[WSBAPT] Remove me
Lynda H iPhone
lyndah at lyndahmcmaken.com
Sat Jun 21 21:13:18 PDT 2025
Take care,
Lynda
> On Jun 21, 2025, at 12:01 PM, wsbapt-request at lists.wsbarppt.com wrote:
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> Today's Topics:
>
> 1. Boise or Elmore County (Mountain Home) Idaho probate attorney
> referral (Eric Nelsen)
> 2. Re: Boise or Elmore County (Mountain Home) Idaho probate
> attorney referral (Lewis, Amy C.)
> 3. now what? (Dewey Weddle)
> 4. Re: now what? (Michele Moore)
> 5. Re: now what? (Mark Vohr)
> 6. CPA referral (Ronda Larson Kramer)
>
>
> ----------------------------------------------------------------------
>
> Message: 1
> Date: Fri, 20 Jun 2025 19:50:27 +0000
> From: Eric Nelsen <eric at sayrelawoffices.com>
> To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
> Subject: [WSBAPT] Boise or Elmore County (Mountain Home) Idaho probate
> attorney referral
> Message-ID:
> <SA1PR05MB78886CFC26E30AA3F147586EDD7CA at SA1PR05MB7888.namprd05.prod.outlook.com>
>
> Content-Type: text/plain; charset="us-ascii"
>
> Probate I'm handling has real property in Mountain Home, Elmore County, Idaho (45 minutes SE of Boise on Hwy 84). Can anyone recommend a probate attorney who practices in Idaho?
>
> 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>
>
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> ------------------------------
>
> Message: 2
> Date: Fri, 20 Jun 2025 19:56:06 +0000
> From: "Lewis, Amy C." <ALewis at Eisenhowerlaw.com>
> To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
> Subject: Re: [WSBAPT] Boise or Elmore County (Mountain Home) Idaho
> probate attorney referral
> Message-ID:
> <MW2PR18MB226558A9623E9DA4283DF7D7D97CA at MW2PR18MB2265.namprd18.prod.outlook.com>
>
> Content-Type: text/plain; charset="windows-1252"
>
> Kellie D. Kuster
> Attorney
> WALLACE & KUSTER, PLLC
> 1910 Northwest Blvd., Suite 200
> Coeur d'Alene, Idaho 83814
> Telephone: (208) 667-2264
> Facsimile: (208) 667-2419
> kkuster at wallaceandkuster.com<mailto:kkuster at wallaceandkuster.com>
>
>
>
> 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 | www.eisenhowerlaw.com<http://www.eisenhowerlaw.com/>
> From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Eric Nelsen
> Sent: Friday, June 20, 2025 12:50 PM
> To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
> Subject: [WSBAPT] Boise or Elmore County (Mountain Home) Idaho probate attorney referral
>
> Probate I'm handling has real property in Mountain Home, Elmore County, Idaho (45 minutes SE of Boise on Hwy 84). Can anyone recommend a probate attorney who practices in Idaho?
>
> 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>
>
>
> IMPORTANT/CONFIDENTIAL: This e-mail message (and any attachments accompanying it) may contain confidential information, including information protected by attorney-client privilege. The information is intended only for the use of the intended recipient(s). Delivery of this message to anyone other than the intended recipient(s) is not intended to waive any privilege or otherwise detract from the confidentiality of the message. If you are not the intended recipient, or if this message has been addressed to you in error, do not read, disclose, reproduce, distribute, disseminate or otherwise use this transmission. Rather, please promptly notify the sender by reply e-mail, and then destroy all copies of the message and its attachments, if any.
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>
> ------------------------------
>
> Message: 3
> Date: Fri, 20 Jun 2025 21:58:23 +0000
> From: Dewey Weddle <dwweddle at msn.com>
> To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
> Subject: [WSBAPT] now what?
> Message-ID:
> <MW3PR11MB47477B3F092B590EAFF79D3DCD7CA at MW3PR11MB4747.namprd11.prod.outlook.com>
>
> Content-Type: text/plain; charset="iso-8859-1"
>
> Friends, Romans and Colleagues,
>
> I have an unusual set of circumstances in a guardianship case and I am hoping that maybe some of you have some suggestions as to how to proceed.
>
> My client was appointed as guardian of the person and conservator of the estate of an elderly married couple on June 12, 2025. There are two adult children who do not get along at all. The son was acting as the agent for them under a DPOA but wanted out because of the constant fighting with his sister, hence the guardianship.
