<META HTTP-EQUIV="Content-Type" CONTENT="text/html; charset=windows-1255">
<html xmlns:v="urn:schemas-microsoft-com:vml" xmlns:o="urn:schemas-microsoft-com:office:office" xmlns:w="urn:schemas-microsoft-com:office:word" xmlns:m="http://schemas.microsoft.com/office/2004/12/omml" xmlns="http://www.w3.org/TR/REC-html40"><head><meta name=Generator content="Microsoft Word 15 (filtered medium)"><style><!--
/* Font Definitions */
@font-face
        {font-family:"Cambria Math";
        panose-1:2 4 5 3 5 4 6 3 2 4;}
@font-face
        {font-family:Calibri;
        panose-1:2 15 5 2 2 2 4 3 2 4;}
@font-face
        {font-family:Tahoma;
        panose-1:2 11 6 4 3 5 4 4 2 4;}
@font-face
        {font-family:inherit;
        panose-1:0 0 0 0 0 0 0 0 0 0;}
/* Style Definitions */
p.MsoNormal, li.MsoNormal, div.MsoNormal
        {margin:0in;
        margin-bottom:.0001pt;
        font-size:12.0pt;
        font-family:"Times New Roman",serif;}
h3
        {mso-style-priority:9;
        mso-style-link:"Heading 3 Char";
        mso-margin-top-alt:auto;
        margin-right:0in;
        mso-margin-bottom-alt:auto;
        margin-left:0in;
        font-size:13.5pt;
        font-family:"Calibri",sans-serif;
        font-weight:bold;}
a:link, span.MsoHyperlink
        {mso-style-priority:99;
        color:#0563C1;
        text-decoration:underline;}
a:visited, span.MsoHyperlinkFollowed
        {mso-style-priority:99;
        color:#954F72;
        text-decoration:underline;}
p.msonormal0, li.msonormal0, div.msonormal0
        {mso-style-name:msonormal;
        mso-margin-top-alt:auto;
        margin-right:0in;
        mso-margin-bottom-alt:auto;
        margin-left:0in;
        font-size:12.0pt;
        font-family:"Times New Roman",serif;}
span.EmailStyle18
        {mso-style-type:personal-reply;
        font-family:"Calibri",sans-serif;
        color:windowtext;}
span.Heading3Char
        {mso-style-name:"Heading 3 Char";
        mso-style-priority:9;
        mso-style-link:"Heading 3";
        font-family:"Calibri",sans-serif;
        font-weight:bold;}
.MsoChpDefault
        {mso-style-type:export-only;
        font-size:10.0pt;}
@page WordSection1
        {size:8.5in 11.0in;
        margin:1.0in 1.0in 1.0in 1.0in;}
div.WordSection1
        {page:WordSection1;}
--></style><!--[if gte mso 9]><xml>
<o:shapedefaults v:ext="edit" spidmax="1026" />
</xml><![endif]--><!--[if gte mso 9]><xml>
<o:shapelayout v:ext="edit">
<o:idmap v:ext="edit" data="1" />
</o:shapelayout></xml><![endif]--></head><body lang=EN-US link="#0563C1" vlink="#954F72"><div class=WordSection1><h3 style='mso-margin-top-alt:0in;margin-right:0in;margin-bottom:3.75pt;margin-left:0in;background:white;vertical-align:baseline'><span style='font-size:16.5pt;font-family:"Arial",sans-serif;color:black;font-weight:normal'>Norman Mark Olney - #67026<o:p></o:p></span></h3><h3 style='mso-margin-top-alt:0in;margin-right:0in;margin-bottom:3.75pt;margin-left:0in;background:white;vertical-align:baseline;box-sizing: inherit;font-style:inherit;font-variant:inherit;font-stretch: inherit'><span style='font-size:16.5pt;font-family:"Arial",sans-serif;color:black;font-weight:normal'>Current Status:  Active<o:p></o:p></span></h3><p style='mso-margin-top-alt:0in;margin-right:0in;margin-bottom:9.0pt;margin-left:0in;background:white;vertical-align:baseline;box-sizing: inherit;font-style:inherit;font-variant:inherit;font-weight:inherit;font-stretch: inherit;font-size:inherit;line-height:inherit'><span style='font-size:13.5pt;font-family:"inherit",serif;color:#3E3E3E'>This member is active and may practice law in California.