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<p style="margin-top:0;margin-bottom:0">Yes, if someone could share the new LLC agreement to the list, that would be great!</p>
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<p style="margin-top:0;margin-bottom:0">Thanks!</p>
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<font face="Tahoma"><span style="font-family:Tahoma"><span style="font-size:10pt">Lisa L. Atkinson, Esq.
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<span style="font-size:10pt">(425) 744-0796 fax </span><br>
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<b><font size="3">CHECK OUT MY NEW AND IMPROVED WEBSITE! <a href="http://www.lisaatkinsonpllc.com/" target="_blank" id="LPNoLP">
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<div id="divRplyFwdMsg" dir="ltr"><font face="Calibri, sans-serif" style="font-size:11pt" color="#000000"><b>From:</b> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com> on behalf of wsbapt-request@lists.wsbarppt.com <wsbapt-request@lists.wsbarppt.com><br>
<b>Sent:</b> Wednesday, March 7, 2018 12:00 PM<br>
<b>To:</b> wsbapt@lists.wsbarppt.com<br>
<b>Subject:</b> WSBAPT Digest, Vol 42, Issue 9</font>
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Today's Topics:<br>
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1. Off Topic: LLC Agreement Under New Law (Steve Nicol)<br>
2. Referral for WA/Canada Business Attorney (Patrick Galloway)<br>
3. Re: Referral for WA/Canada Business Attorney (Jamia Burns)<br>
4. Pro-Bono Opportunity with Northwest Justice Project<br>
(Michael Safren)<br>
5. will provision to delegate selection of charitable<br>
beneficiaries to PR (Doug Owens)<br>
6. Re: will provision to delegate selection of charitable<br>
beneficiaries to PR (Lisa E Schuchman)<br>
7. Re: will provision to delegate selection of charitable<br>
beneficiaries to PR (Doug Owens)<br>
8. Re: will provision to delegate selection of charitable<br>
beneficiaries to PR (Amber K. Quintal)<br>
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Message: 1<br>
Date: Wed, 7 Mar 2018 00:29:50 +0000<br>
From: Steve Nicol <nicolste13@msn.com><br>
To: WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
Subject: [WSBAPT] Off Topic: LLC Agreement Under New Law<br>
Message-ID:<br>
<MWHPR17MB15837DE5C8482F6AACF711A6C2D80@MWHPR17MB1583.namprd17.prod.outlook.com><br>
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Content-Type: text/plain; charset="windows-1252"<br>
<br>
Listmates,<br>
<br>
<br>
Does anyone have an LLC Agreement drafted with the new law in mind they would be willing to share?<br>
<br>
<br>
Thanks!<br>
<br>
Stephen E. Nicol<br>
WSBA 30427<br>
Attorney at Law<br>
Nicol Law, PLLC<br>
PO Box 93<br>
Mount Vernon, WA 98273<br>
360-336-5270 (office)<br>
360-336-5278 (fax)<br>
<br>
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From: wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com> on behalf of Derek Jensen <derek@jensenestatelaw.com><br>
Sent: Tuesday, March 6, 2018 11:56 PM<br>
To: WSBA Probate & Trust Listserv<br>
Subject: Re: [WSBAPT] Transfer of Real Property without Probate<br>
<br>
<br>
Please see this form from the DOR: <a href="https://nam03.safelinks.protection.outlook.com/?url=https%3A%2F%2Fdor.wa.gov%2Fsites%2Fdefault%2Ffiles%2Flegacy%2FDocs%2Fforms%2FRealEstExcsTx%2FLackofprobateaffidavit.pdf&data=02%7C01%7C%7Ce83109e2b51948d4ae1808d58466375d%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C636560496902477851&sdata=xpErGxC7fzas2Q8SrriwpvyZ13eWK2ofZIaj%2BSljfQ0%3D&reserved=0">
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<br>
