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<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Garamond",serif">Carmen,<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Garamond",serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Garamond",serif">I was joking when I said that, but yes, tongue in cheek. I’m sure we all have people we do and don’t trust, if we’re paying attention.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Garamond",serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Garamond",serif;color:black">Lisa E. Schuchman<br>
206-960-4212<br>
<a href="http://www.lisaschuchman.com/" target="_blank">www.lisaschuchman.com</a><br>
<br>
I learn, I give. – Gloria Steinem<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Garamond",serif;color:black">NOTE: I do not use encrypted email. Messages sent to or from my office via email are not secure and may not be protected by attorney-client privilege. This email address
is not monitored at all times. If your matter is urgent, please phone my office during regular business hours.
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Garamond",serif;color:black">Any tax advice included in this document and its attachments was not intended or written to be used, and it cannot be used, for the purpose of avoiding penalties under
the Internal Revenue Code.</span><span style="font-size:12.0pt"><o:p></o:p></span></p>
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</span><b><span style="font-size:7.5pt;font-family:"Arial",sans-serif;color:#008100">Please consider the trees before printing this document</span></b><span style="font-size:12.0pt"><o:p></o:p></span></p>
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<p class="MsoNormal"><b>From:</b> wsbapt-bounces@lists.wsbarppt.com [mailto:wsbapt-bounces@lists.wsbarppt.com]
<b>On Behalf Of </b>Carmen Rowe<br>
<b>Sent:</b> Wednesday, August 30, 2017 11:14 AM<br>
<b>To:</b> wsbapt@lists.wsbarppt.com<br>
<b>Subject:</b> [WSBAPT] Trusting lawyers ...<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal"><span style="font-family:"Trebuchet MS",sans-serif">I don't know if the queries about there really being people - or lawyers - that don't trust lawyers were serious or tongue in cheek.<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Trebuchet MS",sans-serif"><br>
But ... perhaps the fact I considered a tongue in cheek comment to at least be possible will clue you in as to my answer ... no, I don't trust all lawyers. Have, sadly, the experience to validate such caution. <o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Trebuchet MS",sans-serif"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Trebuchet MS",sans-serif">That said - once you work with someone a bit you usually have a sufficient read, as the ones I simply don't trust (or did trust to my/my client's detriment) tend to have certain flags
or history within the general case/dealings, and are, luckily, very rare.<o:p></o:p></span></p>
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<p class="MsoNormal" style="margin-bottom:12.0pt"><span style="font-size:10.0pt;font-family:"Trebuchet MS",sans-serif">Carmen Rowe, Attorney</span><o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Trebuchet MS",sans-serif;color:#660000;background:white">Phone: (360) 669-3576 (direct cell)</span><o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Trebuchet MS",sans-serif;color:#660000">Email:
<a href="mailto:Carmen@GryphonLawGroup.com">Carmen@GryphonLawGroup.com</a><br>
<br>
<b><span style="background:white">Mailing address: </span></b><span style="background:white">1673 S. Market Blvd. #202, Chehalis, WA 98532<br>
<b>Olympia/Lacey office: </b>1415 College Street SE, Lacey, WA 98503</span></span><o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">On Tue, Aug 29, 2017 at 12:00 PM, <<a href="mailto:wsbapt-request@lists.wsbarppt.com" target="_blank">wsbapt-request@lists.wsbarppt.com</a>> wrote:<o:p></o:p></p>
<blockquote style="border:none;border-left:solid #CCCCCC 1.0pt;padding:0in 0in 0in 6.0pt;margin-left:4.8pt;margin-right:0in">
<p class="MsoNormal">Send WSBAPT mailing list submissions to<br>
<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a><br>
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To subscribe or unsubscribe via the World Wide Web, visit<br>
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When replying, please edit your Subject line so it is more specific<br>
than "Re: Contents of WSBAPT digest..."<br>
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<br>
Today's Topics:<br>
<br>
1. Receipts for distribution from estate (J Richard McEntee, Jr.)<br>
2. Re: Receipts for distribution from estate (Lisa E Schuchman)<br>
3. Re: How to Insure Surviving Spouse Share with Deceased Spouse<br>
Child (Ms. Roberta Armstrong)<br>
4. Re: Receipts for distribution from estate (Teunis J. Wyers)<br>
5. Re: Receipts for distribution from estate (Paul Neumiller)<br>
6. Re: Receipts for distribution from estate (Heather deVrieze)<br>
7. EIN change of executor (Dalynne Singleton)<br>
8. Re: EIN change of executor (<a href="mailto:jacyphers@gmail.com">jacyphers@gmail.com</a>)<br>
9. OFAC Sanction Counsel (Orr, Heidi)<br>
10. Re: Receipts for distribution from estate (Lisa E Schuchman)<br>
11. Re: Receipts for distribution from estate (Douglas Bratt)<br>
12. Re: Receipts for distribution from estate (Heather deVrieze)<br>
13. Re: Receipts for distribution from estate (Donna Calf Robe)<br>
14. case manager/care coordinator (Goffe, Wendy S.)<br>
15. Re: Receipts for distribution from estate (Lisa E Schuchman)<br>
16. Re: case manager/care coordinator (Barbara Byram)<br>
17. Modifying Beneficiaries of an Irrevocable Trust (David Faber)<br>
18. Re: case manager/care coordinator (Mark Vohr)<br>
19. discretionary trust funding (Krista MacLaren)<br>
20. Re: discretionary trust funding (Mark Vohr)<br>
21. Re: Modifying Beneficiaries of an Irrevocable Trust (Doug Owens)<br>
<br>
<br>
----------------------------------------------------------------------<br>
<br>
Message: 1<br>
Date: Mon, 28 Aug 2017 12:31:36 -0700<br>
From: "J Richard McEntee, Jr." <<a href="mailto:jrmcentee@gmail.com">jrmcentee@gmail.com</a>><br>
To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br>
Subject: [WSBAPT] Receipts for distribution from estate<br>
Message-ID: <<a href="mailto:027CF736-F406-443D-9C0B-04982838CA6D@gmail.com">027CF736-F406-443D-9C0B-04982838CA6D@gmail.com</a>><br>
Content-Type: text/plain; charset="us-ascii"<br>
<br>
Hello listmates<br>
<br>
I recently filed a petition for decree of distribution. Following a hearing on my petition, I obtained an order discharging the PR upon filing of receipts from each of the heirs and beneficiaries. Can someone share with me the process by which you typically
send checks and receipts to heirs? I am thinking that I would use regular mail and enclose the check, a receipt, and a stamped return envelope along with a cautionary letter that the beneficiary is not authorized to cash or deposit the check until such time
as they have signed and returned the receipt? Are there other better ways to handle this such that I am likely to receive the receipts back?<br>
<br>
Rich<br>
<br>
<br>
RICH McENTEE<br>
McENTEE LAW OFFICE<br>
3800 Bridgeport Way W, Ste A411<br>
University Place, WA 98466<br>
<a href="tel:253.227.9894">253.227.9894</a>(m)<br>
<a href="mailto:jrmcentee@gmail.com">jrmcentee@gmail.com</a><br>
<br>
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Message: 2<br>
Date: Mon, 28 Aug 2017 19:41:51 +0000<br>
From: Lisa E Schuchman <<a href="mailto:lisa@lisaschuchman.com">lisa@lisaschuchman.com</a>><br>
To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br>
Subject: Re: [WSBAPT] Receipts for distribution from estate<br>
Message-ID:<br>
<<a href="mailto:CY4PR1601MB130251BF7CE7E9331773056CD19E0@CY4PR1601MB1302.namprd16.prod.outlook.com">CY4PR1601MB130251BF7CE7E9331773056CD19E0@CY4PR1601MB1302.namprd16.prod.outlook.com</a>><br>
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Content-Type: text/plain; charset="us-ascii"<br>
<br>
Rich,<br>
<br>
When possible, I send Receipts out for signature and send checks only after I receive the Receipt. If heirs are local, I will arrange for an in-person exchange. On occasion I have relied on an endorsement on a check as proof of receipt.<br>
<br>
Lisa E. Schuchman<br>
<a href="tel:206-960-4212">206-960-4212</a><br>
<a href="http://www.lisaschuchman.com" target="_blank">www.lisaschuchman.com</a><<a href="http://www.lisaschuchman.com/" target="_blank">http://www.lisaschuchman.com/</a>><br>
<br>
I learn, I give. - Gloria Steinem<br>
<br>
NOTE: I do not use encrypted email. Messages sent to or from my office via email are not secure and may not be protected by attorney-client privilege. This email address is not monitored at all times. If your matter is urgent, please phone my office during
regular business hours.<br>
<br>
Any tax advice included in this document and its attachments was not intended or written to be used, and it cannot be used, for the purpose of avoiding penalties under the Internal Revenue Code.<br>
P Please consider the trees before printing this document<br>
<br>
From: <a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a> [mailto:<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a>] On Behalf Of J Richard McEntee, Jr.<br>
Sent: Monday, August 28, 2017 12:32 PM<br>
To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br>
Subject: [WSBAPT] Receipts for distribution from estate<br>
<br>
Hello listmates<br>
<br>
I recently filed a petition for decree of distribution. Following a hearing on my petition, I obtained an order discharging the PR upon filing of receipts from each of the heirs and beneficiaries. Can someone share with me the process by which you typically
send checks and receipts to heirs? I am thinking that I would use regular mail and enclose the check, a receipt, and a stamped return envelope along with a cautionary letter that the beneficiary is not authorized to cash or deposit the check until such time
as they have signed and returned the receipt? Are there other better ways to handle this such that I am likely to receive the receipts back?<br>
<br>
Rich<br>
<br>
RICH McENTEE<br>
McENTEE LAW OFFICE<br>
3800 Bridgeport Way W, Ste A411<br>
University Place, WA 98466<br>
<a href="tel:253.227.9894">253.227.9894</a>(m)<br>
<a href="mailto:jrmcentee@gmail.com">jrmcentee@gmail.com</a><mailto:<a href="mailto:jrmcentee@gmail.com">jrmcentee@gmail.com</a>><br>
<br>
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Message: 3<br>
Date: Mon, 28 Aug 2017 12:52:15 -0700<br>
From: "Ms. Roberta Armstrong" <<a href="mailto:robertaa@uw.edu">robertaa@uw.edu</a>><br>
To: "WSBA Probate & Trust Listserv" <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>>,<br>
<a href="mailto:elder-law-section@list.wsba.org">elder-law-section@list.wsba.org</a><br>
Subject: Re: [WSBAPT] How to Insure Surviving Spouse Share with<br>
Deceased Spouse Child<br>
Message-ID:<br>
