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<p class="MsoNormal"><span style="color:#1F497D">Eric,<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Is the aunt going to disclose those conditions presently to influence behavior, or simply punish behavior after the fact? Good thing she’s not my aunt. I wouldn’t have received a dime.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">What about convicted felons?<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Tim<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><img width="117" height="17" id="Picture_x0020_1" src="cid:image003.png@01D4DCB9.9A7A16E0" alt="footer_logo (002)"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Timothy L. Austin<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Direct Dial: (425) 450-3307| Fax: (425) 450-3310<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Email: <a href="mailto:taustin@nwtaxlaw.com">
<span style="color:#0563C1">taustin@nwtaxlaw.com</span></a>| Website: <u><a href="http://www.bettsaustin.com/"><span style="color:#0563C1">www.bettsaustin.com</span></a><o:p></o:p></u></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><u><span style="color:#1F497D">Street Address</span></u><span style="color:#1F497D">:
<u>Mailing address</u>:<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">11120 NE 2nd Street - Suite 200 P.O. Box 53050
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Bellevue, WA 98004 Bellevue, WA 98015-3050
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">This email message is for the sole use of the intended recipient(s) and may contain confidential and privileged information. Any unauthorized review, use, disclosure or distribution is prohibited. If you are
not the intended recipient, please contact the sender by reply email and destroy all copies of the original message.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
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<p class="MsoNormal"><b><span style="color:windowtext">From:</span></b><span style="color:windowtext"> wsbapt-bounces@lists.wsbarppt.com [mailto:wsbapt-bounces@lists.wsbarppt.com]
<b>On Behalf Of </b>Felicia Value<br>
<b>Sent:</b> Sunday, March 17, 2019 10:32 AM<br>
<b>To:</b> wsbapt@lists.wsbarppt.com<br>
<b>Subject:</b> Re: [WSBAPT] Conditional gift?<o:p></o:p></span></p>
</div>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<p><span style="font-size:12.0pt"><o:p> </o:p></span></p>
<p>Eric, you're looking at this like a real problem solver. Love the positive approach.
<o:p></o:p></p>
<div>
<p class="MsoNormal">On 3/14/2019 4:40 PM, Eric Nelsen wrote:<o:p></o:p></p>
</div>
<blockquote style="margin-top:5.0pt;margin-bottom:5.0pt">
<p class="MsoNormal"><span style="color:#1F497D">Not that you OR your client is asking to have their mind changed, but I have sometimes talked to client about changing their negative wishes into positive ones. What about conditioning the gift on, say, documented
minimum X hours volunteer work for a particular organization that has a purpose the client sees as countering the aspect of Greek life s/he dislikes so much? And re the political party, if it's just anti-Republican, how about work to make redistricting a non-partisan
process nationwide, or to allow some type of ranked voting to diffuse the two-party system, or some kind of non-profit that has a mission explicitly counter to some part of the Republican platform?</span><o:p></o:p></p>
<p class="MsoNormal"><span style="color:#1F497D"> </span><o:p></o:p></p>
<div>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#1F497D">Sincerely,</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#1F497D"> </span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#1F497D">Eric</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#1F497D"> </span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#1F497D">Eric C. Nelsen</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#1F497D">SAYRE LAW OFFICES, PLLC</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#1F497D">1417 31st Ave South</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#1F497D">Seattle WA 98144-3909</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#1F497D">phone 206-625-0092</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#1F497D">fax 206-625-9040</span><o:p></o:p></p>
</div>
<p class="MsoNormal"><span style="color:#1F497D"> </span><o:p></o:p></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>Eric Nelsen<br>
<b>Sent:</b> Thursday, March 14, 2019 4:11 PM<br>
<b>To:</b> 'WSBA Probate & Trust Listserv'<br>
<b>Subject:</b> Re: [WSBAPT] Conditional gift?</span><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.</span><o:p></o:p></p>
<p class="MsoNormal"><span style="color:#1F497D"> </span><o:p></o:p></p>
<div>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#1F497D">Sincerely,</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#1F497D"> </span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#1F497D">Eric</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#1F497D"> </span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#1F497D">Eric C. Nelsen</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#1F497D">SAYRE LAW OFFICES, PLLC</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#1F497D">1417 31st Ave South</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#1F497D">Seattle WA 98144-3909</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#1F497D">phone 206-625-0092</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#1F497D">fax 206-625-9040</span><o:p></o:p></p>
</div>
<p class="MsoNormal"><span style="color:#1F497D"> </span><o:p></o:p></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?</span><o:p></o:p></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">--<o:p></o:p></p>
<p class="MsoNormal"><span style="font-variant:small-caps">Adrienne Keith Wills, Attorney/Mediator
</span><o:p></o:p></p>
<p class="MsoNormal">Helping family law and estate planning clients create their legacy
<o:p></o:p></p>
<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal">1700 Seventh Ave, Suite 2100 | Seattle, WA 98101<o:p></o:p></p>
<p class="MsoNormal">Web: <a href="http://www.adriennekeith.com/" target="_blank">
www.AdrienneKeith.com</a> | Tel. <a href="tel:%28206%29%20523-3047" target="_blank">
(206) 523-3047</a> | Fax <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>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman","serif""><br>
<br>
<o:p></o:p></span></p>
<pre>***Disclaimer: Please note that RPPT listserv participation is not restricted to practicing attorneys and may include non-practicing attorneys, law students, professionals working in related fields, and others.***<o:p></o:p></pre>
<pre>_______________________________________________<o:p></o:p></pre>
<pre>WSBAPT mailing list<o:p></o:p></pre>
<pre><a href="mailto:WSBAPT@lists.wsbarppt.com">WSBAPT@lists.wsbarppt.com</a><o:p></o:p></pre>
<pre><a href="http://mailman.fsr.com/mailman/listinfo/wsbapt">http://mailman.fsr.com/mailman/listinfo/wsbapt</a><o:p></o:p></pre>
</blockquote>
<pre>-- <o:p></o:p></pre>
<pre>Felicia Value<o:p></o:p></pre>
<pre>Attorney at Law<o:p></o:p></pre>
<pre>PO Box 578/116 N. Third<o:p></o:p></pre>
<pre>La Conner, WA 98257<o:p></o:p></pre>
<pre>(360) 466-2088<o:p></o:p></pre>
<pre><a href="mailto:Felicia@skagitprobate.com">Felicia@skagitprobate.com</a><o:p></o:p></pre>
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