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<p class="MsoNormal" style="margin-bottom:6.0pt"><span style="color:#595959">David,<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:6.0pt"><span style="color:#595959">I don’t know whether you can identify a personal representative by class in that way, but I would recommend against this approach in any case. Although some large charities (hospitals,
universities, large community foundations, etc.) will serve as PR, there is a good chance your client’s preferred charity would decline to serve, leaving extended family members as the most likely fiduciaries – which is not a good option.
<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:6.0pt"><span style="color:#595959">Appointing a professional fiduciary as personal representative is likely the best way to “make it as easy as possible for the nonprofit.” In addition, since the charity would likely
rely on a lawyer or accountant, a professional PR (such as WE Trust Co, which charges a reasonable hourly rate) might
<span class="GramE">actually be</span> less expensive. Finally, a professional fiduciary could serve as her financial agent (if she doesn’t already have one), which could further reduce costs if she became incapacitated.
<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:6.0pt"><span style="color:#595959">Hope this helps,<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:6.0pt"><span style="color:#595959">John<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#595959"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Tw Cen MT",sans-serif;mso-fareast-font-family:"Times New Roman";mso-bidi-font-family:"Times New Roman";color:#595959;mso-no-proof:yes">John Creahan</span><span style="font-family:"Tw Cen MT",sans-serif;mso-fareast-font-family:"Times New Roman";mso-bidi-font-family:"Times New Roman";color:#595959;mso-no-proof:yes"><o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:12.0pt"><span style="font-family:"Tw Cen MT",sans-serif;mso-fareast-font-family:"Times New Roman";mso-bidi-font-family:"Times New Roman";color:#595959;mso-no-proof:yes"><a href="http://www.cairn-law.com/"><span style="color:#595959">www.cairn-law.com</span></a><br>
</span><b style="mso-bidi-font-weight:normal"><span style="font-family:"Tw Cen MT",sans-serif;mso-fareast-font-family:"Times New Roman";mso-bidi-font-family:"Times New Roman";color:red;mso-no-proof:yes">Now located in the heart of Fremont<br>
</span></b><span style="font-family:"Tw Cen MT",sans-serif;mso-fareast-font-family:"Times New Roman";mso-bidi-font-family:"Times New Roman";color:#595959;mso-no-proof:yes">3417 Evanston Ave. N, Suite 312<br>
Seattle, WA 98103<br>
206-578-5877</span><span style="font-family:"Tw Cen MT",sans-serif;mso-fareast-font-family:"Times New Roman";mso-bidi-font-family:"Times New Roman";color:#4F6228;mso-no-proof:yes"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="mso-fareast-font-family:"Times New Roman";mso-bidi-font-family:"Times New Roman";color:#595959;mso-no-proof:yes"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#595959"><o:p> </o:p></span></p>
<p class="MsoNormal"><b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;mso-fareast-font-family:"Times New Roman"">From:</span></b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;mso-fareast-font-family:"Times New Roman""> wsbapt-bounces@lists.wsbarppt.com
[mailto:wsbapt-bounces@lists.wsbarppt.com] <b>On Behalf Of </b>David Faber<br>
<b>Sent:</b> Tuesday, May 30, 2017 3:23 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> [WSBAPT] Non-Profit Entity/Board President as Personal Representative<o:p></o:p></span></p>
<p class="MsoNormal"><o:p> </o:p></p>
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List:<o:p></o:p></p>
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<o:p> </o:p></p>
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I have a maybe strange (or maybe banal to most of you, but new and strange to me) question: Client wants to leave their entire estate to a nonprofit entity, and they want to name the then-sitting president of the board, or their designee, as Personal Representative
of Client's estate. The Client is widowed with no children, wants nothing to do with their extended family, and has no close friends. The Client also does not want to hire a specific professional fiduciary because the estate is not massive and they want to
make it is as easy as possible for the nonprofit. My question: would the following language fly?<o:p></o:p></p>
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<o:p> </o:p></p>
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"I nominate and appoint the then-acting President, or designee thereof, of [NONPROFIT], a not-for-profit corporation located in [LOCATION], Washington State, to serve as my Personal Representative."<o:p></o:p></p>
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<o:p> </o:p></p>
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<p class="MsoNormal" style="margin-bottom:6.0pt;line-height:13.0pt;mso-line-height-rule:exactly">
<span style="font-family:"Arial",sans-serif">Best,<o:p></o:p></span></p>
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<p class="MsoNormal" style="margin-bottom:6.0pt;line-height:13.0pt;mso-line-height-rule:exactly">
<span style="font-family:"Arial",sans-serif">David J. Faber<o:p></o:p></span></p>
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<p class="MsoNormal" style="margin-bottom:6.0pt;line-height:13.0pt;mso-line-height-rule:exactly">
<span style="font-family:"Arial",sans-serif">Faber Feinson PLLC<o:p></o:p></span></p>
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<span style="font-family:"Arial",sans-serif">210 Polk Street, Suite 1<o:p></o:p></span></p>
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<span style="font-family:"Arial",sans-serif">Port Townsend, WA 98368<br>
(360) 379-4110<o:p></o:p></span></p>
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<span style="font-family:"Arial",sans-serif"><o:p> </o:p></span></p>
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<span style="font-family:"Helvetica",sans-serif">*** NOTICE: ATTORNEY CLIENT COMMUNICATION - PRIVILEGED & CONFIDENTIAL. This communication may contain privileged or other confidential information. If you are not the intended recipient, or believe that you have
received this communication in error, please do not print, copy, retransmit, disseminate, or otherwise use the information. Also, please indicate to the sender that you have received this communication in error, and destroy the copy you received.***</span><span style="font-family:"Arial",sans-serif"><o:p></o:p></span></p>
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