eac061f23248507bf at wongfleming.com>
> Content-Type: text/plain; charset="us-ascii"
>
> Hi Diane,
>
> Where would this be, and is the client the personal representative of the
> estate?
>
> Thanks,
> Candace
>
> *Candace is available to respond to emails and phone calls between the
> hours of 7:00 a.m. and 3:00 p.m. If you have an urgent matter outside that
> time period, please call our office at the number below.
>
> [cid:image001.png at 01D9363A.B9609D20]
> Top Ranked Law Firm for 2015 by Fortune Magazine and American Lawyer Media
> Candace Wilkerson | Senior Associate | Wong Fleming
>
> 9840 Willows Road NE, Suite 200 | Redmond, WA 98052
> Phone: 425.869.4040 | Fax: 425.869.4050
> cwilkerson at wongfleming.com<mailto:cwilkerson at wongfleming.com>
>
> Please leave us a review on Google by clicking here<
> https://www.google.com/search?q=google+wong+fleming&rlz=1C1SQJL_enUS925US925&oq=google+wong+fleming&aqs=chrome..69i57j69i64.2183j1j4&sourceid=chrome&ie=UTF-8
> >.
> Please leave us a review on Yelp by clicking here.<
> https://www.yelp.com/biz/wong-fleming-redmond>
>
> [cid:image003.png at 01D9363A.B9609D20]
> [cid:image004.jpg at 01D9363A.B9609D20]
> 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
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>
> 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
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> 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
>
> From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com>
> On Behalf Of Diane J. Kiepe
> Sent: Tuesday, January 31, 2023 7:36 PM
> To: 'WSBA Probate & Trust Listserv' <wsbapt at lists.wsbarppt.com>
> Subject: [WSBAPT] referral
>
> Looking for someone who can assist in an estate matter involving a loan
> taken out (inappropriately) by a beneficiary of an estate and rights of
> property owners as against the title company - I don't belong to RP section
> apparently so if anyone wants to send this on there feel free.
>
> Diane J. Kiepe
>
> Diane J. Kiepe
> Douglas Eden
> 717 W. Sprague Ave.
> Suite 1500
> Spokane, WA 99201
> djkiepe at depdslaw.com<mailto:djkiepe at depdslaw.com>
> 509-455-5300
>
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>
> ------------------------------
>
> Message: 6
> Date: Wed, 1 Feb 2023 10:10:23 -0800
> From: Lynn Clare <lynnclare at clarelawfirm.com>
> To: "WSBA Probate & Trust listserve" <wsbapt at lists.wsbarppt.com>
> Subject: [WSBAPT] Language for TODD to minor beneficiary
> Message-ID:
> <
> CAEW-UCqGV9ou6mO7uk0LtH-O1wi85X0W8yW7Pcwn-RhabWW4KA at mail.gmail.com>
> Content-Type: text/plain; charset="utf-8"
>
> I believe it is possible to name a minor (or minors) as beneficiary of a
> TODD. Do you name the custodian in the deed? How have you handled the fact
> that the "minor" might not be a minor at the date of the grantor's death?
>
> Lynn Clare
> Clare Law Firm, PLLC
> Fircrest, WA
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>
> ------------------------------
>
> ***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
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> http://mailman.fsr.com/mailman/listinfo/wsbapt
>
> End of WSBAPT Digest, Vol 101, Issue 1
> **************************************
>
--
Felt Law
Amy Felt - Attorney
9840 Willows Road NE Suite #200
Redmond, WA 98052
425-780-6103
(within law offices of Wong Fleming Attorneys)
Before proceeding, please note: If you are not a current client of Felt
Law, please do not include any information in this e-mail that you or
someone else considers to be of a confidential or secret nature. Felt Law 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 Felt Law or any lawyer at Felt Law is not
established until and unless Felt Law agrees to such a relationship as
reflected in a separate writing.
THIS ELECTRONIC MAIL TRANSMISSION AND ANY ATTACHMENTS MAY CONTAIN
PRIVILEGED, CONFIDENTIAL, OR PROPRIETARY INFORMATION INTENDED ONLY FOR THE
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