<o:p></o:p></span></p><p style='margin:0in;margin-bottom:.0001pt;background:white;vertical-align:baseline;box-sizing: inherit;font-style:inherit;font-variant:inherit;font-weight:inherit;font-stretch: inherit;font-size:inherit;line-height:inherit'><span style='font-size:13.5pt;font-family:"inherit",serif;color:#3E3E3E'>See below for more details.<o:p></o:p></span></p><h3 style='mso-margin-top-alt:0in;margin-right:0in;margin-bottom:3.75pt;margin-left:0in;background:white;vertical-align:baseline;box-sizing: inherit;font-style:inherit;font-variant:inherit;font-stretch: inherit'><span style='font-size:16.5pt;font-family:"Arial",sans-serif;color:black;font-weight:normal'>Profile Information<o:p></o:p></span></h3><p style='margin:0in;margin-bottom:.0001pt;background:white;vertical-align:baseline;box-sizing: inherit;font-style:inherit;font-variant:inherit;font-weight:inherit;font-stretch: inherit;font-size:inherit;line-height:inherit'><i><span style='font-size:13.5pt;font-family:"inherit",serif;color:#3E3E3E;border:none windowtext 1.0pt;padding:0in'>The following information is from the official records of The State Bar of California.</span></i><span style='font-size:13.5pt;font-family:"inherit",serif;color:#3E3E3E'><o:p></o:p></span></p><table class=MsoNormalTable border=0 cellspacing=0 cellpadding=0 width=665 style='width:498.75pt;border-collapse:collapse;box-sizing: inherit'><tr style='box-sizing: inherit'><td style='border:none;border-bottom:solid black 1.0pt;padding:3.0pt 3.0pt 3.0pt 3.0pt;box-sizing: inherit'><p class=MsoNormal><strong><span style='font-family:"inherit",serif;border:none windowtext 1.0pt;padding:0in;font-weight:normal'>Bar Number:</span></strong><span style='font-size:11.0pt;font-family:"Calibri",sans-serif'><o:p></o:p></span></p></td><td style='border:none;border-bottom:solid black 1.0pt;padding:3.0pt 3.0pt 3.0pt 3.0pt;box-sizing: inherit'><p class=MsoNormal>67026<o:p></o:p></p></td><td style='border:none;border-bottom:solid black 1.0pt;padding:3.0pt 3.0pt 3.0pt 3.0pt;box-sizing: inherit'><p class=MsoNormal> <o:p></o:p></p></td><td style='border:none;border-bottom:solid black 1.0pt;padding:3.0pt 3.0pt 3.0pt 3.0pt;box-sizing: inherit'><p class=MsoNormal> <o:p></o:p></p></td></tr><tr style='box-sizing: inherit'><td rowspan=2 style='border:none;border-bottom:solid black 1.0pt;padding:3.0pt 3.0pt 3.0pt 3.0pt;box-sizing: inherit'><p class=MsoNormal><strong><span style='font-family:"inherit",serif;border:none windowtext 1.0pt;padding:0in;font-weight:normal'>Address:</span></strong><o:p></o:p></p></td><td rowspan=2 style='border:none;border-bottom:solid black 1.0pt;padding:3.0pt 3.0pt 3.0pt 3.0pt;box-sizing: inherit'><p class=MsoNormal><span style='font-family:"inherit",serif;border:none windowtext 1.0pt;padding:0in'>5920 Friars Rd Ste 204<br>San Diego, CA 92108-1078 <br><a href="javascript:wo('http://maps.google.com/?q=5920%20Friars%20Rd%20Ste%20204,%20San%20Diego,%20CA%2092108-1078',%20800,%20800)"><span style='color:#028BFF'>Map it</span></a></span><o:p></o:p></p></td><td width="20%" style='width:20.0%;border:none;border-bottom:solid black 1.0pt;padding:3.0pt 3.0pt 3.0pt 3.0pt;box-sizing: inherit'><p class=MsoNormal><strong><span style='font-family:"inherit",serif;border:none windowtext 1.0pt;padding:0in;font-weight:normal'>Phone Number:</span></strong><o:p></o:p></p></td><td