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</o:shapelayout></xml><![endif]--></head><body lang=EN-US link=blue vlink=purple><div class=WordSection1><p class=MsoNormal><span style='font-family:"Calibri",sans-serif;color:#1F497D'>This gets very interesting. I am going to take some time to digest all that has been given on this thread. I do seem to recall that the Deskbook covers this topic, too.<o:p></o:p></span></p><p class=MsoNormal><span style='font-family:"Calibri",sans-serif;color:#1F497D'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-family:"Calibri",sans-serif;color:#1F497D'>More next week. Enjoy the memorial Day holiday.<o:p></o:p></span></p><p class=MsoNormal><span style='font-family:"Calibri",sans-serif;color:#1F497D'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-family:"Calibri",sans-serif;color:#1F497D'>Jim<o:p></o:p></span></p><p class=MsoNormal><span style='font-family:"Calibri",sans-serif;color:#1F497D'><o:p> </o:p></span></p><div><p class=MsoNormal><span style='font-family:"Calibri",sans-serif;color:#1F497D'>James R. Doran<o:p></o:p></span></p><p class=MsoNormal><span style='font-family:"Calibri",sans-serif;color:#1F497D'>Attorney at Law<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:10.0pt;font-family:"Calibri",sans-serif;color:#1F497D'>100 E. Pine Street – Suite 205<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:10.0pt;font-family:"Calibri",sans-serif;color:#1F497D'>Bellingham, WA 98225<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:10.0pt;font-family:"Calibri",sans-serif;color:#1F497D'>(360)393-9506<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:10.0pt;font-family:"Calibri",sans-serif;color:#1F497D'><a href="mailto:jim@doranlegal.com"><span style='color:#0563C1'>jim@doranlegal.com</span></a><o:p></o:p></span></p><p class=MsoNormal><span style='font-size:10.0pt;font-family:"Calibri",sans-serif;color:#1F497D'>www.doranlegal.com<o:p></o:p></span></p></div><p class=MsoNormal><span style='font-family:"Calibri",sans-serif;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><span style='font-size:11.0pt;font-family:"Calibri",sans-serif'>From:</span></b><span style='font-size:11.0pt;font-family:"Calibri",sans-serif'> wsbapt-bounces@lists.wsbarppt.com [mailto:wsbapt-bounces@lists.wsbarppt.com] <b>On Behalf Of </b>Karen E. Boxx<br><b>Sent:</b> Friday, May 22, 2015 9:16 AM<br><b>To:</b> WSBA Probate & Trust Listserv<br><b>Subject:</b> Re: [WSBAPT] Blended Families & Wills<o:p></o:p></span></p></div></div><p class=MsoNormal><o:p> </o:p></p><div><div><p class=MsoNormal>I share Eric's reservations about contractual wills. One major problem is how easy they are to circumvent, such as with lifetime gifts or nonprobate transfers. also, later marriages and later children trump contractual wills - see Estate of Arland and McKinnon v. White (estate of sherry). I think at the very least, you need to warn clients of those problems if they deide to use a contractual will instead of a trust. also see Ruchert v Boyd (principles of lapse applied to defeat contract to make a will). <br><br>karen<o:p></o:p></p></div><div><p class=MsoNormal><br>Sent from my iPad<o:p></o:p></p></div><div><p class=MsoNormal style='margin-bottom:12.0pt'><br>On May 22, 2015, at 8:14 AM, Jacob Menashe <<a href="mailto:jacob@hickmanmenashe.com">jacob@hickmanmenashe.com</a>> wrote:<o:p></o:p></p></div><blockquote style='margin-top:5.0pt;margin-bottom:5.0pt'><div><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D'>Eric, might you be able to elaborate regarding “contracts to maintain a will really don’t work well except in very specific circumstances”? </span><o:p></o:p></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D'> </span><o:p></o:p></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D'>Best, </span><o:p></o:p></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D'> </span><o:p></o:p></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D'>Jacob