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<p class="MsoNormal">Thank you John, but to clarify, my question isn’t what my client should do when it comes time to distribute the estate. I am confident that the incapacitated beneficiary’s share can be distributed to the California conservator, although
I believe the applicable statute is RCW 11.76.095 – Distribution of estates to minors.
<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Rather, my question is can an out-of-state conservator represent the incapacitated beneficiary’s interest in the estate during the probate.
<o:p></o:p></p>
<p class="MsoNormal" style="text-indent:.25in"><o:p> </o:p></p>
<p class="MsoNormal" style="text-indent:.25in">RCW 11.76.080 says:<o:p></o:p></p>
<p class="MsoNormal" style="text-indent:.25in">“If there be any alleged incapacitated person as defined in RCW
<a href="http://app.leg.wa.gov/RCW/default.aspx?cite=11.88.010">11.88.010</a> interested in the estate who has no legally appointed guardian or limited guardian, the court:<o:p></o:p></p>
<ol style="margin-top:0in" start="1" type="1">
<li class="MsoListParagraph" style="margin-left:0in;mso-list:l0 level1 lfo1">At any stage of the proceeding in its discretion and for such purpose or purposes as it shall indicate, may appoint; and<o:p></o:p></li><li class="MsoListParagraph" style="margin-left:0in;mso-list:l0 level1 lfo1">For hearings held under RCW
<a href="http://app.leg.wa.gov/RCW/default.aspx?cite=11.54.010">11.54.010</a>, <a href="http://app.leg.wa.gov/RCW/default.aspx?cite=11.68.041">
11.68.041</a>, <a href="http://app.leg.wa.gov/RCW/default.aspx?cite=11.68.100">11.68.100</a>, and
<a href="http://app.leg.wa.gov/RCW/default.aspx?cite=11.76.050">11.76.050</a> or for entry of an order adjudicating testacy or intestacy and heirship when no personal representative is appointed to administer the estate of the decedent, shall appoint some disinterested
person as guardian ad litem to represent the allegedly incapacitated person with reference to any petition, proceeding report, or adjudication of testacy or intestacy without the appointment of a personal representative to administer the estate of decedent
in which the alleged incapacitated person may have an interest, who, on behalf of the alleged incapacitated person, may contest the same as any other person interested might contest it, and who shall be allowed by the court reasonable compensation for his
or her services: PROVIDED, HOWEVER, That where a surviving spouse or surviving domestic partner is the sole beneficiary under the terms of a will, the court may grant a motion by the personal representative to waive the appointment of a guardian ad litem for
a person who is the minor child of the surviving spouse or surviving domestic partner and the decedent and who is incapacitated solely for the reason of his or her being under eighteen years of age.<o:p></o:p></li></ol>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">It is clear that if the beneficiary had a legally appointed guardian in Washington that guardian could represent the beneficiary’s interests in the Washington probate but what if the beneficiary has a legally appointed conservator (the
equivalent of a guardian of the person’s estate) in California. I don’t see any reason why the California conservator shouldn’t be able to represent the beneficiary’s interest in the Washington probate but would like to know if anyone on the list thinks otherwise
or has dealt with the same situation. <o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Sincerely,<o:p></o:p></p>
<p class="MsoNormal">Jon M. Fritzler<o:p></o:p></p>
<p class="MsoNormal">Attorney at Law<o:p></o:p></p>
<p class="MsoNormal">PO Box 61451<o:p></o:p></p>
<p class="MsoNormal">Vancouver, WA 98666<o:p></o:p></p>
<p class="MsoNormal">Tel. 360.818.4431<o:p></o:p></p>
<p class="MsoNormal">Eml <a href="mailto:fritzlerlaw@outlook.com"><span style="color:blue">fritzlerlaw@outlook.com</span></a><o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">CONFIDENTIALITY<o:p></o:p></p>
<p class="MsoNormal">The information contained in this email is intended only for the use of the person or entity to whom it is addressed. This email may contain confidential or privileged information. If you are not the person whose name appears above, or
the person responsible for delivering the email to the addressee, you are hereby notified that reading, using, copying, distributing or disseminating this communication is strictly prohibited. If you think that you have received this email message in error,
please email the sender at <a href="mailto:fritzlerlaw@outlook.com"><span style="color:blue">fritzlerlaw@outlook.com</span></a>. Thank you.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