<<a href="mailto:CAMfCbay1Wn6A7Tfp0nvz25vOrJHL%2Bm3Sj1EZ8824yPA1SU__Pw@mail.gmail.com">CAMfCbay1Wn6A7Tfp0nvz25vOrJHL+m3Sj1EZ8824yPA1SU__Pw@mail.gmail.com</a>><br>
Content-Type: text/plain; charset="utf-8"<br>
<br>
Hello again Listserve,<br>
<br>
Thank you for all the replies.<br>
<br>
I considered a will that creates a testamentary trust. But that will only<br>
have authority over the first deceased spouse's portion of the estate, not<br>
the complete joint community estate at date of death.<br>
<br>
It appears that this couple wants the surviving spouse to have full use and<br>
enjoyment of the joint estate, but they also believe the surviving spouse<br>
should continue their joint venture to produce a greater estate that<br>
eventually Both children should share equally from (not have the surviving<br>
child of the first deceased spouse only enjoy their portion of the joint<br>
community value at their date of death).<br>
<br>
This is because the couple is currently in a legal battle over the value of<br>
a large piece of waterfront property which they do not anticipate will<br>
be resolved for some years. And if one of the spouses dies during the<br>
litigation, their child will not realize the true value of the asset (if<br>
the surviving spouse is successful in continuing their case, of course)<br>
because the property will be valued as of the date of the first spouse's<br>
death (less than 30% of its "true" fair market value)..<br>
<br>
Perhaps the first deceased spouse's community value can be considered as<br>
investment capital/funding in the remaining life of the surviving spouse<br>
which most likely will be used to continue the litigation... Or am I over<br>
thinking this...?<br>
<br>
Thank you.<br>
<br>
Roberta<br>
<br>
On Mon, Aug 28, 2017 at 10:32 AM, Ms. Roberta Armstrong <<a href="mailto:robertaa@uw.edu">robertaa@uw.edu</a>><br>
wrote:<br>
<br>
> Good Morning Listserv!<br>
><br>
> H and W of 40 years. H is 15 years older than W. Both are in good health,<br>
> but frequently travel out of the country.<br>
> Many assets (mostly rental properties) of ~$2.5 million in value, all<br>
> community property.<br>
> Each spouse has a child prior to marriage, Child1 (H) and Child2 (W).<br>
> They would like to do an estate plan where when the first spouse dies the<br>
> other spouse has unrestricted use of the joint estate but upon the passing<br>
> of the last spouse, the remaining joint estate goes equally to Both<br>
> children.<br>
> They do not want long term medical planning. They want to insure that the<br>
> surviving spouse's (if they were to remarry) new spouse does not inherit<br>
> anything from the joint estate.<br>
><br>
> My question is what is the best vehicle to insure the surviving spouse<br>
> shares equally with the two children, specifically not disinherit the prior<br>
> deceased spouse's child?<br>
><br>
> Thank you in advance.<br>
><br>
> Roberta<br>
><br>
><br>
> --<br>
> *Creator of the first on-line Indian Will Production System - CHECK OUT *<br>
> *<a href="http://www.NativeWill.org" target="_blank">www.NativeWill.org</a>* <<a href="http://www.nativewill.org/" target="_blank">http://www.nativewill.org/</a>><br>
><br>
> *Ms. Roberta Armstrong*<br>
><br>
> Washington State Bar Association No. 42343<br>
><br>
> Founder and Executive Director<br>
><br>
> Stewards of Indigenous Resources Endowment,<br>
><br>
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><br>
> P O Box 2248<br>
><br>
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*Ms. Roberta Armstrong*<br>
<br>
Washington State Bar Association No. 42343<br>
<br>
Founder and Executive Director<br>
<br>
Stewards of Indigenous Resources Endowment,<br>
<br>
*a Non-Profit Professional Service Corporation *<br>
<br>
P O Box 2248<br>
<br>
Yelm, WA 98597<br>
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<br>
Message: 4<br>
Date: Mon, 28 Aug 2017 13:05:44 -0700<br>
From: "Teunis J. Wyers" <<a href="mailto:teunisj@wyerslawpc.com">teunisj@wyerslawpc.com</a>><br>
To: "WSBA Probate & Trust Listserv" <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br>
Subject: Re: [WSBAPT] Receipts for distribution from estate<br>
Message-ID:<br>
<<a href="mailto:CAAVFOSjck6cJcGbTSKV2xFBUHbMnwi26m9c0PKsNAMksNAAA8Q@mail.gmail.com">CAAVFOSjck6cJcGbTSKV2xFBUHbMnwi26m9c0PKsNAMksNAAA8Q@mail.gmail.com</a>><br>
Content-Type: text/plain; charset="utf-8"<br>
<br>
What you propose, Rich, is exactly the way we normally handle this<br>
situation.<br>
<br>
On Mon, Aug 28, 2017 at 12:31 PM, J Richard McEntee, Jr. <<br>
<a href="mailto:jrmcentee@gmail.com">jrmcentee@gmail.com</a>> wrote:<br>
<br>
> Hello listmates<br>
><br>
> I recently filed a petition for decree of distribution. Following a<br>
> hearing on my petition, I obtained an order discharging the PR upon filing<br>
> of receipts from each of the heirs and beneficiaries. Can someone share<br>
> with me the process by which you typically send checks and receipts to<br>
> heirs? I am thinking that I would use regular mail and enclose the check, a<br>
> receipt, and a stamped return envelope along with a cautionary letter that<br>
> the beneficiary is not authorized to cash or deposit the check until such<br>
> time as they have signed and returned the receipt? Are there other better<br>
> ways to handle this such that I am likely to receive the receipts back?<br>
><br>
> Rich<br>
><br>
><br>
> *RICH McENTEE*<br>
> *McENTEE LAW OFFICE*<br>
> 3800 Bridgeport Way W, Ste A411<br>
> University Place, WA 98466<br>
> <a href="tel:253.227.9894">253.227.9894</a> <(253)%20227-9894>(m)<br>
> <a href="mailto:jrmcentee@gmail.com">jrmcentee@gmail.com</a><br>
><br>
><br>
> _______________________________________________<br>
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><br>
<br>
<br>
<br>
--<br>
Teunis J. Wyers @ Wyers|Wyers, Attorneys<br>
Oregon Office:<br>
216 Columbia St. - P.O. Box 917<br>
Hood River, OR 97031<br>
<a href="tel:%28541%29386-2210">(541)386-2210</a>/610-1520 (fax)<br>
Washington Office:<br>
218 E. Steuben St. - P. O. Box 421<br>
Bingen, WA 98605<br>
<a href="tel:%28509%29%20493-2772">(509) 493-2772</a>/493-2406 (fax)<br>
Email: <a href="mailto:teunisj@wyerslawpc.com">teunisj@wyerslawpc.com</a><br>
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Message: 5<br>
Date: Mon, 28 Aug 2017 20:26:38 +0000<br>
From: Paul Neumiller <<a href="mailto:pneumiller@hotmail.com">pneumiller@hotmail.com</a>><br>
To: "'WSBA Probate & Trust Listserv'" <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br>
Subject: Re: [WSBAPT] Receipts for distribution from estate<br>
Message-ID:<br>
<<a href="mailto:CY1PR1101MB12254DBC4187E58FDEF5FDF5D29E0@CY1PR1101MB1225.namprd11.prod.outlook.com">CY1PR1101MB12254DBC4187E58FDEF5FDF5D29E0@CY1PR1101MB1225.namprd11.prod.outlook.com</a>><br>
<br>
Content-Type: text/plain; charset="utf-8"<br>
<br>
?cautionary letter that the beneficiary is not authorized to cash or deposit the check until such time as they have signed and returned the receipt??<br>
<br>
Does anyone have a sample of such a letter that he or she would be willing to post?<br>
<br>
[<a href="cid:image001.jpg@01D32001.44388FD0">cid:image001.jpg@01D32001.44388FD0</a>]<br>
<br>
From: <a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a> [mailto:<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a>] On Behalf Of Teunis J. Wyers<br>
Sent: Monday, August 28, 2017 1:06 PM<br>
To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br>
Subject: Re: [WSBAPT] Receipts for distribution from estate<br>
<br>
What you propose, Rich, is exactly the way we normally handle this situation.<br>
<br>
On Mon, Aug 28, 2017 at 12:31 PM, J Richard McEntee, Jr. <<a href="mailto:jrmcentee@gmail.com">jrmcentee@gmail.com</a><mailto:<a href="mailto:jrmcentee@gmail.com">jrmcentee@gmail.com</a>>> wrote:<br>
Hello listmates<br>
<br>
I recently filed a petition for decree of distribution. Following a hearing on my petition, I obtained an order discharging the PR upon filing of receipts from each of the heirs and beneficiaries. Can someone share with me the process by which you typically
send checks and receipts to heirs? I am thinking that I would use regular mail and enclose the check, a receipt, and a stamped return envelope along with a cautionary letter that the beneficiary is not authorized to cash or deposit the check until such time
as they have signed and returned the receipt? Are there other better ways to handle this such that I am likely to receive the receipts back?<br>
<br>
Rich<br>
<br>
RICH McENTEE<br>
McENTEE LAW OFFICE<br>
3800 Bridgeport Way W, Ste A411<br>
University Place, WA 98466<br>
<a href="tel:253.227.9894">253.227.9894</a><<a href="tel:(253)%20227-9894">tel:(253)%20227-9894</a>>(m)<br>
<a href="mailto:jrmcentee@gmail.com">jrmcentee@gmail.com</a><mailto:<a href="mailto:jrmcentee@gmail.com">jrmcentee@gmail.com</a>><br>
<br>
<br>
_______________________________________________<br>
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<br>
<br>
<br>
--<br>
Teunis J. Wyers @ Wyers|Wyers, Attorneys<br>
Oregon Office:<br>
216 Columbia St. - P.O. Box 917<br>
Hood River, OR 97031<br>
<a href="tel:%28541%29386-2210">(541)386-2210</a>/610-1520 (fax)<br>
Washington Office:<br>
218 E. Steuben St. - P. O. Box 421<br>
Bingen, WA 98605<br>
(509) 493-2772/493-2406 (fax)<br>
Email: <a href="mailto:teunisj@wyerslawpc.com">teunisj@wyerslawpc.com</a><mailto:<a href="mailto:teunisj@wyerslawpc.com">teunisj@wyerslawpc.com</a>><br>
Web: <a href="http://www.wyerslawpc.com" target="_blank">www.wyerslawpc.com</a><<a href="http://www.wyerslawpc.com" target="_blank">http://www.wyerslawpc.com</a>><br>
<br>
<br>
NOTICE: This email (including any attachments) is covered by the Electronic Communications Privacy Act (EPCA), 18 U.S.C., Sec. 2510 - 2522, is confidential and privileged. This email is solely for the personal and confidential use of the recipient(s) named
above. Receipt by anyone other than the individual recipient(s) is NOT a waiver of attorney-client privilege. Any violation of the ECPA is subject to the penalties stated therein. If you have received this message in error, please notify me immediately by
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<br>
Message: 6<br>
Date: Mon, 28 Aug 2017 21:21:00 +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] Receipts for distribution from estate<br>
Message-ID:<br>
<<a href="mailto:CY4PR08MB26951539814AC10610D8148EA79E0@CY4PR08MB2695.namprd08.prod.outlook.com">CY4PR08MB26951539814AC10610D8148EA79E0@CY4PR08MB2695.namprd08.prod.outlook.com</a>><br>
<br>
Content-Type: text/plain; charset="us-ascii"<br>
<br>
I know Lisa is not alone in requesting signed receipts before distributing funds, so it must work, but. . .<br>
I would be unlikely personally to sign such a receipt, and generally advise any beneficiary seeking my advice that they better be darn sure they trust the Personal Representative and their attorney because what would be their recourse if the check never arrives.<br>
<br>
