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<p class="MsoNormal">Interesting. Typically, I would discourage a client from trying to thwart state law, and may reconsider whether I wanted that person as a client at all.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">In this circumstance, however, (and possibly being influenced by my own personal feelings on the subject) I see a very good reason for the client to ask for this, and I wonder if the following would be a reasonable solution to try and meet
the client’s goals:<o:p></o:p></p>
<ol style="margin-top:0in" start="1" type="1">
<li class="MsoListParagraph" style="margin-left:0in;mso-list:l1 level1 lfo3">Expressly draft into the will that the testator does not want heirs notified and the reason why (I wouldn’t restrict the PR from doing it unless Testator is certain that the named
PR will serve even with that constraint <i>and</i> that the PR can find an attorney to represent her/him in the probate).<o:p></o:p></li><li class="MsoListParagraph" style="margin-left:0in;mso-list:l1 level1 lfo3">Draft a separate letter of instruction to the PR that reiterates, in more detail, why Testator wants to forgo notice AND states that Testator understands the consequences (CYA for
the PR).<o:p></o:p></li><li class="MsoListParagraph" style="margin-left:0in;mso-list:l1 level1 lfo3">Document the file with lots of written CYA for the drafting attorney stating that attorney has provided advice of the consequence of client’s request.<o:p></o:p></li></ol>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Then, of course, I would do as others have suggested and look to set up nonprobate transfers through TODD, JWROS, beneficiary designations, and/or a RLT.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">My $.02.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<div>
<p class="MsoNormal" style="background:white"><span style="color:black">James W. Spencer</span><o:p></o:p></p>
<p class="MsoNormal">Attorney at Law<o:p></o:p></p>
<p class="MsoNormal">Brothers & Henderson, P.S.<o:p></o:p></p>
<p class="MsoNormal" style="background:white"><span style="color:black">2722 Eastlake Avenue East, Suite 200</span><o:p></o:p></p>
<p class="MsoNormal" style="background:white"><span style="color:black">Seattle, Washington 98102</span><o:p></o:p></p>
<p class="MsoNormal" style="background:white"><span style="color:black">Phone: (206) 324-4300 x106</span><o:p></o:p></p>
<p class="MsoNormal" style="background:white"><span style="color:black">Fax: (206) 324-3106</span><o:p></o:p></p>
<p class="MsoNormal" style="background:white"><span style="color:black">e-mail: </span>
<span style="color:black"><a href="mailto:jamess@brothershenderson.com"><span style="color:blue">jamess@brothershenderson.com</span></a></span><o:p></o:p></p>
<p class="MsoNormal" style="background:white"><span style="color:black"><a href="http://www.brothershenderson.com/"><span style="color:blue">www.brothershenderson.com</span></a></span><o:p></o:p></p>
<p class="MsoNormal">pronouns: he/him/his<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="color:black">The information transmitted in this e-mail message and attachments is attorney-client information, is privileged or confidential material and is intended only for the use of the individual or entity named above.
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<p class="MsoNormal"><o:p> </o:p></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>Heather de Vrieze<br>
<b>Sent:</b> Tuesday, October 8, 2019 9:38 AM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> Re: [WSBAPT] Opting Out of RCW 11.28.237(1) via Will<o:p></o:p></p>
</div>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">I think the downside of not providing notice is that the SOL doesn’t start to run, with a RLT or with Probate. When I have had clients in this situation, I have assisted to set everything up to transfer via nonprobate means, beneficiary
designations, JTWROS where appropriate and TODD for the home. <o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">I also have PRs occasionally opt out of tracking down and notifying more remote heirs, but do warn them that if the heir came forward later they could be in a position of defending the Will years after the estate was closed.
