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<DIV dir=ltr align=left><SPAN class=911282716-07052015><FONT size=4>Client is
daughter/ beneficiary on five significant CD accounts inherited
from her 90 yr old dad who just died. Decedent married second
wife 28 years ago but wife is in nursing facility for dementia. Second
wife's son wants CDs to go to his mother, claiming CDs are community property
despite daughter's beneficiary status and decedent's clear directive in will
wherein daughter is PR. No other assets, ALL sold prior to descendent and
wife going into nursing facility. Decedent named dementia wife as
beneficiary on defined benefit pension of 3K per month.
</FONT></SPAN></DIV>
<DIV dir=ltr align=left><SPAN class=911282716-07052015><FONT
size=4></FONT></SPAN> </DIV>
<DIV dir=ltr align=left><SPAN class=911282716-07052015><FONT size=4>Client wants
to immediately transfer CDs as non-probate asset into her name but fears
community property challenge and repercussions. Any guidance appreciated. I am
new to this great list. Thanks. </FONT></SPAN></DIV>
<DIV dir=ltr align=left><SPAN class=911282716-07052015></SPAN> </DIV>
<DIV dir=ltr align=left><SPAN class=911282716-07052015><FONT size=4>Anne Marie
Liebhaber</FONT></SPAN></DIV>
<DIV dir=ltr align=left><SPAN class=911282716-07052015><FONT size=4>Attorney at
Law</FONT> </SPAN></DIV></BODY></HTML>