Menashe</span><o:p></o:p></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D'> </span><o:p></o:p></p><div><div style='border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in'><p class=MsoNormal><b><span style='font-size:11.0pt;font-family:"Calibri",sans-serif'>From:</span></b><span style='font-size:11.0pt;font-family:"Calibri",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>Eric Nelsen<br><b>Sent:</b> Thursday, May 21, 2015 10:04 AM<br><b>To:</b> WSBA Probate & Trust Listserv<br><b>Subject:</b> Re: [WSBAPT] Blended Families & Wills</span><o:p></o:p></p></div></div><p class=MsoNormal> <o:p></o:p></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D'>I agree. Contracts to maintain a Will really don't work well except in very specific circumstances. If surviving spouse is to have use during life but remainder is to decedent's kids from a prior relationship, it's usually easiest to work out the conditions and restrictions in a testamentary trust for decedent's assets.</span><o:p></o:p></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D'> </span><o:p></o:p></p><p class=MsoNormal><span style='font-family:"Calibri",sans-serif;color:#1F497D'>Sincerely,</span><o:p></o:p></p><p class=MsoNormal><span style='font-family:"Calibri",sans-serif;color:#1F497D'> </span><o:p></o:p></p><p class=MsoNormal><span style='font-family:"Calibri",sans-serif;color:#1F497D'>Eric</span><o:p></o:p></p><p class=MsoNormal><span style='font-family:"Calibri",sans-serif;color:#1F497D'> </span><o:p></o:p></p><p class=MsoNormal><span style='font-family:"Calibri",sans-serif;color:#1F497D'>Eric C. Nelsen</span><o:p></o:p></p><p class=MsoNormal><span style='font-family:"Calibri",sans-serif;color:#1F497D'>SAYRE LAW OFFICES, PLLC</span><o:p></o:p></p><p class=MsoNormal><span style='font-family:"Calibri",sans-serif;color:#1F497D'>1320 University St</span><o:p></o:p></p><p class=MsoNormal><span style='font-family:"Calibri",sans-serif;color:#1F497D'>Seattle WA 98101-2837</span><o:p></o:p></p><p class=MsoNormal><span style='font-family:"Calibri",sans-serif;color:#1F497D'>phone 206-625-0092</span><o:p></o:p></p><p class=MsoNormal><span style='font-family:"Calibri",sans-serif;color:#1F497D'>fax 206-625-9040</span><o:p></o:p></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D'> </span><o:p></o:p></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D'> </span><o:p></o:p></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D'> </span><o:p></o:p></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>jeffrey winter<br><b>Sent:</b> Thursday, May 21, 2015 9:42 AM<br><b>To:</b> WSBA Probate & Trust Listserv<br><b>Subject:</b> Re: [WSBAPT] Blended Families & Wills</span><o:p></o:p></p></div></div><p class=MsoNormal> <o:p></o:p></p><div><p class=MsoNormal><span style='font-family:"Calibri",sans-serif'>It's obviously a delicate situation, but I usually recommend a trust to hold the decedent's half, with the residue going to his or her kids after the death of the surviving spouse.</span><o:p></o:p></p><div><p class=MsoNormal><span style='font-family:"Calibri",sans-serif'> </span><o:p></o:p></p></div><div><p class=MsoNormal><b><span style='font-family:"Garamond",serif;color:#0070C0'>Jeffrey D. Winter</span></b><o:p></o:p></p><p class=MsoNormal><b><span style='font-family:"Garamond",serif;color:#0070C0'>Law Office of Jeffrey D. Winter, P.S.<br></span></b><span style='font-family:"Garamond",serif;color:#0070C0'>604 North Main Street</span><span style='font-size:10.0pt;font-family:"Garamond",serif;color:#0070C0'><br></span><span style='font-family:"Garamond",serif;color:#0070C0'>Ellensburg, WA 98926</span><span style='font-size:10.0pt;font-family:"Garamond",serif;color:#0070C0'><br></span><span style='font-family:"Garamond",serif;color:#0070C0'>(509) 925-9600 tel.