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<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">I will list myself ONLY for the purposes of “identifying a professional Personal representative such as a CPA or lawyer”, but NEVER assume the role myself and
have no expectation of pecuniary or fiduciary involvement as a PR. I only do that when the individual cannot think of anyone past the first or second nominated PR and it is the wish of the client to have a professional after the nomination of their first
or second choice.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><o:p> </o:p></span></p>
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<p class="MsoNormal"><b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">From:</span></b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com>
<b>On Behalf Of </b>wsbapt-request@lists.wsbarppt.com<br>
<b>Sent:</b> Monday, April 13, 2020 1:18 PM<br>
<b>To:</b> wsbapt@lists.wsbarppt.com<br>
<b>Subject:</b> WSBAPT Digest, Vol 67, Issue 17<o:p></o:p></span></p>
</div>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Send WSBAPT mailing list submissions to<br>
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When replying, please edit your Subject line so it is more specific<br>
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<br>
Today's Topics:<br>
<br>
1. Re: Attorney as Alternate PR? (Candace Wilkerson)<br>
2. Re: Process from dismiss Disso due to death and opening<br>
Probate (Josh Grant)<br>
3. Re: Attorney as Alternate PR? (Mark Vohr)<br>
4. Re: Attorney as Alternate PR? (John Llewellyn)<br>
5. Re: Attorney as Alternate PR? (<a href="mailto:ron@housh.org">ron@housh.org</a>)<br>
6. Re: Attorney as Alternate PR? (Paul Neumiller)<br>
7. Re: Attorney as Alternate PR? (<a href="mailto:ron@housh.org">ron@housh.org</a>)<br>
8. Re: Attorney as Alternate PR? (Paul Neumiller)<br>
9. Re: opening probate (Dalynne Singleton)<br>
10. Re: Attorney as Alternate PR? (Susan Donahue)<br>
11. Re: Attorney as Alternate PR? (Mark Vohr)<br>
12. Re: Attorney as Alternate PR? (Jeannie OBrien)<br>
13. Re: Attorney as Alternate PR? (Mark Vohr)<br>
14. Re: Attorney as Alternate PR? (Jane Bitz)<br>
<br>
<br>
----------------------------------------------------------------------<br>
<br>
Message: 1<br>
Date: Mon, 13 Apr 2020 19:55:32 +0000<br>
From: Candace Wilkerson <<a href="mailto:cwilkerson@wongfleming.com">cwilkerson@wongfleming.com</a>><br>
To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br>
Subject: Re: [WSBAPT] Attorney as Alternate PR?<br>
Message-ID:<br>
<<a href="mailto:1515134843.229221.1586807734231@emg-ca-1-1.securemail.intermedia.net">1515134843.229221.1586807734231@emg-ca-1-1.securemail.intermedia.net</a>><br>
Content-Type: text/plain; charset="utf-8"<br>
<br>
I have been asked before, and I always said no because it sounded like a conflict of interest. However, I never researched it, so I?d be interested in hearing from someone else as well.<br>
<br>
Candace<br>
<br>
From: <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>> On Behalf Of Inge Fordham<br>
Sent: Monday, April 13, 2020 12:31 PM<br>
To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br>
Subject: [WSBAPT] Attorney as Alternate PR?<br>
<br>
Listmates,<br>
<br>
Client has a question as to whether an attorney may be listed as the alternate personal representative in her will. I?ve never run into this question. Off the top of my head, I don?t see a problem with it. Is there a prohibition I?m not aware of?<br>
<br>
Thanks in advance,<br>
<br>
<br>
[uc%3fexport=download&id=1W3rEcChy0_E0cCfV5up02mkhwnL6eWIs&revid=0B4P5JoIHdbFaR29EbHlRWHFseFV5STZpSUVGeUNPWldkVDFVPQ]<br>
<br>
Inge A. Fordham | Attorney<br>
Fordham Law, PLLC<br>
3218 Sixth Avenue | Tacoma, WA 98406<br>
Office: (253) 348-2657 | Mobile: (206) 778-3131<br>
<a href="http://www.fordhamlegal.com">www.fordhamlegal.com</a><<a href="http://www.fordhamlegal.com">http://www.fordhamlegal.com</a>><br>
<br>
<br>
Confidential Communication: This email is sent to a recipient on behalf of an attorney/law firm, and is information intended exclusively for the individual, entity or company to which it is sent. This communication may contain proprietary, privileged or confidential
information or may otherwise be legally exempt from disclosure other than to the intended recipient. If you are not the named addressee, you are not authorized to read, print, retain, copy or otherwise disseminate this message or any part of it. If you have
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------------------------------<br>
<br>
Message: 2<br>
Date: Mon, 13 Apr 2020 12:55:49 -0700<br>
From: "Josh Grant" <<a href="mailto:jgrant@accima.com">jgrant@accima.com</a>><br>
To: "WSBA Probate & Trust Listserv" <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br>
Subject: Re: [WSBAPT] Process from dismiss Disso due to death and<br>
opening Probate<br>
Message-ID: <1CA5D4299F814CD29D3DFD7568E09817@JoshPC><br>
Content-Type: text/plain; charset="utf-8"<br>
<br>
I always understood that death ends all divorce cases, OP would get family allowance in estate case?<br>
<br>
Joshua F. Grant<br>
<br>
P. O. Box 619<br>
Wilbur, WA 99185<br>
509 647 5578<br>
<br>
From: <a href="mailto:michael@westseattleattorney.com">michael@westseattleattorney.com</a>
<br>
Sent: Monday, April 13, 2020 11:31 AM<br>
To: WSBA Probate & Trust Listserve <br>