I have a few ways I handle final receipts, and some of them require beneficiaries to sign something ahead of getting their check, but, never a receipt before they have the check in hand.<br>
<br>
I also find that if you have a decree of distribution that specifies amounts, and you have a cancelled check (perhaps with "in full distribution Sally Smith Estate") for that amount, there isn't any argument that the distributions weren't made.<br>
<br>
Heather<br>
<br>
<br>
Heather S. de Vrieze<br>
Attorney-at-Law<br>
[<a href="cid:image001.jpg@01D013C2.30F35160">cid: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><mailto:<a href="mailto:heatherd@westseattlelaw.com">heatherd@westseattlelaw.com</a>><br>
<a href="http://www.westseattlelaw.com" target="_blank">www.westseattlelaw.com</a><<a href="http://www.westseattlelaw.com/" target="_blank">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>
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From: <a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a> [mailto:<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a>] On Behalf Of Lisa E Schuchman<br>
Sent: Monday, August 28, 2017 12:42 PM<br>
To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br>
Subject: Re: [WSBAPT] Receipts for distribution from estate<br>
<br>
Rich,<br>
<br>
When possible, I send Receipts out for signature and send checks only after I receive the Receipt. If heirs are local, I will arrange for an in-person exchange. On occasion I have relied on an endorsement on a check as proof of receipt.<br>
<br>
Lisa E. Schuchman<br>
206-960-4212<br>
<a href="http://www.lisaschuchman.com" target="_blank">www.lisaschuchman.com</a><<a href="http://www.lisaschuchman.com/" target="_blank">http://www.lisaschuchman.com/</a>><br>
<br>
I learn, I give. - Gloria Steinem<br>
<br>
NOTE: I do not use encrypted email. Messages sent to or from my office via email are not secure and may not be protected by attorney-client privilege. This email address is not monitored at all times. If your matter is urgent, please phone my office during
regular business hours.<br>
<br>
Any tax advice included in this document and its attachments was not intended or written to be used, and it cannot be used, for the purpose of avoiding penalties under the Internal Revenue Code.<br>
P Please consider the trees before printing this document<br>
<br>
From: <a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a><mailto:<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a>> [mailto:<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a>]
On Behalf Of J Richard McEntee, Jr.<br>
Sent: Monday, August 28, 2017 12:32 PM<br>
To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a><mailto:<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>>><br>
Subject: [WSBAPT] Receipts for distribution from estate<br>
<br>
Hello listmates<br>
<br>
I recently filed a petition for decree of distribution. Following a hearing on my petition, I obtained an order discharging the PR upon filing of receipts from each of the heirs and beneficiaries. Can someone share with me the process by which you typically
send checks and receipts to heirs? I am thinking that I would use regular mail and enclose the check, a receipt, and a stamped return envelope along with a cautionary letter that the beneficiary is not authorized to cash or deposit the check until such time
as they have signed and returned the receipt? Are there other better ways to handle this such that I am likely to receive the receipts back?<br>
<br>
Rich<br>
<br>
RICH McENTEE<br>
McENTEE LAW OFFICE<br>
3800 Bridgeport Way W, Ste A411<br>
University Place, WA 98466<br>
253.227.9894(m)<br>
<a href="mailto:jrmcentee@gmail.com">jrmcentee@gmail.com</a><mailto:<a href="mailto:jrmcentee@gmail.com">jrmcentee@gmail.com</a>><br>
<br>
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<br>
Message: 7<br>
Date: Mon, 28 Aug 2017 21:44:23 +0000<br>
From: Dalynne Singleton <<a href="mailto:dalynne@glgmail.com">dalynne@glgmail.com</a>><br>
To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br>
Subject: [WSBAPT] EIN change of executor<br>
Message-ID:<br>
<<a href="mailto:CY1PR12MB0603F47EA6B04828E401A93DA59E0@CY1PR12MB0603.namprd12.prod.outlook.com">CY1PR12MB0603F47EA6B04828E401A93DA59E0@CY1PR12MB0603.namprd12.prod.outlook.com</a>><br>
<br>
Content-Type: text/plain; charset="us-ascii"<br>
<br>
I have been on hold with IRS for over an hour!<br>
Does anyone know how I notify the IRS (form or otherwise) to change name of executor, address and corresponding SSN for new executor?<br>
<br>
Thanks.<br>
<br>
Dalynne Singleton<br>
<br>
Gourley Law Group<br>
Snohomish Escrow<br>
The Exchange Connection<br>
1002 10th Street / PO Box 1091<br>
Snohomish, WA 98291<br>
<br>
360.568.5065<br>
360.329.4079<br>
360.568.8092 fax<br>
<a href="mailto:dalynne@glgmail.com">dalynne@glgmail.com</a><mailto:<a href="mailto:dalynne@glgmail.com">dalynne@glgmail.com</a>><br>
<br>
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<br>
Message: 8<br>
Date: Mon, 28 Aug 2017 14:53:08 -0700 (Pacific Daylight Time)<br>
From: "<a href="mailto:jacyphers@gmail.com">jacyphers@gmail.com</a>" <<a href="mailto:jacyphers@gmail.com">jacyphers@gmail.com</a>><br>
To: "Probate List Serve" <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br>
Subject: Re: [WSBAPT] EIN change of executor<br>
Message-ID: <<a href="mailto:59A490C4.000F24.40076@JACKIENEWPC">59A490C4.000F24.40076@JACKIENEWPC</a>><br>
Content-Type: text/plain; charset="utf-8"<br>
<br>
Try IRS Form 56.<br>
<br>
<br>
<br>
<br>
? ? ? ?<br>
<br>
Jackie Cyphers<br>
Jeannette A. Cyphers, Attorney at Law<br>
P. O. Box 908<br>
Edmonds, WA 98020-0908<br>
425-776-5887<br>
fax 425-640-0814<br>
<a href="mailto:jacyphers@gmail.com">jacyphers@gmail.com</a><br>
<br>
We do not use encrypted email so this message is not secure and may not be<br>
protected by attorney client privilege. NOTE: This email address is NOT<br>
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<br>
-------Original Message-------<br>
<br>
From: Dalynne Singleton<br>
Date: 8/28/2017 2:48:51 PM<br>
To: WSBA Probate & Trust Listserv<br>
Subject: [WSBAPT] EIN change of executor<br>
<br>
I have been on hold with IRS for over an hour!<br>
Does anyone know how I notify the IRS (form or otherwise) to change name of<br>
executor, address and corresponding SSN for new executor?<br>
<br>
Thanks.<br>
<br>
Dalynne Singleton<br>
<br>
Gourley Law Group<br>
Snohomish Escrow<br>
The Exchange Connection<br>
1002 10th Street / PO Box 1091<br>
Snohomish, WA 98291<br>
<br>
360.568.5065<br>
360.329.4079<br>
360.568.8092 fax<br>
<a href="mailto:dalynne@glgmail.com">dalynne@glgmail.com</a><br>
<br>
LICENSED IN WASHINGTON AND OREGON<br>
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<br>
Message: 9<br>
Date: Mon, 28 Aug 2017 22:04:01 +0000<br>
From: "Orr, Heidi" <<a href="mailto:OrrH@LanePowell.com">OrrH@LanePowell.com</a>><br>
To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br>
Subject: [WSBAPT] OFAC Sanction Counsel<br>
Message-ID:<br>
<<a href="mailto:1F2D42137DC08A469066EF977D30D8FF043B5836@SEA02M1.LPSL.com">1F2D42137DC08A469066EF977D30D8FF043B5836@SEA02M1.LPSL.com</a>><br>
Content-Type: text/plain; charset="us-ascii"<br>
<br>
We are administering an estate that has three beneficiaries who reside in a country on the OFAC sanction list. We would appreciate any referrals to sanction counsel to advise/assist on distributions to these beneficiaries.<br>
<br>
Thank you,<br>
<br>
Heidi<br>
<br>
<br>
[<a href="http://www.lanepowell.com/wp-content/uploads/LP_Email_Logo.png" target="_blank">http://www.lanepowell.com/wp-content/uploads/LP_Email_Logo.png</a>]<br>
HEIDI L. G. ORR<br>
Shareholder Bio<<a href="http://www.lanepowell.com/2558/heidi-orr/" target="_blank">http://www.lanepowell.com/2558/heidi-orr/</a>> | vCard<<a href="http://www.lanepowell.com/wp-content/uploads/OrrH.vcf" target="_blank">http://www.lanepowell.com/wp-content/uploads/OrrH.vcf</a>><br>
<a href="mailto:orrh@lanepowell.com">orrh@lanepowell.com</a><mailto:<a href="mailto:OrrH@LanePowell.com">OrrH@LanePowell.com</a>><br>
1420 5th Avenue, Suite 4200<br>
Seattle, Washington 98111-9402<br>
D 206.223.7742 F 206.223.7107<br>
<a href="http://LANEPOWELL.COM" target="_blank">LANEPOWELL.COM</a><br>
<<a href="http://www.lanepowell.com/" target="_blank">http://www.lanepowell.com/</a>><br>
<br>
<br>
<br>
________________________________<br>
This message is private or privileged. If you are not the person for whom this message is intended, please delete it and notify me immediately, and please do not copy or send this message to anyone else.<br>
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<br>
Message: 10<br>
Date: Mon, 28 Aug 2017 22:38:19 +0000<br>
From: Lisa E Schuchman <<a href="mailto:lisa@lisaschuchman.com">lisa@lisaschuchman.com</a>><br>
To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br>
Subject: Re: [WSBAPT] Receipts for distribution from estate<br>
Message-ID:<br>
<<a href="mailto:CY4PR1601MB1302ED7A5C21360CEDE534A9D19E0@CY4PR1601MB1302.namprd16.prod.outlook.com">CY4PR1601MB1302ED7A5C21360CEDE534A9D19E0@CY4PR1601MB1302.namprd16.prod.outlook.com</a>><br>
<br>
Content-Type: text/plain; charset="us-ascii"<br>
<br>
Heather, are there really people who don't trust lawyers?<br>
<br>
Lisa E. Schuchman<br>
206-960-4212<br>
<a href="http://www.lisaschuchman.com" target="_blank">www.lisaschuchman.com</a><<a href="http://www.lisaschuchman.com/" target="_blank">http://www.lisaschuchman.com/</a>><br>
<br>
I learn, I give. - Gloria Steinem<br>
<br>
NOTE: I do not use encrypted email. Messages sent to or from my office via email are not secure and may not be protected by attorney-client privilege. This email address is not monitored at all times. If your matter is urgent, please phone my office during
regular business hours.<br>
<br>
Any tax advice included in this document and its attachments was not intended or written to be used, and it cannot be used, for the purpose of avoiding penalties under the Internal Revenue Code.<br>
P Please consider the trees before printing this document<br>
<br>
From: <a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a> [mailto:<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a>] On Behalf Of Heather deVrieze<br>
Sent: Monday, August 28, 2017 2:21 PM<br>
To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br>
Subject: Re: [WSBAPT] Receipts for distribution from estate<br>
<br>
I know Lisa is not alone in requesting signed receipts before distributing funds, so it must work, but. . .<br>
I would be unlikely personally to sign such a receipt, and generally advise any beneficiary seeking my advice that they better be darn sure they trust the Personal Representative and their attorney because what would be their recourse if the check never arrives.<br>
<br>
I have a few ways I handle final receipts, and some of them require beneficiaries to sign something ahead of getting their check, but, never a receipt before they have the check in hand.<br>
<br>
