<div dir="ltr">I agree with John. I have used WE Trust Co. before in similar situations. I know I personally wouldn't want to be a PR if I was the president of a non-profit. It's a big responsibility to take on. I have asked the same question of the client and they always have the same response so once put in that light they understand and agree that a professional PR company is the best way to go. <div><br></div><div>Setareh </div></div><div class="gmail_extra"><br><div class="gmail_quote">On Wed, May 31, 2017 at 4:12 PM, David Faber <span dir="ltr"><<a href="mailto:david@faberfeinson.com" target="_blank">david@faberfeinson.com</a>></span> wrote:<br><blockquote class="gmail_quote" style="margin:0 0 0 .8ex;border-left:1px #ccc solid;padding-left:1ex"><div dir="ltr">Thank you both. I was put in touch with Weyburn Fiduciary yesterday, but would you have any advice on other professional fiduciaries? You mentioned WE Trust Co., which I will contact. Any other good options?</div><div class="gmail_extra"><span class=""><br clear="all"><div><div class="m_6952606111839633271gmail_signature" data-smartmail="gmail_signature"><div dir="ltr"><div style="font-family:arial;font-size:small">Best,</div><div style="font-family:arial;font-size:small">David J. Faber</div><div style="font-family:arial;font-size:small">Faber Feinson PLLC</div><div style="font-family:arial;font-size:small">210 Polk Street, Suite 1</div><div style="font-family:arial;font-size:small">Port Townsend, WA 98368<br><a href="tel:(360)%20379-4110" value="+13603794110" target="_blank">(360) 379-4110</a></div><div style="font-family:arial;font-size:small"><br></div><div style="font-family:arial;font-size:small"><span style="font-family:Helvetica">*** 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></div></div></div></div>
<br></span><div class="gmail_quote"><div><div class="h5">On Tue, May 30, 2017 at 6:46 PM, John Creahan <span dir="ltr"><<a href="mailto:john@cairn-law.com" target="_blank">john@cairn-law.com</a>></span> wrote:<br></div></div><blockquote class="gmail_quote" style="margin:0 0 0 .8ex;border-left:1px #ccc solid;padding-left:1ex"><div><div class="h5">
<div lang="EN-US" link="#0563C1" vlink="#954F72">
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<p class="MsoNormal" style="margin-bottom:6.0pt"><span style="color:#595959">David,<u></u><u></u></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.
<u></u><u></u></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="m_6952606111839633271m_7172170288084855503GramE">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.
<u></u><u></u></span></p>
<p class="MsoNormal" style="margin-bottom:6.0pt"><span style="color:#595959">Hope this helps,<u></u><u></u></span></p>
<p class="MsoNormal" style="margin-bottom:6.0pt"><span style="color:#595959">John<u></u><u></u></span></p>
<p class="MsoNormal"><span style="color:#595959"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Tw Cen MT",sans-serif;color:#595959">John Creahan</span><span style="font-family:"Tw Cen MT",sans-serif;color:#595959"><u></u><u></u></span></p>
<p class="MsoNormal" style="margin-bottom:12.0pt"><span style="font-family:"Tw Cen MT",sans-serif;color:#595959"><a href="http://www.cairn-law.com/" target="_blank"><span style="color:#595959">www.cairn-law.com</span></a><br>
</span><b><span style="font-family:"Tw Cen MT",sans-serif;color:red">Now located in the heart of Fremont<br>
</span></b><span style="font-family:"Tw Cen MT",sans-serif;color:#595959">3417 Evanston Ave. N, Suite 312<br>
Seattle, WA 98103<br>
<a href="tel:(206)%20578-5877" value="+12065785877" target="_blank">206-578-5877</a></span><span style="font-family:"Tw Cen MT",sans-serif;color:#4f6228"><u></u><u></u></span></p>
<p class="MsoNormal"><span style="color:#595959"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="color:#595959"><u></u> <u></u></span></p>
<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" target="_blank">wsbapt-bounces@lists.wsbarppt.<wbr>com</a>
[mailto:<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.w<wbr>sbarppt.com</a>] <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 <<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a>><br>
<b>Subject:</b> [WSBAPT] Non-Profit Entity/Board President as Personal Representative<u></u><u></u></span></p><div><div class="m_6952606111839633271h5">
<p class="MsoNormal"><u></u> <u></u></p>
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List:<u></u><u></u></p>
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<u></u> <u></u></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?<u></u><u></u></p>
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<u></u> <u></u></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."<u></u><u></u></p>
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<u></u> <u></u></p>
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<span style="font-family:"Arial",sans-serif">Best,<u></u><u></u></span></p>
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<span style="font-family:"Arial",sans-serif">David J. Faber<u></u><u></u></span></p>
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<span style="font-family:"Arial",sans-serif">Faber Feinson PLLC<u></u><u></u></span></p>
