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<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Cambria",serif;color:red">CONFIDENTIAL INFORMATION</span></b><span style="font-size:10.0pt;font-family:"Cambria",serif;color:red">
</span><span style="font-size:10.0pt;font-family:"Cambria",serif;color:#002060">DO NOT read, copy or disseminate this communication unless you are the intended addressee. This email communication contains confidential and privileged information intended only
for the addressee. If you have received this email in error, please delete it and notify the sender
<i>immediately</i>. Thank you.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#002060"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#002060"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#002060"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#002060">Hi Rich – I would write it so that it includes the alternative scenarios that concern you—the “what ifs”—and then, following further consult with the client, say what happens if/when
those scenarios occur.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#002060"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#002060">If you have any questions, please let me know.
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#002060"><br>
Sincerely,<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#002060"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#002060">Dominique Zervas
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</span><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#002060"><o:p></o:p></span></p>
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<p class="MsoNormal"><b><span style="font-family:"Arial",sans-serif;color:#002060">ZERVAS LAW, PS<o:p></o:p></span></b></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#002060">1909 Broadway<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#002060">Bellingham, WA 98225<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#002060">360.733.2010<o:p></o:p></span></p>
<p class="MsoNormal"><a href="http://zervaslaw.com/"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#0070C0">http://zervaslaw.com</span></a><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#0070C0">
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<p class="MsoNormal" align="center" style="text-align:center"><span style="font-size:13.0pt;font-family:"Times New Roman",serif;color:#002060">Exceptional Service – Meaningful Solutions
<o:p></o:p></span></p>
<p class="MsoNormal" align="center" style="text-align:center"><b><span style="font-size:13.0pt;font-family:"Times New Roman",serif;color:#002060">Real Estate • Land Use • Business Formation • Estate Planning & Probate<o:p></o:p></span></b></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>Rich McEntee<br>
<b>Sent:</b> Monday, March 25, 2019 3:21 PM<br>
<b>To:</b> wsbapt@lists.wsbarppt.com<br>
<b>Subject:</b> [WSBAPT] Specific gift result if estate not large enough<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Hello<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">Hopefully this is not an annoyance as I have posted to two listserves <o:p></o:p></p>
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<p class="MsoNormal">I have a client who was widowed about a year ago. At the husband’s death, 1/2 of a community condo passed to one of the client’s 3 sons. The client’s desire is to pass the remainder of the condo to the son who owns the half. In order to
equalize the estate, she wishes to give a sum of money to the other two sons. At present, the estate is large enough that there should be no issue with the bequest of the cash. However, I am attempting to sort through what would be the result if the client
passes away and the estate still owns the condo but does not have enough money to pay the cash bequests? I am not certain that the interest in the condo is truly equivalent to the share of cash that each other brother is to receive. Without any specific direction,
how would this sort itself out? Any thoughts? <o:p></o:p></p>
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<p class="MsoNormal">Thank you<o:p></o:p></p>
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<p class="MsoNormal">Rich<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal"><b><u><span style="font-size:13.5pt;font-family:"Copperplate Gothic Bold",sans-serif">RICH McENTEE</span></u></b><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif"><o:p></o:p></span></p>
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<p class="MsoNormal"><b><span style="font-size:13.5pt;font-family:"Copperplate Gothic Bold",sans-serif">McENTEE LAW OFFICE</span></b><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:13.0pt;font-family:"Copperplate",serif"><a href="x-apple-data-detectors://1/1"><span style="color:black">3800 Bridgeport Way W, Ste A411</span></a></span><span style="font-size:13.0pt;font-family:"Helvetica",sans-serif"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:13.0pt;font-family:"Copperplate",serif"><a href="x-apple-data-detectors://1/1"><span style="color:black">University Place, WA 98466</span></a></span><span style="font-size:13.0pt;font-family:"Helvetica",sans-serif"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:13.0pt;font-family:"Copperplate",serif"><a href="tel:253.227.9894"><span style="color:black">253.227.9894</span></a>(m)</span><span style="font-size:13.0pt;font-family:"Helvetica",sans-serif"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Copperplate",serif"><a href="mailto:jrmcentee@gmail.com">jrmcentee@gmail.com</a></span><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif"> <o:p></o:p></span></p>
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