Subject: [WSBAPT] Process from dismiss Disso due to death and opening Probate<br>
<br>
Client's death leaves me w/o a client in a divorce case. OP is pro se and will need a family allowance and will not just allow dismissal to take place as it will dismiss Temp Order re maintenance. Do I open probate first and have PR sign Order of Dismissal
for Dissolution?<br>
Thanks<br>
Mike<br>
<br>
<br>
<br>
<br>
--------------------------------------------------------------------------------<br>
***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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<br>
------------------------------<br>
<br>
Message: 3<br>
Date: Mon, 13 Apr 2020 19:56:28 +0000<br>
From: Mark Vohr <<a href="mailto:mcv@ohanafc.com">mcv@ohanafc.com</a>><br>
To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br>
Subject: Re: [WSBAPT] Attorney as Alternate PR?<br>
Message-ID:<br>
<<a href="mailto:MWHPR13MB164872CB23F3181504A0B28FA1DD0@MWHPR13MB1648.namprd13.prod.outlook.com">MWHPR13MB164872CB23F3181504A0B28FA1DD0@MWHPR13MB1648.namprd13.prod.outlook.com</a>><br>
<br>
Content-Type: text/plain; charset="utf-8"<br>
<br>
It is important that the attorney understand they may be challenged by the court for charging their normal hourly rate for work the court knows is commonly done by paralegals or a family member PR or a fiduciary PR at a lower hourly rate.<br>
<br>
Regards,<br>
<br>
Mark<br>
<br>
Mark C. Vohr, Esq.<br>
Ohana Fiduciary Corp.<br>
Ohana Financial Services<br>
A Washington Trust Company<br>
Mark C. Vohr, J.D., CPG, Principal<br>
PO Box 33710 Seattle, WA 98133<br>
T: (206) 782-1189 F: (206) 782-1434<br>
<a href="mailto:mcv@ohanafc.com">mcv@ohanafc.com</a> <a href="http://www.ohanafc.com">
www.ohanafc.com</a><br>
<br>
From: <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>> On Behalf Of Inge Fordham<br>
Sent: Monday, April 13, 2020 12:31 PM<br>
To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br>
Subject: [WSBAPT] Attorney as Alternate PR?<br>
<br>
Listmates,<br>
<br>
Client has a question as to whether an attorney may be listed as the alternate personal representative in her will. I?ve never run into this question. Off the top of my head, I don?t see a problem with it. Is there a prohibition I?m not aware of?<br>
<br>
Thanks in advance,<br>
<br>
<br>
[uc%3fexport=download&id=1W3rEcChy0_E0cCfV5up02mkhwnL6eWIs&revid=0B4P5JoIHdbFaR29EbHlRWHFseFV5STZpSUVGeUNPWldkVDFVPQ]<br>
Inge A. Fordham | Attorney<br>
Fordham Law, PLLC<br>
3218 Sixth Avenue | Tacoma, WA 98406<br>
Office: (253) 348-2657 | Mobile: (206) 778-3131<br>
<a href="http://www.fordhamlegal.com">www.fordhamlegal.com</a><<a href="https://urldefense.proofpoint.com/v2/url?u=http-3A__www.fordhamlegal.com&d=DwMGaQ&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=K1mLMC1eFjwfeeMM-AC6zQ&m=JeSsC4Qu-MMQY6RXHyXJ9LLR0pxdGZcY3J31qOrqDp8&s=_oSWxYk0Q2BldpUX6Wn0Vv_QA1vgcdYxXlj7tkyxfcQ&e=">https://urldefense.proofpoint.com/v2/url?u=http-3A__www.fordhamlegal.com&d=DwMGaQ&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=K1mLMC1eFjwfeeMM-AC6zQ&m=JeSsC4Qu-MMQY6RXHyXJ9LLR0pxdGZcY3J31qOrqDp8&s=_oSWxYk0Q2BldpUX6Wn0Vv_QA1vgcdYxXlj7tkyxfcQ&e=</a>><br>
<br>
Confidential Communication: This email is sent to a recipient on behalf of an attorney/law firm, and is information intended exclusively for the individual, entity or company to which it is sent. This communication may contain proprietary, privileged or confidential
information or may otherwise be legally exempt from disclosure other than to the intended recipient. If you are not the named addressee, you are not authorized to read, print, retain, copy or otherwise disseminate this message or any part of it. If you have
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<br>
------------------------------<br>
<br>
Message: 4<br>
Date: Mon, 13 Apr 2020 19:58:25 +0000<br>
From: John Llewellyn <<a href="mailto:john@llllaw.net">john@llllaw.net</a>><br>
To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br>
Subject: Re: [WSBAPT] Attorney as Alternate PR?<br>
Message-ID:<br>
<<a href="mailto:MWHPR22MB04627101C7CC973981CB7346BEDD0@MWHPR22MB0462.namprd22.prod.outlook.com">MWHPR22MB04627101C7CC973981CB7346BEDD0@MWHPR22MB0462.namprd22.prod.outlook.com</a>><br>
<br>
Content-Type: text/plain; charset="utf-8"<br>
<br>
Learned counsel;<br>
<br>
I too have been the administrator of estates, or co-administrator when the named PR isn?t bondable. Like Karl, I only do it when it?s absolutely necessary.<br>
<br>
The thing to be aware of is you can?t charge attorney fees/rates when you are merely the PR. You get paid at the rate personal representatives are paid in the ?Greater Puget Sound Area?, or some similar language. When I am PR, I usually charge $100 per hour
for estate administration.<br>
<br>
And you probably shouldn?t be your own legal counsel.<br>
<br>
John G. Llewellyn, Esq.<br>
Llewellyn & Shafer, PLLC<br>
_________________________<br>
ATTORNEYS & COUNSELORS AT LAW<br>
4847 California Ave. SW, Suite 100<br>
Seattle, WA 98116<br>
PH (206) 923-2889 FX (206) 923-2892<br>
<br>
The information contained in this electronic message is attorney privileged and confidential intended only for the use of the owner of the email address listed as the recipient of this message. If you are not the intended recipient, or the employee or agent
