[WSBAPT] WSBAPT Digest, Vol 101, Issue 1
Candace Wilkerson
cwilkerson at wongfleming.com
Wed Feb 1 12:34:45 PST 2023
Hey, Amy, please let me know if you find anything better! Both Debbie and I dislike the new Adapt, but Ramina didn’t want to pay for the “good” (and expensive) program. I am really annoyed with ForeTrust for putting us in the position of having to switch to Adapt.
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 01D93652.B52613D0]
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>
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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 Amy Felt
Sent: Wednesday, February 1, 2023 3:07 PM
To: wsbapt at lists.wsbarppt.com
Subject: Re: [WSBAPT] WSBAPT Digest, Vol 101, Issue 1
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<mailto: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<mailto:fern at zenith-lawgroup.com>>
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>,
"christie at cascadialawyers.com<mailto:christie at cascadialawyers.com>" <christie at cascadialawyers.com<mailto:christie at cascadialawyers.com>>
Subject: Re: [WSBAPT] WILLS TRUST AND ESTATE PLANNING SOFTWARE
QUESTIONS
Message-ID:
<MW2PR20MB2171473CFD33ADCFC5013B0386D09 at MW2PR20MB2171.namprd20.prod.outlook.com<mailto: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<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<https://url.emailprotection.link/?b-sYP8BqLWNNU4JaICo0Hr8M-bJnTH1IS-v2Otymd2dS1Ka1uzHVdsGYmBCBDyvgim7ywrc1ANoO9HakrjzUoIQ~~>
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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 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><mailto: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<https://url.emailprotection.link/?baf6tmSi8Q8A-qOCy4k25ZuFLhyHmMqwv-ELJRzJQ8gLVba3Z8jeHPxTxt1xwmdZE0fzKG0emLLsVhvuioUkWXFFmZMBYpRkCCwhyokvdYO-jWTh9kzkBvQSBmJupzXQjtHZTRFeiP6joKiaQjCxwdi_jpyOlBHYGai1Tf4iw_H5tTpxEcwPykTkJ7Uk8HSCYuUsQbJFazUdD3emwQnk1QQ~~>>.
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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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------------------------------
Message: 2
Date: Tue, 31 Jan 2023 23:35:21 +0000
From: Candace Wilkerson <cwilkerson at wongfleming.com<mailto:cwilkerson at wongfleming.com>>
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>,
"christie at cascadialawyers.com<mailto:christie at cascadialawyers.com>" <christie at cascadialawyers.com<mailto:christie at cascadialawyers.com>>
Subject: Re: [WSBAPT] WILLS TRUST AND ESTATE PLANNING SOFTWARE
QUESTIONS
Message-ID: <c7a30b3424184c24b60d5e68dc4e842b at wongfleming.com<mailto: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><mailto: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<https://url.emailprotection.link/?baf6tmSi8Q8A-qOCy4k25ZuFLhyHmMqwv-ELJRzJQ8gLVba3Z8jeHPxTxt1xwmdZE0fzKG0emLLsVhvuioUkWXFFmZMBYpRkCCwhyokvdYO-jWTh9kzkBvQSBmJupzXQjtHZTRFeiP6joKiaQjCxwdi_jpyOlBHYGai1Tf4iw_H5tTpxEcwPykTkJ7Uk8HSCYuUsQbJFazUdD3emwQnk1QQ~~>>.
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[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<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
Sent: Tuesday, January 31, 2023 6:16 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>; christie at cascadialawyers.com<mailto: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><mailto: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><mailto: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><mailto: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><mailto: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
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From: wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com><mailto: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><mailto: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><mailto: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><mailto: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><mailto: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><mailto: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><mailto: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><mailto: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.
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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
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------------------------------
Message: 3
Date: Wed, 1 Feb 2023 00:36:00 +0000
From: "Diane J. Kiepe" <DJKiepe at depdslaw.com<mailto:DJKiepe at depdslaw.com>>
To: "'WSBA Probate & Trust Listserv'" <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>
Subject: [WSBAPT] referral
Message-ID:
<MW3PR18MB357981599813688266334316D5D19 at MW3PR18MB3579.namprd18.prod.outlook.com<mailto: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><mailto: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<mailto:brett at lucentlaw.com>>
To: "WSBA Probate & Trust Listserv" <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>
Subject: Re: [WSBAPT] referral
Message-ID:
<CANeoVV2EReCY7E0c78DMFfpz3DqP99miDb4AcsOYWCDmxtJStg at mail.gmail.com<mailto: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
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On Tue, Jan 31, 2023 at 4:41 PM Diane J. Kiepe <DJKiepe at depdslaw.com<mailto: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<mailto: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<mailto:WSBAPT at lists.wsbarppt.com>
> http://mailman.fsr.com/mailman/listinfo/wsbapt<https://url.emailprotection.link/?b8D4W6i94r_YouK_VQ7r946aNlX_FJtIJLZht57cUUhutlYDMABaPU2qCokRrKDfsNRrIQcNV352gYDJLRuqRg_ZN7hh1J4Ffi7iLiZ6uQHoJQmKPNN2CboOI314y9hp1>
>
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------------------------------
Message: 5
Date: Wed, 1 Feb 2023 17:43:04 +0000
From: Candace Wilkerson <cwilkerson at wongfleming.com<mailto:cwilkerson at wongfleming.com>>
To: "'WSBA Probate & Trust Listserv'" <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>
Subject: Re: [WSBAPT] referral
Message-ID: <56a17e29f9ac420eac061f23248507bf at wongfleming.com<mailto: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
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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<mailto:wsbapt-bounces at lists.wsbarppt.com> <wsbapt-bounces at lists.wsbarppt.com<mailto: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<mailto: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><mailto: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<mailto:lynnclare at clarelawfirm.com>>
To: "WSBA Probate & Trust listserve" <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>
Subject: [WSBAPT] Language for TODD to minor beneficiary
Message-ID:
<CAEW-UCqGV9ou6mO7uk0LtH-O1wi85X0W8yW7Pcwn-RhabWW4KA at mail.gmail.com<mailto: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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