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<DIV dir=ltr align=left><SPAN class=938065820-08052015><FONT color=#0000ff
size=2 face=Arial>Thanks for the advice. It is well taken. Do you have the name/
cite for case you reference? </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>Thomas M.
Culbertson<BR><B>Sent:</B> Friday, May 08, 2015 8:44 AM<BR><B>To:</B> 'WSBA
Probate & Trust Listserv'<BR><B>Subject:</B> Re: [WSBAPT] Community
Challenge to distribution ofnon-probate assets re significant
CDs<BR></FONT><BR></DIV>
<DIV></DIV>
<DIV class=WordSection1>
<P class=MsoNormal><SPAN style="FONT-SIZE: 11pt; COLOR: black">Not to add to
your worries, but several years ago a Spokane atty was disciplined by the WSBA
because he represented a client as PR and individually claiming an asset was
JTWROS and not a probate asset, and the atty therefore had a conflict of
interest. I thought the analysis in the decision was very weak and I still think
it was wrongly decided, but my opinion doesn’t matter. Many practitioners now
say such a client needs two attorneys, one to represent her as PR and another
one to represent her as individual claimant. I don’t think that solves the
problem; as I see it, focusing on an attorney’s conflict shifts the focus away
from the real conflict of interest, which is the client’s potential conflict as
fiduciary and individual. <O:P /></SPAN></P>
<P class=MsoNormal><SPAN
style="FONT-SIZE: 11pt; COLOR: black"><O:P></O:P></SPAN></P>
<DIV>
<P class=MsoNormal><SPAN style="FONT-SIZE: 11pt; COLOR: black">Bottom line is .
. . be careful.<O:P /></SPAN></P>
<P class=MsoNormal><SPAN
style="FONT-SIZE: 11pt; COLOR: black"><O:P></O:P></SPAN></P>
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v:shapes="_x0000_s1026"></SPAN><SPAN
style="FONT-SIZE: 11pt; FONT-FAMILY: 'Calibri','sans-serif'; COLOR: black"><B><O:P> </O:P></B></SPAN></P><BR
style="mso-ignore: vglayout" clear=all>
<P class=MsoNormal><B><SPAN
style="FONT-SIZE: 11pt; FONT-FAMILY: 'Calibri','sans-serif'; COLOR: black">THOMAS
M. CULBERTSON </SPAN></B><B><SPAN
style="FONT-SIZE: 14pt; FONT-FAMILY: 'Calibri','sans-serif'; COLOR: black"> </SPAN></B><SPAN
style="FONT-SIZE: 14pt; FONT-FAMILY: 'Calibri','sans-serif'; COLOR: black">I
</SPAN><SPAN
style="FONT-SIZE: 10pt; FONT-FAMILY: 'Calibri','sans-serif'; COLOR: black"> Lukins
& Annis, PS<O:P /></SPAN></P>
<P class=MsoNormal><SPAN
style="FONT-SIZE: 10pt; FONT-FAMILY: 'Calibri','sans-serif'; COLOR: black">717
W. Sprague Ave, Suite 1600, Spokane, WA 99201<O:P /></SPAN></P>
<P class=MsoNormal><SPAN
style="FONT-SIZE: 10pt; FONT-FAMILY: 'Calibri','sans-serif'; COLOR: black">(509)
455-9555</SPAN><SPAN
style="FONT-SIZE: 11pt; FONT-FAMILY: 'Calibri','sans-serif'; COLOR: black">
</SPAN><SPAN style="FONT-FAMILY: 'Calibri','sans-serif'; COLOR: black"> I
</SPAN><SPAN
style="FONT-SIZE: 10pt; FONT-FAMILY: 'Calibri','sans-serif'; COLOR: black"> fax
(509) 363-2500</SPAN><SPAN
style="FONT-FAMILY: 'Calibri','sans-serif'; COLOR: black"> I </SPAN><SPAN
style="FONT-SIZE: 10pt; FONT-FAMILY: 'Calibri','sans-serif'; COLOR: black"> </SPAN><SPAN
style="FONT-SIZE: 11pt; FONT-FAMILY: 'Calibri','sans-serif'; COLOR: black"><A
href="mailto:tculbertson@lukins.com"><SPAN
style="FONT-SIZE: 10pt; COLOR: blue">tculbertson@lukins.com</SPAN></A></SPAN><SPAN
style="FONT-SIZE: 10pt; FONT-FAMILY: 'Calibri','sans-serif'; COLOR: black"> <O:P
/></SPAN></P>
<P class=MsoNormal><SPAN
style="FONT-SIZE: 10pt; FONT-FAMILY: 'Calibri','sans-serif'; COLOR: black"><O:P></O:P></SPAN></P></DIV>
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style="FONT-SIZE: 11pt; COLOR: black"><O:P></O:P></SPAN></P>
<DIV>
<DIV
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<P class=MsoNormal><B><SPAN
style="FONT-SIZE: 10pt; FONT-FAMILY: 'Tahoma','sans-serif'">From:</SPAN></B><SPAN
style="FONT-SIZE: 10pt; FONT-FAMILY: 'Tahoma','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
10:34 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<O:P /></SPAN></P></DIV></DIV>
<P class=MsoNormal><O:P></O:P></P>
<P class=MsoNormal><SPAN
style="FONT-SIZE: 10pt; FONT-FAMILY: 'Arial','sans-serif'; COLOR: blue">Thanks
for prompt reply. What do you mean by "snt"?</SPAN><O:P /></P>
<P class=MsoNormal><O:P /></P>
<P class=MsoNormal><SPAN
style="FONT-SIZE: 10pt; FONT-FAMILY: 'Arial','sans-serif'; COLOR: blue">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. </SPAN><O:P /></P>
<P class=MsoNormal><O:P></O:P></P>
<DIV class=MsoNormal style="TEXT-ALIGN: center" align=center>
<HR align=center SIZE=2 width="100%">
</DIV>
<P class=MsoNormal style="MARGIN-BOTTOM: 12pt"><B><SPAN
style="FONT-SIZE: 10pt; FONT-FAMILY: 'Tahoma','sans-serif'">From:</SPAN></B><SPAN
style="FONT-SIZE: 10pt; FONT-FAMILY: 'Tahoma','sans-serif'"> <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</SPAN><O:P /></P>
<P>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...<O:P /></P>
<DIV>
<P class=MsoNormal>On May 7, 2015 9:48 AM, "Anne Marie Liebhaber" <<A
href="mailto:amliebhaber@gmail.com">amliebhaber@gmail.com</A>> wrote:<O:P
/></P>
<DIV>
<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
/></SPAN></P>
<P class=MsoNormal><SPAN
style="FONT-SIZE: 10.5pt; FONT-FAMILY: 'Calibri','sans-serif'; COLOR: black"><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
/></SPAN></P>
<P class=MsoNormal><SPAN
style="FONT-SIZE: 10.5pt; FONT-FAMILY: 'Calibri','sans-serif'; COLOR: black"><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
/></SPAN></P>
<P class=MsoNormal><SPAN
style="FONT-SIZE: 13.5pt; FONT-FAMILY: 'Calibri','sans-serif'; COLOR: black">Attorney
at Law</SPAN><SPAN
style="FONT-SIZE: 10.5pt; FONT-FAMILY: 'Calibri','sans-serif'; COLOR: black"> <O:P
/></SPAN></P></DIV>
<P class=MsoNormal><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><O:P
/></P></DIV></DIV>
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