I also find that if you have a decree of distribution that specifies amounts, and you have a cancelled check (perhaps with "in full distribution Sally Smith Estate") for that amount, there isn't any argument that the distributions weren't made.<br>
<br>
Heather<br>
<br>
<br>
Heather S. de Vrieze<br>
Attorney-at-Law<br>
[<a href="cid:image001.jpg@01D013C2.30F35160">cid: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><mailto:<a href="mailto:heatherd@westseattlelaw.com">heatherd@westseattlelaw.com</a>><br>
<a href="http://www.westseattlelaw.com" target="_blank">www.westseattlelaw.com</a><<a href="http://www.westseattlelaw.com/" target="_blank">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: <a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a><mailto:<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a>> [mailto:<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a>]
On Behalf Of Lisa E Schuchman<br>
Sent: Monday, August 28, 2017 12:42 PM<br>
To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a><mailto:<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>>><br>
Subject: Re: [WSBAPT] Receipts for distribution from estate<br>
<br>
Rich,<br>
<br>
When possible, I send Receipts out for signature and send checks only after I receive the Receipt. If heirs are local, I will arrange for an in-person exchange. On occasion I have relied on an endorsement on a check as proof of receipt.<br>
<br>
Lisa E. Schuchman<br>
206-960-4212<br>
<a href="http://www.lisaschuchman.com" target="_blank">www.lisaschuchman.com</a><<a href="http://www.lisaschuchman.com/" target="_blank">http://www.lisaschuchman.com/</a>><br>
<br>
I learn, I give. - Gloria Steinem<br>
<br>
NOTE: I do not use encrypted email. Messages sent to or from my office via email are not secure and may not be protected by attorney-client privilege. This email address is not monitored at all times. If your matter is urgent, please phone my office during
regular business hours.<br>
<br>
Any tax advice included in this document and its attachments was not intended or written to be used, and it cannot be used, for the purpose of avoiding penalties under the Internal Revenue Code.<br>
P Please consider the trees before printing this document<br>
<br>
From: <a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a><mailto:<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a>> [mailto:<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a>]
On Behalf Of J Richard McEntee, Jr.<br>
Sent: Monday, August 28, 2017 12:32 PM<br>
To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a><mailto:<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>>><br>
Subject: [WSBAPT] Receipts for distribution from estate<br>
<br>
Hello listmates<br>
<br>
I recently filed a petition for decree of distribution. Following a hearing on my petition, I obtained an order discharging the PR upon filing of receipts from each of the heirs and beneficiaries. Can someone share with me the process by which you typically
send checks and receipts to heirs? I am thinking that I would use regular mail and enclose the check, a receipt, and a stamped return envelope along with a cautionary letter that the beneficiary is not authorized to cash or deposit the check until such time
as they have signed and returned the receipt? Are there other better ways to handle this such that I am likely to receive the receipts back?<br>
<br>
Rich<br>
<br>
RICH McENTEE<br>
McENTEE LAW OFFICE<br>
3800 Bridgeport Way W, Ste A411<br>
University Place, WA 98466<br>
253.227.9894(m)<br>
<a href="mailto:jrmcentee@gmail.com">jrmcentee@gmail.com</a><mailto:<a href="mailto:jrmcentee@gmail.com">jrmcentee@gmail.com</a>><br>
<br>
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<br>
Message: 11<br>
Date: Mon, 28 Aug 2017 23:07:06 +0000<br>
From: Douglas Bratt <<a href="mailto:djbratt@mbavancouverlaw.com">djbratt@mbavancouverlaw.com</a>><br>
To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br>
Subject: Re: [WSBAPT] Receipts for distribution from estate<br>
Message-ID:<br>
<<a href="mailto:CE7DE311763C284CBA15D1B0B4122FAA026CAE5E2B@Server01.mbavancouverlaw.com">CE7DE311763C284CBA15D1B0B4122FAA026CAE5E2B@Server01.mbavancouverlaw.com</a>><br>
<br>
Content-Type: text/plain; charset="us-ascii"<br>
<br>
More specifically - Are there really lawyers who don't trust all other lawyers?<br>
<br>
Doug Bratt<br>
<br>
<br>
Douglas J. Bratt<br>
Lawyer<br>
<br>
[Envelope scaled Terry]<br>
<br>
Office: (360) 213-2040<br>
Fax: (360) 213-2030<br>
<br>
CONFIDENTIALITY NOTICE: This email message may contain confidential or privileged information. If you have received this message by mistake, please do not review, disclose, copy, or distribute the email. Instead, please notify us immediately by replying to
this message or telephoning us. Thank you.<br>
<br>
NOTE: I do not use encrypted email. Messages sent to or from my office via email are not secure and may not be protected by attorney-client privilege. This email address is not monitored at all times. If your matter is urgent, please phone my office during
regular business hours.<br>
<br>
From: <a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a> [mailto:<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a>] On Behalf Of Lisa E Schuchman<br>
Sent: Monday, August 28, 2017 3:38 PM<br>
To: WSBA Probate & Trust Listserv<br>
Subject: Re: [WSBAPT] Receipts for distribution from estate<br>
<br>
Heather, are there really people who don't trust lawyers?<br>
<br>
Lisa E. Schuchman<br>
206-960-4212<br>
<a href="http://www.lisaschuchman.com" target="_blank">www.lisaschuchman.com</a><<a href="http://www.lisaschuchman.com/" target="_blank">http://www.lisaschuchman.com/</a>><br>
<br>
I learn, I give. - Gloria Steinem<br>
<br>
NOTE: I do not use encrypted email. Messages sent to or from my office via email are not secure and may not be protected by attorney-client privilege. This email address is not monitored at all times. If your matter is urgent, please phone my office during
regular business hours.<br>
<br>
Any tax advice included in this document and its attachments was not intended or written to be used, and it cannot be used, for the purpose of avoiding penalties under the Internal Revenue Code.<br>
P Please consider the trees before printing this document<br>
<br>
From: <a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a><mailto:<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a>> [mailto:<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a>]
On Behalf Of Heather deVrieze<br>
Sent: Monday, August 28, 2017 2:21 PM<br>
To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a><mailto:<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>>><br>
Subject: Re: [WSBAPT] Receipts for distribution from estate<br>
<br>
I know Lisa is not alone in requesting signed receipts before distributing funds, so it must work, but. . .<br>
I would be unlikely personally to sign such a receipt, and generally advise any beneficiary seeking my advice that they better be darn sure they trust the Personal Representative and their attorney because what would be their recourse if the check never arrives.<br>
<br>
I have a few ways I handle final receipts, and some of them require beneficiaries to sign something ahead of getting their check, but, never a receipt before they have the check in hand.<br>
<br>
I also find that if you have a decree of distribution that specifies amounts, and you have a cancelled check (perhaps with "in full distribution Sally Smith Estate") for that amount, there isn't any argument that the distributions weren't made.<br>
<br>
Heather<br>
<br>
<br>
Heather S. de Vrieze<br>
Attorney-at-Law<br>
[<a href="cid:image001.jpg@01D013C2.30F35160">cid: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><mailto:<a href="mailto:heatherd@westseattlelaw.com">heatherd@westseattlelaw.com</a>><br>
<a href="http://www.westseattlelaw.com" target="_blank">www.westseattlelaw.com</a><<a href="http://www.westseattlelaw.com/" target="_blank">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: <a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a><mailto:<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a>> [mailto:<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a>]
On Behalf Of Lisa E Schuchman<br>
Sent: Monday, August 28, 2017 12:42 PM<br>
To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a><mailto:<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>>><br>
Subject: Re: [WSBAPT] Receipts for distribution from estate<br>
<br>
Rich,<br>
<br>
When possible, I send Receipts out for signature and send checks only after I receive the Receipt. If heirs are local, I will arrange for an in-person exchange. On occasion I have relied on an endorsement on a check as proof of receipt.<br>
<br>
Lisa E. Schuchman<br>
206-960-4212<br>
<a href="http://www.lisaschuchman.com" target="_blank">www.lisaschuchman.com</a><<a href="http://www.lisaschuchman.com/" target="_blank">http://www.lisaschuchman.com/</a>><br>
<br>
I learn, I give. - Gloria Steinem<br>
<br>
NOTE: I do not use encrypted email. Messages sent to or from my office via email are not secure and may not be protected by attorney-client privilege. This email address is not monitored at all times. If your matter is urgent, please phone my office during
regular business hours.<br>
<br>
Any tax advice included in this document and its attachments was not intended or written to be used, and it cannot be used, for the purpose of avoiding penalties under the Internal Revenue Code.<br>
P Please consider the trees before printing this document<br>
<br>
From: <a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a><mailto:<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a>> [mailto:<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a>]
On Behalf Of J Richard McEntee, Jr.<br>
Sent: Monday, August 28, 2017 12:32 PM<br>
To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a><mailto:<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>>><br>
Subject: [WSBAPT] Receipts for distribution from estate<br>
<br>
Hello listmates<br>
<br>
I recently filed a petition for decree of distribution. Following a hearing on my petition, I obtained an order discharging the PR upon filing of receipts from each of the heirs and beneficiaries. Can someone share with me the process by which you typically
send checks and receipts to heirs? I am thinking that I would use regular mail and enclose the check, a receipt, and a stamped return envelope along with a cautionary letter that the beneficiary is not authorized to cash or deposit the check until such time
as they have signed and returned the receipt? Are there other better ways to handle this such that I am likely to receive the receipts back?<br>
<br>
Rich<br>
<br>
RICH McENTEE<br>
McENTEE LAW OFFICE<br>
3800 Bridgeport Way W, Ste A411<br>
University Place, WA 98466<br>
253.227.9894(m)<br>
<a href="mailto:jrmcentee@gmail.com">jrmcentee@gmail.com</a><mailto:<a href="mailto:jrmcentee@gmail.com">jrmcentee@gmail.com</a>><br>
<br>
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<br>
------------------------------<br>
<br>
Message: 12<br>
