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<DIV style="FONT: 10pt tahoma">
<DIV><FONT face=Calibri><FONT style="FONT-SIZE: 12pt">sweet idea, but should you
have a cut off clause if she remarries, or says this is bumming me out and
detracting from my getting “closure”? Just saying.
</FONT></FONT></DIV>
<DIV style="BACKGROUND: #f5f5f5">
<DIV style="font-color: black"><B></B> </DIV>
<DIV style="font-color: black"><B>From:</B> <A title=pjones@duffykekel.com
href="mailto:pjones@duffykekel.com">Philip N. Jones</A> </DIV>
<DIV><B>Sent:</B> Wednesday, March 06, 2019 12:35 PM</DIV>
<DIV><B>To:</B> <A title=wsbapt@lists.wsbarppt.com
href="mailto:wsbapt@lists.wsbarppt.com">WSBA Probate & Trust Listserv</A>
</DIV>
<DIV><B>Subject:</B> Re: [WSBAPT] Flowers for Wife and Daughter -
secretly</DIV></DIV></DIV>
<DIV> </DIV></DIV>
<DIV
style='FONT-SIZE: small; TEXT-DECORATION: none; FONT-FAMILY: "Calibri"; FONT-WEIGHT: normal; COLOR: #000000; FONT-STYLE: normal; DISPLAY: inline'>
<DIV class=WordSection1>
<P class=MsoNormal><SPAN
style='FONT-SIZE: 11pt; FONT-FAMILY: "Calibri",sans-serif; COLOR: #1f497d'>Yes,
I agree it’s cute.<o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN
style='FONT-SIZE: 11pt; FONT-FAMILY: "Calibri",sans-serif; COLOR: #1f497d'>Yes,
I agree it is a trust. But the amount is so small, that a letter from the
grantor should be sufficient to establish the trust. Cute is one thing,
but spending much money on a formal trust is not cute.<o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN
style='FONT-SIZE: 11pt; FONT-FAMILY: "Calibri",sans-serif; COLOR: #1f497d'>Phil
Jones<o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN
style='FONT-SIZE: 11pt; FONT-FAMILY: "Calibri",sans-serif; COLOR: #1f497d'><o:p></o:p></SPAN> </P>
<DIV>
<DIV
style="BORDER-TOP: #e1e1e1 1pt solid; BORDER-RIGHT: medium none; BORDER-BOTTOM: medium none; PADDING-BOTTOM: 0in; PADDING-TOP: 3pt; PADDING-LEFT: 0in; BORDER-LEFT: medium none; PADDING-RIGHT: 0in">
<P class=MsoNormal><B><SPAN
style='FONT-SIZE: 11pt; FONT-FAMILY: "Calibri",sans-serif'>From:</SPAN></B><SPAN
style='FONT-SIZE: 11pt; FONT-FAMILY: "Calibri",sans-serif'>
wsbapt-bounces@lists.wsbarppt.com [mailto:wsbapt-bounces@lists.wsbarppt.com]
<B>On Behalf Of </B>Nathan Arnold<BR><B>Sent:</B> Wednesday, March 06, 2019
12:20 PM<BR><B>To:</B> WSBA Probate & Trust Listserv
<wsbapt@lists.wsbarppt.com><BR><B>Subject:</B> Re: [WSBAPT] Flowers for
Wife and Daughter - secretly<o:p></o:p></SPAN></P></DIV></DIV>
<P class=MsoNormal><o:p></o:p> </P>
<P class=MsoNormal>I second Phil’s advice. You’re basically setting up a flower
trust. All very cute, by the by. <o:p></o:p></P>
<P class=MsoNormal><o:p></o:p> </P>
<DIV>
<P class=MsoNormal><SPAN style="COLOR: black">Nathan J.
Arnold<o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN style="COLOR: black">Johnston Jacobowitz & Arnold,
PC <o:p></o:p></SPAN></P></DIV>
<P class=MsoNormal><o:p></o:p> </P>
<DIV>
<DIV
style="BORDER-TOP: #e1e1e1 1pt solid; BORDER-RIGHT: medium none; BORDER-BOTTOM: medium none; PADDING-BOTTOM: 0in; PADDING-TOP: 3pt; PADDING-LEFT: 0in; BORDER-LEFT: medium none; PADDING-RIGHT: 0in">
<P class=MsoNormal><B><SPAN
style='FONT-SIZE: 11pt; FONT-FAMILY: "Calibri",sans-serif'>From:</SPAN></B><SPAN
style='FONT-SIZE: 11pt; FONT-FAMILY: "Calibri",sans-serif'> <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>Philip N. Jones<BR><B>Sent:</B> Wednesday, March 6, 2019
12:10 PM<BR><B>To:</B> WSBA Probate & Trust Listserv <<A
href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</A>><BR><B>Subject:</B>
Re: [WSBAPT] Flowers for Wife and Daughter -
secretly<o:p></o:p></SPAN></P></DIV></DIV>
<P class=MsoNormal><o:p></o:p> </P>
<P class=MsoNormal><SPAN
style='FONT-SIZE: 11pt; FONT-FAMILY: "Calibri",sans-serif; COLOR: #1f497d'>There
are several “flower of the month” clubs. Google it, you will see
several.<o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN
style='FONT-SIZE: 11pt; FONT-FAMILY: "Calibri",sans-serif; COLOR: #1f497d'>To
keep it a secret, have your client put $ in your client trust account, or give $
to a close friend or relative, with instructions to hold the funds until the guy
dies, then purchase a membership. Figure out what it would cost to fund
such a membership for ___ years, then add a generous amount for inflation, price
increases, etc. Be sure to specify what happens to any excess funds.
