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<P class="MsoNormal"><SPAN style="font-size:11.0pt;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:11.0pt;color:black"><O:P> </O:P></SPAN></P>
<DIV>
<P class="MsoNormal"><SPAN style="font-size:11.0pt;color:black">Bottom line is . . . be careful.<O:P/></SPAN></P>
<P class="MsoNormal"><SPAN style="font-size:11.0pt;color:black"><O:P> </O:P></SPAN></P>
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<BR clear="ALL" style="mso-ignore:vglayout"/>
<P class="MsoNormal"><B><SPAN style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:black">THOMAS M. CULBERTSON
</SPAN></B><B><SPAN style="font-size:14.0pt;font-family:"Calibri","sans-serif";color:black"> </SPAN></B><SPAN style="font-size:14.0pt;font-family:"Calibri","sans-serif";color:black">I
</SPAN><SPAN style="font-size:10.0pt;font-family:"Calibri","sans-serif";color:black"> Lukins & Annis, PS<O:P/></SPAN></P>
<P class="MsoNormal"><SPAN style="font-size:10.0pt;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:10.0pt;font-family:"Calibri","sans-serif";color:black">(509) 455-9555</SPAN><SPAN style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:black">
</SPAN><SPAN style="font-family:"Calibri","sans-serif";color:black"> I </SPAN><SPAN style="font-size:10.0pt;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:10.0pt;font-family:"Calibri","sans-serif";color:black"> </SPAN><SPAN style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:black"><A href="mailto:tculbertson@lukins.com"><SPAN style="font-size:10.0pt;color:blue">tculbertson@lukins.com</SPAN></A></SPAN><SPAN style="font-size:10.0pt;font-family:"Calibri","sans-serif";color:black">
<O:P/></SPAN></P>
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<P class="MsoNormal"><B><SPAN style="font-size:10.0pt;font-family:"Tahoma","sans-serif"">From:</SPAN></B><SPAN style="font-size:10.0pt;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:10.0pt;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:10.0pt;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>
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<P class="MsoNormal" style="margin-bottom:12.0pt"><B><SPAN style="font-size:10.0pt;font-family:"Tahoma","sans-serif"">From:</SPAN></B><SPAN style="font-size:10.0pt;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>
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