Date: Tue, 29 Aug 2017 15:43:06 +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] Receipts for distribution from estate<br>
Message-ID:<br>
<<a href="mailto:CY4PR08MB2695DF134A7ADF123B33E261A79F0@CY4PR08MB2695.namprd08.prod.outlook.com">CY4PR08MB2695DF134A7ADF123B33E261A79F0@CY4PR08MB2695.namprd08.prod.outlook.com</a>><br>
<br>
Content-Type: text/plain; charset="us-ascii"<br>
<br>
It's not that they think the lawyer isn't trustworthy. . . . More like "My sister/brother/uncle is such a conniving, lying, thieving _____________ any lawyer who would take their word for anything must either be stupid, or a conniving, lying, thieving ____________
themselves."<br>
<br>
Or something like that. I have heard it more than once, and frankly it simply had not occurred to me to ask someone to sign a receipt prior to actual receipt, before I heard that other attorneys were using this process.<br>
<br>
Heather<br>
<br>
Heather S. de Vrieze<br>
Attorney-at-Law<br>
[<a href="cid:image001.jpg@01D013C2.30F35160">cid: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><mailto:<a href="mailto:heatherd@westseattlelaw.com">heatherd@westseattlelaw.com</a>><br>
<a href="http://www.westseattlelaw.com" target="_blank">www.westseattlelaw.com</a><<a href="http://www.westseattlelaw.com/" target="_blank">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: <a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a> [mailto:<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a>] On Behalf Of Lisa E Schuchman<br>
Sent: Monday, August 28, 2017 3:38 PM<br>
To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br>
Subject: Re: [WSBAPT] Receipts for distribution from estate<br>
<br>
Heather, are there really people who don't trust lawyers?<br>
<br>
Lisa E. Schuchman<br>
206-960-4212<br>
<a href="http://www.lisaschuchman.com" target="_blank">www.lisaschuchman.com</a><<a href="http://www.lisaschuchman.com/" target="_blank">http://www.lisaschuchman.com/</a>><br>
<br>
I learn, I give. - Gloria Steinem<br>
<br>
NOTE: I do not use encrypted email. Messages sent to or from my office via email are not secure and may not be protected by attorney-client privilege. This email address is not monitored at all times. If your matter is urgent, please phone my office during
regular business hours.<br>
<br>
Any tax advice included in this document and its attachments was not intended or written to be used, and it cannot be used, for the purpose of avoiding penalties under the Internal Revenue Code.<br>
P Please consider the trees before printing this document<br>
<br>
From: <a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a> [mailto:<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a>] On Behalf Of Heather deVrieze<br>
Sent: Monday, August 28, 2017 2:21 PM<br>
To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br>
Subject: Re: [WSBAPT] Receipts for distribution from estate<br>
<br>
I know Lisa is not alone in requesting signed receipts before distributing funds, so it must work, but. . .<br>
I would be unlikely personally to sign such a receipt, and generally advise any beneficiary seeking my advice that they better be darn sure they trust the Personal Representative and their attorney because what would be their recourse if the check never arrives.<br>
<br>
I have a few ways I handle final receipts, and some of them require beneficiaries to sign something ahead of getting their check, but, never a receipt before they have the check in hand.<br>
<br>
I also find that if you have a decree of distribution that specifies amounts, and you have a cancelled check (perhaps with "in full distribution Sally Smith Estate") for that amount, there isn't any argument that the distributions weren't made.<br>
<br>
Heather<br>
<br>
<br>
Heather S. de Vrieze<br>
Attorney-at-Law<br>
[<a href="cid:image001.jpg@01D013C2.30F35160">cid: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><mailto:<a href="mailto:heatherd@westseattlelaw.com">heatherd@westseattlelaw.com</a>><br>
<a href="http://www.westseattlelaw.com" target="_blank">www.westseattlelaw.com</a><<a href="http://www.westseattlelaw.com/" target="_blank">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: <a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a><mailto:<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a>> [mailto:<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a>]
On Behalf Of Lisa E Schuchman<br>
Sent: Monday, August 28, 2017 12:42 PM<br>
To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a><mailto:<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>>><br>
Subject: Re: [WSBAPT] Receipts for distribution from estate<br>
<br>
Rich,<br>
<br>
When possible, I send Receipts out for signature and send checks only after I receive the Receipt. If heirs are local, I will arrange for an in-person exchange. On occasion I have relied on an endorsement on a check as proof of receipt.<br>
<br>
Lisa E. Schuchman<br>
206-960-4212<br>
<a href="http://www.lisaschuchman.com" target="_blank">www.lisaschuchman.com</a><<a href="http://www.lisaschuchman.com/" target="_blank">http://www.lisaschuchman.com/</a>><br>
<br>
I learn, I give. - Gloria Steinem<br>
<br>
NOTE: I do not use encrypted email. Messages sent to or from my office via email are not secure and may not be protected by attorney-client privilege. This email address is not monitored at all times. If your matter is urgent, please phone my office during
regular business hours.<br>
<br>
Any tax advice included in this document and its attachments was not intended or written to be used, and it cannot be used, for the purpose of avoiding penalties under the Internal Revenue Code.<br>
P Please consider the trees before printing this document<br>
<br>
From: <a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a><mailto:<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a>> [mailto:<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a>]
On Behalf Of J Richard McEntee, Jr.<br>
Sent: Monday, August 28, 2017 12:32 PM<br>
To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a><mailto:<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>>><br>
Subject: [WSBAPT] Receipts for distribution from estate<br>
<br>
Hello listmates<br>
<br>
I recently filed a petition for decree of distribution. Following a hearing on my petition, I obtained an order discharging the PR upon filing of receipts from each of the heirs and beneficiaries. Can someone share with me the process by which you typically
send checks and receipts to heirs? I am thinking that I would use regular mail and enclose the check, a receipt, and a stamped return envelope along with a cautionary letter that the beneficiary is not authorized to cash or deposit the check until such time
as they have signed and returned the receipt? Are there other better ways to handle this such that I am likely to receive the receipts back?<br>
<br>
Rich<br>
<br>
RICH McENTEE<br>
McENTEE LAW OFFICE<br>
3800 Bridgeport Way W, Ste A411<br>
University Place, WA 98466<br>
253.227.9894(m)<br>
<a href="mailto:jrmcentee@gmail.com">jrmcentee@gmail.com</a><mailto:<a href="mailto:jrmcentee@gmail.com">jrmcentee@gmail.com</a>><br>
<br>
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<br>
------------------------------<br>
<br>
Message: 13<br>
Date: Tue, 29 Aug 2017 16:19:00 +0000<br>
From: Donna Calf Robe <<a href="mailto:DonnaC@bhdlaw.com">DonnaC@bhdlaw.com</a>><br>
To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br>
Subject: Re: [WSBAPT] Receipts for distribution from estate<br>
Message-ID:<br>
<<a href="mailto:CY4PR16MB173584136E45857F8AEB5D74A89F0@CY4PR16MB1735.namprd16.prod.outlook.com">CY4PR16MB173584136E45857F8AEB5D74A89F0@CY4PR16MB1735.namprd16.prod.outlook.com</a>><br>
<br>
Content-Type: text/plain; charset="us-ascii"<br>
<br>
I agree with Heather. I never ask anyone to sign a receipt saying they received something before they receive it. I usually send them the accounting with the proposed distribution plan and a pleadings to sign saying they have reviewed and approve the accounting/distribution
plan, and the actions of the PR. Once I get all of those back, the PR distributes and we send receipts. I tell the PR to keep proof of checks mailed and cashed in the event anyone doesn't return a receipt.<br>
<br>
Donna<br>
<br>
Donna M. Calf Robe<br>
Attorney at Law<br>
Brothers Henderson Dussault, P.S.<br>
2722 Eastlake Avenue East, Suite 200<br>
Seattle, Washington 98102<br>
Phone: (206) 324-4300 x113<br>
Fax: (206) 324-3106<br>
e-mail: <a href="mailto:donnac@bhdlaw.com">donnac@bhdlaw.com</a><mailto:<a href="mailto:donnac@bhdlaw.com">donnac@bhdlaw.com</a>><br>
<a href="http://www.bhdlaw.com" target="_blank">www.bhdlaw.com</a><<a href="http://www.bhdlaw.com/" target="_blank">http://www.bhdlaw.com/</a>><br>
[<a href="cid:image001.jpg@01D22897.26241F80">cid:image001.jpg@01D22897.26241F80</a>]<br>
The information transmitted in this e-mail message and attachments is attorney-client information, is privileged or confidential material and is intended only for the use of the individual or entity named above. You are hereby notified that any disclosure,
copying, distribution, review by or taking of any action in reliance on the contents of this e-mail information by unauthorized persons is strictly prohibited. All personal messages are solely the views of the sender and are not to be attributed to Brothers
Henderson Dussault. If you have received this transmission in error, immediately notify the sender by reply e-mail and permanently delete this transmission and all copies including attachments.<br>
<br>
From: <a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a> [mailto:<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a>] On Behalf Of Heather deVrieze<br>
Sent: Tuesday, August 29, 2017 8:43 AM<br>
To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br>
Subject: Re: [WSBAPT] Receipts for distribution from estate<br>
<br>
It's not that they think the lawyer isn't trustworthy. . . . More like "My sister/brother/uncle is such a conniving, lying, thieving _____________ any lawyer who would take their word for anything must either be stupid, or a conniving, lying, thieving ____________
themselves."<br>
<br>
Or something like that. I have heard it more than once, and frankly it simply had not occurred to me to ask someone to sign a receipt prior to actual receipt, before I heard that other attorneys were using this process.<br>
<br>
Heather<br>
<br>
Heather S. de Vrieze<br>
Attorney-at-Law<br>
[<a href="cid:image001.jpg@01D013C2.30F35160">cid: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><mailto:<a href="mailto:heatherd@westseattlelaw.com">heatherd@westseattlelaw.com</a>><br>
<a href="http://www.westseattlelaw.com" target="_blank">www.westseattlelaw.com</a><<a href="http://www.westseattlelaw.com/" target="_blank">http://www.westseattlelaw.com/</a>><br>
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From: <a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a><mailto:<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a>> [mailto:<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a>]