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<span style="font-family:"Arial",sans-serif">210 Polk Street, Suite 1<u></u><u></u></span></p>
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<span style="font-family:"Arial",sans-serif">Port Townsend, WA 98368<br>
<a href="tel:(360)%20379-4110" value="+13603794110" target="_blank">(360) 379-4110</a><u></u><u></u></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"><u></u><u></u></span></p>
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<br></div></div><span class="">______________________________<wbr>_________________<br>
WSBAPT mailing list<br>
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<br>______________________________<wbr>_________________<br>
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<a href="mailto:WSBAPT@lists.wsbarppt.com">WSBAPT@lists.wsbarppt.com</a><br>
<a href="http://mailman.fsr.com/mailman/listinfo/wsbapt" rel="noreferrer" target="_blank">http://mailman.fsr.com/<wbr>mailman/listinfo/wsbapt</a><br></blockquote></div><br><br clear="all"><div><br></div>-- <br><div class="gmail_signature" data-smartmail="gmail_signature"><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><div><p style="margin-top:6pt;margin-right:0in;margin-bottom:0pt;margin-left:0in;font-family:arial,sans-serif;font-size:13px;background-color:rgb(255,255,255)"><b><span style="font-size:10pt">Best regards, </span></b></p><p style="margin-top:6pt;margin-right:0in;margin-bottom:0pt;margin-left:0in;font-family:arial,sans-serif;font-size:13px;background-color:rgb(255,255,255)"><b><span style="font-size:10pt"><br></span></b></p><p style="margin-top:6pt;margin-right:0in;margin-bottom:0pt;margin-left:0in;font-family:arial,sans-serif;font-size:13px;background-color:rgb(255,255,255)"><b><span style="font-size:10pt">Setareh Mahmoodi </span></b></p><p style="margin-top:6pt;margin-right:0in;margin-bottom:0pt;margin-left:0in;font-family:arial,sans-serif;font-size:13px;background-color:rgb(255,255,255)"><b><span style="font-size:10pt">Attorney at Law </span></b></p><p style="margin-top:6pt;margin-right:0in;margin-bottom:0pt;margin-left:0in;font-family:arial,sans-serif;font-size:13px;background-color:rgb(255,255,255)"><b><span style="font-size:10pt">18222 104th Ave NE, Suite 103</span></b></p><p style="margin-top:6pt;margin-right:0in;margin-bottom:0pt;margin-left:0in;font-family:arial,sans-serif;font-size:13px;background-color:rgb(255,255,255)"><b><span style="font-size:10pt">Bothell, WA 98011</span></b></p><p style="margin-top:6pt;margin-right:0in;margin-bottom:0pt;margin-left:0in;font-family:arial,sans-serif;font-size:13px;background-color:rgb(255,255,255)"><b><span style="font-size:10pt">Phone: 425-806-1500</span></b></p><p style="margin-top:6pt;margin-right:0in;margin-bottom:0pt;margin-left:0in;font-family:arial,sans-serif;font-size:13px;background-color:rgb(255,255,255)"><b><span style="font-size:10pt">Cell: 206-683-1006 <br></span></b></p><p style="margin-top:6pt;margin-right:0in;margin-bottom:0pt;margin-left:0in;font-family:arial,sans-serif;font-size:13px;background-color:rgb(255,255,255)"><b><span style="font-size:10pt">Fax: 425-489-4142 (Please email documents if at all possible) </span></b></p><p style="margin:6pt 0in 0pt;background-color:rgb(255,255,255)"><b style="font-family:arial,sans-serif;font-size:13px"><span style="font-size:10pt">Website: </span></b><span style="font-size:13.3333px"><b><a href="http://www.lawofficesofsm.com/" target="_blank">http://www.lawofficesofsm.com/</a></b></span></p><p style="margin-top:6pt;margin-right:0in;margin-bottom:0pt;margin-left:0in;font-family:arial,sans-serif;font-size:13px;background-color:rgb(255,255,255)"><b><span style="font-size:10pt"><br></span></b></p><p style="margin:6pt 0in 0pt;background-color:rgb(255,255,255)"><b style="font-family:arial,sans-serif;font-size:13px"><span style="font-size:10pt">CONFIDENTIALITY NOTICE:</span></b><span style="font-size:10pt"> This email message and any attachments is a transmission from the law firm and is intended for the </span><span style="font-size:13.3333px">recipient</span><span style="font-size:10pt"> only. It may contain information that is confidential and legally protected by the attorney-client, work product and/or other privileges. If you are not the designated or intended recipient, please destroy the message without disclosing any of its contents and notify us immediately by reply email or by calling (425) 806-1500.</span></p><p style="margin-top:6pt;margin-right:0in;margin-bottom:0pt;margin-left:0in;font-family:arial,sans-serif;font-size:13px;background-color:rgb(255,255,255)"><span style="font-size:10pt">Pursuant to U.S. Treasury Department Regulations, we are now required to advise you that, unless otherwise expressly indicated, any federal tax advice contained in this communication, including attachments and enclosures, is not intended or written to be used, and may not be used, for the purpose of (i) avoiding tax-related penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any tax-related matters addressed herein.</span></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>
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