<html><body><span style="font-family:Times New Roman; color:#000000; font-size:12pt;"><div><span class="mceItemHidden">Thanks Eric</span></div><div><br></div><div><img id="sigimg0" title="signature image" src="cid:sigimg0@edd2f98d5e0cdbe4487bfc8435540794" border="0" alt=""></div><div><br><br></div><span class="mceItemHidden">
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-------- Original Message --------</span><br><span class="mceItemHidden">
Subject: Re: [<span class="mceItemHiddenSpellWord">WSBAPT</span>] Mutual Will</span><br><span class="mceItemHidden">
From: Eric Nelsen <<a href="mailto:Eric@sayrelawoffices.com">Eric@sayrelawoffices.com</a>></span><br><span class="mceItemHidden">
Date: Wed, February 27, 2019 10:44 am</span><br><span class="mceItemHidden">
To: <span class="mceItemHiddenSpellWord">WSBA</span> Probate & Trust <span class="mceItemHiddenSpellWord">Listserve</span> <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>></span><br><span class="mceItemHidden">
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</span></style> <div class="WordSection1"> <div class="MsoNormal" style="font-size:12pt;"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D"><span class="mceItemHidden">Sounds like there was a binding contract not to change residual disposition. But does it prevent inter <span class="mceItemHiddenSpellWord">vivos</span> gifts after the first spouse has died? There may still be a risk of an inter <span class="mceItemHiddenSpellWord">vivos</span> transfer from <span class="mceItemHiddenSpellWord">stepmom</span> to her daughter.</span><o:p></o:p></span></div> <div class="MsoNormal" style="font-size:12pt;"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D"><o:p><span class="mceItemHidden"> </span></o:p></span></div> <div class="MsoNormal" style="font-size:12pt;"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D"><span class="mceItemHidden">I'm not sure what dad's probate can do to protect here. I would start with the contract between dad and <span class="mceItemHiddenSpellWord">stepmom</span>, to see what possible restrictions could be put on inter <span class="mceItemHiddenSpellWord">vivos</span> transfers from <span class="mceItemHiddenSpellWord">stepmom</span> that would violate the spirit of the agreement to maintain residual disposition. The chief opportunity there would probably be a notice recorded on the real property, but it sounds like the house will be sold so that is likely not an option anyway.</span><o:p></o:p></span></div> <div class="MsoNormal" style="font-size:12pt;"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D"><o:p><span class="mceItemHidden"> </span></o:p></span></div> <div class="MsoNormal" style="font-size:12pt;"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D"><span class="mceItemHidden">Once her assets at liquid, the critical thing will be having a responsible party handling her money. A professional fiduciary or a guardian are the standard options.</span><o:p></o:p></span></div> <div class="MsoNormal" style="font-size:12pt;"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D"><o:p><span class="mceItemHidden"> </span></o:p></span></div> <div class="MsoNormal" style="font-size:12pt;"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D"><span class="mceItemHidden">The attorney who contacted you recently--who does he represent?</span><o:p></o:p></span></div> <div class="MsoNormal" style="font-size:12pt;"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D"><o:p><span class="mceItemHidden"> </span></o:p></span></div> <div class="MsoNormal" style="font-size:12pt;"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D"><span class="mceItemHidden">Regarding <span class="mceItemHiddenSpellWord">stepmom's</span> daughter, there are a lot of options and resources available in King County, for reporting financial exploitation of an elder:</span><o:p></o:p></span></div> <div class="MsoNormal" style="font-size:12pt;"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D"><a target="_blank" href="https://www.courts.wa.gov/forms/?fa=forms.contribute&formID=70"><span class="mceItemHidden">Vulnerable Adult Protection Order</span></a><o:p></o:p></span></div> <div class="MsoNormal" style="font-size:12pt;"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D"><a