On Behalf Of Lisa E Schuchman<br>
Sent: Monday, August 28, 2017 3:38 PM<br>
To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a><mailto:<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>>><br>
Subject: Re: [WSBAPT] Receipts for distribution from estate<br>
<br>
Heather, are there really people who don't trust lawyers?<br>
<br>
Lisa E. Schuchman<br>
206-960-4212<br>
<a href="http://www.lisaschuchman.com" target="_blank">www.lisaschuchman.com</a><<a href="http://www.lisaschuchman.com/" target="_blank">http://www.lisaschuchman.com/</a>><br>
<br>
I learn, I give. - Gloria Steinem<br>
<br>
NOTE: I do not use encrypted email. Messages sent to or from my office via email are not secure and may not be protected by attorney-client privilege. This email address is not monitored at all times. If your matter is urgent, please phone my office during
regular business hours.<br>
<br>
Any tax advice included in this document and its attachments was not intended or written to be used, and it cannot be used, for the purpose of avoiding penalties under the Internal Revenue Code.<br>
P Please consider the trees before printing this document<br>
<br>
From: <a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a><mailto:<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a>> [mailto:<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a>]
On Behalf Of Heather deVrieze<br>
Sent: Monday, August 28, 2017 2:21 PM<br>
To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a><mailto:<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>>><br>
Subject: Re: [WSBAPT] Receipts for distribution from estate<br>
<br>
I know Lisa is not alone in requesting signed receipts before distributing funds, so it must work, but. . .<br>
I would be unlikely personally to sign such a receipt, and generally advise any beneficiary seeking my advice that they better be darn sure they trust the Personal Representative and their attorney because what would be their recourse if the check never arrives.<br>
<br>
I have a few ways I handle final receipts, and some of them require beneficiaries to sign something ahead of getting their check, but, never a receipt before they have the check in hand.<br>
<br>
I also find that if you have a decree of distribution that specifies amounts, and you have a cancelled check (perhaps with "in full distribution Sally Smith Estate") for that amount, there isn't any argument that the distributions weren't made.<br>
<br>
Heather<br>
<br>
<br>
Heather S. de Vrieze<br>
Attorney-at-Law<br>
[<a href="cid:image001.jpg@01D013C2.30F35160">cid: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><mailto:<a href="mailto:heatherd@westseattlelaw.com">heatherd@westseattlelaw.com</a>><br>
<a href="http://www.westseattlelaw.com" target="_blank">www.westseattlelaw.com</a><<a href="http://www.westseattlelaw.com/" target="_blank">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>
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<br>
From: <a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a><mailto:<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a>> [mailto:<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a>]
On Behalf Of Lisa E Schuchman<br>
Sent: Monday, August 28, 2017 12:42 PM<br>
To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a><mailto:<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>>><br>
Subject: Re: [WSBAPT] Receipts for distribution from estate<br>
<br>
Rich,<br>
<br>
When possible, I send Receipts out for signature and send checks only after I receive the Receipt. If heirs are local, I will arrange for an in-person exchange. On occasion I have relied on an endorsement on a check as proof of receipt.<br>
<br>
Lisa E. Schuchman<br>
206-960-4212<br>
<a href="http://www.lisaschuchman.com" target="_blank">www.lisaschuchman.com</a><<a href="http://www.lisaschuchman.com/" target="_blank">http://www.lisaschuchman.com/</a>><br>
<br>
I learn, I give. - Gloria Steinem<br>
<br>
NOTE: I do not use encrypted email. Messages sent to or from my office via email are not secure and may not be protected by attorney-client privilege. This email address is not monitored at all times. If your matter is urgent, please phone my office during
regular business hours.<br>
<br>
Any tax advice included in this document and its attachments was not intended or written to be used, and it cannot be used, for the purpose of avoiding penalties under the Internal Revenue Code.<br>
P Please consider the trees before printing this document<br>
<br>
From: <a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a><mailto:<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a>> [mailto:<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a>]
On Behalf Of J Richard McEntee, Jr.<br>
Sent: Monday, August 28, 2017 12:32 PM<br>
To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a><mailto:<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>>><br>
Subject: [WSBAPT] Receipts for distribution from estate<br>
<br>
Hello listmates<br>
<br>
I recently filed a petition for decree of distribution. Following a hearing on my petition, I obtained an order discharging the PR upon filing of receipts from each of the heirs and beneficiaries. Can someone share with me the process by which you typically
send checks and receipts to heirs? I am thinking that I would use regular mail and enclose the check, a receipt, and a stamped return envelope along with a cautionary letter that the beneficiary is not authorized to cash or deposit the check until such time
as they have signed and returned the receipt? Are there other better ways to handle this such that I am likely to receive the receipts back?<br>
<br>
Rich<br>
<br>
RICH McENTEE<br>
McENTEE LAW OFFICE<br>
3800 Bridgeport Way W, Ste A411<br>
University Place, WA 98466<br>
253.227.9894(m)<br>
<a href="mailto:jrmcentee@gmail.com">jrmcentee@gmail.com</a><mailto:<a href="mailto:jrmcentee@gmail.com">jrmcentee@gmail.com</a>><br>
<br>
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------------------------------<br>
<br>
Message: 14<br>
Date: Tue, 29 Aug 2017 16:27:03 +0000<br>
From: "Goffe, Wendy S." <<a href="mailto:wendy.goffe@stoel.com">wendy.goffe@stoel.com</a>><br>
To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br>
Subject: [WSBAPT] case manager/care coordinator<br>
Message-ID:<br>
<<a href="mailto:1C395378C1FB614F8296822AA87FF8D401DCE3CA2F@DC1-EXDAG01.stoel.com">1C395378C1FB614F8296822AA87FF8D401DCE3CA2F@DC1-EXDAG01.stoel.com</a>><br>
Content-Type: text/plain; charset="us-ascii"<br>
<br>
I have a client who will be released after an 8 day mental health hold. We need to find a case manager/care coordinator to coordinate and help find in home care and other professionals. Cost is not a concern for now.<br>
<br>
Any recommendations.<br>
<br>
Wendy<br>
<br>
Wendy S. Goffe | Partner<br>
STOEL RIVES LLP | 600 University Street, Suite 3600 | Seattle, WA 98101-4109<br>
Direct: (206) 386-7565 | Fax: (206) 386-7500<br>
<a href="mailto:wendy.goffe@stoel.com">wendy.goffe@stoel.com</a> | Bio<<a href="http://www.stoel.com/showbio.aspx?show=9346" target="_blank">http://www.stoel.com/showbio.aspx?show=9346</a>> | vCard<<a href="http://www.stoel.com/getvcard.asp?id=9346" target="_blank">http://www.stoel.com/getvcard.asp?id=9346</a>>
| <a href="http://www.stoel.com" target="_blank">www.stoel.com</a><<a href="http://www.stoel.com/" target="_blank">http://www.stoel.com/</a>><br>
<br>
This email may contain material that is confidential, privileged and/or attorney work product for the sole use of the intended recipient. Any unauthorized review, use, or distribution is prohibited and may be unlawful.<br>
<br>
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<br>
Message: 15<br>
Date: Tue, 29 Aug 2017 16:33:48 +0000<br>
From: Lisa E Schuchman <<a href="mailto:lisa@lisaschuchman.com">lisa@lisaschuchman.com</a>><br>
To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br>
Subject: Re: [WSBAPT] Receipts for distribution from estate<br>
Message-ID:<br>
<<a href="mailto:CY4PR1601MB13029F466AD82B9F491E6B49D19F0@CY4PR1601MB1302.namprd16.prod.outlook.com">CY4PR1601MB13029F466AD82B9F491E6B49D19F0@CY4PR1601MB1302.namprd16.prod.outlook.com</a>><br>
<br>
Content-Type: text/plain; charset="us-ascii"<br>
<br>
What I tell beneficiaries is that I won't file the Receipt till the checks are sent out. I have hardly ever had anyone object and I usually have the checks and send them out myself. Like I said, if they are local, we can arrange an in-person swap.<br>
<br>
Lisa E. Schuchman<br>
206-960-4212<br>
<a href="http://www.lisaschuchman.com" target="_blank">www.lisaschuchman.com</a><<a href="http://www.lisaschuchman.com/" target="_blank">http://www.lisaschuchman.com/</a>><br>
<br>
I learn, I give. - Gloria Steinem<br>
<br>
NOTE: I do not use encrypted email. Messages sent to or from my office via email are not secure and may not be protected by attorney-client privilege. This email address is not monitored at all times. If your matter is urgent, please phone my office during
regular business hours.<br>
<br>
Any tax advice included in this document and its attachments was not intended or written to be used, and it cannot be used, for the purpose of avoiding penalties under the Internal Revenue Code.<br>
P Please consider the trees before printing this document<br>
<br>
From: <a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a> [mailto:<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a>] On Behalf Of Heather deVrieze<br>
Sent: Tuesday, August 29, 2017 8:43 AM<br>
To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br>
Subject: Re: [WSBAPT] Receipts for distribution from estate<br>
<br>
It's not that they think the lawyer isn't trustworthy. . . . More like "My sister/brother/uncle is such a conniving, lying, thieving _____________ any lawyer who would take their word for anything must either be stupid, or a conniving, lying, thieving ____________
themselves."<br>
<br>
Or something like that. I have heard it more than once, and frankly it simply had not occurred to me to ask someone to sign a receipt prior to actual receipt, before I heard that other attorneys were using this process.<br>
<br>
Heather<br>
<br>
Heather S. de Vrieze<br>
Attorney-at-Law<br>
[<a href="cid:image001.jpg@01D013C2.30F35160">cid: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><mailto:<a href="mailto:heatherd@westseattlelaw.com">heatherd@westseattlelaw.com</a>><br>
<a href="http://www.westseattlelaw.com" target="_blank">www.westseattlelaw.com</a><<a href="http://www.westseattlelaw.com/" target="_blank">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: <a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a><mailto:<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a>> [mailto:<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a>]
On Behalf Of Lisa E Schuchman<br>
Sent: Monday, August 28, 2017 3:38 PM<br>
To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a><mailto:<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>>><br>
