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<DIV>What do the docs say? do they cover the points you are talking
about. I think the PR may be more sensitive than the dpa. Again, if
the contracts don’t extend to intervivos matters, how do you get from agreeing
to not change a plan of testamentary disposition to not controlling your own
dpa. Seems to me if you can deal with your assets before the will takes
effect, then you can name someone if you are incompetent. But I would also
think that contract law, with possible parole evidence, may play a part even
with the dpa. Perhaps they intended the contract to extend to treatment of
assets before death, in which case these points may be more
material. if the threat of suit comes from a lawyer do you think the
reasons given make sense. why not call the other lawyer and discuss what
the problem is. </DIV>
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<DIV style="font-color: black"><B>From:</B> <A title=jennifer@sohn-law.com
href="mailto:jennifer@sohn-law.com">Jennifer Sohn</A> </DIV>
<DIV><B>Sent:</B> Thursday, February 18, 2016 8:06 PM</DIV>
<DIV><B>To:</B> <A title=wsbapt@lists.wsbarppt.com
href="mailto:wsbapt@lists.wsbarppt.com">WSBA Probate & Trust Listserv</A>
</DIV>
<DIV><B>Subject:</B> Re: [WSBAPT] Contract not to change
Wills/EP</DIV></DIV></DIV>
<DIV> </DIV></DIV>
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<DIV>That was my initial thought too. We received a formal letter stating that a
lawsuit will ensue if we make the changes i outlined below though. So, i am
thinking twice about it... Any other thoughts on this?</DIV>
<DIV id=AppleMailSignature> </DIV>
<DIV><BR>On Feb 18, 2016, at 4:44 PM, Martin Silver <<A
href="mailto:msilver@wolfenet.com">msilver@wolfenet.com</A>>
wrote:<BR><BR></DIV>
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<DIV>While you wait for the big guns to weigh in, I have zero experience in
litigating or arguing these, and I have only read of these, and that years
ago. I cannot see how the POA would be involved arguing that that does
not affect the estate plan, but the PR might be an issue because it would
require a codicil, right? However, might a codicil changing the PR be
harmless “error” if you will if in fact it has not affect on the plan of
disposition? but then again, this is just my overvalued 2 cents.
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<DIV style="BACKGROUND: #f5f5f5">
<DIV style="font-color: black"><B>From:</B> <A title=jennifer@sohn-law.com
href="mailto:jennifer@sohn-law.com">Jennifer Sohn</A> </DIV>
<DIV><B>Sent:</B> Thursday, February 18, 2016 1:06 PM</DIV>
<DIV><B>To:</B> <A title=wsbapt@lists.wsbarppt.com
href="mailto:wsbapt@lists.wsbarppt.com">WSBA Probate & Trust Listserv</A>
</DIV>
<DIV><B>Subject:</B> [WSBAPT] Contract not to change
Wills/EP</DIV></DIV></DIV>
<DIV> </DIV></DIV>
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<DIV dir=ltr>If you have a contract not to change wills or estate plan, does
that mean you can never change your personal representative or
attorneys-in-fact designated in your DPA or MPA?
<DIV> </DIV>
<DIV>
<DIV> </DIV>
<DIV> </DIV>-- <BR>
<DIV class=gmail_signature>
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