<font color='black' size='3' face='Georgia, "Times New Roman", Times, Serif'>
<div style="font-family:arial,helvetica;font-size:10pt;color:black"><blockquote style="border-left: 2px solid blue; padding-left: 3px;">Thank you for all the referrals, I will pass them along to my friend.</blockquote></div>
<br>
<div style="clear:both"><font size="4" face="Tempus Sans ITC" style="background-color: rgb(255, 255, 255);">Marie White</font><font lang="0" size="2" face="Arial"><br>
<span style="color: rgb(0, 0, 0); background-color: rgb(255, 255, 255);">Attorney at Law</span><br>
<span style="color: rgb(0, 0, 0); background-color: rgb(255, 255, 255);">415 SW 152nd Street</span><br>
<span style="color: rgb(0, 0, 0); background-color: rgb(255, 255, 255);">Burien, WA 98166-2208</span><br>
<span style="color: rgb(0, 0, 0); background-color: rgb(255, 255, 255);">206-246-1791 Phone</span><br>
<span style="color: rgb(0, 0, 0); background-color: rgb(255, 255, 255);">206-246-2080 Fax</span><br>
<br>
<b style="background-color: red;"><i>
<div><font color="#ff0000">Using an employer <b><i>
<div style="display: inline !important;">provided or employer owned computer or other device to communicate with our office </div>
</i></b><b><i>
<div style="display: inline !important;">may result in the waiver of the attorney-client privilege for those communications. </div>
</i></b><i>We do not use encrypted email so this message is not secure and may not be protected by attorney client privilege.</i></font><span style="background-color: rgb(255, 255, 255);"> <span style="font-weight: normal;">This email address is NOT monitored 24/7. Please call during business hours so we can discuss it with you and also discuss timing. </span></span><span style="background-color: rgb(255, 255, 255); font-weight: normal;">The information in this e-mail message is intended only for the use of the recipient named above (or the employee or agent responsible to deliver it to the intended recipient). If you received this in error, you are hereby notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this message in error, please notify us by telephone immediately at (206) 246-1791, and delete the original message. Thank you.</span></div>
</i></b></font></div>
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<div style="font-family:arial,helvetica;font-size:10pt;color:black">-----Original Message-----<br>
From: wsbapt-request <wsbapt-request@lists.wsbarppt.com><br>
To: wsbapt <wsbapt@lists.wsbarppt.com><br>
Sent: Tue, Aug 15, 2017 12:00 pm<br>
Subject: WSBAPT Digest, Vol 35, Issue 17<br>
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Today's Topics:<br>
<br>
1. Attorney/CPA Referral to terminate trusts (Marie White)<br>
2. Re: Attorney/CPA Referral to terminate trusts (John Creahan)<br>
3. Re: Attorney/CPA Referral to terminate trusts (Craig Gourley)<br>
4. Gun Trusts (Jayne Gilbert)<br>
5. Re: Gun Trusts (Bryce Dille)<br>
6. Clients have moved out of Washington (Brent Williams-Ruth)<br>
7. Re: Clients have moved out of Washington (Heather deVrieze)<br>
<br>
<br>
----------------------------------------------------------------------<br>
<br>
Message: 1<br>
Date: Mon, 14 Aug 2017 15:10:12 -0400<br>
From: Marie White <<a href="mailto:mwaal@aol.com">mwaal@aol.com</a>><br>
To: <a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a><br>
Subject: [WSBAPT] Attorney/CPA Referral to terminate trusts<br>
Message-ID: <15de2274dbb-1074-1ea13@webprd-a14.mail.aol.com><br>
Content-Type: text/plain; charset="utf-8"<br>
<br>
My friend needs an attorney or better yet attorney/CPA in the South Seattle area to help her and her two siblings distribute and terminate a credit trust and a QTIP trust on the death of the second spouse who is their stepmother. There are some complications involving a piece of commercial real estate and debts owed by one of the siblings to the trusts, which debts are secured by promissory notes.<br>
<br>
<br>
Marie White<br>
Attorney at Law<br>
415 SW 152nd Street<br>
Burien, WA 98166-2208<br>
206-246-1791 Phone<br>
206-246-2080 Fax<br>
<br>
<br>
Using an employer <br>
provided or employer owned computer or other device to communicate with our office <br>
may result in the waiver of the attorney-client privilege for those communications. <br>
