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</o:shapelayout></xml><![endif]--></head><body lang=EN-US link="#0563C1" vlink="#954F72"><div class=WordSection1><p class=MsoNormal>Thanks to all who weighed in with very concrete reasons as to why a gift on those terms is (such) a bad idea!<o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>Have a great afternoon, Adrienne<o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><div><p class=MsoNormal><span style='color:black'>--<o:p></o:p></span></p><p class=MsoNormal><span style='font-variant:small-caps'>Adrienne Keith Wills,<span style='color:black'> Attorney/Mediator </span><o:p></o:p></span></p><p class=MsoNormal><span style='color:black'>Helping family law and estate planning clients create their legacy </span><o:p></o:p></p><p class=MsoNormal><span style='color:black'><o:p> </o:p></span></p><p class=MsoNormal><span style='color:black'>1700 Seventh Ave, Suite 2100 | Seattle, WA 98101</span><o:p></o:p></p><p class=MsoNormal><span style='color:black'>Web: </span><a href="http://www.adriennekeith.com/" target="_blank">www.AdrienneKeith.com</a><span style='color:black'> | Tel. </span><a href="tel:%28206%29%20523-3047" target="_blank">(206) 523-3047</a><span style='color:black'> | Fax </span><u><span style='color:#0070C0'>(206) 219-6714</span></u><o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p></div><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>Eric Nelsen<br><b>Sent:</b> Thursday, March 14, 2019 4:11 PM<br><b>To:</b> 'WSBA Probate & Trust Listserv' <wsbapt@lists.wsbarppt.com><br><b>Subject:</b> Re: [WSBAPT] Conditional gift?<o:p></o:p></p></div></div><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal><span style='color:#1F497D'>I dunno about legality, but my first thought is how would the Trustee even be able to verify whether or not the conditions were met? The fact of voting is not secret, but the vote itself is. Even the "never been a Greek" is pretty difficult to really verify (and do the secret society groups like Skull and Bones at Yale count, or is it just the American Greek system?). An affidavit from the beneficiary doesn't seem too reliable.<o:p></o:p></span></p><p class=MsoNormal><span style='color:#1F497D'><o:p> </o:p></span></p><div><p class=MsoNormal><span style='font-size:12.0pt;color:#1F497D'>Sincerely,<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:12.0pt;color:#1F497D'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:12.0pt;color:#1F497D'>Eric<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:12.0pt;color:#1F497D'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:12.0pt;color:#1F497D'>Eric C. Nelsen<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:12.0pt;color:#1F497D'>SAYRE LAW OFFICES, PLLC<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:12.0pt;color:#1F497D'>1417 31st Ave South<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:12.0pt;color:#1F497D'>Seattle WA 98144-3909<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:12.0pt;color:#1F497D'>phone 206-625-0092<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:12.0pt;color:#1F497D'>fax 206-625-9040<o:p></o:p></span></p></div><p class=MsoNormal><span style='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'> <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>Adrienne Keith Wills<br><b>Sent:</b> Thursday, March 14, 2019 3:40 PM<br><b>To:</b> <a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a><br><b>Subject:</b> [WSBAPT] Conditional gift?<o:p></o:p></span></p></div></div><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>Hi Listmates:<o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>I have a client who has some strongly-held beliefs and has expressed a preliminary desire to make testamentary gifts to some nieces/nephews if they’ve turned 25 and if all of the following are also true: Recipient is not a registered member of the Republican party, has never voted for a Republican candidate, and has never been a member of a college fraternity/sorority. <o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>The conditions aren’t to induce illegal behavior but I’m curious to get a read on “rewarding” someone’s voting choices. The condition wouldn’t prevent someone from voting, and it would apply to votes that had occurred at the time of the testator’s death. <o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>Thanks in advance, Adrienne<o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal><span style='color:black'>--<o:p></o:p></span></p><p class=MsoNormal><span style='font-variant:small-caps'>Adrienne Keith Wills,<span style='color:black'> Attorney/Mediator </span><o:p></o:p></span></p><p class=MsoNormal><span style='color:black'>Helping family law and estate planning clients create their legacy </span><o:p></o:p></p><p class=MsoNormal><span style='color:black'><o:p> </o:p></span></p><p class=MsoNormal><span style='color:black'>1700 Seventh Ave, Suite 2100 | Seattle, WA 98101</span><o:p></o:p></p><p class=MsoNormal><span style='color:black'>Web: </span><a href="http://www.adriennekeith.com/" target="_blank">www.AdrienneKeith.com</a><span style='color:black'> | Tel. </span><a href="tel:%28206%29%20523-3047" target="_blank">(206) 523-3047</a><span style='color:black'> | Fax </span><u><span style='color:#0070C0'>(206) 219-6714</span></u><o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal><o:p> </o:p></p></div></body></html>