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IRS Circular 230 Disclosure: To ensure compliance with requirements imposed by the IRS, please be advised that any U.S. tax advice contained in this communication (including any attachments) is not intended or written to be used or relied upon, and cannot be
used or relied upon, for the purpose of (i) avoiding penalties under the Internal Revenue Code, or (ii) promoting, marketing or recommending to another party any transaction or matter addressed herein.<br>
<br>
<br>
From: <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>> On Behalf Of Karl Flaccus<br>
Sent: Monday, April 13, 2020 12:42 PM<br>
To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br>
Subject: Re: [WSBAPT] Attorney as Alternate PR?<br>
<br>
I almost never do this, but I have on rare occasions where the person is stuck, in that they don?t have family, or they don?t want to use an agency or company. I have had been appointed PR in these rare circumstances by commissioners in Seattle when starting
the probate.<br>
<br>
Karl<br>
<br>
FLACCUS LAW<br>
7010 35th Ave. N.E.<br>
Seattle, Washington 98115<br>
206 523-0297<br>
<br>
Information in this e-mail message is privileged, confidential, and intended only for the use of the recipient named. If you received this in error, you are hereby notified that any dissemination, distribution or copying of this communication is strictly prohibited
? please notify us by telephone immediately at (206) 523-0297, and delete the original message. Thank you.<br>
<br>
From: <a href="mailto:wsbapt-bounces@lists.wsbarppt.com%3cmailto:wsbapt-bounces@lists.wsbarppt.com">
wsbapt-bounces@lists.wsbarppt.com<mailto:wsbapt-bounces@lists.wsbarppt.com</a>> <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com%3cmailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com<mailto:wsbapt-bounces@lists.wsbarppt.com</a>>> On
Behalf Of Inge Fordham<br>
Sent: Monday, April 13, 2020 12:31 PM<br>
To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com%3cmailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com<mailto:wsbapt@lists.wsbarppt.com</a>>><br>
Subject: [WSBAPT] Attorney as Alternate PR?<br>
<br>
Listmates,<br>
<br>
Client has a question as to whether an attorney may be listed as the alternate personal representative in her will. I?ve never run into this question. Off the top of my head, I don?t see a problem with it. Is there a prohibition I?m not aware of?<br>
<br>
Thanks in advance,<br>
<br>
<br>
[uc%3fexport=download&id=1W3rEcChy0_E0cCfV5up02mkhwnL6eWIs&revid=0B4P5JoIHdbFaR29EbHlRWHFseFV5STZpSUVGeUNPWldkVDFVPQ]<br>
Inge A. Fordham | Attorney<br>
Fordham Law, PLLC<br>
3218 Sixth Avenue | Tacoma, WA 98406<br>
Office: (253) 348-2657 | Mobile: (206) 778-3131<br>
<a href="http://www.fordhamlegal.com">www.fordhamlegal.com</a><<a href="http://www.fordhamlegal.com">http://www.fordhamlegal.com</a>><br>
<br>
Confidential Communication: This email is sent to a recipient on behalf of an attorney/law firm, and is information intended exclusively for the individual, entity or company to which it is sent. This communication may contain proprietary, privileged or confidential
information or may otherwise be legally exempt from disclosure other than to the intended recipient. If you are not the named addressee, you are not authorized to read, print, retain, copy or otherwise disseminate this message or any part of it. If you have
received this email in error, please notify the sender immediately by email or other communication and delete all copies of the message.<br>
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------------------------------<br>
<br>
Message: 5<br>
Date: Mon, 13 Apr 2020 13:00:24 -0700<br>
From: <<a href="mailto:ron@housh.org">ron@housh.org</a>><br>
To: "'WSBA Probate & Trust Listserv'" <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br>
Subject: Re: [WSBAPT] Attorney as Alternate PR?<br>
Message-ID: <<a href="mailto:1b2401d611ce$2ba7f110$82f7d330$@housh.org">1b2401d611ce$2ba7f110$82f7d330$@housh.org</a>><br>
Content-Type: text/plain; charset="utf-8"<br>
<br>
In the rare instances I have done this I have had the client sign off on a letter where I explain in detail the other options, that fees will be charged if I am appointed and serve with an emphasis on confirming reasons why the client has made this decision.<br>
<br>
Ron<br>
<br>
<br>
<br>
<br>
<br>
<br>
<br>
I AM TYPICALLY IN THE SEATTLE OFFICE ON TUESDAY AND THURSDAY AND IN THE MOUNT VERNON OFFICE ON MONDAY, WEDNESDAY AND FRIDAY
<br>
<br>
<br>
<br>
Ronald G. Housh, P.S.<br>
<br>
Attorney at Law<br>
<br>
<br>
<br>
Seattle Office:<br>
<br>
1420 Fifth Avenue, Suite 3000<br>
<br>
Seattle, WA 98101-2393<br>
<br>
Phone: 206-381-1341<br>
<br>
Fax: 206-464-0461<br>
<br>
Email: <<a href="mailto:ron@housh.org">mailto:ron@housh.org</a>> <a href="mailto:ron@housh.org">
ron@housh.org</a><br>
<br>
<br>
<br>
Mount Vernon Office:<br>
<br>
21411 Bluejay Place<br>
<br>
Mount Vernon, WA 98274<br>
<br>
Phone: 206-235-2459<br>
<br>
Email: <<a href="mailto:ron@housh.org">mailto:ron@housh.org</a>> <a href="mailto:ron@housh.org">
ron@housh.org</a><br>
<br>
<br>
<br>
From: <a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a> On Behalf Of Candace Wilkerson<br>
Sent: Monday, April 13, 2020 12:56 PM<br>
To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br>
Subject: Re: [WSBAPT] Attorney as Alternate PR?<br>
<br>
<br>
<br>
