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<p class="MsoNormal">I know this isn’t the advice you are looking for per se but I would get APS involved immediately. All too often in a case like this, nothing can be done to unwind bad acts.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">I wish you the best,<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><i><span style="font-family:"Script MT Bold"">Diane J. Kiepe<o:p></o:p></span></i></p>
<p class="MsoNormal"><i><span style="font-family:"Script MT Bold""><o:p> </o:p></span></i></p>
<p class="MsoNormal">Diane J. Kiepe<o:p></o:p></p>
<p class="MsoNormal">Douglas Eden<o:p></o:p></p>
<p class="MsoNormal">717 W. Sprague Ave.<o:p></o:p></p>
<p class="MsoNormal">Suite 1500<o:p></o:p></p>
<p class="MsoNormal">Spokane, WA 99201<o:p></o:p></p>
<p class="MsoNormal"><a href="mailto:djkiepe@depdslaw.com"><span style="color:#0563C1">djkiepe@depdslaw.com</span></a><o:p></o:p></p>
<p class="MsoNormal">509-455-5300<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal"><b>From:</b> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com>
<b>On Behalf Of </b>michael@westseattleattorney.com<br>
<b>Sent:</b> Wednesday, February 27, 2019 11:43 AM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> Re: [WSBAPT] Mutual Will<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal"><span class="mceitemhidden"><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:black">Thanks Eric</span></span><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:black"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:black"><img border="0" width="500" height="100" style="width:5.2083in;height:1.0416in" id="sigimg0" src="cid:image001.png@01D4CE92.C89DD140"><o:p></o:p></span></p>
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<p class="MsoNormal" style="margin-bottom:12.0pt"><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:black"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span class="mceitemhidden"><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:black">-------- Original Message --------</span></span><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:black"><br>
<span class="mceitemhidden">Subject: Re: [</span><span class="mceitemhiddenspellword">WSBAPT</span><span class="mceitemhidden">] 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><span class="mceitemhiddenspellword">WSBA</span><span class="mceitemhidden"> Probate & Trust
</span><span class="mceitemhiddenspellword">Listserve</span><span class="mceitemhidden"> <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>></span><br>
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<p class="MsoNormal"><span class="mceitemhidden"><span style="color:#1F497D">Sounds like there was a binding contract not to change residual disposition. But does it prevent inter
</span></span><span class="mceitemhiddenspellword"><span style="color:#1F497D">vivos</span></span><span class="mceitemhidden"><span style="color:#1F497D"> gifts after the first spouse has died? There may still be a risk of an inter
</span></span><span class="mceitemhiddenspellword"><span style="color:#1F497D">vivos</span></span><span class="mceitemhidden"><span style="color:#1F497D"> transfer from
</span></span><span class="mceitemhiddenspellword"><span style="color:#1F497D">stepmom</span></span><span class="mceitemhidden"><span style="color:#1F497D"> to her daughter.</span></span><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span class="mceitemhidden"><span style="color:#1F497D"> </span></span><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span class="mceitemhidden"><span style="color:#1F497D">I'm not sure what dad's probate can do to protect here. I would start with the contract between dad and
</span></span><span class="mceitemhiddenspellword"><span style="color:#1F497D">stepmom</span></span><span class="mceitemhidden"><span style="color:#1F497D">, to see what possible restrictions could be put on inter
</span></span><span class="mceitemhiddenspellword"><span style="color:#1F497D">vivos</span></span><span class="mceitemhidden"><span style="color:#1F497D"> transfers from
</span></span><span class="mceitemhiddenspellword"><span style="color:#1F497D">stepmom</span></span><span class="mceitemhidden"><span style="color:#1F497D"> 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></span><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span class="mceitemhidden"><span style="color:#1F497D"> </span></span><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span class="mceitemhidden"><span style="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.</span></span><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span class="mceitemhidden"><span style="color:#1F497D"> </span></span><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span class="mceitemhidden"><span style="color:#1F497D">The attorney who contacted you recently--who does he represent?</span></span><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span class="mceitemhidden"><span style="color:#1F497D"> </span></span><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span class="mceitemhidden"><span style="color:#1F497D">Regarding
</span></span><span class="mceitemhiddenspellword"><span style="color:#1F497D">stepmom's</span></span><span class="mceitemhidden"><span style="color:#1F497D"> daughter, there are a lot of options and resources available in King County, for reporting financial
exploitation of an elder:</span></span><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="color:#1F497D"><a href="https://www.courts.wa.gov/forms/?fa=forms.contribute&formID=70" target="_blank"><span class="mceitemhidden">Vulnerable Adult Protection Order</span></a></span><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="color:#1F497D"><a href="https://www.kingcounty.gov/depts/prosecutor/victim-community-support/elder-abuse.aspx" target="_blank"><span class="mceitemhidden">King County Prosecutor's Elder and Vulnerable Adult Abuse Division</span></a><span class="mceitemhidden">
