<html><head><meta http-equiv="content-type" content="text/html; charset=utf-8"></head><body dir="auto"><div></div><div>Thanks, Doug! Sounds like you would agree, then, that there isn't a restriction that would prevent me</div><div>from taking this on, but that you think it would be unwise to do so?</div><div><br>On Jul 5, 2016, at 10:51 PM, Doug Schafer <<a href="mailto:schafer@pobox.com">schafer@pobox.com</a>> wrote:<br><br></div><blockquote type="cite"><div>
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<font face="Times New Roman, Times, serif">Research the concept of
"domicile." As I recall, a person establishes a domicile in a
state by being present in that state with a subjective intention
to remain in that state. A person, though residing elsewhere,
retains their state of domicile until the person establishes
domicile in another state. Probate occurs in the decedent's state
of domicile, except for any needed ancillary probate if real
property is located elsewhere.<br>
<br>
So I suspect that if the PC died before 4-5 years when he
establishes a new domicile in Wash. D.C., courts would treat
Virginia as his domicile and Virginia law would govern the
settlement (and taxability) of his estate and affairs. It's
possible that courts would treat Wash. D.C. as his domicile,
depending upon the facts, since he owns real property there and
intends to return and make his home there.<br>
<br>
Unless you are licensed to practice in VA or Wash. D.C. and
understand how the laws (including tax laws) of those
jurisdictions might apply to the PC's estate planning (and
possible probate estate administration), I think you ought not
advise him concerning estate planning.<br>
<br>
Doug Schafer<br>
</font><br>
<div class="moz-cite-prefix">On 7/5/2016 8:12 PM, Sarah Jael Dion
wrote:<br>
</div>
<blockquote cite="mid:FAAF4B2A-2D30-41A5-B49C-A9019A6B5503@dionlaw.com" type="cite">
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Hello all-
<div class=""><br class="">
</div>
<div class="">I am stumped by this one- any thoughts/guidance
would be appreciated! I’ve been deep in the RPCs and RCWs and
remain unclear.
<div class=""><br class="">
</div>
<div class="">Facts:</div>
<div class="">1. PC is a US citizen living in Asia, married to
a non-US citizen. </div>
<div class="">2. All assets are in US banks, or in real estate
located in Washington DC. </div>
<div class="">3. The last place PC lived in the US was
Virginia, and that is where he is registered to vote. However,
he has no connection to VA, has not lived there for 9 years
and has no plans to return. </div>
<div class="">4. PC and his family plan to move to the US in
about 4-5 years, and intend to make their home in DC. At this
time though, he has few connections to anyone in Washington
DC.</div>
<div class="">5. PC’s mother lives in Florida.</div>
<div class="">6. PC has never lived in Washington State, and
has no property here. </div>
<div class=""><br class="">
</div>
<div class="">PC wants to hire me to do his estate plan, based
on a lovely recommendation by a current client. I told him I
would get back to him!</div>
<div class=""><br class="">
</div>
<div class="">Questions:</div>
<div class="">Can a Washington attorney draft an estate plan for
someone who does not live in Washington State? For someone
with no property in Washington State? </div>
<div class=""><br class="">
</div>
<div class="">I can’t imagine representing someone in an estate
planning setting who lived in a different state, but in this
case, there is no actual US residence…</div>
<div class=""><br class="">
</div>
<div class="">Can I do this, or should I find him a good estate
planning attorney in DC who is also licensed to practice law
in VA?</div>
<div class=""><br class="">
<div class="">
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Dion</div>
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</div>
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-webkit-text-stroke-width: 0px;" class="">Dion Law
PLLC<span class="Apple-tab-span" style="white-space: pre;"> </span></div>
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<div class="">206-550-4005</div>
<div class=""><a moz-do-not-send="true" href="mailto:sarah@dionlaw.com" class="">sarah@dionlaw.com</a></div>
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</blockquote>
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