<html><body><span style="font-family:Times New Roman; color:#000000; font-size:12pt;"><div>Thx Karen</div><div><br></div><div><img id="sigimg0" title="signature image" src="cid:sigimg0@a83079c59be2f9ccd63f6de222d329c4" border="0" alt=""></div><div><br><br></div>
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Subject: Re: [WSBAPT] Daughter now resides in OR and owns real estate<br>
From: "Karen E. Boxx" <<a href="mailto:kboxx@uw.edu">kboxx@uw.edu</a>><br>
Date: Mon, February 03, 2020 8:41 pm<br>
To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br>
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Oregon has Rule 5.5(c)(4) that allows temporary practice if related to your practice in your licensed jurisdiction (an exception to unauthorized practice of law). The issue is whether doing a will for your daughter is related to your WA practice. <br> <br> <div dir="ltr">Sent from my iPad</div> <div dir="ltr"><br> <blockquote type="cite" style="border-left: blue 2px solid; margin-left: 8px; padding-left: 8px;">On Feb 3, 2020, at 4:32 PM, Philip N. Jones <<a href="mailto:pjones@duffykekel.com">pjones@duffykekel.com</a>> wrote:<br> <br> </blockquote> </div> <blockquote type="cite" style="border-left: blue 2px solid; margin-left: 8px; padding-left: 8px;"> <div dir="ltr"> <!--[if !mso]><style>
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</style> <div class="WordSection1"> <div class="MsoNormal" style="font-size:12pt;"><span style="color:#1F497D">I think that page on the OSB website is a bit of an overstatement. I can look up the laws of a foreign state or foreign country and advise a client, without holding myself out to being an attorney within those jurisdictions. <o:p></o:p></span></div> <div class="MsoNormal" style="font-size:12pt;"><span style="color:#1F497D">Phil Jones<o:p></o:p></span></div> <div class="MsoNormal" style="font-size:12pt;"><span style="color:#1F497D"><o:p> </o:p></span></div> <div> <div style="border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in"> <div class="MsoNormal" style="font-size:12pt;"><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>Elizabeth Bateman<br> <b>Sent:</b> Monday, February 03, 2020 4:19 PM<br> <b>To:</b> WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br> <b>Subject:</b> Re: [WSBAPT] Daughter now resides in OR and owns real estate<o:p></o:p></div> </div> </div> <div class="MsoNormal" style="font-size:12pt;"><o:p> </o:p></div> <div class="MsoNormal" style="font-size:12pt;">I’m not sure I agree. I think drafting a will or other legal documents for an Oregon resident that will likely be executed in Oregon and be governed by Oregon law is unauthorized practice of law: <a target="_blank" href="https://www.osbar.org/upl/index.html">https://www.osbar.org/upl/index.html</a> (Unless, of course, you are licensed there.)<o:p></o:p></div> <div class="MsoNormal" style="font-size:12pt;"><o:p> </o:p></div> <div class="MsoNormal" style="font-size:12pt;">I would suggest you reconsider doing so. <o:p></o:p></div> <div class="MsoNormal" style="font-size:12pt;"><span style="font-family:"Times New Roman",serif"><o:p> </o:p></span></div> <div class="MsoNormal" style="font-size:12pt;"><span style="font-family:"Times New Roman",serif">Elizabeth G. Bateman <o:p></o:p></span></div> <div class="MsoNormal" style="font-size:12pt;"><span style="font-family:"Times New Roman",serif">Associate Attorney <o:p></o:p></span></div> <div class="MsoNormal" style="font-size:12pt;"><i><span style="font-family:"Times New Roman",serif">Admitted in Washington and Minnesota <o:p></o:p></span></i></div> <div class="MsoNormal" style="font-size:12pt;"><span style="font-size:12.0pt;font-family:"Copperplate Gothic Light",sans-serif;color:#2F5496">Bateman Law Group, PLLC <o:p></o:p></span></div> <div class="MsoNormal" style="font-size:12pt;"><span style="font-family:"Times New Roman",serif">999 Third Ave., Suite 2525<o:p></o:p></span></div> <div class="MsoNormal" style="font-size:12pt;"><span style="font-family:"Times New Roman",serif">Seattle, WA 98104 <o:p></o:p></span></div> <div class="MsoNormal" style="font-size:12pt;"><span style="font-family:"Times New Roman",serif">Tel: (206) 224-0900<o:p></o:p></span></div> <div class="MsoNormal" style="font-size:12pt;"><span style="font-family:"Times New Roman",serif">Fax: (206) 467-8028<o:p></o:p></span></div> <div class="MsoNormal" style="font-size:12pt;"><span style="font-family:"Times New Roman",serif">Website: <a target="_blank" href="http://www.batemanlawgroup.com/"> <span style="color:#0563C1">www.batemanlawgroup.com</span></a><o:p></o:p></span></div> <div class="MsoNormal" style="font-size:12pt;"><span style="font-family:"Times New Roman",serif"><o:p> </o:p></span></div> <div class="MsoNormal" style="font-size:12pt;"><span style="font-size:10.0pt;font-family:"Times New Roman",serif;color:black;background:white">This email is covered by the Electronic Communications Privacy Act, 18 USC Sections 2510-2521 and is legally privileged. This information is confidential and is intended only for the use of the individual or entity named above. If the reader of this message is not the intended recipient, you are hereby notified that any dissemination, distribution, or copying of this communication is strictly prohibited. If you think that you have received this email message in error, please notify the sender via email or by telephone at (206) 224-0900.