target="_blank" href="https://www.kingcounty.gov/depts/prosecutor/victim-community-support/elder-abuse.aspx"><span class="mceItemHidden">King County Prosecutor's Elder and Vulnerable Adult Abuse Division</span></a><span class="mceItemHidden"> (I know Page <span class="mceItemHiddenSpellWord">Ulrey</span>, she is great)</span><o:p></o:p></span></div> <div class="MsoNormal" style="font-size:12pt;"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D"><a target="_blank" href="https://www.kingcounty.gov/depts/prosecutor/victim-community-support/elder-abuse/additional-info.aspx"><span class="mceItemHidden">Additional Info</span></a><o:p></o:p></span></div> <div class="MsoNormal" style="font-size:12pt;"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D"><a target="_blank" href="https://www.dshs.wa.gov/altsa/home-and-community-services/adult-abuse-and-prevention"><span class="mceItemHidden"><span class="mceItemHiddenSpellWord">DSHS</span> Adult Abuse and Prevention</span></a><o:p></o:p></span></div> <div class="MsoNormal" style="font-size:12pt;"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D"><a target="_blank" href="https://www.agewisekingcounty.org/ill_pubs_articles/elder-abuse-two-true-stories-of-support/"><span class="mceItemHidden">https://www.agewisekingcounty.org/ill_pubs_articles/elder-abuse-two-true-stories-of-support/</span></a><o:p></o:p></span></div> <div class="MsoNormal" style="font-size:12pt;"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D"><a target="_blank" href="https://www.asaging.org/blog/collaboration-essential-king-countys-response-case-elder-abuse-and-exploitation"><span class="mceItemHidden">https://www.asaging.org/blog/collaboration-essential-king-countys-response-case-elder-abuse-and-exploitation</span></a><span class="mceItemHidden"> (Page is co-author of this article)</span><o:p></o:p></span></div> <div class="MsoNormal" style="font-size:12pt;"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D"><o:p><span class="mceItemHidden"> </span></o:p></span></div> <div> <div class="MsoNormal" style="font-size:12pt;"><span style="font-family:"Calibri","sans-serif";color:#1F497D"><span class="mceItemHidden">Sincerely,</span><o:p></o:p></span></div> <div class="MsoNormal" style="font-size:12pt;"><span style="font-family:"Calibri","sans-serif";color:#1F497D"><o:p><span class="mceItemHidden"> </span></o:p></span></div> <div class="MsoNormal" style="font-size:12pt;"><span style="font-family:"Calibri","sans-serif";color:#1F497D"><span class="mceItemHidden">Eric</span><o:p></o:p></span></div> <div class="MsoNormal" style="font-size:12pt;"><span style="font-family:"Calibri","sans-serif";color:#1F497D"><o:p><span class="mceItemHidden"> </span></o:p></span></div> <div class="MsoNormal" style="font-size:12pt;"><span style="font-family:"Calibri","sans-serif";color:#1F497D"><span class="mceItemHidden">Eric C. Nelsen</span><o:p></o:p></span></div> <div class="MsoNormal" style="font-size:12pt;"><span style="font-family:"Calibri","sans-serif";color:#1F497D"><span class="mceItemHidden">SAYRE LAW OFFICES, <span class="mceItemHiddenSpellWord">PLLC</span></span><o:p></o:p></span></div> <div class="MsoNormal" style="font-size:12pt;"><span style="font-family:"Calibri","sans-serif";color:#1F497D"><span class="mceItemHidden">1417 31st Ave South</span><o:p></o:p></span></div> <div class="MsoNormal" style="font-size:12pt;"><span style="font-family:"Calibri","sans-serif";color:#1F497D"><span class="mceItemHidden">Seattle WA 98144-3909</span><o:p></o:p></span></div> <div class="MsoNormal" style="font-size:12pt;"><span style="font-family:"Calibri","sans-serif";color:#1F497D"><span class="mceItemHidden">phone 206-625-0092</span><o:p></o:p></span></div> <div class="MsoNormal" style="font-size:12pt;"><span style="font-family:"Calibri","sans-serif";color:#1F497D"><span class="mceItemHidden">fax 206-625-9040</span><o:p></o:p></span></div> </div> <div class="MsoNormal" style="font-size:12pt;"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D"><o:p><span class="mceItemHidden"> </span></o:p></span></div> <div> <div style="border:none;border-top:solid #B5C4DF 1.0pt;padding:3.0pt 0in 0in 0in"> <div class="MsoNormal" style="font-size:12pt;"><b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif""><span class="mceItemHidden">From:</span></span></b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif""><span