AFFIDAVIT (LACK OF PROBATE) - Washington<<a href="https://nam03.safelinks.protection.outlook.com/?url=https%3A%2F%2Fdor.wa.gov%2Fsites%2Fdefault%2Ffiles%2Flegacy%2FDocs%2Fforms%2FRealEstExcsTx%2FLackofprobateaffidavit.pdf&data=02%7C01%7C%7Ce83109e2b51948d4ae1808d58466375d%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C636560496902477851&sdata=xpErGxC7fzas2Q8SrriwpvyZ13eWK2ofZIaj%2BSljfQ0%3D&reserved=0">https://nam03.safelinks.protection.outlook.com/?url=https%3A%2F%2Fdor.wa.gov%2Fsites%2Fdefault%2Ffiles%2Flegacy%2FDocs%2Fforms%2FRealEstExcsTx%2FLackofprobateaffidavit.pdf&data=02%7C01%7C%7Ce83109e2b51948d4ae1808d58466375d%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C636560496902477851&sdata=xpErGxC7fzas2Q8SrriwpvyZ13eWK2ofZIaj%2BSljfQ0%3D&reserved=0</a>><br>
dor.wa.gov<br>
AFFIDAVIT (LACK OF PROBATE) The undersigned affiant/grantee _____, being first duly sworn Name of Affiant deposes and states as follows: That ...<br>
<br>
<br>
<br>
<br>
<br>
You may also wish to seek out the assistance of a title company.<br>
<br>
<br>
<br>
The rest of your questions are good questions, but unfortunately my answer would be ?it depends?.<br>
<br>
<br>
<br>
Sincerely,<br>
<br>
<br>
<br>
Derek W. Jensen, JD, LLM<br>
<br>
Managing Attorney<br>
<br>
<br>
<br>
<br>
<br>
[New Logo.tif]<br>
<br>
<br>
<br>
Jensen Law Office, PLLC<br>
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1833 N 105th St., Suite 301<br>
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Tel: 206-547-1412<br>
<br>
<br>
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From: wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com> On Behalf Of Sara M<br>
Sent: Tuesday, March 6, 2018 3:30 PM<br>
To: wsbapt@lists.wsbarppt.com<br>
Subject: Re: [WSBAPT] Transfer of Real Property without Probate<br>
<br>
<br>
<br>
Thank you for the answers to my earlier question- I have several who have answered that the Lack of Probate Affidavit will work for the transfer of the property in my question. There is no community property agreement in my case. Is there an RCW that permits
this lack of probate affidavit for real property transfer by married couples upon the death of the first or has it just been done by practice.<br>
<br>
<br>
<br>
Am I creating title problems down the line for daughter? I agree, best to sell it in probate, but if she wants to keep it as a rental for a while and then tries to sell it later, have we saved money now only to have to spend it later to clean up the shortcuts?<br>
<br>
<br>
<br>
Sara<br>
<br>
<br>
<br>
<br>
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------------------------------<br>
<br>
Message: 2<br>
Date: Tue, 6 Mar 2018 19:48:28 -0800<br>
From: "Patrick Galloway" <patrick@alsnorthwest.com><br>
To: "'WSBA Probate & Trust Listserv'" <wsbapt@lists.wsbarppt.com><br>
Subject: [WSBAPT] Referral for WA/Canada Business Attorney<br>
Message-ID: <048d01d3b5c7$27e36650$77aa32f0$@alsnorthwest.com><br>
Content-Type: text/plain; charset="us-ascii"<br>
<br>
Colleagues-<br>
<br>
<br>
<br>
Looking for referrals for a business attorney/firm that is familiar with the<br>
laws of, and preferably licensed in, both WA and Canada for business<br>
consulting work. Request comes from a CPA I work with on behalf of one of<br>
his clients.<br>
<br>
<br>
<br>
Thanks in advance!<br>
<br>
<br>
<br>
Patrick J. Galloway<br>
<br>
Advance Legal Services, PLLC<br>
<br>
2630 N Columbia Center Blvd<br>
<br>
Richland, WA 99352<br>
<br>
(509) 851-7884<br>
<br>
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<br>
Message: 3<br>
Date: Tue, 6 Mar 2018 20:00:33 -0800<br>
From: Jamia Burns <jamia@jamiaburnslaw.com><br>
To: "WSBA Probate & Trust Listserv" <wsbapt@lists.wsbarppt.com><br>
