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</o:shapelayout></xml><![endif]--></head><body lang=EN-US link=blue vlink=purple><div class=WordSection1><p class=MsoNormal><span style='color:#1F497D'>Unfortunately, in my practice I see a lot of cases where the parents enabled one child by constantly bailing them out. I had one case where a child was given $4,000 per month for about 3 years because they could not find a job. (The parents were both still alive and I told them if someone gave me $4,000 per month tax free, I might not be able to find a job either.) I found this out during an estate planning conference and the gifting stopped. <o:p></o:p></span></p><p class=MsoNormal><span style='color:#1F497D'><o:p> </o:p></span></p><p class=MsoNormal><span style='color:#1F497D'> In that type of case, I do not think that the child/personal representative can adjust the inheritance to that child unless the receiving child ever signed a Promissory Note or some other written promise to pay back the parent or parents put an “advancement article” in their Will. <o:p></o:p></span></p><p class=MsoNormal><span style='color:#1F497D'><o:p> </o:p></span></p><p class=MsoNormal><span style='color:#1F497D'>Peggi Moxley<o:p></o:p></span></p><p class=MsoNormal><span style='color:#1F497D'>Wenatchee WA<o:p></o:p></span></p><p class=MsoNormal><span style='color:#1F497D'><o:p> </o:p></span></p><p class=MsoNormal><span style='color:#1F497D'><o:p> </o:p></span></p><div><div style='border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in'><p class=MsoNormal><b>From:</b> wsbapt-bounces@lists.wsbarppt.com [mailto:wsbapt-bounces@lists.wsbarppt.com] <b>On Behalf Of </b>Heather deVrieze<br><b>Sent:</b> Monday, August 13, 2018 4:55 PM<br><b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br><b>Subject:</b> Re: [WSBAPT] Estate Distribution<o:p></o:p></p></div></div><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>In theory, if it was not gifts from parent, but can be proved to be financial exploitation, that “raiding” child can be excluded from distribution under the will entirely. So, with that as a potential real threat, the raiding child might be willing to agree to have such amounts simply deducted from their share.<o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>Heather<o:p></o:p></p><div><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal><span style='font-size:16.0pt;font-family:"Vladimir Script";color:#1F497D'>Heather S. de Vrieze</span><b><span style='font-size:16.0pt;color:#1F497D'><br></span></b><i><span style='font-family:"Garamond",serif;color:#1F497D'>Attorney-at-Law<o:p></o:p></span></i></p><p class=MsoNormal><i><span style='font-family:"Garamond",serif;color:#1F497D'><img width=189 height=105 id="_x0000_i1025" src="cid:image001.jpg@01D433B3.3FF54C30" alt="cid:image001.jpg@01D013C2.30F35160"></span></i><i><span style='font-size:12.0pt;font-family:"Garamond",serif;color:#1F497D'><o:p></o:p></span></i></p><p class=MsoNormal><span style='font-size:10.0pt;font-family:Nyala;color:#44524E'>3909 California Avenue SW<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:10.0pt;font-family:Nyala;color:#44524E'>Seattle, WA 98116-3705 <o:p></o:p></span></p><p class=MsoNormal><span style='font-size:10.0pt;font-family:Nyala;color:#44524E'>(206)938-5500 <o:p></o:p></span></p><p class=MsoNormal><a href="mailto:heatherd@westseattlelaw.com"><span style='font-size:10.0pt;font-family:Nyala;color:#44524E'>heatherd@westseattlelaw.com</span></a><span style='font-size:10.0pt;font-family:Nyala;color:#44524E'> <o:p></o:p></span></p><p class=MsoNormal><a href="http://www.westseattlelaw.com/"><span style='font-size:10.0pt;font-family:Nyala;color:#44524E'>www.westseattlelaw.com</span></a><span style='font-size:10.0pt;font-family:Nyala;color:#44524E'> <o:p></o:p></span></p><p class=MsoNormal><span style='font-size:10.0pt;font-family:Nyala;color:#44524E'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:12.0pt;font-family:Nyala;color:#C00000'>For your advanced planning, please note – Heather will have an extended time out of the office at the end of the summer. Leaving August 28<sup>th</sup> and returning September 17<sup>th</sup>. Please plan accordingly.