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<p class="MsoNormal"><span style="color:#1F497D">There has to be something in the “new” order specifying guardians’ powers. What do they say about old vs. new, or something else.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="color:#1F497D">Roger Hawkes, WSBA # 5173<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">19909 Ballinger Way NE<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Shoreline, WA 98155<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><a href="http://www.hawkeslawfirm.com"><span style="color:blue">www.hawkeslawfirm.com</span></a><o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">206 367 5000<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Fax is 206 367 4005<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
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<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif"">From:</span></b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif""> Jami Pannell [mailto:jamipannell@3Rlaw.org]
<br>
<b>Sent:</b> Monday, May 04, 2015 5:34 PM<br>
<b>To:</b> WSBA Estate Planning Discussion Group<br>
<b>Subject:</b> [WSBAPT] Amending a Will While Under Guardianship<o:p></o:p></span></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Colleagues:<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">[This question is posed by my practice partner.] We consulted with a potential client who initially had a guardianship established over him while he convalesced from a head injury. He eventually recovered from his injuries and went back
to living life almost as independently as before his injury. He had the court appointed guardian removed and wanted to keep his guardianship for major financial decisions, so he had his stepdaughter appointed. Now he is interested in updating a will he made
prior to the initial guardianship, as well as executing a transfer on death deed. The resulting changes would be consistent with his original estate plan and our opinion is that he has the capacity to make these changes and understands them fully. I believe
this would be in compliance with RPC 1.14.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">The order appointing the original guardian specifically revoked his right to make or amend a will, and the new order appointing his stepdaughter is silent on the issue. His stepdaughter is also his heir, which may complicate matters.
Can anyone point to legal support for us drafting a valid codicil and deed in spite of what the original guardianship order states? <o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Any feedback is appreciated.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><b><span style="color:#002060">Jami L. Pannell<o:p></o:p></span></b></p>
<p class="MsoNormal"><b><span style="color:gray">Attorney & Counselor at Law<o:p></o:p></span></b></p>
<p class="MsoNormal"><b><span style="color:gray"><o:p> </o:p></span></b></p>
<p class="MsoNormal"><b><span style="color:gray"><img border="0" width="120" height="58" id="Picture_x0020_1" src="cid:image001.jpg@01D08694.A4574950" alt="For email"><o:p></o:p></span></b></p>
<p class="MsoNormal"><b><i><span style="font-size:10.0pt;color:black">A Nonprofit Organization<o:p></o:p></span></i></b></p>
<p class="MsoNormal"><b><span style="color:black"><o:p> </o:p></span></b></p>
<p class="MsoNormal"><b><span style="color:gray">1655 Hudson Street, Ste. 1<o:p></o:p></span></b></p>
<p class="MsoNormal"><b><span style="color:gray">Longview, WA 98632</span></b><span style="color:gray"><o:p></o:p></span></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><b><span style="color:gray">T: (360) 442-4101<o:p></o:p></span></b></p>
<p class="MsoNormal"><b><span style="color:gray">F: (360) 200-6799<o:p></o:p></span></b></p>
<p class="MsoNormal"><b><span style="color:gray"><a href="http://www.3rlaw.org/"><span style="color:gray">3Rlaw.org</span></a><o:p></o:p></span></b></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><img border="0" width="147" height="70" id="Picture_x0020_2" src="cid:image002.jpg@01D08694.A4574950" alt="WC-Member-Logo-Small"><img border="0" width="147" height="33" id="Picture_x0020_3" src="cid:image003.jpg@01D08694.A4574950" alt="WC-Member-Logo-EstatePlanning - small"><o:p></o:p></p>
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