We do not use encrypted email so this message is not secure and may not be protected by attorney client privilege. This email address is NOT monitored 24/7. Please call during business hours so we can discuss it with you and also discuss timing. The information in this e-mail message is intended only for the use of the recipient named above (or the employee or agent responsible to deliver it to the intended recipient). If you received this in error, you are hereby notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this message in error, please notify us by telephone immediately at (206) 246-1791, and delete the original message. Thank you.<br>
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Message: 2<br>
Date: Mon, 14 Aug 2017 19:59:38 +0000<br>
From: John Creahan <john@cairn-law.com><br>
To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br>
Subject: Re: [WSBAPT] Attorney/CPA Referral to terminate trusts<br>
Message-ID:<br>
<<a href="mailto:CY1PR0601MB1611B41692135EF04FFF6F04968C0@CY1PR0601MB1611.namprd06.prod.outlook.com">CY1PR0601MB1611B41692135EF04FFF6F04968C0@CY1PR0601MB1611.namprd06.prod.outlook.com</a>><br>
<br>
Content-Type: text/plain; charset="utf-8"<br>
<br>
Hi Marie,<br>
I would be happy to speak with your friend.<br>
I have substantial experience working with these types of issues. Although my office is not in South Seattle, much of the work can be done via email and on the phone ? the PR on one of my current cases (which is fairly complex) lives in Atlanta.<br>
Thanks,<br>
John<br>
<br>
John Creahan<br>
<a href="http://www.cairn-law.com<http://www.cairn-law.com/" target="_blank">www.cairn-law.com<http://www.cairn-law.com/</a>><br>
Now located in the heart of Fremont<br>
3417 Evanston Ave. N, Suite 312<br>
Seattle, WA 98103<br>
206-578-5877<br>
<br>
<br>
From: wsbapt-<a href="mailto:bounces@lists.wsbarppt.com">bounces@lists.wsbarppt.com</a> [<a href="mailto:wsbapt-bounces@lists.wsbarppt.com?">mailto:wsbapt-bounces@lists.wsbarppt.com</a>] On Behalf Of Marie White<br>
Sent: Monday, August 14, 2017 12:10 PM<br>
To: <a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a><br>
Subject: [WSBAPT] Attorney/CPA Referral to terminate trusts<br>
<br>
My friend needs an attorney or better yet attorney/CPA in the South Seattle area to help her and her two siblings distribute and terminate a credit trust and a QTIP trust on the death of the second spouse who is their stepmother. There are some complications involving a piece of commercial real estate and debts owed by one of the siblings to the trusts, which debts are secured by promissory notes.<br>
Marie White<br>
Attorney at Law<br>
415 SW 152nd Street<br>
Burien, WA 98166-2208<br>
206-246-1791 Phone<br>
206-246-2080 Fax<br>
Using an employer<br>
provided or employer owned computer or other device to communicate with our office<br>
may result in the waiver of the attorney-client privilege for those communications.<br>
We do not use encrypted email so this message is not secure and may not be protected by attorney client privilege. This email address is NOT monitored 24/7. Please call during business hours so we can discuss it with you and also discuss timing. The information in this e-mail message is intended only for the use of the recipient named above (or the employee or agent responsible to deliver it to the intended recipient). If you received this in error, you are hereby notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this message in error, please notify us by telephone immediately at (206) 246-1791, and delete the original message. Thank you.<br>
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Message: 3<br>
Date: Mon, 14 Aug 2017 20:04:49 +0000<br>
From: Craig Gourley <<a href="mailto:craig@glgmail.com">craig@glgmail.com</a>><br>
To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br>
Subject: Re: [WSBAPT] Attorney/CPA Referral to terminate trusts<br>
Message-ID:<br>
<<a href="mailto:DM5PR1201MB0153462771530D4CB86E7312AE8C0@DM5PR1201MB0153.namprd12.prod.outlook.com">DM5PR1201MB0153462771530D4CB86E7312AE8C0@DM5PR1201MB0153.namprd12.prod.outlook.com</a>><br>
<br>
Content-Type: text/plain; charset="us-ascii"<br>
<br>
Give Dalynne Singleton in my office a call. I do real estate and tax and she does trusts and estate work from Silverdale to Bellingham. . Between the 2 of us I am sure we can get it resolved. 360 568 5065<br>
<br>
<br>
<br>
Sent from my Verizon, Samsung Galaxy smartphone<br>
<br>
<br>
-------- Original message --------<br>
From: Marie White <<a href="mailto:mwaal@aol.com">mwaal@aol.com</a>><br>
Date: 8/14/17 12:15 PM (GMT-08:00)<br>
To: <a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a><br>
