<html><head></head><body style="word-wrap: break-word; -webkit-nbsp-mode: space; -webkit-line-break: after-white-space; color: rgb(0, 0, 0); font-size: 14px; font-family: Calibri, sans-serif;"><div><div><div>Special Needs Trust</div><div><br></div><div><div><p style="margin: 0px;"><span style="letter-spacing: 0px;"><font face="Garamond">Kate Gamble</font></span></p><p style="margin: 0px;"><span style="letter-spacing: 0px;"><font face="Garamond">Attorney at Law</font></span></p><p style="margin: 0px;"><span style="letter-spacing: 0px;"><font face="Garamond">Uptown Law PLLC</font></span></p><p style="margin: 0px;"><span style="letter-spacing: 0px;"><font face="Garamond">PO Box 835</font></span></p><p style="margin: 0px;"><span style="letter-spacing: 0px;"><font face="Garamond">Port Townsend, WA 98368</font></span></p><p style="margin: 0px;"><span style="letter-spacing: 0px;"><font face="Garamond">(360) 379-1818</font></span></p><p style="margin: 0px;"><span style="letter-spacing: 0px;"><font face="Garamond" size="2"><br></font></span></p><p style="margin: 0px;"><span style="letter-spacing: 0px;"><font face="Garamond" size="2"><b>CONFIDENTIALITY NOTICE:</b> This email, including any attachments, is confidential and subject to legal privilege. The information contained in this message is intended only for the use of the above named recipient. If you are not the intended recipient, you are hereby notified that any dissemination, disclosure, or copying of this communication, including all attachments, is strictly prohibited, and subject to penalty. If you have received this communication in error, please immediately notify us by return email and telephone at 360-379-1818; then please destroy this original message and all attachments. Thank you.</font></span></p><p style="margin: 0px;"><br></p><p style="margin: 0px;"><span style="letter-spacing: 0px;"><font face="Garamond" size="2"><b>SPECIAL NOTICE TO CLIENT(S): </b>If you are a client and this email is directed to you, DO NOT FORWARD to any other party, or you could be waiving the attorney -client privilege</font></span></p></div><div><span style="letter-spacing: 0px;"><font face="Garamond" size="2"><br></font></span></div></div></div></div><div><br></div><span id="OLK_SRC_BODY_SECTION"><div style="font-family:Calibri; font-size:11pt; text-align:left; color:black; BORDER-BOTTOM: medium none; BORDER-LEFT: medium none; PADDING-BOTTOM: 0in; PADDING-LEFT: 0in; PADDING-RIGHT: 0in; BORDER-TOP: #b5c4df 1pt solid; BORDER-RIGHT: medium none; PADDING-TOP: 3pt"><span style="font-weight:bold">From: </span> Anne Marie Liebhaber <<a href="mailto:amliebhaber@gmail.com">amliebhaber@gmail.com</a>><br><span style="font-weight:bold">Reply-To: </span> WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br><span style="font-weight:bold">Date: </span> Thursday, May 7, 2015 at 10:34 AM<br><span style="font-weight:bold">To: </span> 'WSBA Probate & Trust Listserv' <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br><span style="font-weight:bold">Subject: </span> Re: [WSBAPT] Community Challenge to distribution of non-probate assets re significant CDs<br></div><div><br></div><div><meta content="text/html; charset=us-ascii" http-equiv="Content-Type"><meta name="GENERATOR" content="MSHTML 10.00.9200.17296"><div><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><div lang="en-us" class="OutlookMessageHeader" dir="ltr" align="left"><hr tabindex="-1"><font size="2" face="Tahoma"><b>From:</b> <a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a>
[<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">mailto:wsbapt-bounces@lists.wsbarppt.com</a>] <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"><blockquote class="gmail_quote" style="PADDING-LEFT: 1ex; MARGIN: 0px 0px 0px 0.8ex; BORDER-LEFT: #ccc 1px solid"><u></u>
<div style="WORD-WRAP: break-word; FONT-SIZE: 14px; FONT-FAMILY: Calibri,sans-serif; COLOR: rgb(0,0,0)">
<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></div></div>
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