<html xmlns:v="urn:schemas-microsoft-com:vml" xmlns:o="urn:schemas-microsoft-com:office:office" xmlns:w="urn:schemas-microsoft-com:office:word" xmlns:m="http://schemas.microsoft.com/office/2004/12/omml" xmlns="http://www.w3.org/TR/REC-html40"><head><meta http-equiv=Content-Type content="text/html; charset=us-ascii"><meta name=Generator content="Microsoft Word 15 (filtered medium)"><style><!--
/* Font Definitions */
@font-face
{font-family:"Cambria Math";
panose-1:2 4 5 3 5 4 6 3 2 4;}
@font-face
{font-family:Calibri;
panose-1:2 15 5 2 2 2 4 3 2 4;}
@font-face
{font-family:Tahoma;
panose-1:2 11 6 4 3 5 4 4 2 4;}
/* Style Definitions */
p.MsoNormal, li.MsoNormal, div.MsoNormal
{margin:0in;
margin-bottom:.0001pt;
font-size:11.0pt;
font-family:"Calibri",sans-serif;}
a:link, span.MsoHyperlink
{mso-style-priority:99;
color:#0563C1;
text-decoration:underline;}
a:visited, span.MsoHyperlinkFollowed
{mso-style-priority:99;
color:#954F72;
text-decoration:underline;}
span.EmailStyle17
{mso-style-type:personal;
font-family:"Calibri",sans-serif;
color:windowtext;}
span.EmailStyle18
{mso-style-type:personal;
font-family:"Calibri",sans-serif;
color:#1F497D;}
span.EmailStyle19
{mso-style-type:personal-reply;
font-family:"Calibri",sans-serif;
color:#1F497D;}
.MsoChpDefault
{mso-style-type:export-only;
font-size:10.0pt;}
@page WordSection1
{size:8.5in 11.0in;
margin:1.0in 1.0in 1.0in 1.0in;}
div.WordSection1
{page:WordSection1;}
--></style><!--[if gte mso 9]><xml>
<o:shapedefaults v:ext="edit" spidmax="1026" />
</xml><![endif]--><!--[if gte mso 9]><xml>
<o:shapelayout v:ext="edit">
<o:idmap v:ext="edit" data="1" />
</o:shapelayout></xml><![endif]--></head><body lang=EN-US link="#0563C1" vlink="#954F72"><div class=WordSection1><p class=MsoNormal><span style='color:#1F497D'>Thanks to all who replied to my post (on and off list). All answers were very helpful and I have a planned course of action. Have a great loooong weekend. <o:p></o:p></span></p><p class=MsoNormal><span style='color:#1F497D'><o:p> </o:p></span></p><div><p class=MsoNormal><span style='color:white'><o:p> </o:p></span></p></div><p class=MsoNormal><span style='color:#1F497D'><o:p> </o:p></span></p><div><div style='border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in'><p class=MsoNormal><b>From:</b> wsbapt-bounces@lists.wsbarppt.com [mailto:wsbapt-bounces@lists.wsbarppt.com] <b>On Behalf Of </b>Marcus Fry<br><b>Sent:</b> Friday, May 22, 2015 12:19 PM<br><b>To:</b> 'WSBA Probate & Trust Listserv'<br><b>Subject:</b> Re: [WSBAPT] Future Gifts and Possible Future Incapacity<o:p></o:p></p></div></div><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal><span style='color:#1F497D'>Paul:<o:p></o:p></span></p><p class=MsoNormal><span style='color:#1F497D'>Put the gifts in the will with a provision that Testator intends to make gifts during life, and if the gifts are made the specific bequest terminates. Have client also sign a directive to her power of attorney when these gifts are to occur. Of course, you need to keep Medicaid rules in mind if client is desiring to wait a few years to make these gifts.<o:p></o:p></span></p><p class=MsoNormal><span style='color:#1F497D'><o:p> </o:p></span></p><div><p class=MsoNormal style='text-align:justify'><span style='font-size:10.0pt;font-family:"Courier New";color:#1F497D'>Marcus J. Fry<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:10.0pt;font-family:"Courier New";color:#1F497D'>Lyon, Weigand & Gustafson, P.S.