class="mceItemHidden"> <a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a> [<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">mailto:wsbapt-bounces@lists.wsbarppt.com</a>] </span><b><span class="mceItemHidden">On Behalf Of </span></b><span class="mceItemHidden"><a href="mailto:michael@westseattleattorney.com">michael@westseattleattorney.com</a></span><br> <b><span class="mceItemHidden">Sent:</span></b><span class="mceItemHidden"> Wednesday, February 27, 2019 10:04 AM</span><br> <b><span class="mceItemHidden">To:</span></b><span class="mceItemHidden"> <span class="mceItemHiddenSpellWord">WSBA</span> Probate & Trust <span class="mceItemHiddenSpellWord">Listserve</span></span><br> <b><span class="mceItemHidden">Subject:</span></b><span class="mceItemHidden"> [<span class="mceItemHiddenSpellWord">WSBAPT</span>] Mutual Will</span><o:p></o:p></span></div> </div> </div> <div class="MsoNormal" style="font-size:12pt;"><o:p><span class="mceItemHidden"> </span></o:p></div> <div> <div class="MsoNormal" style="font-size:12pt;"><span style="color:black"><span class="mceItemHidden">I am the attorney probating my Dad's will. It is a mutual will which he (91 yo) and my step mother (mom) (92 yo) had another attorney draft. The intent of the Will is essentially that the survivor is given the property and when she dies it shall go to their children in set amounts. Both agree not to change this residual disposition.</span><o:p></o:p></span></div> </div> <div> <div class="MsoNormal" style="font-size:12pt;"><span style="color:black"><span class="mceItemHidden">The only issue currently is that mom's daughter, who has several felonies and lives with mom, has been stealing money and has been, even before my Dad's death, pressuring them to give her the house - however, since his death she has continued using her undue influence to try to get mom to change the will. </span><o:p></o:p></span></div> </div> <div> <div class="MsoNormal" style="font-size:12pt;"><span style="color:black"><span class="mceItemHidden">Mom has not been willing to do anything because she believed that no one would help her and she would have to move out of her home. </span><o:p></o:p></span></div> </div> <div> <div class="MsoNormal" style="font-size:12pt;"><span style="color:black"><span class="mceItemHidden">Now 4 months later another attorney has contacted me about her selling the house and moving to a facility to care for her and having a professional become the DPOA Agent (currently her son). He also brought up the issue of taking care of mom's daughter. </span><o:p></o:p></span></div> </div> <div> <div class="MsoNormal" style="font-size:12pt;"><span style="color:black"><span class="mceItemHidden">My question is what should I do with the knowledge of the daughter's stealing and undue influence? </span><o:p></o:p></span></div> </div> <div> <div class="MsoNormal" style="font-size:12pt;"><span style="color:black"><span class="mceItemHidden">What should /can I do in this probate to ensure that my dad's and step mom's intent is given effect? </span><o:p></o:p></span></div> </div> <div> <div class="MsoNormal" style="font-size:12pt;"><span style="color:black"><span class="mceItemHidden">Thanks</span><o:p></o:p></span></div> </div> <div> <div class="MsoNormal" style="font-size:12pt;"><span style="color:black"><span class="mceItemHidden">Mike</span><o:p></o:p></span></div> </div> <div> <div class="MsoNormal" style="font-size:12pt;"><span style="color:black"><o:p><span class="mceItemHidden"> </span></o:p></span></div> </div> <div> <div class="MsoNormal" style="font-size:12pt;"><span style="color:black"><img border="0" width="500" height="100" id="sigimg0" src="cid:image001.png@01D4CE87.E6E12A90" alt="cid:image001.png@01D4CE87.E6E12A90" wbeuser="michael@westseattleattorney.com"></span><span style="color:black"><o:p></o:p></span></div> </div> </div> <hr><span class="mceItemHidden">***Disclaimer: Please note that <span class="mceItemHiddenSpellWord">RPPT</span> <span class="mceItemHiddenSpellWord">listserv</span> participation is not restricted to practicing attorneys and may include non-practicing attorneys, law students, professionals working in related fields, and others.***</span><br><span class="mceItemHidden">
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