<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 http-equiv="Content-Type" content="text/html; charset=utf-8">
<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:Garamond;
panose-1:2 2 4 4 3 3 1 1 8 3;}
/* Style Definitions */
p.MsoNormal, li.MsoNormal, div.MsoNormal
{margin:0in;
margin-bottom:.0001pt;
font-size:11.0pt;
font-family:"Calibri",sans-serif;}
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:11.0pt;
font-family:"Calibri",sans-serif;}
span.EmailStyle22
{mso-style-type:personal-reply;
font-family:"Calibri",sans-serif;
color:windowtext;}
.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">
<p class="MsoNormal">There is also an argument to be made that the daughter is now barred from any beneficial interest in the trust (or estate) because of her actions. There is case law with fact patterns where well meaning friends give estate planning advice
or help someone prepare estate planning documents where they receive a small bequest. Courts have readily barred the gift on the idea that 1) the advice and/or assistance constitutes the unauthorized practice of law, and 2) RPC 1.8 prohibits a lawyer from
drafting himself into a client’s document as a beneficiary. See, <u>In re Estate of Marks</u>, 91 Wash. App. 325, 957 P. 2d 235 (1998).<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Is the daughter who drafted the RLT an attorney? If so, she would initially meet the exception to RPC 1.8, however, given the unreasonable size of her beneficial interest (as compared to the other siblings), it would similarly fail.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Good luck,<o:p></o:p></p>
<p class="MsoNormal">Randy<o:p></o:p></p>
<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> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com>
<b>On Behalf Of </b>Tonya Hebert<br>
<b>Sent:</b> Monday, September 17, 2018 2:54 PM<br>
<b>To:</b> wsbapt@lists.wsbarppt.com<br>
<b>Subject:</b> [WSBAPT] Question re: Encumbered Title to Probate Asset<o:p></o:p></p>
</div>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<p style="mso-margin-top-alt:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in">
Client opened probate for her mother. There are five siblings. Several weeks after probate opened the client found there was a Revocable Trust signed by mother while on her death bed which gave all assets to one daughter. The one daughter drafted the trust
instrument and was the sole beneficiary of the trust. The beneficiary daughter tried to convey real property into the trust by deed on the same day the mother signed the trust. The deed is invalid for many reasons including no-notary, no grantor signature,
and no properly named grantee (named Revocable Trust only not Trustee). The other assets which may have transferred into this trust include personal pro! perty with a minimal value.
<o:p></o:p></p>
<p style="mso-margin-top-alt:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in">
Question: Is there any reason to try to invalidate the trust all together? Or..... (i) open a TEDRA to ask the judge to invalidate the wild deed, or (ii) File a petition to ask the judge to invalidate the wild deed; or (iii) proceed knowing the deed is invalid
and continue on through the probate process? The beneficiary daughter who drafted the trust is living in the house so this won’t be easy. Your comments are appreciated! THANK YOU!<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<div id="compose-signature">
<p style="margin:0in;margin-bottom:.0001pt"><em><span style="font-size:12.0pt;font-family:"Garamond",serif;color:maroon">Tonya Hebert</span></em><em><span style="font-size:10.0pt;font-family:"Garamond",serif;color:maroon">, Attorney at Law</span></em><o:p></o:p></p>
<p style="margin:0in;margin-bottom:.0001pt"><em><span style="font-size:10.0pt;font-family:"Garamond",serif;color:maroon;font-style:normal">411 NE First Street</span></em><em><span style="font-family:"Calibri",sans-serif;color:maroon;font-style:normal"><o:p></o:p></span></em></p>
<p style="margin:0in;margin-bottom:.0001pt"><em><span style="font-size:10.0pt;font-family:"Garamond",serif;color:maroon;font-style:normal">P.O. Box 69</span></em><em><span style="font-family:"Calibri",sans-serif;color:maroon;font-style:normal"><o:p></o:p></span></em></p>
<p style="margin:0in;margin-bottom:.0001pt"><em><span style="font-size:10.0pt;font-family:"Garamond",serif;color:maroon;font-style:normal">Winlock, WA 98596</span></em><o:p></o:p></p>
<p class="MsoNormal"><em><span style="font-size:10.0pt;font-family:"Garamond",serif;color:maroon">Office 360-785-3333 cell/text 559-554-5077</span></em><i><span style="font-size:10.0pt;font-family:"Garamond",serif;color:maroon"><br>
<br>
</span></i><em><span style="font-size:10.0pt;font-family:"Garamond",serif;color:black">Providing legal services with the highest level of integrity</span></em><i><span style="font-size:10.0pt;font-family:"Garamond",serif;color:black"><br>
<br>
<strong><span style="font-family:"Garamond",serif">This electronic message contains information which may be confidential and/or legally privileged. The information is intended for the use of the individual or entity named above. If you are not the intended
recipient, be aware ! that any disclosure, copying, distribution or use of the contents of this transmission is prohibited. If you have received this electronic transmission in error, please notify me by telephone or by email immediately.</span></strong><em><span style="font-family:"Garamond",serif">
</span></em></span></i><o:p></o:p></p>
</div>
</div>
</body>
</html>