Subject: Re: [WSBAPT] Receipts for distribution from estate<br>
<br>
Heather, are there really people who don't trust lawyers?<br>
<br>
Lisa E. Schuchman<br>
206-960-4212<br>
<a href="http://www.lisaschuchman.com" target="_blank">www.lisaschuchman.com</a><<a href="http://www.lisaschuchman.com/" target="_blank">http://www.lisaschuchman.com/</a>><br>
<br>
I learn, I give. - Gloria Steinem<br>
<br>
NOTE: I do not use encrypted email. Messages sent to or from my office via email are not secure and may not be protected by attorney-client privilege. This email address is not monitored at all times. If your matter is urgent, please phone my office during
regular business hours.<br>
<br>
Any tax advice included in this document and its attachments was not intended or written to be used, and it cannot be used, for the purpose of avoiding penalties under the Internal Revenue Code.<br>
P Please consider the trees before printing this document<br>
<br>
From: <a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a><mailto:<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a>> [mailto:<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a>]
On Behalf Of Heather deVrieze<br>
Sent: Monday, August 28, 2017 2:21 PM<br>
To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a><mailto:<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>>><br>
Subject: Re: [WSBAPT] Receipts for distribution from estate<br>
<br>
I know Lisa is not alone in requesting signed receipts before distributing funds, so it must work, but. . .<br>
I would be unlikely personally to sign such a receipt, and generally advise any beneficiary seeking my advice that they better be darn sure they trust the Personal Representative and their attorney because what would be their recourse if the check never arrives.<br>
<br>
I have a few ways I handle final receipts, and some of them require beneficiaries to sign something ahead of getting their check, but, never a receipt before they have the check in hand.<br>
<br>
I also find that if you have a decree of distribution that specifies amounts, and you have a cancelled check (perhaps with "in full distribution Sally Smith Estate") for that amount, there isn't any argument that the distributions weren't made.<br>
<br>
Heather<br>
<br>
<br>
Heather S. de Vrieze<br>
Attorney-at-Law<br>
[<a href="cid:image001.jpg@01D013C2.30F35160">cid: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><mailto:<a href="mailto:heatherd@westseattlelaw.com">heatherd@westseattlelaw.com</a>><br>
<a href="http://www.westseattlelaw.com" target="_blank">www.westseattlelaw.com</a><<a href="http://www.westseattlelaw.com/" target="_blank">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: <a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a><mailto:<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a>> [mailto:<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a>]
On Behalf Of Lisa E Schuchman<br>
Sent: Monday, August 28, 2017 12:42 PM<br>
To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a><mailto:<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>>><br>
Subject: Re: [WSBAPT] Receipts for distribution from estate<br>
<br>
Rich,<br>
<br>
When possible, I send Receipts out for signature and send checks only after I receive the Receipt. If heirs are local, I will arrange for an in-person exchange. On occasion I have relied on an endorsement on a check as proof of receipt.<br>
<br>
Lisa E. Schuchman<br>
206-960-4212<br>
<a href="http://www.lisaschuchman.com" target="_blank">www.lisaschuchman.com</a><<a href="http://www.lisaschuchman.com/" target="_blank">http://www.lisaschuchman.com/</a>><br>
<br>
I learn, I give. - Gloria Steinem<br>
<br>
NOTE: I do not use encrypted email. Messages sent to or from my office via email are not secure and may not be protected by attorney-client privilege. This email address is not monitored at all times. If your matter is urgent, please phone my office during
regular business hours.<br>
<br>
Any tax advice included in this document and its attachments was not intended or written to be used, and it cannot be used, for the purpose of avoiding penalties under the Internal Revenue Code.<br>
P Please consider the trees before printing this document<br>
<br>
From: <a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a><mailto:<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a>> [mailto:<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a>]
On Behalf Of J Richard McEntee, Jr.<br>
Sent: Monday, August 28, 2017 12:32 PM<br>
To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a><mailto:<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>>><br>
Subject: [WSBAPT] Receipts for distribution from estate<br>
<br>
Hello listmates<br>
<br>
I recently filed a petition for decree of distribution. Following a hearing on my petition, I obtained an order discharging the PR upon filing of receipts from each of the heirs and beneficiaries. Can someone share with me the process by which you typically
send checks and receipts to heirs? I am thinking that I would use regular mail and enclose the check, a receipt, and a stamped return envelope along with a cautionary letter that the beneficiary is not authorized to cash or deposit the check until such time
as they have signed and returned the receipt? Are there other better ways to handle this such that I am likely to receive the receipts back?<br>
<br>
Rich<br>
<br>
RICH McENTEE<br>
McENTEE LAW OFFICE<br>
3800 Bridgeport Way W, Ste A411<br>
University Place, WA 98466<br>
253.227.9894(m)<br>
<a href="mailto:jrmcentee@gmail.com">jrmcentee@gmail.com</a><mailto:<a href="mailto:jrmcentee@gmail.com">jrmcentee@gmail.com</a>><br>
<br>
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<br>
Message: 16<br>
Date: Tue, 29 Aug 2017 16:38:10 +0000<br>
From: Barbara Byram <<a href="mailto:BarbaraB@bhdlaw.com">BarbaraB@bhdlaw.com</a>><br>
To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br>
Subject: Re: [WSBAPT] case manager/care coordinator<br>
Message-ID:<br>
<<a href="mailto:BN3PR16MB06600F9FA1CB8905717FD921A29F0@BN3PR16MB0660.namprd16.prod.outlook.com">BN3PR16MB06600F9FA1CB8905717FD921A29F0@BN3PR16MB0660.namprd16.prod.outlook.com</a>><br>
<br>
Content-Type: text/plain; charset="us-ascii"<br>
<br>
Wendy:<br>
<br>
Rebecca Whitmire of Whitmire and Associates would be a good choice.<br>
<br>
Best regards,<br>
<br>
Barbara J. Byram<br>
Attorney at Law<br>
Brothers Henderson Dussault, P.S.<br>
2722 Eastlake Avenue East, Suite 200<br>
Seattle, Washington 98102<br>
Phone: (206) 324-4300 x114<br>
Fax: (206) 324-3106<br>
e-mail: <a href="mailto:barbarab@bhdlaw.com">barbarab@bhdlaw.com</a><mailto:<a href="mailto:barbarab@bhdlaw.com">barbarab@bhdlaw.com</a>><br>
[<a href="cid:image003.jpg@01D22410.1D13F6D0">cid:image003.jpg@01D22410.1D13F6D0</a>]<br>
<a href="http://www.bhdlaw.com/" target="_blank">http://www.bhdlaw.com/</a><br>
<br>
The information transmitted in this email and attachments is attorney-client information, is privileged or confidential material, and is intended only for the use of the individual or entity named above. You are hereby notified that any disclosure, copying,
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From: <a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a> [mailto:<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a>] On Behalf Of Goffe, Wendy S.<br>
Sent: Tuesday, August 29, 2017 9:27 AM<br>
To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br>
Subject: [WSBAPT] case manager/care coordinator<br>
<br>
I have a client who will be released after an 8 day mental health hold. We need to find a case manager/care coordinator to coordinate and help find in home care and other professionals. Cost is not a concern for now.<br>
<br>
Any recommendations.<br>
<br>
Wendy<br>
<br>
Wendy S. Goffe | Partner<br>
STOEL RIVES LLP | 600 University Street, Suite 3600 | Seattle, WA 98101-4109<br>
Direct: (206) 386-7565 | Fax: (206) 386-7500<br>
<a href="mailto:wendy.goffe@stoel.com">wendy.goffe@stoel.com</a><mailto:<a href="mailto:wendy.goffe@stoel.com">wendy.goffe@stoel.com</a>> | Bio<<a href="http://www.stoel.com/showbio.aspx?show=9346" target="_blank">http://www.stoel.com/showbio.aspx?show=9346</a>>
| vCard<<a href="http://www.stoel.com/getvcard.asp?id=9346" target="_blank">http://www.stoel.com/getvcard.asp?id=9346</a>> |
<a href="http://www.stoel.com" target="_blank">www.stoel.com</a><<a href="http://www.stoel.com/" target="_blank">http://www.stoel.com/</a>><br>
<br>
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<br>
Message: 17<br>
Date: Tue, 29 Aug 2017 09:55:32 -0700<br>
From: David Faber <<a href="mailto:david@faberfeinson.com">david@faberfeinson.com</a>><br>
To: "WSBA Probate & Trust Listserv" <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br>
Subject: [WSBAPT] Modifying Beneficiaries of an Irrevocable Trust<br>
Message-ID:<br>
<CAKkD=<a href="mailto:wgCtZKvQza32R2KFnrG9bbv51-cwwont7rLiYVVposMrw@mail.gmail.com">wgCtZKvQza32R2KFnrG9bbv51-cwwont7rLiYVVposMrw@mail.gmail.com</a>><br>
Content-Type: text/plain; charset="utf-8"<br>
<br>
Some clients of mine brought up a novel situation for me yesterday:<br>
<br>
(W)ife is a remainder beneficiary of a family trust along with three<br>
siblings. The trust became irrevocable upon her father's death. The trust<br>
specifies that if W predeceases her stepmother, W's share passes to W's<br>
issue upon stepmother's death. W has a (C)hild from a previous<br>
relationship. W and C both agree that (H)usband should receive W's interest<br>
in the trust if W predeceases stepmother. The trust grants no power of<br>
appointment to W and the trust cannot be modified by stepmother (plus, the<br>
relationship with stepmother is strained).<br>
<br>
Would having W & C, as all of the remainder beneficiaries of a particular<br>
tranche of the trust estate, execute a written agreement directing the<br>
tranche to H upon W's passing work to supplant the current pathing of<br>
remainder beneficiaries?<br>
<br>
Best,<br>
David J. Faber<br>
Faber Feinson PLLC<br>
210 Polk Street, Suite 1<br>
Port Townsend, WA 98368<br>
(360) 379-4110<br>
<br>
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<br>
Message: 18<br>
Date: Tue, 29 Aug 2017 16:54:47 +0000<br>
From: Mark Vohr <<a href="mailto:mcv@ohanafc.com">mcv@ohanafc.com</a>><br>
To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br>
Subject: Re: [WSBAPT] case manager/care coordinator<br>
Message-ID:<br>
<<a href="mailto:5A15CEF1BD64974E93535F28F1B1E04E1885A992@OHANA100.ofcdomain.local">5A15CEF1BD64974E93535F28F1B1E04E1885A992@OHANA100.ofcdomain.local</a>><br>
Content-Type: text/plain; charset="us-ascii"<br>
<br>
Wendy -<br>
<br>
We have been working with Whitmire and Associates for this kind of case. They can provide very intensive services, and work with mental health issues.<br>
<br>
<a href="http://www.whitmireandassociates.com/" target="_blank">http://www.whitmireandassociates.com/</a><br>
<br>
Word of caution, depending on the involvement, costs can be high in this arena. Another excellent group for provide case management is Aging Wisdom<br>