But don’t send the money to the florist until the guy dies. Florists go
out of business just like everybody else.<o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN
style='FONT-SIZE: 11pt; FONT-FAMILY: "Calibri",sans-serif; COLOR: #1f497d'>Phil
Jones<o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN
style='FONT-SIZE: 11pt; FONT-FAMILY: "Calibri",sans-serif; COLOR: #1f497d'>Portland,
OR<o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN
style='FONT-SIZE: 11pt; FONT-FAMILY: "Calibri",sans-serif; COLOR: #1f497d'><o:p></o:p></SPAN> </P>
<P class=MsoNormal><B><SPAN
style='FONT-SIZE: 11pt; FONT-FAMILY: "Calibri",sans-serif'>From:</SPAN></B><SPAN
style='FONT-SIZE: 11pt; FONT-FAMILY: "Calibri",sans-serif'> <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>Brent Williams-Ruth<BR><B>Sent:</B> Wednesday, March 06,
2019 11:15 AM<BR><B>To:</B> WSBA Probate & Trust Listserv <<A
href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</A>><BR><B>Subject:</B>
[WSBAPT] Flowers for Wife and Daughter - secretly<o:p></o:p></SPAN></P>
<P class=MsoNormal><o:p></o:p> </P>
<DIV>
<DIV>
<P class=MsoNormal>Good Morning List Members - <o:p></o:p></P></DIV>
<DIV>
<P class=MsoNormal><o:p></o:p> </P></DIV>
<DIV>
<P class=MsoNormal>I have a situation that I find extremely sweet and romantic
and would love some suggestions/insight as to how I can make this wish happen.
<o:p></o:p></P></DIV>
<DIV>
<P class=MsoNormal><o:p></o:p> </P></DIV>
<DIV>
<P class=MsoNormal>Have a client who would like to send flowers, monthly, to his
surviving wife and daughter. Sweet, right? Here is the hitch - I can
totally just put it into his will/testamentary trust - but if possible, he would
like for it to be a surprise. Given that his wife would be his first PR if
she survives, it would not be a surprise if she set it up herself.
<o:p></o:p></P></DIV>
<DIV>
<P class=MsoNormal><o:p></o:p> </P></DIV>
<DIV>
<P class=MsoNormal>Does anyone have ideas on how this could work? Is it
something that he should just contact a florist and pre-pay? He is not
even to 50 yet so barring illness/accident - he should be around for many moons
to come. <o:p></o:p></P></DIV>
<DIV>
<P class=MsoNormal><o:p></o:p> </P></DIV>
<DIV>
<P class=MsoNormal>Appreciate any suggestions that can make this happen.
<o:p></o:p></P></DIV>
<DIV>
<P class=MsoNormal><o:p></o:p> </P></DIV>
<DIV>
<P class=MsoNormal>Thank you!<o:p></o:p></P></DIV>
<DIV>
<P class=MsoNormal>Brent<o:p></o:p></P></DIV>
<DIV>
<P class=MsoNormal><o:p></o:p> </P></DIV>
<P class=MsoNormal>-- <o:p></o:p></P>
<DIV>
<DIV>
<DIV>
<DIV>
<DIV>
<DIV>
<DIV>
<DIV>
<DIV>
<DIV>
<DIV>
<P><B>Brent Williams-Ruth</B> <BR><I>Founding Member</I><o:p></o:p></P>
<P><B>BWR Consulting, PLLC</B><o:p></o:p></P>
<P>Office/Scheduling Phone:<SPAN style="COLOR: #004080"> </SPAN>(425)
830-5134<o:p></o:p></P>
<P>Direct Mobile: (206) 889-7919<o:p></o:p></P>
<P><A href="mailto:brent@bwrconsults.com" target=_blank>e-mail</A> / <A
href="http://www.bwrconsults.com" target=_blank>website</A> /<SPAN
style="FONT-SIZE: 9.5pt"> </SPAN><A
href="http://www.facebook.com/bwrconsults" target=_blank><SPAN
style="FONT-SIZE: 9.5pt">facebook</SPAN></A><SPAN style="FONT-SIZE: 9.5pt"> /
</SPAN><o:p></o:p></P></DIV></DIV></DIV></DIV></DIV></DIV></DIV></DIV></DIV></DIV></DIV></DIV></DIV>
<P>
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