</span><span style='font-size:12.0pt;font-family:"Times New Roman",serif;color:#1F497D'> <br></span><span style='font-size:10.0pt;font-family:"Courier New";color:#1F497D'>Adoption Attorney*<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:10.0pt;font-family:"Courier New";color:#1F497D'>P.O. Box 1689</span><span style='font-size:12.0pt;font-family:"Times New Roman",serif;color:#1F497D'> <br></span><span style='font-size:10.0pt;font-family:"Courier New";color:#1F497D'>Yakima, Washington 98907</span><span style='font-size:12.0pt;font-family:"Times New Roman",serif;color:#1F497D'> <br></span><span style='font-size:10.0pt;font-family:"Courier New";color:#1F497D'>Telephone: (509) 248-7220</span><span style='font-size:12.0pt;font-family:"Times New Roman",serif;color:#1F497D'> <br></span><span style='font-size:10.0pt;font-family:"Courier New";color:#1F497D'>Facsimile: (509) 575-1883</span><span style='font-size:12.0pt;font-family:"Times New Roman",serif;color:#1F497D'> <o:p></o:p></span></p><p class=MsoNormal style='text-align:justify'><b><u><span style='font-size:9.0pt;font-family:"Arial",sans-serif;color:#1F497D'><o:p><span style='text-decoration:none'> </span></o:p></span></u></b></p><p class=MsoNormal style='text-align:justify'><b><u><span style='font-size:9.0pt;font-family:"Arial",sans-serif;color:#1F497D'>NOTICES:<o:p></o:p></span></u></b></p><p class=MsoNormal style='text-align:justify'><span style='font-size:9.0pt;font-family:"Arial",sans-serif;color:#1F497D'> *Adoption Attorney reflects election as a Fellow of the American Academy of Adoption Attorneys, an invitation based organization of 300+ attorneys nationwide, under its criteria of experience, ethics and peer recommendation. Washington's Supreme Court has not yet developed or recognized a credentialing process for specialties, and certification/fellowship is not required to practice law in this state.<o:p></o:p></span></p><p class=MsoNormal style='text-align:justify'><b><span style='font-size:9.0pt;font-family:"Arial",sans-serif;color:#1F497D'>Confidentiality: </span></b><span style='font-size:9.0pt;font-family:"Arial",sans-serif;color:#1F497D'>This e-mail transmission may contain information which is protected by attorney-client, work product and/or other privileges. If you are not the intended recipient, you are hereby notified that any disclosure, or taking of any action in reliance on the contents, is strictly prohibited. If you have received this transmission in error, please contact us immediately and return the e-mail to us by choosing Reply (or the corresponding function on your e-mail system) and then deleting the e-mail.</span><span style='font-size:12.0pt;font-family:"Times New Roman",serif;color:#1F497D'><o:p></o:p></span></p></div><p class=MsoNormal><span style='color:#1F497D'><o:p> </o:p></span></p><div><div style='border:none;border-top:solid #B5C4DF 1.0pt;padding:3.0pt 0in 0in 0in'><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'> <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>Paul Neumiller<br><b>Sent:</b> Friday, May 22, 2015 11:44 AM<br><b>To:</b> <a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a><br><b>Subject:</b> [WSBAPT] Future Gifts and Possible Future Incapacity<o:p></o:p></span></p></div></div><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>Listmates (who are still around): Please assume that estate planning client has capacity to sign estate planning documents at this time. Client wants to make future gifts of money to children that will take place in the next couple of years but I am concerned that she might not have capacity then. One of the children has a Durable Power of Attorney that is effective immediately but the child is one of the intended recipients of a gift of money. I am hesitant for the child to use the DPOA because it smacks of self-dealing and breach of fiduciary duty. Is there some document (or modification to her revocable trust) that the client can sign now to show a pattern/intention to make future gift so the child with the DPOA is relatively safe to make the gifts in the future if necessary. Thanks for your ideas and input. <o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p></div></body></html>