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<DIV dir=ltr align=left><SPAN class=614593017-07052015><FONT color=#0000ff
size=2 face=Arial>Thanks for prompt reply. What do you mean by
"snt"?</FONT></SPAN></DIV>
<DIV dir=ltr align=left><SPAN class=614593017-07052015><FONT color=#0000ff
size=2 face=Arial></FONT></SPAN> </DIV>
<DIV dir=ltr align=left><SPAN class=614593017-07052015><FONT color=#0000ff
size=2 face=Arial>What are your thoughts about son challenging CDs' character
outside of probate process, as no probate really is necessary to transfer CDs
b/c non-probate assets. Client does not know status of dementia wife/ son
relationship re POA or GAL at this point. </FONT></SPAN></DIV><BR>
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<FONT size=2 face=Tahoma><B>From:</B> wsbapt-bounces@lists.wsbarppt.com
[mailto:wsbapt-bounces@lists.wsbarppt.com] <B>On Behalf Of </B>Katharine P.
Bauer<BR><B>Sent:</B> Thursday, May 07, 2015 10:05 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>
<P dir=ltr>Take the funds but don't spend them. Control is good fit your
client. Investigate what is community or separate, reach agreement as to
who gets what; put mom's share in 3rd party snt if possible... Recognize,
though, she may be entitled to own some of it outright and may need gal to
protect her interests. Is son POA for her? Remember, Dad can give
his half of CP or all SP where he wants...</P>
<DIV class=gmail_quote>On May 7, 2015 9:48 AM, "Anne Marie Liebhaber" <<A
href="mailto:amliebhaber@gmail.com">amliebhaber@gmail.com</A>> wrote:<BR
type="attribution">
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<DIV dir=ltr align=left><SPAN><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><FONT size=4></FONT></SPAN> </DIV>
<DIV dir=ltr align=left><SPAN><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></SPAN> </DIV>
<DIV dir=ltr align=left><SPAN><FONT size=4>Anne Marie
Liebhaber</FONT></SPAN></DIV>
<DIV dir=ltr align=left><SPAN><FONT size=4>Attorney at
Law</FONT> </SPAN></DIV></DIV><BR>_______________________________________________<BR>WSBAPT
mailing list<BR><A
href="mailto:WSBAPT@lists.wsbarppt.com">WSBAPT@lists.wsbarppt.com</A><BR><A
href="http://mailman.fsr.com/mailman/listinfo/wsbapt"
target=_blank>http://mailman.fsr.com/mailman/listinfo/wsbapt</A><BR></BLOCKQUOTE></DIV></BODY></HTML>