Subject: [WSBAPT] Attorney/CPA Referral to terminate trusts<br>
<br>
My friend needs an attorney or better yet attorney/CPA in the South Seattle area to help her and her two siblings distribute and terminate a credit trust and a QTIP trust on the death of the second spouse who is their stepmother. There are some complications involving a piece of commercial real estate and debts owed by one of the siblings to the trusts, which debts are secured by promissory notes.<br>
<br>
Marie White<br>
Attorney at Law<br>
415 SW 152nd Street<br>
Burien, WA 98166-2208<br>
206-246-1791 Phone<br>
206-246-2080 Fax<br>
<br>
Using an employer<br>
provided or employer owned computer or other device to communicate with our office<br>
may result in the waiver of the attorney-client privilege for those communications.<br>
We do not use encrypted email so this message is not secure and may not be protected by attorney client privilege. This email address is NOT monitored 24/7. Please call during business hours so we can discuss it with you and also discuss timing. The information in this e-mail message is intended only for the use of the recipient named above (or the employee or agent responsible to deliver it to the intended recipient). If you received this in error, you are hereby notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this message in error, please notify us by telephone immediately at (206) 246-1791, and delete the original message. Thank you.<br>
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Message: 4<br>
Date: Mon, 14 Aug 2017 14:32:24 -0700<br>
From: Jayne Gilbert <<a href="mailto:jgilbertatty@gmail.com">jgilbertatty@gmail.com</a>><br>
To: "WSBA Probate & Trust Listserv" <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br>
Subject: [WSBAPT] Gun Trusts<br>
Message-ID:<br>
<CAEkNtQ38gofct9WvwK3L1jw9DzAx-<a href="mailto:y2rBJvB8JaGZ+v4Y8TDQg@mail.gmail.com">y2rBJvB8JaGZ+v4Y8TDQg@mail.gmail.com</a>><br>
Content-Type: text/plain; charset="utf-8"<br>
<br>
I'm wondering if someone out there might have a sample Gun Trust they would<br>
please share with me and/or a few moments to discuss the relevant issues<br>
concerning gun trusts and alternatives. Thank you<br>
<br>
<br>
-- <br>
*************************************************<br>
Jayne Marsh Gilbert<br>
Gilbert and Gilbert Lawyers, PS<br>
(360) 336-9515<br>
*************************************************<br>
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Message: 5<br>
Date: Mon, 14 Aug 2017 22:23:18 +0000<br>
From: Bryce Dille <BryceD@cdb-law.com><br>
To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br>
Subject: Re: [WSBAPT] Gun Trusts<br>
Message-ID:<br>
<B3982DA158E09443BF4EE7AD2BB58257CAD78A71@CDBS-SBS.cdb-law.local><br>
Content-Type: text/plain; charset="utf-8"<br>
<br>
Any responder please reply to list thanks<br>
<br>
From: wsbapt-<a href="mailto:bounces@lists.wsbarppt.com">bounces@lists.wsbarppt.com</a> [<a href="mailto:wsbapt-bounces@lists.wsbarppt.com?">mailto:wsbapt-bounces@lists.wsbarppt.com</a>] On Behalf Of Jayne Gilbert<br>
Sent: Monday, August 14, 2017 2:32 PM<br>
To: WSBA Probate & Trust Listserv<br>
Subject: [WSBAPT] Gun Trusts<br>
<br>
I'm wondering if someone out there might have a sample Gun Trust they would please share with me and/or a few moments to discuss the relevant issues concerning gun trusts and alternatives. Thank you<br>
<br>
<br>
--<br>
*************************************************<br>
Jayne Marsh Gilbert<br>
Gilbert and Gilbert Lawyers, PS<br>
(360) 336-9515<br>
*************************************************<br>
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Message: 6<br>
Date: Tue, 15 Aug 2017 07:15:54 -0700<br>
From: Brent Williams-Ruth <<a href="mailto:brent@bwrconsults.com">brent@bwrconsults.com</a>><br>
To: "WSBA Probate & Trust Listserv" <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br>
Subject: [WSBAPT] Clients have moved out of Washington<br>
Message-ID:<br>
<<a href="mailto:CACaE6MD8iKrFoqm+xJnt6ETJEhGOZd2_OrKdeLu48enDfwyydg@mail.gmail.com">CACaE6MD8iKrFoqm+xJnt6ETJEhGOZd2_OrKdeLu48enDfwyydg@mail.gmail.com</a>><br>
Content-Type: text/plain; charset="utf-8"<br>
<br>
Good Morning Hive Mind -<br>
<br>
As happens, one of my first estate planning clients have moved to another<br>
state - Arizona. They have asked me if they NEED to get a new will written<br>
under the laws of Arizona.<br>
<br>
First time addressing this and looking into the research around it - would<br>
appreciate any guidance and direction as to what happens if someone dies<br>