Subject: Re: [WSBAPT] Referral for WA/Canada Business Attorney<br>
Message-ID:<br>
<CAMMZcdQRtOeLQGc6mFdBbqvmHF3irTc+oR_PCiJYTsrUjOH3dQ@mail.gmail.com><br>
Content-Type: text/plain; charset="utf-8"<br>
<br>
Dawn Deans of Kickstart Law has offices in Bellingham and Canada. She is a<br>
business law attorney (360-306-5652).<br>
<br>
Jamia S. Burns<br>
Attorney at Law - Estate Planning<br>
360-739-6379 <(360)%20739-6379><br>
<a href="https://nam03.safelinks.protection.outlook.com/?url=www.jamiaburnslaw.com&data=02%7C01%7C%7Ce83109e2b51948d4ae1808d58466375d%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C636560496902477851&sdata=6GAxARvz4tJowVU9VPbreWKAgCMfA%2BDOZyNDV1PkbZc%3D&reserved=0">https://nam03.safelinks.protection.outlook.com/?url=www.jamiaburnslaw.com&data=02%7C01%7C%7Ce83109e2b51948d4ae1808d58466375d%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C636560496902477851&sdata=6GAxARvz4tJowVU9VPbreWKAgCMfA%2BDOZyNDV1PkbZc%3D&reserved=0</a><br>
jamia@jamiaburnslaw.com<br>
Mail: P.O. Box 29453<br>
Bellingham, WA 98228<br>
Office: 1140 10th St. #220<br>
Bellingham, WA 98225 (by appointment only)<br>
<br>
On Mar 6, 2018 7:53 PM, "Patrick Galloway" <patrick@alsnorthwest.com> wrote:<br>
<br>
> Colleagues-<br>
><br>
><br>
><br>
> Looking for referrals for a business attorney/firm that is familiar with<br>
> the laws of, and preferably licensed in, both WA and Canada for business<br>
> consulting work. Request comes from a CPA I work with on behalf of one of<br>
> his clients.<br>
><br>
><br>
><br>
> Thanks in advance!<br>
><br>
><br>
><br>
> *Patrick J. Galloway*<br>
><br>
> Advance Legal Services, PLLC<br>
><br>
> 2630 N Columbia Center Blvd<br>
><br>
> Richland, WA 99352<br>
><br>
> (509) 851-7884<br>
><br>
> <a href="https://nam03.safelinks.protection.outlook.com/?url=www.alsnorthwest.com&data=02%7C01%7C%7Ce83109e2b51948d4ae1808d58466375d%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C636560496902477851&sdata=7s%2FeGaZ5Ignv02sezxNR4REJfsL2dfmLRvzY0El8FN8%3D&reserved=0">
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><br>
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><br>
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<br>
Message: 4<br>
Date: Wed, 7 Mar 2018 09:08:13 -0800<br>
From: Michael Safren <msafren@gmail.com><br>
To: WSBA Real Property Listserv <wsbarp@lists.wsbarppt.com>, "WSBA<br>
Probate & Trust Listserv" <wsbapt@lists.wsbarppt.com><br>
Subject: [WSBAPT] Pro-Bono Opportunity with Northwest Justice Project<br>
Message-ID:<br>
<CACXQqyf9fF6nuf_ejEeMBb2+iGtkkow-XES01RdhpsuAn3jDPg@mail.gmail.com><br>
Content-Type: text/plain; charset="utf-8"<br>
<br>
Hello Fellow RPPT Listserv Subscribers:<br>
<br>
Northwest Justice Project, which provides civil legal services to<br>
low-income persons who could not otherwise afford them, *seeks your* *probate<br>
expertise* *on a pro bono basis* to assist its clients. NJP?s Foreclosure<br>
Unit assists clients who are at risk of losing their homes to foreclosure.<br>
The unit sometimes finds its efforts are hampered by the fact that title to<br>
the client?s home is still in the name of a deceased parent. A common<br>
example involves a client facing a tax foreclosure who would qualify for a<br>
property tax exemption or a rescue loan but cannot obtain either because,<br>
without probate, the client does not have title to the property. Your<br>
assistance, working with NJP lawyers, can resolve that problem and prevent<br>
foreclosure.<br>
<br>
Please contact Dave Tarshes (206-707-0935 <(206)%20707-0935>) or Chelsea<br>
Hicks (206-707-0933 <(206)%20707-0933>) if you are available and interested<br>
to help.<br>
<br>
<br>
Kind regards,<br>
Michael Safren<br>
