<div dir="ltr">I agree with John - I would really shy away from putting a charity in as PR. The exception might be if the client has discussed his/her appointment with the board of the charity - still a risk that by the time client dies the board has changed and would still decline.<div><br></div><div>Regardless of that, I would beef up the PR section of payment and put in a clause there that the charity is entitled to being paid for its PR services in the amount of xxx. Look at RCW 11.48.210 which allows for a testator to put a specific sum for compensation of PR. Interestingly, court reasonableness is absent from that sentence.</div><div><br></div><div>Be sure to get a solid back-up of PR as well. </div></div><div class="gmail_extra"><br clear="all"><div><div class="gmail_signature" data-smartmail="gmail_signature"><br>Paul H. Grant - JD, LL.M<br><br>Planning with Purpose, Inc<br>Lynnwood, WA 98036<br>425-939-9948<br><a href="http://www.planningwithpurposeinc.com" target="_blank">www.planningwithpurposeinc.com</a><br><br>Estate Planning. Business Planning. Wealth Succession.<br><div style="display:inline"></div><div style="display:inline"></div><div style="display:inline"></div></div></div>
<br><div class="gmail_quote">On Thu, Jul 13, 2017 at 4:08 PM, John Creahan <span dir="ltr"><<a href="mailto:john@cairn-law.com" target="_blank">john@cairn-law.com</a>></span> wrote:<br><blockquote class="gmail_quote" style="margin:0 0 0 .8ex;border-left:1px #ccc solid;padding-left:1ex">
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<p class="MsoNormal" style="margin-bottom:6.0pt"><span style="color:#595959">Hi Lisa Kay,<u></u><u></u></span></p>
<p class="MsoNormal" style="margin-bottom:6.0pt"><span style="color:#595959">From a planning perspective, I would ask the client to assume that the charity will decline to serve as PR (which might be a good thing since their employees are busy, have little
or no experience in the role, and are unlikely to have E and O insurance if they make a mistake).
<u></u><u></u></span></p>
<p class="MsoNormal" style="margin-bottom:6.0pt"><span style="color:#595959">I would ask the client to think about why he or she wants that
<span class="m_-6427887226615651749GramE">particular charity</span> to serve as PR and would try to help the client understand that the personal representative (whoever it is) is entitled to a fee. A charitable gift, on the other hand, is just that – a gift.
<u></u><u></u></span></p>
<p class="MsoNormal" style="margin-bottom:6.0pt"><span style="color:#595959">I would likely encourage my client to appoint a professional fiduciary to serve as PR and give the charity an unrestricted gift.<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
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<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>
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<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.<wbr>wsbarppt.com</a>] <b>On Behalf Of </b>Lisa Kay Mikkelson<br>
<b>Sent:</b> Thursday, July 13, 2017 2:55 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] Charity percentage in a Will contingent on some duty?<u></u><u></u></span></p>
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<p class="MsoNormal" style="background:white"><span style="font-family:"Verdana",sans-serif;color:black">Good Afternoon Everyone,<u></u><u></u></span></p>
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<p class="MsoNormal" style="background:white"><span style="font-family:"Verdana",sans-serif;color:black">I hope through all the vast experience on this list serve, someone will have some guidance for the below situation.
I have not had a client with this situation before and I'm a little rusty on conditional gifts in Wills.
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<u></u><br>
<u></u><u></u><u></u></span></p>
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<p class="MsoNormal" style="background:white"><span style="font-family:"Verdana",sans-serif;color:black">HC gives most of the estate to multiple charities. One of those charities is nominated to act as personal representative.
So far, so good. HC asked if there a way to make the gift to the charity conditioned on actually acting as the PR. Basically, what is the incentive for the charity to act as the PR if they get the money anyway.
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<p class="MsoNormal" style="background:white"><span style="font-family:"Verdana",sans-serif;color:black">I value all comments and guidance.<u></u><u></u></span></p>
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<p class="MsoNormal" style="background:white"><span style="font-family:"Verdana",sans-serif;color:black">Thank you in advance for your time!<u></u><u></u></span></p>
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<p class="MsoNormal"><span class="m_-6427887226615651749yiv1927052471yui37219136571230661970"><span style="font-family:"Arial",sans-serif;color:black">Regards,</span></span><b><i><span style="font-family:"Arial",sans-serif;color:#4040ff"><br>
</span></i></b><span class="m_-6427887226615651749yiv1927052471yui37219136571230661980"><i><span style="font-size:18.0pt;font-family:"Garamond",serif;color:black">Lisa Kay</span></i></span><b><i><span style="font-family:"Arial",sans-serif;color:#4040ff"><br>
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<u></u></span></i></b><span style="font-family:"Arial",sans-serif;color:black"><u></u><u></u></span></p>
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<p class="MsoNormal"><b><span style="font-size:14.0pt;font-family:"Nyala",serif;color:#612a8a">Lisa Kay Mikkelson</span></b><span style="font-family:"Arial",sans-serif;color:black"><u></u><u></u></span></p>
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<p class="MsoNormal"><b><span style="font-size:14.0pt;font-family:"Nyala",serif;color:#612a8a">Mikkelson Law, PLLC</span></b><span style="font-family:"Arial",sans-serif;color:black"><u></u><u></u></span></p>
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<p class="MsoNormal"><span style="font-size:13.0pt;font-family:"Nyala",serif;color:black">Mailing: PO Box 15147, Tumwater, WA 98511</span><span style="font-family:"Arial",sans-serif;color:black"><u></u><u></u></span></p>
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<p class="MsoNormal"><span style="font-size:13.0pt;font-family:"Nyala",serif;color:black">Office: 5757 Capitol Blvd SW, Tumwater, WA 98501</span><span style="font-family:"Arial",sans-serif;color:black"><u></u><u></u></span></p>
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<p class="MsoNormal"><span style="font-size:13.0pt;font-family:"Nyala",serif;color:black">Ph: <a href="tel:(360)%20786-8010" value="+13607868010" target="_blank">(360) 786-8010</a></span><span style="font-family:"Arial",sans-serif;color:black"><u></u><u></u></span></p>
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<p class="MsoNormal"><span style="font-size:13.0pt;font-family:"Nyala",serif;color:black"><a href="mailto:mikkelsonlk@yahoo.com" target="_blank">mikkelsonlk@yahoo.com</a></span><span style="font-family:"Arial",sans-serif;color:black"><u></u><u></u></span></p>
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