</span><o:p></o:p></div> <div class="MsoNormal" style="font-size:12pt;"><o:p> </o:p></div> <div class="MsoNormal" style="font-size:12pt;"><o:p> </o:p></div> <div class="MsoNormal" style="font-size:12pt;"><o:p> </o:p></div> <div> <div style="border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in"> <div class="MsoNormal" style="font-size:12pt;"><b>From:</b> <a target="_blank" href="mailto:wsbapt-bounces@lists.wsbarppt.com"> wsbapt-bounces@lists.wsbarppt.com</a> <<a target="_blank" href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a>> <b>On Behalf Of </b>Philip N. Jones<br> <b>Sent:</b> Monday, February 3, 2020 3:49 PM<br> <b>To:</b> WSBA Probate & Trust Listserv <<a target="_blank" href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br> <b>Subject:</b> Re: [WSBAPT] Daughter now resides in OR and owns real estate<o:p></o:p></div> </div> </div> <div class="MsoNormal" style="font-size:12pt;"><o:p> </o:p></div> <div class="MsoNormal" style="font-size:12pt;"><span style="color:#1F497D">You can draft a will for your daughter in Washington, or in Bezerkistan, if you feel competent to do so. You are not practicing law in either of those jurisdictions simply by doing such a will.<o:p></o:p></span></div> <div class="MsoNormal" style="font-size:12pt;"><span style="color:#1F497D">You can even ethically leave yourself a bequest, since she is related to you.<o:p></o:p></span></div> <div class="MsoNormal" style="font-size:12pt;"><span style="color:#1F497D">But if the disposition is unnatural (somebody is getting cut out), or if you are uncertain about your knowledge of Oregon law, you would be better off referring it to an Oregon attorney.<o:p></o:p></span></div> <div class="MsoNormal" style="font-size:12pt;"><span style="color:#1F497D">Phil Jones<o:p></o:p></span></div> <div class="MsoNormal" style="font-size:12pt;"><span style="color:#1F497D"><o:p> </o:p></span></div> <div> <div style="border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in"> <div class="MsoNormal" style="font-size:12pt;"><b>From:</b> <a target="_blank" href="mailto:wsbapt-bounces@lists.wsbarppt.com"> wsbapt-bounces@lists.wsbarppt.com</a> <<a target="_blank" href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a>> <b>On Behalf Of </b>Tom Westbrook<br> <b>Sent:</b> Monday, February 03, 2020 3:24 PM<br> <b>To:</b> WSBA Probate & Trust Listserv <<a target="_blank" href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br> <b>Subject:</b> Re: [WSBAPT] Daughter now resides in OR and owns real estate<o:p></o:p></div> </div> </div> <div class="MsoNormal" style="font-size:12pt;"><o:p> </o:p></div> <div class="MsoNormal" style="font-size:12pt;"><span style="font-family:"Arial",sans-serif;color:#1F497D">Sure you can draft it; just don’t witness or notarize it if you are a beneficiary or PR.</span><o:p></o:p></div> <div class="MsoNormal" style="font-size:12pt;"><span style="font-family:"Arial",sans-serif;color:#1F497D"> </span><o:p></o:p></div> <div class="MsoNormal" style="font-size:12pt;"><span style="font-family:"Arial",sans-serif;color:#1F497D">Sincerely,</span><o:p></o:p></div> <div class="MsoNormal" style="font-size:12pt;"><span style="font-family:"Arial",sans-serif;color:#1F497D"> </span><o:p></o:p></div> <div class="MsoNormal" style="font-size:12pt;"><span style="font-family:"Arial",sans-serif;color:#1F497D">Tom</span><o:p></o:p></div> <div class="MsoNormal" style="font-size:12pt;"><span style="font-family:"Arial",sans-serif;color:#1F497D"> </span><o:p></o:p></div> <div class="MsoNormal" style="font-size:12pt;"><span style="font-family:"Arial",sans-serif;color:#1F497D">Thomas J. Westbrook</span><o:p></o:p></div> <div class="MsoNormal" style="font-size:12pt;"><span style="font-family:"Arial",sans-serif;color:#1F497D">Attorney at Law</span><o:p></o:p></div> <div class="MsoNormal" style="font-size:12pt;"><span style="font-family:"Arial",sans-serif;color:#1F497D"> </span><o:p></o:p></div> <div class="MsoNormal" style="font-size:12pt;"><span style="color:#1F497D"></span></div> <div><image001.jpg></div> <o:p></o:p> <div></div> <div class="MsoNormal" style="font-size:12pt;"><span style="font-family:"Arial",sans-serif;color:#1F497D"> </span><o:p></o:p></div> <div class="MsoNormal" style="font-size:12pt;"><span style="font-family:"Arial",sans-serif;color:#1F497D">Rodgers Kee Card & Strophy, P.S.