<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=us-ascii">
<meta name="Generator" content="Microsoft Word 14 (filtered medium)">
<!--[if !mso]><style>v\:* {behavior:url(#default#VML);}
o\:* {behavior:url(#default#VML);}
w\:* {behavior:url(#default#VML);}
.shape {behavior:url(#default#VML);}
</style><![endif]--><style><!--
/* Font Definitions */
@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;}
/* Style Definitions */
p.MsoNormal, li.MsoNormal, div.MsoNormal
{margin:0in;
margin-bottom:.0001pt;
font-size:12.0pt;
font-family:"Times New Roman","serif";}
a:link, span.MsoHyperlink
{mso-style-priority:99;
color:blue;
text-decoration:underline;}
a:visited, span.MsoHyperlinkFollowed
{mso-style-priority:99;
color:purple;
text-decoration:underline;}
p.MsoAcetate, li.MsoAcetate, div.MsoAcetate
{mso-style-priority:99;
mso-style-link:"Balloon Text Char";
margin:0in;
margin-bottom:.0001pt;
font-size:8.0pt;
font-family:"Tahoma","sans-serif";}
span.EmailStyle17
{mso-style-type:personal-reply;
font-family:"Calibri","sans-serif";
color:#1F497D;}
span.BalloonTextChar
{mso-style-name:"Balloon Text Char";
mso-style-priority:99;
mso-style-link:"Balloon Text";
font-family:"Tahoma","sans-serif";}
.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="blue" vlink="purple">
<div class="WordSection1">
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D">Sounds like there was a binding contract not to change residual disposition. But does it prevent inter vivos gifts after the first spouse has died? There may
still be a risk of an inter vivos transfer from stepmom to her daughter.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D">I'm not sure what dad's probate can do to protect here. I would start with the contract between dad and stepmom, to see what possible restrictions could be
put on inter vivos transfers from stepmom 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.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D">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.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D">The attorney who contacted you recently--who does he represent?<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D">Regarding stepmom's daughter, there are a lot of options and resources available in King County, for reporting financial exploitation of an elder:<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D"><a href="https://www.courts.wa.gov/forms/?fa=forms.contribute&formID=70">Vulnerable Adult Protection Order</a><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D"><a href="https://www.kingcounty.gov/depts/prosecutor/victim-community-support/elder-abuse.aspx">King County Prosecutor's Elder and Vulnerable Adult Abuse Division</a>
(I know Page Ulrey, she is great)<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D"><a href="https://www.kingcounty.gov/depts/prosecutor/victim-community-support/elder-abuse/additional-info.aspx">Additional Info</a><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D"><a href="https://www.dshs.wa.gov/altsa/home-and-community-services/adult-abuse-and-prevention">DSHS Adult Abuse and Prevention</a><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D"><a href="https://www.agewisekingcounty.org/ill_pubs_articles/elder-abuse-two-true-stories-of-support/">https://www.agewisekingcounty.org/ill_pubs_articles/elder-abuse-two-true-stories-of-support/</a><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D"><a href="https://www.asaging.org/blog/collaboration-essential-king-countys-response-case-elder-abuse-and-exploitation">https://www.asaging.org/blog/collaboration-essential-king-countys-response-case-elder-abuse-and-exploitation</a>
(Page is co-author of this article)<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D"><o:p> </o:p></span></p>
<div>
<p class="MsoNormal"><span style="font-family:"Calibri","sans-serif";color:#1F497D">Sincerely,<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Calibri","sans-serif";color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Calibri","sans-serif";color:#1F497D">Eric<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Calibri","sans-serif";color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Calibri","sans-serif";color:#1F497D">Eric C. Nelsen<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Calibri","sans-serif";color:#1F497D">SAYRE LAW OFFICES, PLLC<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Calibri","sans-serif";color:#1F497D">1417 31st Ave South<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Calibri","sans-serif";color:#1F497D">Seattle WA 98144-3909<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Calibri","sans-serif";color:#1F497D">phone 206-625-0092<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Calibri","sans-serif";color:#1F497D">fax 206-625-9040<o:p></o:p></span></p>
</div>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D"><o:p> </o:p></span></p>
<div>
<div style="border:none;border-top:solid #B5C4DF 1.0pt;padding:3.0pt 0in 0in 0in">
<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif"">From:</span></b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif""> wsbapt-bounces@lists.wsbarppt.com [mailto:wsbapt-bounces@lists.wsbarppt.com]
<b>On Behalf Of </b>michael@westseattleattorney.com<br>
<b>Sent:</b> Wednesday, February 27, 2019 10:04 AM<br>
<b>To:</b> WSBA Probate & Trust Listserve<br>
<b>Subject:</b> [WSBAPT] Mutual Will<o:p></o:p></span></p>
</div>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<div>
<p class="MsoNormal"><span style="color:black">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.<o:p></o:p></span></p>
</div>
<div>
<p class="MsoNormal"><span style="color:black">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. <o:p></o:p></span></p>
</div>
<div>
<p class="MsoNormal"><span style="color:black">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. <o:p></o:p></span></p>
</div>
<div>
<p class="MsoNormal"><span style="color:black">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. <o:p></o:p></span></p>
</div>
<div>
<p class="MsoNormal"><span style="color:black">My question is what should I do with the knowledge of the daughter's stealing and undue influence?
<o:p></o:p></span></p>
</div>
<div>
<p class="MsoNormal"><span style="color:black">What should /can I do in this probate to ensure that my dad's and step mom's intent is given effect?
<o:p></o:p></span></p>
</div>
<div>
<p class="MsoNormal"><span style="color:black">Thanks<o:p></o:p></span></p>
</div>
<div>
<p class="MsoNormal"><span style="color:black">Mike<o:p></o:p></span></p>
</div>
<div>
<p class="MsoNormal"><span style="color:black"><o:p> </o:p></span></p>
</div>
<div>
<p class="MsoNormal"><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"></span><span style="color:black"><o:p></o:p></span></p>
</div>
</div>
</body>
</html>