<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Heather<o:p></o:p></p>
<div>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="font-size:16.0pt;font-family:"Vladimir Script";color:#1F497D">Heather S. de Vrieze</span><b><span style="font-size:16.0pt;color:#1F497D"><br>
</span></b><i><span style="font-family:"Garamond",serif;color:#1F497D">Attorney-at-Law<o:p></o:p></span></i></p>
<p class="MsoNormal"><i><span style="font-family:"Garamond",serif;color:#1F497D"><img border="0" width="189" height="105" style="width:1.9687in;height:1.0937in" id="_x0000_i1026" src="cid:image001.jpg@01D57DC3.03C38E60"></span></i><i><span style="font-size:12.0pt;font-family:"Garamond",serif;color:#1F497D"><o:p></o:p></span></i></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">3909 California Avenue SW<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">Seattle, WA 98116-3705
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">(206)938-5500
<o:p></o:p></span></p>
<p class="MsoNormal"><a href="mailto:heatherd@westseattlelaw.com"><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">heatherd@westseattlelaw.com</span></a><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">
<o:p></o:p></span></p>
<p class="MsoNormal"><a href="http://www.westseattlelaw.com/"><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">www.westseattlelaw.com</span></a><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">
<o:p></o:p></span></p>
<p class="MsoNormal"><b><span style="font-size:9.0pt;font-family:"Arial",sans-serif;color:#002E8A">Click here to connect with de Vrieze | Carney on Facebook:
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<p class="MsoNormal"><span style="font-size:8.0pt;color:#A6A6A6"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:8.0pt;color:#A6A6A6">CONFIDENTIAL & PRIVILEGED. This e-mail message may contain legally privileged and/or confidential information. If you have received this e-mail in error, please notify the sender immediately
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<p class="MsoNormal"><o:p> </o:p></p>
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<div style="border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in">
<p class="MsoNormal"><b>From:</b> <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>Rebecca King<br>
<b>Sent:</b> Tuesday, October 08, 2019 9:03 AM<br>
<b>To:</b> <a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a><br>
<b>Subject:</b> [WSBAPT] Opting Out of RCW 11.28.237(1) via Will<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 an estate planning client that absolutely does not want his family to receive the Notice of Appointment of the PR – he has no relationship with his family after they “disowned” him for being gay. He does not want his family to know
the whereabouts of his husband or even to know he is dead. Have any of you ever used a clause which mandates that the PR shall not provide notice to heirs under RCW 11.28.237? Do you think it would survive a later challenge by an heir?<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">I am also consider an RLT which seems, under RCW 11.103.050, to time bar a trust contest to two years after the Trustor’s death.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal" style="text-autospace:none">Thanks in advance for your thoughts.<o:p></o:p></p>
<p class="MsoNormal" style="text-autospace:none"><o:p> </o:p></p>
<p class="MsoNormal" style="text-autospace:none"><span style="font-size:14.0pt;font-family:"Script MT Bold";color:black">Rebecca King</span><o:p></o:p></p>
<p class="MsoNormal" style="text-autospace:none"><span style="font-size:10.0pt;font-family:"Book Antiqua",serif;color:black">Attorney</span><o:p></o:p></p>
<p class="MsoNormal" style="text-autospace:none"><span style="font-size:10.0pt;font-family:"Book Antiqua",serif;color:black"> </span><o:p></o:p></p>
<p class="MsoNormal" style="text-autospace:none"><b><span style="color:black">Northwest Elder Law Group</span></b><o:p></o:p></p>
<p class="MsoNormal" style="text-autospace:none"><span style="color:black">2150 N. 107<sup>th</sup> Street, Suite 501</span><o:p></o:p></p>
<p class="MsoNormal" style="text-autospace:none"><span style="color:black">Seattle, WA 98133</span><o:p></o:p></p>
<p class="MsoNormal" style="text-autospace:none"><span style="color:black">Main: (206) 937-6102</span><o:p></o:p></p>
<p class="MsoNormal" style="text-autospace:none"><span style="color:black">Direct Line and Fax: (206) 866-6544</span><o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><i><span style="font-family:"Book Antiqua",serif;color:black">Providing Services in Elder Law<o:p></o:p></span></i></p>
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