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<div style="border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in">
<p class="MsoNormal"><b>From:</b> wsbapt-bounces@lists.wsbarppt.com [mailto:wsbapt-bounces@lists.wsbarppt.com]
<b>On Behalf Of </b>John Creahan<br>
<b>Sent:</b> Wednesday, August 16, 2017 1:37 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> Re: [WSBAPT] Can out-of-state conservator represent disabled beneficiary in a probate?<o:p></o:p></p>
</div>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:#595959">If this is a relatively-straightforward nonintervention probate– that is, the PR will simply gather the assets and distribute them – I recommend reviewing
the PR’s duties under RCW 11.98.070(16).<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:#595959">Hope this helps,<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:#595959">John<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:#595959"><o:p> </o:p></span></p>
<div>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Tw Cen MT",sans-serif;color:#595959">John Creahan</span><span style="font-size:12.0pt;font-family:"Tw Cen MT",sans-serif;color:#595959"><o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:12.0pt"><span style="font-size:12.0pt;font-family:"Tw Cen MT",sans-serif;color:#595959"><a href="http://www.cairn-law.com/"><span style="color:#595959">www.cairn-law.com</span></a><br>
</span><b><span style="font-size:12.0pt;font-family:"Tw Cen MT",sans-serif;color:red">Now located in the heart of Fremont<br>
</span></b><span style="font-size:12.0pt;font-family:"Tw Cen MT",sans-serif;color:#595959">3417 Evanston Ave. N, Suite 312<br>
Seattle, WA 98103<br>
206-578-5877</span><span style="font-size:12.0pt;font-family:"Tw Cen MT",sans-serif;color:#4F6228"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:#595959"><o:p> </o:p></span></p>
</div>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:#595959"><o:p> </o:p></span></p>
<div>
<div style="border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in">
<p class="MsoNormal"><b>From:</b> <a href="mailto:wsbapt-bounces@lists.wsbarppt.com">
wsbapt-bounces@lists.wsbarppt.com</a> [<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">mailto:wsbapt-bounces@lists.wsbarppt.com</a>]
<b>On Behalf Of </b>Jon Fritzler<br>
<b>Sent:</b> Wednesday, August 16, 2017 1:23 PM<br>
<b>To:</b> <a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a><br>
<b>Subject:</b> [WSBAPT] Can out-of-state conservator represent disabled beneficiary in a probate?<o:p></o:p></p>
</div>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">I represent the PR of an estate and found out after my client was appointed that one of the beneficiaries is incapable of managing her finances. The beneficiary lives in California. I was planning to ask the court to appoint a GAL for the
beneficiary but then was informed that a relative of the beneficiary will be seeking to have a conservator appointed for her and that the process of having a conservator appointed does not take an unduly long time in California. I am unsure whether I still
need to have a GAL appointed for the beneficiary in the Washington probate proceeding or should just wait for a conservator to be appointed for the beneficiary. It seems to me that the conservator would be able to represent the beneficiary’s interests in
the probate and that appointing a GAL would just be duplicative and a needless expense.
<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Sincerely,<o:p></o:p></p>
<p class="MsoNormal">Jon M. Fritzler<o:p></o:p></p>
<p class="MsoNormal">Attorney at Law<o:p></o:p></p>
<p class="MsoNormal">PO Box 61451<o:p></o:p></p>
<p class="MsoNormal">Vancouver, WA 98666<o:p></o:p></p>
<p class="MsoNormal">Tel. 360.818.4431<o:p></o:p></p>
<p class="MsoNormal">E-mail <a href="mailto:fritzlerlaw@outlook.com"><span style="color:blue">fritzlerlaw@outlook.com</span></a><o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">CONFIDENTIALITY<o:p></o:p></p>
<p class="MsoNormal">The information contained in this email is intended only for the use of the person or entity to whom it is addressed. This email may contain confidential or privileged information. If you are not the person whose name appears above, or
the person responsible for delivering the email to the addressee, you are hereby notified that reading, using, copying, distributing or disseminating this communication is strictly prohibited. If you think that you have received this email message in error,
please email the sender at <a href="mailto:fritzlerlaw@outlook.com"><span style="color:blue">fritzlerlaw@outlook.com</span></a>. Thank you.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
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