<br>
<a href="http://agingwisdom.com/" target="_blank">http://agingwisdom.com/</a><br>
<br>
You will need to ask them, but I believe they focus more on seniors and dementia, not individuals with mental illness.<br>
<br>
Hope that helps.<br>
<br>
<br>
<br>
Mark<br>
<br>
<br>
<br>
Ohana Fiduciary Corp.<br>
Ohana Financial Services<br>
<br>
Mark C. Vohr, J.D., CPG, Principal<br>
PO Box 33710 Seattle, WA 98133<br>
T: (206) 782-1189 F: (206) 782-1434<br>
<a href="mailto:mcv@ohanafc.com">mcv@ohanafc.com</a><mailto:<a href="mailto:mcv@ohanafc.com">mcv@ohanafc.com</a>>
<a href="http://www.ohanafc.com" target="_blank">www.ohanafc.com</a><<a href="http://www.ohanafc.com/" target="_blank">http://www.ohanafc.com/</a>><br>
<br>
<br>
<br>
<br>
From: <a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a> [mailto:<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a>] On Behalf Of Goffe, Wendy S.<br>
Sent: Tuesday, August 29, 2017 9:27 AM<br>
To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br>
Subject: [WSBAPT] case manager/care coordinator<br>
<br>
I have a client who will be released after an 8 day mental health hold. We need to find a case manager/care coordinator to coordinate and help find in home care and other professionals. Cost is not a concern for now.<br>
<br>
Any recommendations.<br>
<br>
Wendy<br>
<br>
Wendy S. Goffe | Partner<br>
STOEL RIVES LLP | 600 University Street, Suite 3600 | Seattle, WA 98101-4109<br>
Direct: (206) 386-7565 | Fax: (206) 386-7500<br>
<a href="mailto:wendy.goffe@stoel.com">wendy.goffe@stoel.com</a><mailto:<a href="mailto:wendy.goffe@stoel.com">wendy.goffe@stoel.com</a>> | Bio<<a href="https://urldefense.proofpoint.com/v2/url?u=http-3A__www.stoel.com_showbio.aspx-3Fshow-3D9346&d=DQMFAg&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=K1mLMC1eFjwfeeMM-AC6zQ&m=ZEdyB1clJUpJd1-GzwPm3F3DEqbL5NF1YGdIgvyeg_Q&s=AcOgGDjWdE5I_i_BOeqbgfK2oAHPH3CJy4G17y-bEHI&e=" target="_blank">https://urldefense.proofpoint.com/v2/url?u=http-3A__www.stoel.com_showbio.aspx-3Fshow-3D9346&d=DQMFAg&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=K1mLMC1eFjwfeeMM-AC6zQ&m=ZEdyB1clJUpJd1-GzwPm3F3DEqbL5NF1YGdIgvyeg_Q&s=AcOgGDjWdE5I_i_BOeqbgfK2oAHPH3CJy4G17y-bEHI&e=</a>>
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<br>
Message: 19<br>
Date: Tue, 29 Aug 2017 10:02:12 -0700<br>
From: Krista MacLaren <<a href="mailto:kjm.inc@mac.com">kjm.inc@mac.com</a>><br>
To: wsba probate & trust <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br>
Subject: [WSBAPT] discretionary trust funding<br>
Message-ID: <<a href="mailto:6D05FD46-C612-4C77-89F1-9943F5D3551D@mac.com">6D05FD46-C612-4C77-89F1-9943F5D3551D@mac.com</a>><br>
Content-Type: text/plain; charset="utf-8"<br>
<br>
Hi Folks,<br>
<br>
I sent this out on Friday but didn?t get any responses, so I thought I would try again.<br>
<br>
I am wondering if anyone ever uses language in a Will saying that a testamentary trust shall be funded at the discretion of the trustee after meeting with the beneficiary?<br>
<br>
I have a client who at this time doesn?t believe her 26 year old son is mature enough to receive an inheritance and not blow it (he has done some jail time and has debt from court fees for DUIs and related matters). There is a good chance that by the time
he receives anything, he will be more responsible (he is working and trying to pay off the debt). The trustee was going to have a lot of discretion in making distributions, so trustee could just promptly distribute all assets, but I wondered if there is a
good way to say that trustee has discretion as to whether to set the trust up at all. I realize the beneficiary might be able to convince the trustee that he is fine/responsible when he is not, and I?m not sure what kind of proof would be appropriate, so
maybe this is just a bad idea.<br>
<br>
Thank you for any suggestions or opinions!<br>
<br>
<br>
Krista J. MacLaren<br>
Attorney at Law<br>
Northgate Executive Center II<br>
9725 3rd Ave NE, Suite 600<br>
Seattle, WA 98115<br>
(206)523-6116<br>
<a href="mailto:kjm.inc@mac.com">kjm.inc@mac.com</a> <mailto:<a href="mailto:kjm.inc@mac.com">kjm.inc@mac.com</a>><br>
<br>
Please note, as with most email providers, Mac does not encrypt email messages. Accordingly, the confidentiality of messages sent to this address cannot be assured. This e-mail is intended for viewing only by the individual or entity to whom its content is
addressed, and it may contain confidential or privileged information. If you received this email in error, please honor the privacy of the intended recipient: reply to the sender regarding the error and delete the message.<br>
Krista J. MacLaren<br>
Attorney at Law<br>
Northgate Executive Center II<br>
9725 3rd Ave NE, Suite 600<br>
Seattle, WA 98115<br>
(206)523-6116<br>
<a href="mailto:kjm.inc@mac.com">kjm.inc@mac.com</a> <mailto:<a href="mailto:kjm.inc@mac.com">kjm.inc@mac.com</a>><br>
<br>
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<br>
Message: 20<br>
Date: Tue, 29 Aug 2017 17:21:09 +0000<br>
From: Mark Vohr <<a href="mailto:mcv@ohanafc.com">mcv@ohanafc.com</a>><br>
To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br>
Subject: Re: [WSBAPT] discretionary trust funding<br>
Message-ID:<br>
<<a href="mailto:5A15CEF1BD64974E93535F28F1B1E04E1885AAD6@OHANA100.ofcdomain.local">5A15CEF1BD64974E93535F28F1B1E04E1885AAD6@OHANA100.ofcdomain.local</a>><br>
Content-Type: text/plain; charset="utf-8"<br>
<br>
Krista ?<br>
<br>
I think the person to exercise that discretion would be the Personal Representative, not the trustee. The trustee does not come into play until the trust is funded. Prior to that point the trustee has not authority over the estate assets. It?s
the PR who has control.<br>
<br>
Allowing a PR with that discretion is OK, now and then we see Last Wills with discretionary special needs trusts where the PR has the discretion to fund a special needs trust or distribute the funds outright depending on the needs/condition of the
beneficiary. The challenge is picking a PR who will exercise that duty responsibly and with the appropriate level of care.<br>
<br>
Hope that helps.<br>
<br>
Mark<br>
<br>
<br>
<br>
Ohana Fiduciary Corp.<br>
Ohana Financial Services<br>
<br>
Mark C. Vohr, J.D., CPG, Principal<br>
PO Box 33710 Seattle, WA 98133<br>
T: (206) 782-1189 F: (206) 782-1434<br>
<a href="mailto:mcv@ohanafc.com">mcv@ohanafc.com</a><mailto:<a href="mailto:mcv@ohanafc.com">mcv@ohanafc.com</a>>
<a href="http://www.ohanafc.com" target="_blank">www.ohanafc.com</a><<a href="http://www.ohanafc.com/" target="_blank">http://www.ohanafc.com/</a>><br>
<br>
<br>
<br>
<br>
From: <a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a> [mailto:<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a>] On Behalf Of Krista MacLaren<br>
Sent: Tuesday, August 29, 2017 10:02 AM<br>
To: wsba probate & trust <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br>
Subject: [WSBAPT] discretionary trust funding<br>
<br>
Hi Folks,<br>
<br>
I sent this out on Friday but didn?t get any responses, so I thought I would try again.<br>
<br>
I am wondering if anyone ever uses language in a Will saying that a testamentary trust shall be funded at the discretion of the trustee after meeting with the beneficiary?<br>
<br>
I have a client who at this time doesn?t believe her 26 year old son is mature enough to receive an inheritance and not blow it (he has done some jail time and has debt from court fees for DUIs and related matters). There is a good chance that by the time
he receives anything, he will be more responsible (he is working and trying to pay off the debt). The trustee was going to have a lot of discretion in making distributions, so trustee could just promptly distribute all assets, but I wondered if there is a
good way to say that trustee has discretion as to whether to set the trust up at all. I realize the beneficiary might be able to convince the trustee that he is fine/responsible when he is not, and I?m not sure what kind of proof would be appropriate, so
maybe this is just a bad idea.<br>
<br>
Thank you for any suggestions or opinions!<br>
<br>
<br>
Krista J. MacLaren<br>
Attorney at Law<br>
Northgate Executive Center II<br>
9725 3rd Ave NE, Suite 600<br>
Seattle, WA 98115<br>
(206)523-6116<br>
<a href="mailto:kjm.inc@mac.com">kjm.inc@mac.com</a><mailto:<a href="mailto:kjm.inc@mac.com">kjm.inc@mac.com</a>><br>
<br>
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Krista J. MacLaren<br>
Attorney at Law<br>
Northgate Executive Center II<br>
9725 3rd Ave NE, Suite 600<br>
Seattle, WA 98115<br>
(206)523-6116<br>
<a href="mailto:kjm.inc@mac.com">kjm.inc@mac.com</a><mailto:<a href="mailto:kjm.inc@mac.com">kjm.inc@mac.com</a>><br>
<br>
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Message: 21<br>
Date: Tue, 29 Aug 2017 17:22:51 +0000<br>
From: Doug Owens <<a href="mailto:dougowens@seattlerelawyer.com">dougowens@seattlerelawyer.com</a>><br>
To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br>
Subject: Re: [WSBAPT] Modifying Beneficiaries of an Irrevocable Trust<br>
Message-ID: <<a href="mailto:54037E89-E6B7-413C-B207-645F592258F7@seattlerelawyer.com">54037E89-E6B7-413C-B207-645F592258F7@seattlerelawyer.com</a>><br>
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<br>
Dear David, this is an interesting question. It is hard to answer your specific question without looking at the trust language. It may not be binding on anyone but W and C could agree that upon the death first of W and then of stepmother, C could simply gift
the share coming to C to H. There could be gift tax implications for C but unless the share is very large there would not likely be any actual gift tax to pay at the time. Yours truly, Doug Owens<br>
On Aug 29, 2017, at 9:55 AM, David Faber <<a href="mailto:david@faberfeinson.com">david@faberfeinson.com</a><mailto:<a href="mailto:david@faberfeinson.com">david@faberfeinson.com</a>>> wrote:<br>
<br>
Some clients of mine brought up a novel situation for me yesterday:<br>
<br>
(W)ife is a remainder beneficiary of a family trust along with three siblings. The trust became irrevocable upon her father's death. The trust specifies that if W predeceases her stepmother, W's share passes to W's issue upon stepmother's death. W has a (C)hild
from a previous relationship. W and C both agree that (H)usband should receive W's interest in the trust if W predeceases stepmother. The trust grants no power of appointment to W and the trust cannot be modified by stepmother (plus, the relationship with
stepmother is strained).<br>
<br>
Would having W & C, as all of the remainder beneficiaries of a particular tranche of the trust estate, execute a written agreement directing the tranche to H upon W's passing work to supplant the current pathing of remainder beneficiaries?<br>
<br>
Best,<br>
David J. Faber<br>
Faber Feinson PLLC<br>
210 Polk Street, Suite 1<br>
Port Townsend, WA 98368<br>
(360) 379-4110<br>
<br>
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