>
> On June 16, 2025 (four days after my client was appointed) father dies. As we all know, a guardianship/conservatorship terminates upon the death of the Individual. Father's Will leaves everything to his spouse, and names the son as Personal Representative. Daughter is excluded as a beneficiary.
>
> My thought is to ask the Court to vacate the Order establishing the Guardianship, and then hand it off to the son to probate father's Will, even though he would prefer not to get dragged into legal proceedings involving his sister.
>
> Does my idea sound like a sound approach?
>
>
> Kind regards to all,
>
>
> Dewey
>
>
> Law Office of Dewey W. Weddle, PLLC
>
> 909 7th Street
>
> Anacortes, WA 98221
>
>
> Telephone: 360-293-3600
>
> Fax 360-293-3700
>
>
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> ------------------------------
>
> Message: 4
> Date: Fri, 20 Jun 2025 22:11:38 +0000
> From: Michele Moore <michele at guardianlaw.us>
> To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
> Subject: Re: [WSBAPT] now what?
> Message-ID:
> <MW3PR18MB35963C65FF889270E41FD5A0C87CA at MW3PR18MB3596.namprd18.prod.outlook.com>
>
> Content-Type: text/plain; charset="us-ascii"
>
> Dewey,
>
> Usually the order appointing the guardian stipulates when the guardianship will terminate. See also RCW 11.130.550 re death of the individual. You will need to file a final report with the court.
>
> Very truly yours,
>
> Michele Moore
> Attorney
>
> [cid:image001.png at 01DBE1F4.E8CFE490]
> 110 West Sixth Avenue, Suite 193
> Ellensburg, WA 98926
> 509.968.5021
> www.guardianlaw.us<http://www.guardianlaw.us/>
>
> Office Hours
> Monday--Thursday, 9:00 a.m. to 4:00 p.m.
> Fridays by Appointment
> Closed weekends and court holidays
>
> This message is intended for the use of the individual or entity to which it is transmitted and may contain information that is privileged, confidential and exempt from disclosure under applicable laws. If the reader of this communication is not the intended recipient, you are hereby notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this communication in error, please notify us immediately by telephone. Thank you.
>
> From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Dewey Weddle
> Sent: Friday, June 20, 2025 2:58 PM
> To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
> Subject: [WSBAPT] now what?
>
> Friends, Romans and Colleagues,
>
> I have an unusual set of circumstances in a guardianship case and I am hoping that maybe some of you have some suggestions as to how to proceed.
>
> My client was appointed as guardian of the person and conservator of the estate of an elderly married couple on June 12, 2025. There are two adult children who do not get along at all. The son was acting as the agent for them under a DPOA but wanted out because of the constant fighting with his sister, hence the guardianship.
>
> On June 16, 2025 (four days after my client was appointed) father dies. As we all know, a guardianship/conservatorship terminates upon the death of the Individual. Father's Will leaves everything to his spouse, and names the son as Personal Representative. Daughter is excluded as a beneficiary.
>
> My thought is to ask the Court to vacate the Order establishing the Guardianship, and then hand it off to the son to probate father's Will, even though he would prefer not to get dragged into legal proceedings involving his sister.
>
> Does my idea sound like a sound approach?
>
>
> Kind regards to all,
>
>
>
> Dewey
>
>
>
> Law Office of Dewey W. Weddle, PLLC
>
> 909 7th Street
>
> Anacortes, WA 98221
>
>
>
> Telephone: 360-293-3600
>
> Fax 360-293-3700
>
>
>
>
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> ------------------------------
>
> Message: 5
> Date: Fri, 20 Jun 2025 22:22:36 +0000
> From: Mark Vohr <mcv at ohanafc.com>
> To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
> Subject: Re: [WSBAPT] now what?
> Message-ID:
> <MW3PR13MB4107CC221BC8ACC4F1C0DF3CA17CA at MW3PR13MB4107.namprd13.prod.outlook.com>
>
> Content-Type: text/plain; charset="us-ascii"
>
> Dewey -
>
> I'll take a shot at this. To simplify matters, although your client is guardian/conservator for both - you must still treat them as separate. I would guess your client was appointed under two separate cause numbers. I would not vacate anything. Instead, just go through the various steps, although on a shortened timeframe. I.e. File an inventory of both conservatorships and a care plans for both guardianships within 90 days - noting that the father died and asking the court to approve the father's care plan, which includes terminating the guardianship because of death. For the father's conservatorship, instead of a 90 day plan I would prepare and a first and final report (covering the four days the father was alive) and file it with the inventory at the 90 day mark. Tell the court that the son plans to transfer the conservatorship assets as stated in the first and final report to the appointed personal representative of the father's estate and once that is done pet
> ition to have the conservator discharged. As for the mother's conservatorship, once her inventory and conservator's plan is filed at the 90 day mark, there shouldn't be anything left to do until the annual report.