Web Editor, RPPT section<br>
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<br>
Message: 5<br>
Date: Wed, 7 Mar 2018 18:52:40 +0000<br>
From: Doug Owens <dougowens@seattlerelawyer.com><br>
To: WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
Subject: [WSBAPT] will provision to delegate selection of charitable<br>
beneficiaries to PR<br>
Message-ID: <3E7DB7F2-E184-4F92-B809-C7617F362542@seattlerelawyer.com><br>
Content-Type: text/plain; charset="us-ascii"<br>
<br>
Dear list mates, I have a client who has asked me to prepare a will that includes a substantial residuary provision that would authorize the PR to select charities to receive shares of the estate. I have not come across this before and I wonder first if a
PR can select beneficiaries and second whether this provision would pass muster as a charitable gift to entitle the estate to the charitable deduction for estate tax purposes. Is there another way that people use to accomplish this objective such as a trust?
But can a trustee select the beneficiaries of a trust? And would a testamentary gift to a trust qualify for the charitable tax deduction? Thanks for your consideration. Yours truly, Douglas Owens<br>
<br>
<br>
<br>
------------------------------<br>
<br>
Message: 6<br>
Date: Wed, 7 Mar 2018 19:15:08 +0000<br>
From: Lisa E Schuchman <lisa@lisaschuchman.com><br>
To: WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
Subject: Re: [WSBAPT] will provision to delegate selection of<br>
charitable beneficiaries to PR<br>
Message-ID:<br>
<CY4PR16MB1847C4B369DDDC83EEC40A56D1D80@CY4PR16MB1847.namprd16.prod.outlook.com><br>
<br>
Content-Type: text/plain; charset="utf-8"<br>
<br>
Doug,<br>
<br>
I have sent people with this idea to the Seattle Foundation or the Pride Foundation. With both foundations, the donor can meet and set up a list of donees. They can also change them if they want to (while they are alive). The beneficiary in the will is the
foundation, either of which will give you language to use in the will. They charge a management fee, of course, but some of my clients have thought it worthwhile to have the flexibility.<br>
<br>
Lisa E. Schuchman<br>
206-960-4212<br>
<a href="https://nam03.safelinks.protection.outlook.com/?url=www.lisaschuchman.com&data=02%7C01%7C%7Ce83109e2b51948d4ae1808d58466375d%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C636560496902477851&sdata=CQZzRDdPtjQQWOF%2BxGclMXD2O%2FlqJNoEyOIcbVkufTg%3D&reserved=0">https://nam03.safelinks.protection.outlook.com/?url=www.lisaschuchman.com&data=02%7C01%7C%7Ce83109e2b51948d4ae1808d58466375d%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C636560496902477851&sdata=CQZzRDdPtjQQWOF%2BxGclMXD2O%2FlqJNoEyOIcbVkufTg%3D&reserved=0</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>
?? Please consider the trees before printing this document<br>
<br>
-----Original Message-----<br>
From: wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com> On Behalf Of Doug Owens<br>
Sent: Wednesday, March 7, 2018 10:53 AM<br>
To: WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
Subject: [WSBAPT] will provision to delegate selection of charitable beneficiaries to PR<br>
<br>
Dear list mates, I have a client who has asked me to prepare a will that includes a substantial residuary provision that would authorize the PR to select charities to receive shares of the estate. I have not come across this before and I wonder first if a
PR can select beneficiaries and second whether this provision would pass muster as a charitable gift to entitle the estate to the charitable deduction for estate tax purposes. Is there another way that people use to accomplish this objective such as a trust?