</span><o:p></o:p></div> <div class="MsoNormal" style="font-size:12pt;"><span style="font-family:"Arial",sans-serif;color:#1F497D">324 West Bay Drive NW, Suite 201</span><o:p></o:p></div> <div class="MsoNormal" style="font-size:12pt;"><span style="font-family:"Arial",sans-serif;color:#1F497D">Olympia, Washington 98502</span><o:p></o:p></div> <div class="MsoNormal" style="font-size:12pt;"><span style="font-family:"Arial",sans-serif;color:#1F497D"> </span><o:p></o:p></div> <div class="MsoNormal" style="font-size:12pt;"><span style="font-family:"Arial",sans-serif;color:#1F497D">Phone: 360-352-8311</span><o:p></o:p></div> <div class="MsoNormal" style="font-size:12pt;"><span style="font-family:"Arial",sans-serif;color:#1F497D">Facsimile: 360-352-8501</span><o:p></o:p></div> <div class="MsoNormal" style="font-size:12pt;"><span style="font-family:"Arial",sans-serif;color:#1F497D">Email: </span><span style="color:#1F497D"><a target="_blank" href="mailto:tjw@buddbaylaw.com"><span style="font-family:"Arial",sans-serif;color:#0563C1">tjw@buddbaylaw.com</span></a></span><o:p></o:p></div> <div class="MsoNormal" style="font-size:12pt;"><span style="font-family:"Arial",sans-serif;color:#1F497D">Skype: thomas.westbrook</span><o:p></o:p></div> <div class="MsoNormal" style="font-size:12pt;"><span style="color:#1F497D"><a href="http://www.buddbaylaw.com/" target="_BLANK????"><span style="font-family:"Arial",sans-serif;color:#0563C1">www.buddbaylaw.com</span></a></span><o:p></o:p></div> <div class="MsoNormal" style="font-size:12pt;"><span style="font-family:"Arial",sans-serif;color:#1F497D"> </span><o:p></o:p></div> <div class="MsoNormal" style="font-size:12pt;"><span style="font-family:"Arial",sans-serif;color:#1F497D">The information contained in this email and attachment(s) are for the exclusive use of the addressee(s) and may contain private, privileged and/or confidential information. If you are not the addressee, you are strictly prohibited from reading, photocopying, distributing or otherwise using this email or its contents in any way. If you have received this communication in error, please notify us immediately by telephone at 360-352-8311 or by e-mail to </span><span style="color:#1F497D"><a target="_blank" href="mailto:shannon@buddbaylaw.com"><span style="font-family:"Arial",sans-serif;color:#0563C1">shannon@buddbaylaw.com</span></a></span><span style="font-family:"Arial",sans-serif;color:#1F497D">, and destroy the original message from your electronic files.</span><o:p></o:p></div> <div class="MsoNormal" style="font-size:12pt;"><span style="font-family:"Arial",sans-serif;color:#1F497D"> </span><o:p></o:p></div> <div class="MsoNormal" style="font-size:12pt;"><span style="font-family:"Arial",sans-serif;color:#1F497D"> </span><o:p></o:p></div> <div class="MsoNormal" style="font-size:12pt;"><span style="font-family:"Arial",sans-serif;color:#1F497D"> </span><o:p></o:p></div> <div> <div style="border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in"> <div class="MsoNormal" style="font-size:12pt;"><b>From:</b> <a target="_blank" href="mailto:wsbapt-bounces@lists.wsbarppt.com"> wsbapt-bounces@lists.wsbarppt.com</a> <<a target="_blank" href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a>> <b>On Behalf Of </b><a target="_blank" href="mailto:michael@westseattleattorney.com">michael@westseattleattorney.com</a><br> <b>Sent:</b> Monday, February 03, 2020 3:14 PM<br> <b>To:</b> WSBA Probate & Trust Listserve <<a target="_blank" href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br> <b>Subject:</b> [WSBAPT] Daughter now resides in OR and owns real estate<o:p></o:p></div> </div> </div> <div class="MsoNormal" style="font-size:12pt;"> <o:p></o:p></div> <div> <div class="MsoNormal" style="font-size:12pt;"><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:black">Can I in WA draft my daughter a Will? <span style="border:solid windowtext 1.0pt;padding:0in"></span></span></div> <div><image003.jpg></div> <o:p></o:p> <div></div> </div> <div> <div class="MsoNormal" style="font-size:12pt;"><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:black"> </span><o:p></o:p></div> </div> <div> <div class="MsoNormal" style="font-size:12pt;"><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:black"></span></div> <div><image004.png></div> <o:p></o:p> <div></div> </div> </div> <span>***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.***</span><br> <span>_______________________________________________</span><br> <span>WSBAPT mailing list</span><br> <span><a href="mailto:WSBAPT@lists.wsbarppt.com">WSBAPT@lists.wsbarppt.com</a></span><br> <span><a href="http://mailman.fsr.com/mailman/listinfo/wsbapt">http://mailman.fsr.com/mailman/listinfo/wsbapt</a></span></div> </blockquote> <hr>***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.***<br>
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