>
> The idea here is that by following the steps, your client is really doing what they have to do anyway, just putting it all in the context and format of a terminating guardianship and conservatorship and then into a probate. Remember, the conservator has the authority to pay for disposition of remains from the father's conservatorship, so the cash flow should be available there.
>
> Hope that all makes sense. That's likely not the only way to do it, but I like this approach because it is orderly and fulfills all the duties along the way without too much duplication.
>
> Regards,
>
> Mark
>
> Mark C. Vohr, J.D. CPGC
> Ohana Fiduciary Corporation
> A Washington Trust Company
> 155 NE 100th St., Suite 209
> Seattle, WA 98125
> Telephone: (206) 782-1189
>
> From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Dewey Weddle
> Sent: Friday, June 20, 2025 2:58 PM
> To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
> Subject: [WSBAPT] now what?
>
> Friends, Romans and Colleagues,
>
> I have an unusual set of circumstances in a guardianship case and I am hoping that maybe some of you have some suggestions as to how to proceed.
>
> My client was appointed as guardian of the person and conservator of the estate of an elderly married couple on June 12, 2025. There are two adult children who do not get along at all. The son was acting as the agent for them under a DPOA but wanted out because of the constant fighting with his sister, hence the guardianship.
>
> On June 16, 2025 (four days after my client was appointed) father dies. As we all know, a guardianship/conservatorship terminates upon the death of the Individual. Father's Will leaves everything to his spouse, and names the son as Personal Representative. Daughter is excluded as a beneficiary.
>
> My thought is to ask the Court to vacate the Order establishing the Guardianship, and then hand it off to the son to probate father's Will, even though he would prefer not to get dragged into legal proceedings involving his sister.
>
> Does my idea sound like a sound approach?
>
>
> Kind regards to all,
>
>
>
> Dewey
>
>
>
> Law Office of Dewey W. Weddle, PLLC
>
> 909 7th Street
>
> Anacortes, WA 98221
>
>
>
> Telephone: 360-293-3600
>
> Fax 360-293-3700
>
>
>
>
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> ------------------------------
>
> Message: 6
> Date: Sat, 21 Jun 2025 18:42:07 +0000
> From: Ronda Larson Kramer <ronda at larsonlawpllc.com>
> To: wsbapt List serve <wsbapt at lists.wsbarppt.com>
> Subject: [WSBAPT] CPA referral
> Message-ID:
> <MW3PR13MB39625575E0E2949C962A2711A77FA at MW3PR13MB3962.namprd13.prod.outlook.com>
>
> Content-Type: text/plain; charset="iso-8859-1"
>
> I have a person who is looking for referrals to a CPA to assist with an estate income tax return and a final personal income tax return. It's a modest estate with half of a house in a trust. They live in Thurston County but don't have a preference for where the CPA is located.
>
>
>
> Ronda Larson Kramer
>
> (she/her/hers)
>
> J.D., LL.M. Taxation, Owner
>
>
>
> LARSON LAW, PLLC
>
> Elder Law, Estate Planning
>
> P.O. Box 7337
>
> Olympia WA 98507
>
> Ph: 360-768-0775
>
> ronda@<mailto:ronda at larsonlawpllc.com>l<mailto:ronda at larsonlawpllc.com>arsonlawpllc.com<mailto:ronda at larsonlawpllc.com>
>
> www.<http://www.larsonlawpllc.com/>l<http://www.larsonlawpllc.com/>arsonlawpllc.com<http://www.larsonlawpllc.com/>
>
>
>
> NOTICES: This message, including attachments, is confidential and may contain information protected by the attorney-client privilege or work product doctrine. If you are not the addressee, any disclosure, copying, distribution, or use of the contents of this message are prohibited. If you have received this email in error, please destroy it and notify me immediately. Any tax advice contained in this message is not intended or written to be used, and cannot be used, for the purpose of (1) avoiding penalties under the internal revenue code or (2) promoting, marketing, or recommending to others any tax-related matter(s) addressed here.
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>
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