<o:p></o:p></span></p><p class=MsoNormal><b><span style='font-size:9.0pt;font-family:"Arial",sans-serif;color:#002E8A'>Click here to connect with de Vrieze | Carney on Facebook: </span><span style='color:#1F497D'> </span></b><a href="https://www.facebook.com/DeVriezeCarney"><b><span style='text-decoration:none'><img border=0 width=72 height=21 id="Picture_x0020_1" src="cid:image002.png@01D433B3.3FF54C30" alt="FB Logo"></span></b></a><span style='font-family:Nyala;color:#44524E'><o:p></o:p></span></p><p class=MsoNormal><span style='font-size:8.0pt;color:#A6A6A6'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:8.0pt;color:#A6A6A6'>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.</span><span style='font-size:16.0pt;font-family:"Cambria",serif;color:blue'><o:p></o:p></span></p></div><p class=MsoNormal><o:p> </o:p></p><div><div style='border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in'><p class=MsoNormal><b>From:</b> <a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a> <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a>> <b>On Behalf Of </b>Anthony Vivenzio<br><b>Sent:</b> Monday, August 13, 2018 4:38 PM<br><b>To:</b> <a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a><br><b>Subject:</b> [WSBAPT] Estate Distribution<o:p></o:p></p></div></div><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>Dear Colleagues,<o:p></o:p></p><p class=MsoNormal>Decedent died, leaving the residue of his estate to his three children in equal shares. If it can be proved that one of the siblings wrongfully raided one of the decedent’s accounts during the decedent’s lifetime and the amount can be proved, can that amount be considered and be treated as an advance against the raiding sibling’s share of the estate? Your opinions are appreciated as always. <o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal><b><span style='font-size:14.0pt;font-family:"Arial",sans-serif'>Anthony D. Vivenzio</span></b><span style='font-size:14.0pt;font-family:"Arial",sans-serif'>,<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:12.0pt;font-family:"Arial",sans-serif'>Attorney and Counselor at Law<o:p></o:p></span></p><p class=MsoNormal><span style='font-family:"Arial",sans-serif'>PO Box 208<o:p></o:p></span></p><p class=MsoNormal><span style='font-family:"Arial",sans-serif'>540 Guard Street, Ste. 260<o:p></o:p></span></p><p class=MsoNormal><span style='font-family:"Arial",sans-serif'>Friday Harbor, WA 98250<o:p></o:p></span></p><p class=MsoNormal><span style='font-family:"Arial",sans-serif'>(360) 378-6860<o:p></o:p></span></p><p class=MsoNormal><span style='color:#1F497D'><a href="mailto:vivenziolaw@rockisland.com">vivenziolaw@rockisland.com</a><o:p></o:p></span></p><p class=MsoNormal><span style='color:#1F497D'> </span><o:p></o:p></p><p class=MsoNormal><b><span style='font-size:9.0pt;font-family:"Arial",sans-serif;color:#7E7E7E'>CONFIDENTIAL COMMUNICATION</span></b><b><span style='font-size:9.0pt;color:#1F497D'><br></span></b><i><span style='font-size:9.0pt;font-family:"Arial",sans-serif;color:#7B7B7B'>E-mails from this firm normally contain confidential and privileged material, are for the sole use of the intended recipient and may contain material protected by HIPAA, ERISA or other federal or state law and/or may be protected by legal privileges. Use or distribution by an unintended recipient is prohibited, and may be a violation of law. If you believe that you received this e-mail in error, please do not read this e-mail or any attached items. Please delete the e-mail and all attachments, including any copies thereof, and inform the sender that you have deleted the e-mail, all attachments and any copies thereof. Thank you.</span></i><span style='font-size:9.0pt;font-family:"Arial",sans-serif;color:#7B7B7B'> </span><o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p></div></body></html>