width="25%" style='width:25.0%;border:none;border-bottom:solid black 1.0pt;padding:3.0pt 3.0pt 3.0pt 3.0pt;box-sizing: inherit'><p class=MsoNormal>(619) 298-7233<o:p></o:p></p></td></tr><tr style='box-sizing: inherit'><td style='border:none;border-bottom:solid black 1.0pt;padding:3.0pt 3.0pt 3.0pt 3.0pt;box-sizing: inherit'><p class=MsoNormal><strong><span style='font-family:"inherit",serif;border:none windowtext 1.0pt;padding:0in;font-weight:normal'>Fax Number:</span></strong><o:p></o:p></p></td><td width="25%" style='width:25.0%;border:none;border-bottom:solid black 1.0pt;padding:3.0pt 3.0pt 3.0pt 3.0pt;box-sizing: inherit'><p class=MsoNormal>(619) 201-8459<o:p></o:p></p></td></tr><tr style='box-sizing: inherit'><td style='border:none;border-bottom:solid black 1.0pt;padding:3.0pt 3.0pt 3.0pt 3.0pt;box-sizing: inherit'><p class=MsoNormal><strong><span style='font-family:"inherit",serif;border:none windowtext 1.0pt;padding:0in;font-weight:normal'>Email:</span></strong><o:p></o:p></p></td><td colspan=3 style='border:none;border-bottom:solid black 1.0pt;padding:3.0pt 3.0pt 3.0pt 3.0pt;box-sizing: inherit'><p class=MsoNormal>Not Available <o:p></o:p></p></td></tr></table><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri",sans-serif'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri",sans-serif'><o:p> </o:p></span></p><div><div style='border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in'><p class=MsoNormal><b><span style='font-size:11.0pt;font-family:"Calibri",sans-serif'>From:</span></b><span style='font-size:11.0pt;font-family:"Calibri",sans-serif'> wsbapt-bounces@lists.wsbarppt.com [mailto:wsbapt-bounces@lists.wsbarppt.com] <b>On Behalf Of </b>Allen Draher<br><b>Sent:</b> Thursday, September 14, 2017 1:15 PM<br><b>To:</b> WSBA Probate & Trust Listserv ý[wsbapt@lists.wsbarppt.com]ý <wsbapt@lists.wsbarppt.com><br><b>Subject:</b> [WSBAPT] referral to counsel in Carlsbad CA<o:p></o:p></span></p></div></div><p class=MsoNormal><o:p> </o:p></p><div><p class=MsoNormal><span style='font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black'>I'm looking for a referral in Carlsbad,California.  My client's father and his step-mother entered into a contract with a senior living center. Dad died in 2011.  Apparently, there was a deposit of approximately $360,000 that is refundable upon the death of the Step-Mother.  My client probated his Father's estate in King County. Still open by the way. Father and Step Mother were told to designate a living trust to receive the funds upon return of the remaining deposit.  The parties designated the only trust they had which appently was a simple real estate trust for a parcel of property that has been long ago sold.  The Step-Mother signed a document in 2011 acknowledging that the refund should be divided between her (or her heirs) and the Father's heirs upon her <o:p></o:p></span></p><div><p class=MsoNormal><span style='font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black'>"leaving the property," but the "entity" is apparently insisting upon a California trust as the designated recipient.  My client (who is one of three surviving children (deceased children died without issue) needs to either have a lawyer create the self-serving trust or convince the home that they should be able to distribute to the heirs directly.  Any suggestions.  I can give more details on the "home" upon request.  Thanks,  Allen<o:p></o:p></span></p></div></div></div></body></html>