(I know Page </span><span class="mceitemhiddenspellword">Ulrey</span><span class="mceitemhidden">, she is great)</span></span><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="color:#1F497D"><a href="https://www.kingcounty.gov/depts/prosecutor/victim-community-support/elder-abuse/additional-info.aspx" target="_blank"><span class="mceitemhidden">Additional Info</span></a></span><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="color:#1F497D"><a href="https://www.dshs.wa.gov/altsa/home-and-community-services/adult-abuse-and-prevention" target="_blank"><span class="mceitemhiddenspellword">DSHS</span><span class="mceitemhidden"> Adult Abuse and Prevention</span></a></span><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="color:#1F497D"><a href="https://www.agewisekingcounty.org/ill_pubs_articles/elder-abuse-two-true-stories-of-support/" target="_blank"><span class="mceitemhidden">https://www.agewisekingcounty.org/ill_pubs_articles/elder-abuse-two-true-stories-of-support/</span></a></span><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="color:#1F497D"><a href="https://www.asaging.org/blog/collaboration-essential-king-countys-response-case-elder-abuse-and-exploitation" target="_blank"><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></span><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span class="mceitemhidden"><span style="color:#1F497D"> </span></span><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span class="mceitemhidden"><span style="font-size:12.0pt;color:#1F497D">Sincerely,</span></span><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span class="mceitemhidden"><span style="font-size:12.0pt;color:#1F497D"> </span></span><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span class="mceitemhidden"><span style="font-size:12.0pt;color:#1F497D">Eric</span></span><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span class="mceitemhidden"><span style="font-size:12.0pt;color:#1F497D"> </span></span><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span class="mceitemhidden"><span style="font-size:12.0pt;color:#1F497D">Eric C. Nelsen</span></span><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span class="mceitemhidden"><span style="font-size:12.0pt;color:#1F497D">SAYRE LAW OFFICES,
</span></span><span class="mceitemhiddenspellword"><span style="font-size:12.0pt;color:#1F497D">PLLC</span></span><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span class="mceitemhidden"><span style="font-size:12.0pt;color:#1F497D">1417 31st Ave South</span></span><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span class="mceitemhidden"><span style="font-size:12.0pt;color:#1F497D">Seattle WA 98144-3909</span></span><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span class="mceitemhidden"><span style="font-size:12.0pt;color:#1F497D">phone 206-625-0092</span></span><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span class="mceitemhidden"><span style="font-size:12.0pt;color:#1F497D">fax 206-625-9040</span></span><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span class="mceitemhidden"><span style="color:#1F497D"> </span></span><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span class="mceitemhidden"><b><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black">From:</span></b></span><span class="mceitemhidden"><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black">
<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>]
<b>On Behalf Of </b><a href="mailto:michael@westseattleattorney.com">michael@westseattleattorney.com</a></span></span><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black"><br>
<span class="mceitemhidden"><b>Sent:</b> Wednesday, February 27, 2019 10:04 AM</span><br>
<span class="mceitemhidden"><b>To:</b> </span><span class="mceitemhiddenspellword">WSBA</span><span class="mceitemhidden"> Probate & Trust
</span><span class="mceitemhiddenspellword">Listserve</span><br>
<span class="mceitemhidden"><b>Subject:</b> [</span><span class="mceitemhiddenspellword">WSBAPT</span><span class="mceitemhidden">] Mutual Will</span></span><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span class="mceitemhidden"><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black"> </span></span><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span class="mceitemhidden"><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;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.</span></span><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span class="mceitemhidden"><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;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. </span></span><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span class="mceitemhidden"><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;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. </span></span><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span class="mceitemhidden"><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;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. </span></span><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span class="mceitemhidden"><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black">My question is what should I do with the knowledge of the daughter's stealing and undue influence?
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<p class="MsoNormal"><span class="mceitemhidden"><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black">What should /can I do in this probate to ensure that my dad's and step mom's intent is given effect?
</span></span><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span class="mceitemhidden"><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black">Thanks</span></span><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span class="mceitemhidden"><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black">Mike</span></span><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span class="mceitemhidden"><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black"> </span></span><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black"><img border="0" width="500" height="100" style="width:5.2083in;height:1.0416in" id="_x0000_i1026" src="cid:image001.png@01D4CE92.C89DD140" alt="cid:image001.png@01D4CE87.E6E12A90"><o:p></o:p></span></p>
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<p class="MsoNormal"><span class="mceitemhidden"><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:black">***Disclaimer: Please note that
</span></span><span class="mceitemhiddenspellword"><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:black">RPPT</span></span><span class="mceitemhidden"><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:black">
</span></span><span class="mceitemhiddenspellword"><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:black">listserv</span></span><span class="mceitemhidden"><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:black"> participation
is not restricted to practicing attorneys and may include non-practicing attorneys, law students, professionals working in related fields, and others.***</span></span><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:black"><br>
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