I have been asked before, and I always said no because it sounded like a conflict of interest. However, I never researched it, so I?d be interested in hearing from someone else as well.<br>
<br>
<br>
<br>
Candace<br>
<br>
<br>
<br>
From: <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>> <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com%20%3cmailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com
<mailto:wsbapt-bounces@lists.wsbarppt.com</a>> > On Behalf Of Inge Fordham<br>
Sent: Monday, April 13, 2020 12:31 PM<br>
To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com%20%3cmailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com <mailto:wsbapt@lists.wsbarppt.com</a>> ><br>
Subject: [WSBAPT] Attorney as Alternate PR?<br>
<br>
<br>
<br>
Listmates,<br>
<br>
<br>
<br>
Client has a question as to whether an attorney may be listed as the alternate personal representative in her will. I?ve never run into this question. Off the top of my head, I don?t see a problem with it. Is there a prohibition I?m not aware of?<br>
<br>
<br>
<br>
Thanks in advance,<br>
<br>
<br>
<br>
<br>
<br>
<br>
<br>
<br>
Inge A. Fordham | Attorney<br>
<br>
Fordham Law, PLLC<br>
<br>
3218 Sixth Avenue | Tacoma, WA 98406<br>
<br>
Office: (253) 348-2657 | Mobile: (206) 778-3131<br>
<br>
<a href="http://www.fordhamlegal.com">www.fordhamlegal.com</a> <<a href="http://www.fordhamlegal.com">http://www.fordhamlegal.com</a>>
<br>
<br>
<br>
<br>
Confidential Communication: This email is sent to a recipient on behalf of an attorney/law firm, and is information intended exclusively for the individual, entity or company to which it is sent. This communication may contain proprietary, privileged or confidential
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Message: 6<br>
Date: Mon, 13 Apr 2020 20:02:21 +0000<br>
From: Paul Neumiller <<a href="mailto:pneumiller@hotmail.com">pneumiller@hotmail.com</a>><br>
To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br>
Subject: Re: [WSBAPT] Attorney as Alternate PR?<br>
Message-ID:<br>
<<a href="mailto:MWHPR11MB15978A67D05CE78D84682EE9D2DD0@MWHPR11MB1597.namprd11.prod.outlook.com">MWHPR11MB15978A67D05CE78D84682EE9D2DD0@MWHPR11MB1597.namprd11.prod.outlook.com</a>><br>
<br>
Content-Type: text/plain; charset="utf-8"<br>
<br>
At some point in the history of this listserv, a poster had pointed out that while the WA supreme court didn?t say that listing an attorney was per se unethical and self-dealing, it was, just the same, extremely discouraged. In fact, a local attorney refused
to allow his client to list him as the alternative PR unless the client went to an attorney and got a second opinion as to the advantages and disadvantages of using an attorney as an alternative PR.<br>
<br>
<br>
[<a href="cid:image002.jpg@01D61193.63C81510">cid:image002.jpg@01D61193.63C81510</a>]<br>
<br>
<br>
From: <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>> On Behalf Of Laurel Brown<br>
Sent: Monday, April 13, 2020 12:49 PM<br>
To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br>
Subject: Re: [WSBAPT] Attorney as Alternate PR?<br>
<br>
I have done this on occasion and have never run into any issues.<br>
<br>
Best,<br>
<br>
Laurel<br>
<br>
On Mon, Apr 13, 2020 at 12:36 PM Inge Fordham <<a href="mailto:inge@fordhamlegal.com%3cmailto:inge@fordhamlegal.com">inge@fordhamlegal.com<mailto:inge@fordhamlegal.com</a>>> wrote:<br>
Listmates,<br>
<br>
Client has a question as to whether an attorney may be listed as the alternate personal representative in her will. I?ve never run into this question. Off the top of my head, I don?t see a problem with it. Is there a prohibition I?m not aware of?<br>
<br>
Thanks in advance,<br>
<br>
<br>
[uc%3fexport=download&id=1W3rEcChy0_E0cCfV5up02mkhwnL6eWIs&revid=0B4P5JoIHdbFaR29EbHlRWHFseFV5STZpSUVGeUNPWldkVDFVPQ]<br>
Inge A. Fordham | Attorney<br>
Fordham Law, PLLC<br>
3218 Sixth Avenue | Tacoma, WA 98406<br>
Office: (253) 348-2657 | Mobile: (206) 778-3131<br>
<a href="http://www.fordhamlegal.com">www.fordhamlegal.com</a><<a href="https://nam10.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.fordhamlegal.com%2F&data=02%7C01%7C%7C6dc34bb7223e479440c508d7dfe47953%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C637224044693081091&sdata=LN4yVFx9JI6P7mhHGsRXC3rxlHZTfb7%2Bk0l2dTM69NI%3D&reserved=0">https://nam10.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.fordhamlegal.com%2F&data=02%7C01%7C%7C6dc34bb7223e479440c508d7dfe47953%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C637224044693081091&sdata=LN4yVFx9JI6P7mhHGsRXC3rxlHZTfb7%2Bk0l2dTM69NI%3D&reserved=0</a>><br>
<br>
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_______________________________________________<br>
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<a href="mailto:WSBAPT@lists.wsbarppt.com%3cmailto:WSBAPT@lists.wsbarppt.com">WSBAPT@lists.wsbarppt.com<mailto:WSBAPT@lists.wsbarppt.com</a>><br>
<a href="http://mailman.fsr.com/mailman/listinfo/wsbapt">http://mailman.fsr.com/mailman/listinfo/wsbapt</a><<a href="https://nam10.safelinks.protection.outlook.com/?url=http%3A%2F%2Fmailman.fsr.com%2Fmailman%2Flistinfo%2Fwsbapt&data=02%7C01%7C%7C6dc34bb7223e479440c508d7dfe47953%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C637224044693091086&sdata=TKsBzPbg8xjVttz8RsPFUscrlTi%2FAH022TWFqQJrKk8%3D&reserved=0">https://nam10.safelinks.protection.outlook.com/?url=http%3A%2F%2Fmailman.fsr.com%2Fmailman%2Flistinfo%2Fwsbapt&data=02%7C01%7C%7C6dc34bb7223e479440c508d7dfe47953%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C637224044693091086&sdata=TKsBzPbg8xjVttz8RsPFUscrlTi%2FAH022TWFqQJrKk8%3D&reserved=0</a>><br>
