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<DIV dir=ltr align=left><SPAN class=552322717-07052015><FONT color=#0000ff
size=2 face=Arial>Thanks. Exactly my thoughts. Really nice as solo to have
"associates" to think through issues. Have a good day.
</FONT></SPAN></DIV><BR>
<DIV lang=en-us class=OutlookMessageHeader dir=ltr align=left>
<HR tabIndex=-1>
<FONT size=2 face=Tahoma><B>From:</B> wsbapt-bounces@lists.wsbarppt.com
[mailto:wsbapt-bounces@lists.wsbarppt.com] <B>On Behalf Of </B>Heather
deVrieze<BR><B>Sent:</B> Thursday, May 07, 2015 10:22 AM<BR><B>To:</B> WSBA
Probate & Trust Listserv<BR><B>Subject:</B> Re: [WSBAPT] Community Challenge
to distribution of non-probate assets re significant CDs<BR></FONT><BR></DIV>
<DIV></DIV>
<DIV class=WordSection1>
<P class=MsoNormal><SPAN
style="FONT-SIZE: 11pt; FONT-FAMILY: 'Calibri',sans-serif; COLOR: #1f497d">After
28 years of marriage, it is very likely that some if not all of the assets in
the CDs are community, I which case, wife would already own ½ and daughter’s
designation as beneficiary could apply to the other half. If the source of the
assets can be traced to separate funds, that may tell a different story.
<o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN
style="FONT-SIZE: 11pt; FONT-FAMILY: 'Calibri',sans-serif; COLOR: #1f497d"><o:p> </o:p></SPAN></P>
<P class=MsoNormal><SPAN
style="FONT-SIZE: 11pt; FONT-FAMILY: 'Calibri',sans-serif; COLOR: #1f497d">If
daughter and wife’s son can sort out between them that might be the best bet.
Dad may very well have moved community assets into his name, which doesn’t
change the character of the property. Similarly naming a beneficiary cannot
serve to eliminate the community nature of the assets.<o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN
style="FONT-SIZE: 11pt; FONT-FAMILY: 'Calibri',sans-serif; COLOR: #1f497d"><o:p> </o:p></SPAN></P>
<P class=MsoNormal><SPAN
style="FONT-SIZE: 11pt; FONT-FAMILY: 'Calibri',sans-serif; COLOR: #1f497d">Heather<o:p></o:p></SPAN></P>
<DIV>
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<P class=MsoNormal><SPAN
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S. de Vrieze</SPAN><B><SPAN
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<P class=MsoNormal><SPAN
style="FONT-SIZE: 10pt; FONT-FAMILY: Nyala; COLOR: #44524e">3909 California
Avenue SW<o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN
style="FONT-SIZE: 10pt; FONT-FAMILY: Nyala; COLOR: #44524e">Seattle, WA
98116-3705
<o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN
style="FONT-SIZE: 10pt; FONT-FAMILY: Nyala; COLOR: #44524e">(206)938-5500
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<P class=MsoNormal><B><SPAN
style="FONT-SIZE: 11pt; FONT-FAMILY: 'Calibri',sans-serif">From:</SPAN></B><SPAN
style="FONT-SIZE: 11pt; FONT-FAMILY: 'Calibri',sans-serif">
wsbapt-bounces@lists.wsbarppt.com [mailto:wsbapt-bounces@lists.wsbarppt.com]
<B>On Behalf Of </B>Anne Marie Liebhaber<BR><B>Sent:</B> Thursday, May 07, 2015
9:44 AM<BR><B>To:</B> 'WSBA Probate & Trust Listserv'<BR><B>Subject:</B>
[WSBAPT] Community Challenge to distribution of non-probate assets re
significant CDs<o:p></o:p></SPAN></P></DIV></DIV>
<P class=MsoNormal><o:p> </o:p></P>
<P class=MsoNormal><SPAN
style="FONT-SIZE: 13.5pt; FONT-FAMILY: 'Calibri',sans-serif; COLOR: black">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.
</SPAN><SPAN
style="FONT-SIZE: 10.5pt; FONT-FAMILY: 'Calibri',sans-serif; COLOR: black"><o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN
style="FONT-SIZE: 10.5pt; FONT-FAMILY: 'Calibri',sans-serif; COLOR: black"> <o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN
style="FONT-SIZE: 13.5pt; FONT-FAMILY: 'Calibri',sans-serif; COLOR: black">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. </SPAN><SPAN
style="FONT-SIZE: 10.5pt; FONT-FAMILY: 'Calibri',sans-serif; COLOR: black"><o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN
style="FONT-SIZE: 10.5pt; FONT-FAMILY: 'Calibri',sans-serif; COLOR: black"> <o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN
style="FONT-SIZE: 13.5pt; FONT-FAMILY: 'Calibri',sans-serif; COLOR: black">Anne
Marie Liebhaber</SPAN><SPAN
style="FONT-SIZE: 10.5pt; FONT-FAMILY: 'Calibri',sans-serif; COLOR: black"><o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN
style="FONT-SIZE: 13.5pt; FONT-FAMILY: 'Calibri',sans-serif; COLOR: black">Attorney
at Law</SPAN><SPAN
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