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<p>Eric, you're looking at this like a real problem solver. Love
the positive approach. <br>
</p>
<div class="moz-cite-prefix">On 3/14/2019 4:40 PM, Eric Nelsen
wrote:<br>
</div>
<blockquote type="cite"
cite="mid:57DC2058F333E340877E551711127784FE3855@SBS2011.SayreLawOffices.local">
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<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?<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 class="moz-txt-link-abbreviated" href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a>
[<a class="moz-txt-link-freetext" 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?<o:p></o:p></span></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"
moz-do-not-send="true">wsbapt-bounces@lists.wsbarppt.com</a>
[<a href="mailto:wsbapt-bounces@lists.wsbarppt.com"
moz-do-not-send="true">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"
moz-do-not-send="true">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"
moz-do-not-send="true">www.AdrienneKeith.com</a><span
style="color:black"> | Tel.
</span><a href="tel:%28206%29%20523-3047" target="_blank"
moz-do-not-send="true">(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>
<br>
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<pre class="moz-quote-pre" wrap="">***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.***
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</blockquote>
<pre class="moz-signature" cols="72">--
Felicia Value
Attorney at Law
PO Box 578/116 N. Third
La Conner, WA 98257
(360) 466-2088
<a class="moz-txt-link-abbreviated" href="mailto:Felicia@skagitprobate.com">Felicia@skagitprobate.com</a></pre>
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