But can a trustee select the beneficiaries of a trust? And would a testamentary gift to a trust qualify for the charitable tax deduction? Thanks for your consideration. Yours truly, Douglas Owens<br>
<br>
_______________________________________________<br>
WSBAPT mailing list<br>
WSBAPT@lists.wsbarppt.com<br>
<a href="https://nam03.safelinks.protection.outlook.com/?url=http%3A%2F%2Fmailman.fsr.com%2Fmailman%2Flistinfo%2Fwsbapt&data=02%7C01%7C%7Ce83109e2b51948d4ae1808d58466375d%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C636560496902477851&sdata=e6HTfTlwVJxqVOhenNpAT%2FOA8zrJ44YShhVmK0HdUWM%3D&reserved=0">https://nam03.safelinks.protection.outlook.com/?url=http%3A%2F%2Fmailman.fsr.com%2Fmailman%2Flistinfo%2Fwsbapt&data=02%7C01%7C%7Ce83109e2b51948d4ae1808d58466375d%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C636560496902477851&sdata=e6HTfTlwVJxqVOhenNpAT%2FOA8zrJ44YShhVmK0HdUWM%3D&reserved=0</a><br>
<br>
<br>
<br>
------------------------------<br>
<br>
Message: 7<br>
Date: Wed, 7 Mar 2018 19:27:59 +0000<br>
From: Doug Owens <dougowens@seattlerelawyer.com><br>
To: WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
Subject: Re: [WSBAPT] will provision to delegate selection of<br>
charitable beneficiaries to PR<br>
Message-ID: <46F99FD7-410D-477C-B78D-6A77BF7E7F0C@seattlerelawyer.com><br>
Content-Type: text/plain; charset="utf-8"<br>
<br>
Thank you, Lisa. Yours truly, Doug Owens<br>
<br>
> On Mar 7, 2018, at 11:15 AM, Lisa E Schuchman <lisa@lisaschuchman.com> wrote:<br>
> <br>
> Doug,<br>
> <br>
> I have sent people with this idea to the Seattle Foundation or the Pride Foundation. With both foundations, the donor can meet and set up a list of donees. They can also change them if they want to (while they are alive). The beneficiary in the will is
the foundation, either of which will give you language to use in the will. They charge a management fee, of course, but some of my clients have thought it worthwhile to have the flexibility.<br>
> <br>
> Lisa E. Schuchman<br>
> 206-960-4212<br>
> <a href="https://nam03.safelinks.protection.outlook.com/?url=www.lisaschuchman.com&data=02%7C01%7C%7Ce83109e2b51948d4ae1808d58466375d%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C636560496902477851&sdata=CQZzRDdPtjQQWOF%2BxGclMXD2O%2FlqJNoEyOIcbVkufTg%3D&reserved=0">
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> <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>
> ? Please consider the trees before printing this document<br>
> <br>
> -----Original Message-----<br>
> From: wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com> On Behalf Of Doug Owens<br>
> Sent: Wednesday, March 7, 2018 10:53 AM<br>
> To: WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
> Subject: [WSBAPT] will provision to delegate selection of charitable beneficiaries to PR<br>
> <br>
> Dear list mates, I have a client who has asked me to prepare a will that includes a substantial residuary provision that would authorize the PR to select charities to receive shares of the estate. I have not come across this before and I wonder first if
a PR can select beneficiaries and second whether this provision would pass muster as a charitable gift to entitle the estate to the charitable deduction for estate tax purposes. Is there another way that people use to accomplish this objective such as a trust?
