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<p class="MsoPlainText">I have attached language I occasionally include in Wills when a one or more of a client’s children/beneficiaries have ‘issues’ that may merit withholding distribution of their share of the Testator’s estate. The attached language assumes
such beneficiary’s share of the estate will be held in Trust.<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">Respectfully,<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">Stuart Scarff, Esq.<o:p></o:p></p>
<p class="MsoPlainText">3035 Island Crest Way, Suite 201<o:p></o:p></p>
<p class="MsoPlainText">Mercer Island, WA 98040<o:p></o:p></p>
<p class="MsoPlainText">206.236.1500<o:p></o:p></p>
<p class="MsoPlainText">206.905.5912 (fax)<o:p></o:p></p>
<p class="MsoPlainText">www.scarfflaw.com<o:p></o:p></p>
<p class="MsoPlainText"> <o:p></o:p></p>
<p class="MsoPlainText"> Please consider the environment before printing this e-mail<o:p></o:p></p>
<p class="MsoPlainText">This message and any attachments hereto are intended for the exclusive use of the addressee and may contain proprietary, confidential and/or privileged information. If you are not the intended recipient, please delete this message and
notify me immediately that you received this message in error; and do not copy, disclose or distribute this message to anyone.<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">-----Original Message-----<br>
From: wsbapt-bounces@lists.wsbarppt.com [mailto:wsbapt-bounces@lists.wsbarppt.com] On Behalf Of Lisa Schuchman<br>
Sent: Thursday, January 07, 2016 11:07 AM<br>
To: WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
Subject: Re: [WSBAPT] Drug testing requirement in Will</p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">I have also worked with numerous clients who wanted drug testing provisions. I just don't think it's practical for the reasons already offered. Also, if the the trustee or PR is a family member or friend, I ask if they want to put
them in that position, which I think would be very uncomfortable and a lot of work for the PR or trustee. I've offered the option of donating money to, for example, a drug treatment program in honor of the heir (instead of direct bequest) or using a trust
to give the heir a set amount of money every month or quarter without trustee's discretion. It's a tough situation and very sad for parents.<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">Lisa E. Schuchman<o:p></o:p></p>
<p class="MsoPlainText">206-325-2801<o:p></o:p></p>
<p class="MsoPlainText"><a href="http://www.lisaschuchman.com"><span style="color:windowtext;text-decoration:none">www.lisaschuchman.com</span></a><o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">Do something for somebody every day for which you do not get paid. –Albert Schweitzer<o:p></o:p></p>
<p class="MsoPlainText"> <o:p></o:p></p>
<p class="MsoPlainText">NOTE: I do not use encrypted email. Messages sent to or from my office via email are not secure and may not be protected by attorney-client privilege. This email address is not monitored at all times. If your matter is urgent, please
phone my office during regular business hours. <o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">Any tax advice included in this document and its attachments was not intended or written to be used, and it cannot be used, for the purpose of avoiding penalties under the Internal Revenue Code.<o:p></o:p></p>
<p class="MsoPlainText"> Please consider the trees before printing this document<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">-----Original Message-----<o:p></o:p></p>
<p class="MsoPlainText">From: <a href="mailto:wsbapt-bounces@lists.wsbarppt.com">
<span style="color:windowtext;text-decoration:none">wsbapt-bounces@lists.wsbarppt.com</span></a> [<a href="mailto:wsbapt-bounces@lists.wsbarppt.com"><span style="color:windowtext;text-decoration:none">mailto:wsbapt-bounces@lists.wsbarppt.com</span></a>] On
Behalf Of Eric Nelsen<o:p></o:p></p>
<p class="MsoPlainText">Sent: Thursday, January 7, 2016 10:05 AM<o:p></o:p></p>
<p class="MsoPlainText">To: WSBA Probate & Trust Listserv<o:p></o:p></p>
<p class="MsoPlainText">Subject: Re: [WSBAPT] Drug testing requirement in Will<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">I have discussed it before with clients, and I have a faint memory of dealing with a Will once that had such a provision.<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">The essence of the problem from estate planning perspective is that the client wants a certain thing - for the daughter to be sober - and thinks that the drug test is a way to ensure that. But if the drug test is simply a condition precedent
and there is a fixed date, then the daughter may simply be able to plan to be clean for that date. It also is necessary to specify the test or tests that would be done - "drug test" is so vague as to be useless. What method of testing? Urinalysis, blood test,
hair, fingernails? What drugs?<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">Other questions - how many tests does she have to pass? When should the test take place? Does she get a second or third chance if she fails? Is the consequence truly "all or nothing" and has the client truly contemplated the possibility
of the daughter receiving nothing simply on the strength of a single failed drug test? Is this truly helping the daughter to be sober? Or simply punishing her if she is not?<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">If I remember correctly, I think the last time I discussed this with a client who wanted it, we ended up setting up a trust instead.
<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">Sincerely,<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">Eric<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">Eric C. Nelsen<o:p></o:p></p>
<p class="MsoPlainText">SAYRE LAW OFFICES, PLLC<o:p></o:p></p>
<p class="MsoPlainText">1320 University St<o:p></o:p></p>
<p class="MsoPlainText">Seattle WA 98101-2837<o:p></o:p></p>
<p class="MsoPlainText">phone 206-625-0092<o:p></o:p></p>
<p class="MsoPlainText">fax 206-625-9040<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">-----Original Message-----<o:p></o:p></p>
<p class="MsoPlainText">From: <a href="mailto:wsbapt-bounces@lists.wsbarppt.com">
<span style="color:windowtext;text-decoration:none">wsbapt-bounces@lists.wsbarppt.com</span></a> [<a href="mailto:wsbapt-bounces@lists.wsbarppt.com"><span style="color:windowtext;text-decoration:none">mailto:wsbapt-bounces@lists.wsbarppt.com</span></a>] On
Behalf Of Jennifer Johnson<o:p></o:p></p>
<p class="MsoPlainText">Sent: Thursday, January 07, 2016 8:55 AM<o:p></o:p></p>
<p class="MsoPlainText">To: WSBA Probate & Trust Listserv<o:p></o:p></p>
<p class="MsoPlainText">Subject: [WSBAPT] Drug testing requirement in Will<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">Hello all,<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">I have a client that would like to include a requirement in his will that his daughter be required to pass a drug test before she can inherit a certain amount of cash.<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">I've never had the occasion to include this requirement in a will and I'm curious to hear what others think about this sort of provision or have experienced in probate when this requirement comes up.<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">I appreciate your input.<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">Thank you,<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">Jennifer<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">Jennifer M. Johnson<o:p></o:p></p>
<p class="MsoPlainText">Hanigan Law Office, PS<o:p></o:p></p>
<p class="MsoPlainText">360-795-3494<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">_______________________________________________<o:p></o:p></p>
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