<br>
<br>
--<br>
Laurel Brown<br>
Attorney and Counselor at Law<br>
5071 SW Waite St.<br>
Seattle, WA 98116<br>
425-361-6286<br>
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<br>
Message: 7<br>
Date: Mon, 13 Apr 2020 13:02:02 -0700<br>
From: <<a href="mailto:ron@housh.org">ron@housh.org</a>><br>
To: "'WSBA Probate & Trust Listserv'" <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br>
Subject: Re: [WSBAPT] Attorney as Alternate PR?<br>
Message-ID: <<a href="mailto:1b3801d611ce$6649b510$32dd1f30$@housh.org">1b3801d611ce$6649b510$32dd1f30$@housh.org</a>><br>
Content-Type: text/plain; charset="utf-8"<br>
<br>
Agree with John about fees - and in my letter I recall explaining fees as a PR versus fees as the attorney.<br>
<br>
<br>
<br>
<br>
<br>
<br>
<br>
I AM TYPICALLY IN THE SEATTLE OFFICE ON TUESDAY AND THURSDAY AND IN THE MOUNT VERNON OFFICE ON MONDAY, WEDNESDAY AND FRIDAY
<br>
<br>
<br>
<br>
Ronald G. Housh, P.S.<br>
<br>
Attorney at Law<br>
<br>
<br>
<br>
Seattle Office:<br>
<br>
1420 Fifth Avenue, Suite 3000<br>
<br>
Seattle, WA 98101-2393<br>
<br>
Phone: 206-381-1341<br>
<br>
Fax: 206-464-0461<br>
<br>
Email: <<a href="mailto:ron@housh.org">mailto:ron@housh.org</a>> <a href="mailto:ron@housh.org">
ron@housh.org</a><br>
<br>
<br>
<br>
Mount Vernon Office:<br>
<br>
21411 Bluejay Place<br>
<br>
Mount Vernon, WA 98274<br>
<br>
Phone: 206-235-2459<br>
<br>
Email: <<a href="mailto:ron@housh.org">mailto:ron@housh.org</a>> <a href="mailto:ron@housh.org">
ron@housh.org</a><br>
<br>
<br>
<br>
From: <a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a> On Behalf Of John Llewellyn<br>
Sent: Monday, April 13, 2020 12:58 PM<br>
To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br>
Subject: Re: [WSBAPT] Attorney as Alternate PR?<br>
<br>
<br>
<br>
Learned counsel;<br>
<br>
<br>
<br>
I too have been the administrator of estates, or co-administrator when the named PR isn?t bondable. Like Karl, I only do it when it?s absolutely necessary.<br>
<br>
<br>
<br>
The thing to be aware of is you can?t charge attorney fees/rates when you are merely the PR. You get paid at the rate personal representatives are paid in the ?Greater Puget Sound Area?, or some similar language. When I am PR, I usually charge $100 per hour
for estate administration. <br>
<br>
<br>
<br>
And you probably shouldn?t be your own legal counsel.<br>
<br>
<br>
<br>
John G. Llewellyn, Esq.<br>
<br>
Llewellyn & Shafer, PLLC<br>
<br>
_________________________<br>
<br>
ATTORNEYS & COUNSELORS AT LAW<br>
<br>
4847 California Ave. SW, Suite 100<br>
<br>
Seattle, WA 98116<br>
<br>
PH (206) 923-2889 FX (206) 923-2892<br>
<br>
<br>
<br>
The information contained in this electronic message is attorney privileged and confidential intended only for the use of the owner of the email address listed as the recipient of this message. If you are not the intended recipient, or the employee or agent
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<br>
<br>
<br>
<br>
<br>
From: <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>> <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com%20%3cmailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com
<mailto:wsbapt-bounces@lists.wsbarppt.com</a>> > On Behalf Of Karl Flaccus<br>
Sent: Monday, April 13, 2020 12:42 PM<br>
To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com%20%3cmailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com <mailto:wsbapt@lists.wsbarppt.com</a>> ><br>
Subject: Re: [WSBAPT] Attorney as Alternate PR?<br>
<br>
<br>
<br>
I almost never do this, but I have on rare occasions where the person is stuck, in that they don?t have family, or they don?t want to use an agency or company. I have had been appointed PR in these rare circumstances by commissioners in Seattle when starting
the probate. <br>
<br>
<br>
<br>
Karl<br>
<br>
<br>
<br>
FLACCUS LAW<br>
<br>
7010 35th Ave. N.E.<br>
<br>
Seattle, Washington 98115<br>
<br>
206 523-0297<br>
<br>
<br>
<br>
Information in this e-mail message is privileged, confidential, and intended only for the use of the recipient named. If you received this in error, you are hereby notified that any dissemination, distribution or copying of this communication is strictly prohibited
? please notify us by telephone immediately at (206) 523-0297, and delete the original message. Thank you.<br>
<br>
<br>
<br>
From: <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>> <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com%20%3cmailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com
<mailto:wsbapt-bounces@lists.wsbarppt.com</a>> > On Behalf Of Inge Fordham<br>
Sent: Monday, April 13, 2020 12:31 PM<br>
To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com%20%3cmailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com <mailto:wsbapt@lists.wsbarppt.com</a>> ><br>
Subject: [WSBAPT] Attorney as Alternate PR?<br>
<br>
<br>
<br>
Listmates,<br>
<br>
<br>
<br>
Client has a question as to whether an attorney may be listed as the alternate personal representative in her will. I?ve never run into this question. Off the top of my head, I don?t see a problem with it. Is there a prohibition I?m not aware of?<br>
<br>
<br>
<br>
Thanks in advance,<br>
<br>
<br>
<br>
<br>
<br>
<br>
<br>
<br>