But can a trustee select the beneficiaries of a trust? And would a testamentary gift to a trust qualify for the charitable tax deduction? Thanks for your consideration. Yours truly, Douglas Owens<br>
> <br>
> _______________________________________________<br>
> WSBAPT mailing list<br>
> WSBAPT@lists.wsbarppt.com<br>
> <a href="https://nam03.safelinks.protection.outlook.com/?url=http%3A%2F%2Fmailman.fsr.com%2Fmailman%2Flistinfo%2Fwsbapt&data=02%7C01%7C%7Ce83109e2b51948d4ae1808d58466375d%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C636560496902477851&sdata=e6HTfTlwVJxqVOhenNpAT%2FOA8zrJ44YShhVmK0HdUWM%3D&reserved=0">
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> <br>
> _______________________________________________<br>
> WSBAPT mailing list<br>
> WSBAPT@lists.wsbarppt.com<br>
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<br>
<br>
<br>
<br>
------------------------------<br>
<br>
Message: 8<br>
Date: Wed, 7 Mar 2018 19:46:25 +0000<br>
From: "Amber K. Quintal" <aquintal@omwlaw.com><br>
To: "'WSBA Probate & Trust Listserv'" <wsbapt@lists.wsbarppt.com><br>
Subject: Re: [WSBAPT] will provision to delegate selection of<br>
charitable beneficiaries to PR<br>
Message-ID:<br>
<BFF6897133CD7A44AC80D0E8B49897D67D74FEA6@omwvdamail01.omwlaw.com><br>
Content-Type: text/plain; charset=UTF-8<br>
<br>
Similar to Lisa's suggestion but still involving the PR (if that's the goal) - the client could make the bequest to a donor advised fund (like Fidelity Charitable giving account) on which the PR is the account holder, or if the testator is the account holder,
the PR is the account successor. <br>
<br>
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Amber K. Quintal ?|? Member<br>
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Ogden Murphy Wallace P.L.L.C. <br>
901 Fifth Avenue, Suite 3500 Seattle, WA 98164 <br>
phone: 206.447.7000 | Fax 206.926.2879<br>
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-----Original Message-----<br>
From: wsbapt-bounces@lists.wsbarppt.com [<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">mailto:wsbapt-bounces@lists.wsbarppt.com</a>] On Behalf Of Lisa E Schuchman<br>
Sent: Wednesday, March 7, 2018 11:15 AM<br>
To: WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
Subject: Re: [WSBAPT] will provision to delegate selection of charitable beneficiaries to PR<br>
<br>
Doug,<br>
<br>
I have sent people with this idea to the Seattle Foundation or the Pride Foundation. With both foundations, the donor can meet and set up a list of donees. They can also change them if they want to (while they are alive). The beneficiary in the will is the
foundation, either of which will give you language to use in the will. They charge a management fee, of course, but some of my clients have thought it worthwhile to have the flexibility.<br>
<br>
Lisa E. Schuchman<br>
206-960-4212<br>
<a href="https://nam03.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.lisaschuchman.com&data=02%7C01%7C%7Ce83109e2b51948d4ae1808d58466375d%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C636560496902477851&sdata=NwEJmh%2F0l0%2BZm1180%2FNTwe8QQmKeQBWriEEM3GPKOX8%3D&reserved=0">https://nam03.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.lisaschuchman.com&data=02%7C01%7C%7Ce83109e2b51948d4ae1808d58466375d%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C636560496902477851&sdata=NwEJmh%2F0l0%2BZm1180%2FNTwe8QQmKeQBWriEEM3GPKOX8%3D&reserved=0</a><br>
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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
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-----Original Message-----<br>
From: wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com> On Behalf Of Doug Owens<br>
Sent: Wednesday, March 7, 2018 10:53 AM<br>
To: WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
Subject: [WSBAPT] will provision to delegate selection of charitable beneficiaries to PR<br>
<br>
Dear list mates, I have a client who has asked me to prepare a will that includes a substantial residuary provision that would authorize the PR to select charities to receive shares of the estate. I have not come across this before and I wonder first if a
PR can select beneficiaries and second whether this provision would pass muster as a charitable gift to entitle the estate to the charitable deduction for estate tax purposes. Is there another way that people use to accomplish this objective such as a trust?
But can a trustee select the beneficiaries of a trust? And would a testamentary gift to a trust qualify for the charitable tax deduction? Thanks for your consideration. Yours truly, Douglas Owens<br>
<br>
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End of WSBAPT Digest, Vol 42, Issue 9<br>
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