with a Washington will while they have moved. Figure this will happen more<br>
and more as my practice grows.<br>
<br>
Thank you!<br>
<br>
Brent<br>
<br>
-- <br>
<br>
*Brent Williams-Ruth*<br>
*Founding Member*<br>
<br>
*BWR Consulting, PLLC*<br>
<br>
Phone: (425) 830-5134<br>
<br>
e-mail <<a href="mailto:brent@bwrconsults.com">brent@bwrconsults.com</a>> / website <<a href="http://www.bwrconsults.com" target="_blank">http://www.bwrconsults.com</a>> /<br>
facebook <<a href="http://www.facebook.com/bwrconsults" target="_blank">http://www.facebook.com/bwrconsults</a>><br>
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Message: 7<br>
Date: Tue, 15 Aug 2017 15:44:29 +0000<br>
From: Heather deVrieze <<a href="mailto:heatherd@westseattlelaw.com">heatherd@westseattlelaw.com</a>><br>
To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br>
Subject: Re: [WSBAPT] Clients have moved out of Washington<br>
Message-ID:<br>
<<a href="mailto:CY4PR08MB2695397EC0F67B581E01BE76A78D0@CY4PR08MB2695.namprd08.prod.outlook.com">CY4PR08MB2695397EC0F67B581E01BE76A78D0@CY4PR08MB2695.namprd08.prod.outlook.com</a>><br>
<br>
Content-Type: text/plain; charset="utf-8"<br>
<br>
What I advise clients is to review their documents to ensure that they still match their wishes, then go see an attorney in the new locale to review what they have. I explain the constitution?s full faith and credit provision requires them to be valid in the new state, BUT. . . . they may not be as efficient or effective, like taking an estate plan with a Will to California, where Living Trusts are the way to go. I do such reviews for clients recently moved to Washington, and find they appreciate the suggestions I can give about having a Health Care Directive fashioned after the Washington law, if they are going to end up in a Washington hospital, and having a power of attorney that references our statute, not one in another state. The Will itself may be fine, but other documents warrant updates.<br>
<br>
Heather<br>
<br>
Heather S. de Vrieze<br>
Attorney-at-Law<br>
[cid:<a href="mailto:image001.jpg@01D013C2.30F35160">image001.jpg@01D013C2.30F35160</a>]<br>
3909 California Avenue SW<br>
Seattle, WA 98116-3705<br>
(206)938-5500<br>
<a href="mailto:heatherd@westseattlelaw.com">heatherd@westseattlelaw.com</a><<a href="mailto:heatherd@westseattlelaw.com?">mailto:heatherd@westseattlelaw.com</a>><br>
<a href="http://www.westseattlelaw.com<http://www.westseattlelaw.com/" target="_blank">www.westseattlelaw.com<http://www.westseattlelaw.com/</a>><br>
Click here to connect with de Vrieze | Carney on Facebook: [FB Logo] <<a href="https://www.facebook.com/DeVriezeCarney" target="_blank">https://www.facebook.com/DeVriezeCarney</a>><br>
<br>
CONFIDENTIAL & PRIVILEGED. This e-mail message may contain legally privileged and/or confidential information. If you have received this e-mail in error, please notify the sender immediately and delete all copies of this e-mail message and any attachment.<br>
<br>
From: wsbapt-<a href="mailto:bounces@lists.wsbarppt.com">bounces@lists.wsbarppt.com</a> [<a href="mailto:wsbapt-bounces@lists.wsbarppt.com?">mailto:wsbapt-bounces@lists.wsbarppt.com</a>] On Behalf Of Brent Williams-Ruth<br>
Sent: Tuesday, August 15, 2017 7:16 AM<br>
To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br>
Subject: [WSBAPT] Clients have moved out of Washington<br>
<br>
Good Morning Hive Mind -<br>
<br>
As happens, one of my first estate planning clients have moved to another state - Arizona. They have asked me if they NEED to get a new will written under the laws of Arizona.<br>
<br>
First time addressing this and looking into the research around it - would appreciate any guidance and direction as to what happens if someone dies with a Washington will while they have moved. Figure this will happen more and more as my practice grows.<br>
<br>
Thank you!<br>
<br>
Brent<br>
<br>
--<br>
<br>
Brent Williams-Ruth<br>
Founding Member<br>
<br>
BWR Consulting, PLLC<br>
<br>
Phone: (425) 830-5134<br>
<br>
e-mail<<a href="mailto:brent@bwrconsults.com?">mailto:brent@bwrconsults.com</a>> / website<<a href="http://www.bwrconsults.com" target="_blank">http://www.bwrconsults.com</a>> / facebook<<a href="http://www.facebook.com/bwrconsults" target="_blank">http://www.facebook.com/bwrconsults</a>><br>
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End of WSBAPT Digest, Vol 35, Issue 17<br>
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