Inge A. Fordham | Attorney<br>
<br>
Fordham Law, PLLC<br>
<br>
3218 Sixth Avenue | Tacoma, WA 98406<br>
<br>
Office: (253) 348-2657 | Mobile: (206) 778-3131<br>
<br>
<a href="http://www.fordhamlegal.com">www.fordhamlegal.com</a> <<a href="http://www.fordhamlegal.com">http://www.fordhamlegal.com</a>>
<br>
<br>
<br>
<br>
Confidential Communication: This email is sent to a recipient on behalf of an attorney/law firm, and is information intended exclusively for the individual, entity or company to which it is sent. This communication may contain proprietary, privileged or confidential
information or may otherwise be legally exempt from disclosure other than to the intended recipient. If you are not the named addressee, you are not authorized to read, print, retain, copy or otherwise disseminate this message or any part of it. If you have
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------------------------------<br>
<br>
Message: 8<br>
Date: Mon, 13 Apr 2020 20:04:37 +0000<br>
From: Paul Neumiller <<a href="mailto:pneumiller@hotmail.com">pneumiller@hotmail.com</a>><br>
To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br>
Subject: Re: [WSBAPT] Attorney as Alternate PR?<br>
Message-ID:<br>
<<a href="mailto:MWHPR11MB159745D1B064EB355F1A1D62D2DD0@MWHPR11MB1597.namprd11.prod.outlook.com">MWHPR11MB159745D1B064EB355F1A1D62D2DD0@MWHPR11MB1597.namprd11.prod.outlook.com</a>><br>
<br>
Content-Type: text/plain; charset="utf-8"<br>
<br>
I also query whether your legal malpractice insurance will cover your actions as an alternative PR.<br>
<br>
<br>
[<a href="cid:image003.jpg@01D61194.0C437DB0">cid:image003.jpg@01D61194.0C437DB0</a>]<br>
<br>
IMPORTANT NOTICE: This e-mail message is intended to be received only by persons entitled to receive the confidential information it may contain. E-mail messages to clients of Paul A. Neumiller presumptively contain information that is confidential and legally
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<br>
<br>
From: <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>> On Behalf Of John Llewellyn<br>
Sent: Monday, April 13, 2020 12:58 PM<br>
To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br>
Subject: Re: [WSBAPT] Attorney as Alternate PR?<br>
<br>
Learned counsel;<br>
<br>
I too have been the administrator of estates, or co-administrator when the named PR isn?t bondable. Like Karl, I only do it when it?s absolutely necessary.<br>
<br>
The thing to be aware of is you can?t charge attorney fees/rates when you are merely the PR. You get paid at the rate personal representatives are paid in the ?Greater Puget Sound Area?, or some similar language. When I am PR, I usually charge $100 per hour
for estate administration.<br>
<br>
And you probably shouldn?t be your own legal counsel.<br>
<br>
John G. Llewellyn, Esq.<br>
Llewellyn & Shafer, PLLC<br>
_________________________<br>
ATTORNEYS & COUNSELORS AT LAW<br>
4847 California Ave. SW, Suite 100<br>
Seattle, WA 98116<br>
PH (206) 923-2889 FX (206) 923-2892<br>
<br>
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<br>
From: <a href="mailto:wsbapt-bounces@lists.wsbarppt.com%3cmailto:wsbapt-bounces@lists.wsbarppt.com">
wsbapt-bounces@lists.wsbarppt.com<mailto:wsbapt-bounces@lists.wsbarppt.com</a>> <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com%3cmailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com<mailto:wsbapt-bounces@lists.wsbarppt.com</a>>> On
Behalf Of Karl Flaccus<br>
Sent: Monday, April 13, 2020 12:42 PM<br>
To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com%3cmailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com<mailto:wsbapt@lists.wsbarppt.com</a>>><br>
Subject: Re: [WSBAPT] Attorney as Alternate PR?<br>
<br>
I almost never do this, but I have on rare occasions where the person is stuck, in that they don?t have family, or they don?t want to use an agency or company. I have had been appointed PR in these rare circumstances by commissioners in Seattle when starting
the probate.<br>
<br>
Karl<br>
<br>
FLACCUS LAW<br>
7010 35th Ave. N.E.<br>
Seattle, Washington 98115<br>
206 523-0297<br>
<br>
Information in this e-mail message is privileged, confidential, and intended only for the use of the recipient named. If you received this in error, you are hereby notified that any dissemination, distribution or copying of this communication is strictly prohibited
? please notify us by telephone immediately at (206) 523-0297, and delete the original message. Thank you.<br>
<br>
From: <a href="mailto:wsbapt-bounces@lists.wsbarppt.com%3cmailto:wsbapt-bounces@lists.wsbarppt.com">
wsbapt-bounces@lists.wsbarppt.com<mailto:wsbapt-bounces@lists.wsbarppt.com</a>> <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com%3cmailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com<mailto:wsbapt-bounces@lists.wsbarppt.com</a>>> On
Behalf Of Inge Fordham<br>
Sent: Monday, April 13, 2020 12:31 PM<br>
To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com%3cmailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com<mailto:wsbapt@lists.wsbarppt.com</a>>><br>
Subject: [WSBAPT] Attorney as Alternate PR?<br>
<br>
Listmates,<br>
<br>
Client has a question as to whether an attorney may be listed as the alternate personal representative in her will. I?ve never run into this question. Off the top of my head, I don?t see a problem with it. Is there a prohibition I?m not aware of?<br>
<br>
Thanks in advance,<br>