</span><span style='font-size:10.0pt;font-family:"Garamond",serif;color:#0070C0'><br></span><span style='font-family:"Garamond",serif;color:#0070C0'>(509) 925-9606 fax</span><o:p></o:p></p><p class=MsoNormal><span style='font-family:"Calibri",sans-serif'> </span><o:p></o:p></p><div><div class=MsoNormal align=center style='text-align:center'><span style='font-family:"Calibri",sans-serif'><hr size=2 width="100%" align=center></span></div><p class=MsoNormal style='margin-bottom:12.0pt'><span style='font-family:"Calibri",sans-serif'>From: <a href="mailto:jim@doranlegal.com">jim@doranlegal.com</a><br>To: <a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a><br>Date: Thu, 21 May 2015 09:31:06 -0700<br>Subject: [WSBAPT] Blended Families & Wills</span><o:p></o:p></p><div><p class=MsoNormal><span style='font-family:"Calibri",sans-serif'>Is a contract between the husband and wife in a blended family situation the best way to deal with the estate plan? In particular, how do we bind the survivor to NOT change his or her Will after the first of the spouses dies.</span><o:p></o:p></p><p class=MsoNormal><span style='font-family:"Calibri",sans-serif'> </span><o:p></o:p></p><p class=MsoNormal><span style='font-family:"Calibri",sans-serif'>I think I have heard about some sort of contract between the husband and wife that would give the children, as the beneficiaries of the contract, the right to enforce the terms of the contract so that the survivor doesn’t simply change his or her Will and cut out the other children.</span><o:p></o:p></p><p class=MsoNormal><span style='font-family:"Calibri",sans-serif'> </span><o:p></o:p></p><p class=MsoNormal><span style='font-family:"Calibri",sans-serif'>What is that contract and are there better ways to deal with this blended family situation?</span><o:p></o:p></p><p class=MsoNormal><span style='font-family:"Calibri",sans-serif'> </span><o:p></o:p></p><p class=MsoNormal><span style='font-family:"Calibri",sans-serif'>If you can point me to the right source I will follow the lead. </span><o:p></o:p></p><p class=MsoNormal><span style='font-family:"Calibri",sans-serif'> </span><o:p></o:p></p><p class=MsoNormal><span style='font-family:"Calibri",sans-serif'>Thank you. </span><o:p></o:p></p><p class=MsoNormal><span style='font-family:"Calibri",sans-serif'> </span><o:p></o:p></p><p class=MsoNormal><span style='font-family:"Calibri",sans-serif'> </span><o:p></o:p></p><p class=MsoNormal><span style='font-family:"Calibri",sans-serif'>James R. Doran</span><o:p></o:p></p><p class=MsoNormal><span style='font-family:"Calibri",sans-serif'>Attorney at Law</span><o:p></o:p></p><p class=MsoNormal><span style='font-size:10.0pt;font-family:"Calibri",sans-serif'>100 E. Pine Street – Suite 205</span><o:p></o:p></p><p class=MsoNormal><span style='font-size:10.0pt;font-family:"Calibri",sans-serif'>Bellingham, WA 98225</span><o:p></o:p></p><p class=MsoNormal><span style='font-size:10.0pt;font-family:"Calibri",sans-serif'>(360)393-9506</span><o:p></o:p></p><p class=MsoNormal><span style='font-size:10.0pt;font-family:"Calibri",sans-serif'><a href="mailto:jim@doranlegal.com">jim@doranlegal.com</a></span><o:p></o:p></p><p class=MsoNormal><span style='font-size:10.0pt;font-family:"Calibri",sans-serif'><a href="http://www.doranlegal.com">www.doranlegal.com</a></span><o:p></o:p></p><p class=MsoNormal><span style='font-family:"Calibri",sans-serif'> </span><o:p></o:p></p></div><p class=MsoNormal><span style='font-family:"Calibri",sans-serif'><br>_______________________________________________ WSBAPT mailing list <a href="mailto:WSBAPT@lists.wsbarppt.com">WSBAPT@lists.wsbarppt.com</a> <a href="http://mailman.fsr.com/mailman/listinfo/wsbapt">http://mailman.fsr.com/mailman/listinfo/wsbapt</a></span><o:p></o:p></p></div></div></div></div></blockquote><blockquote style='margin-top:5.0pt;margin-bottom:5.0pt'><div><p class=MsoNormal>_______________________________________________<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">http://mailman.fsr.com/mailman/listinfo/wsbapt</a><o:p></o:p></p></div></blockquote></div></div></body></html>