<br>
<br>
[uc%3fexport=download&id=1W3rEcChy0_E0cCfV5up02mkhwnL6eWIs&revid=0B4P5JoIHdbFaR29EbHlRWHFseFV5STZpSUVGeUNPWldkVDFVPQ]<br>
Inge A. Fordham | Attorney<br>
Fordham Law, PLLC<br>
3218 Sixth Avenue | Tacoma, WA 98406<br>
Office: (253) 348-2657 | Mobile: (206) 778-3131<br>
<a href="http://www.fordhamlegal.com">www.fordhamlegal.com</a><<a href="https://eur05.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.fordhamlegal.com%2F&data=02%7C01%7C%7C4b6867bf76f14deb86b308d7dfe589de%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C637224049262481267&sdata=7x4ZbjwqpsXPTjl0yn%2BXsVT3PK8APkZkU%2FCmqFFvRSA%3D&reserved=0">https://eur05.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.fordhamlegal.com%2F&data=02%7C01%7C%7C4b6867bf76f14deb86b308d7dfe589de%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C637224049262481267&sdata=7x4ZbjwqpsXPTjl0yn%2BXsVT3PK8APkZkU%2FCmqFFvRSA%3D&reserved=0</a>><br>
<br>
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Message: 9<br>
Date: Mon, 13 Apr 2020 20:04:49 +0000<br>
From: Dalynne Singleton <<a href="mailto:dalynne@glgmail.com">dalynne@glgmail.com</a>><br>
To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br>
Subject: Re: [WSBAPT] opening probate<br>
Message-ID:<br>
<<a href="mailto:MWHPR1201MB020555CF86564D8B91A36CD7A5DD0@MWHPR1201MB0205.namprd12.prod.outlook.com">MWHPR1201MB020555CF86564D8B91A36CD7A5DD0@MWHPR1201MB0205.namprd12.prod.outlook.com</a>><br>
<br>
Content-Type: text/plain; charset="utf-8"<br>
<br>
It depends on the county as each are doing things a little differently.<br>
In King county, I have been able to use efiling and ex parte via the clerk and open probates, get signed Orders and Letters.<br>
If you need to have a hearing, I think you can still file and serve, note for hearing but it will be no oral argument unless ordered by the court and then by telephone.<br>
<br>
Dalynne Singleton<br>
Gourley Law Group<br>
Snohomish Escrow<br>
The Exchange Connection<br>
1002 10th Street / PO Box 1091<br>
Snohomish, WA 98291<br>
360.568.5065<br>
360.568.8092 fax<br>
<a href="mailto:dalynne@glgmail.com%3cmailto:dalynne@glgmail.com">dalynne@glgmail.com<mailto:dalynne@glgmail.com</a>><br>
Website: <a href="http://www.glglawgroup.com">
www.glglawgroup.com</a><br>
<br>
Due to COVID-19, I am working remotely. As a result, I cannot accept any physical messenger service at this time. Please email all pleadings and agreed upon service documents to
<a href="mailto:theresa@glgmail.com%3cmailto:theresa@glgmail.com">theresa@glgmail.com<mailto:theresa@glgmail.com</a>>.<br>
In-person meetings are not possible at this time. Email is the best way to reach me until further notice. If you would like a telephone conference, please email my paralegal
<a href="mailto:theresa@glgmail.com%3cmailto:theresa@glgmail.com">theresa@glgmail.com<mailto:theresa@glgmail.com</a>> or
<a href="mailto:dara@glgmail.com%3cmailto:dara@glgmail.com">dara@glgmail.com<mailto:dara@glgmail.com</a>> to set such conference.<br>
<br>
Thank you very much and stay safe!<br>
<br>
LICENSED IN WASHINGTON AND OREGON<br>
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[<a href="cid:image003.gif@01D61194.1BC22A70">cid:image003.gif@01D61194.1BC22A70</a>]<br>
<br>
From: <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>> On Behalf Of Marilyn Kliman<br>
Sent: Monday, April 13, 2020 12:48 PM<br>
To: 'WSBA Probate & Trust Listserv' <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br>
Subject: [WSBAPT] opening probate<br>
<br>
Folks ?<br>
What?s the process - or can someone please direct me where to find same ? for opening probate now?<br>
I thought I saw an email come through from the court but cannot find it, and there?s nothing obvious I can see on the court website.<br>
Many thanks.<br>
<br>
Marilyn J.Kliman<br>
Marilyn J. Kliman Law, PLLC<br>
510 Bell Street<<a href="https://www.google.com/maps/search/510+Bell+Street+Edmonds,+WA+98020?entry=gmail&source=g">https://www.google.com/maps/search/510+Bell+Street+Edmonds,+WA+98020?entry=gmail&source=g</a>><br>
Edmonds, WA 98020<<a href="https://www.google.com/maps/search/510+Bell+Street+Edmonds,+WA+98020?entry=gmail&source=g">https://www.google.com/maps/search/510+Bell+Street+Edmonds,+WA+98020?entry=gmail&source=g</a>><br>
206.499.0993<<a href="tel:206.499.0993">tel:206.499.0993</a>><br>
<a href="mailto:Marilyn@MarilynJKlimanLaw.com%3cmailto:Marilyn@MarilynJKlimanLaw.com">Marilyn@MarilynJKlimanLaw.com<mailto:Marilyn@MarilynJKlimanLaw.com</a>><br>
<a href="http://www.MarilynJKlimanLaw.com">www.MarilynJKlimanLaw.com</a><<a href="http://www.marilynjklimanlaw.com">http://www.marilynjklimanlaw.com/</a>><br>
<br>
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<br>
Message: 10<br>
Date: Mon, 13 Apr 2020 13:05:51 -0700<br>
From: "Susan Donahue" <<a href="mailto:sdonahue@sdonahuelaw.com">sdonahue@sdonahuelaw.com</a>><br>
To: "'WSBA Probate & Trust Listserv'" <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br>
Subject: Re: [WSBAPT] Attorney as Alternate PR?<br>
Message-ID: <<a href="mailto:006f01d611ce$ee7fdae0$cb7f90a0$@sdonahuelaw.com">006f01d611ce$ee7fdae0$cb7f90a0$@sdonahuelaw.com</a>><br>
Content-Type: text/plain; charset="utf-8"<br>
<br>
I?ve only rarely done it?maybe two times. One ?con? is that if you do become the PR you can be charged with self-dealing for having written yourself into the will in the first place. PRs can get paid.
<br>
<br>
<br>
<br>
Susan<br>
<br>
<br>
<br>
<br>
<br>
OSusan Donahue<br>
<br>
Law Office of Susan Donahue<br>
<br>
125 West 2nd Avenue, Suite ?B?<br>
<br>
P.O. Box 81<br>
<br>
Twisp, WA 98856<br>
<br>
(509) 996-5944 (phone)<br>
<br>
(509) 362-9692 (fax)<br>
<br>
<mailto:sdonahue@sdonahuelaw.com> sdonahue@sdonahuelaw.com <br>
<br>
<<a href="http://www.sdonahuelaw.com">http://www.sdonahuelaw.com</a>>
<a href="http://www.sdonahuelaw.com">
www.sdonahuelaw.com</a><br>
<br>
<br>
<br>
<br>
<br>
<br>
<br>
From: wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com> On Behalf Of Karl Flaccus<br>
Sent: Monday, April 13, 2020 12:42 PM<br>
To: WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
Subject: Re: [WSBAPT] Attorney as Alternate PR?<br>
<br>
<br>
<br>
I almost never do this, but I have on rare occasions where the person is stuck, in that they don?t have family, or they don?t want to use an agency or company. I have had been appointed PR in these rare circumstances by commissioners in Seattle when starting
the probate. <br>
<br>
<br>
<br>
Karl<br>
<br>
<br>
<br>
FLACCUS LAW<br>
<br>
7010 35th Ave. N.E.<br>
<br>
Seattle, Washington 98115<br>
<br>
206 523-0297<br>
<br>
<br>
<br>
Information in this e-mail message is privileged, confidential, and intended only for the use of the recipient named. If you received this in error, you are hereby notified that any dissemination, distribution or copying of this communication is strictly prohibited
? please notify us by telephone immediately at (206) 523-0297, and delete the original message. Thank you.<br>
<br>
<br>
<br>
From: wsbapt-bounces@lists.wsbarppt.com <mailto:wsbapt-bounces@lists.wsbarppt.com> <wsbapt-bounces@lists.wsbarppt.com <mailto:wsbapt-bounces@lists.wsbarppt.com> > On Behalf Of Inge Fordham<br>
Sent: Monday, April 13, 2020 12:31 PM<br>
To: WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com <mailto:wsbapt@lists.wsbarppt.com> ><br>
Subject: [WSBAPT] Attorney as Alternate PR?<br>
<br>
<br>
<br>
Listmates,<br>
<br>
<br>
<br>
Client has a question as to whether an attorney may be listed as the alternate personal representative in her will. I?ve never run into this question. Off the top of my head, I don?t see a problem with it. Is there a prohibition I?m not aware of?<br>
<br>
<br>
<br>
Thanks in advance,<br>
<br>
<br>
<br>
<br>
<br>
<br>
<br>
<br>
Inge A. Fordham | Attorney<br>
<br>
Fordham Law, PLLC<br>
<br>
3218 Sixth Avenue | Tacoma, WA 98406<br>
<br>
Office: (253) 348-2657 | Mobile: (206) 778-3131<br>
<br>
<a href="http://www.fordhamlegal.com">www.fordhamlegal.com</a> <<a href="http://www.fordhamlegal.com">http://www.fordhamlegal.com</a>>
<br>
<br>
<br>
<br>
Confidential Communication: This email is sent to a recipient on behalf of an attorney/law firm, and is information intended exclusively for the individual, entity or company to which it is sent. This communication may contain proprietary, privileged or confidential
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<br>
Message: 11<br>
Date: Mon, 13 Apr 2020 20:07:45 +0000<br>
From: Mark Vohr <mcv@ohanafc.com><br>
To: WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
Subject: Re: [WSBAPT] Attorney as Alternate PR?<br>
Message-ID:<br>
<MWHPR13MB164810B069D8460BB6B36753A1DD0@MWHPR13MB1648.namprd13.prod.outlook.com><br>
<br>
Content-Type: text/plain; charset="utf-8"<br>
<br>
I also think it makes a big difference if the drafting attorney is the one being asked to fill this role. Generally speaking it would likely be prudent for the attorney to first counsel the client on all other options, then prepare a letter reflecting the conversation,
discussing billable rates, etc. I think a drafting attorney has the duty to make a full disclosure.<br>
<br>
Regards,<br>
<br>
Mark<br>
<br>
Mark C. Vohr, Esq.<br>
Ohana Fiduciary Corp.<br>
Ohana Financial Services<br>
A Washington Trust Company<br>
Mark C. Vohr, J.D., CPG, Principal<br>
PO Box 33710 Seattle, WA 98133<br>
T: (206) 782-1189 F: (206) 782-1434<br>
mcv@ohanafc.com <a href="http://www.ohanafc.com">
www.ohanafc.com</a><br>
<br>
From: wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com> On Behalf Of Candace Wilkerson<br>
Sent: Monday, April 13, 2020 12:56 PM<br>
To: WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
Subject: Re: [WSBAPT] Attorney as Alternate PR?<br>
<br>
I have been asked before, and I always said no because it sounded like a conflict of interest. However, I never researched it, so I?d be interested in hearing from someone else as well.<br>
<br>
Candace<br>
<br>
From: wsbapt-bounces@lists.wsbarppt.com<mailto:wsbapt-bounces@lists.wsbarppt.com> <wsbapt-bounces@lists.wsbarppt.com<mailto:wsbapt-bounces@lists.wsbarppt.com>> On Behalf Of Inge Fordham<br>
Sent: Monday, April 13, 2020 12:31 PM<br>
To: WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com<mailto:wsbapt@lists.wsbarppt.com>><br>
Subject: [WSBAPT] Attorney as Alternate PR?<br>
<br>
Listmates,<br>
<br>
Client has a question as to whether an attorney may be listed as the alternate personal representative in her will. I?ve never run into this question. Off the top of my head, I don?t see a problem with it. Is there a prohibition I?m not aware of?<br>
<br>
Thanks in advance,<br>
<br>
<br>
[uc%3fexport=download&id=1W3rEcChy0_E0cCfV5up02mkhwnL6eWIs&revid=0B4P5JoIHdbFaR29EbHlRWHFseFV5STZpSUVGeUNPWldkVDFVPQ]<br>
Inge A. Fordham | Attorney<br>
Fordham Law, PLLC<br>
3218 Sixth Avenue | Tacoma, WA 98406<br>
Office: (253) 348-2657 | Mobile: (206) 778-3131<br>
<a href="http://www.fordhamlegal.com">www.fordhamlegal.com</a><<a href="https://urldefense.proofpoint.com/v2/url?u=http-3A__www.fordhamlegal.com&d=DwMGaQ&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=K1mLMC1eFjwfeeMM-AC6zQ&m=o8Pz1RzyTrxIj3A-3mhoHlOarXoN_ioHvaTIVRFSHIA&s=4Y9UBuYh6v8z2zVpjCKKulg7PKsYZCMUasj7VLE65Cc&e=">https://urldefense.proofpoint.com/v2/url?u=http-3A__www.fordhamlegal.com&d=DwMGaQ&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=K1mLMC1eFjwfeeMM-AC6zQ&m=o8Pz1RzyTrxIj3A-3mhoHlOarXoN_ioHvaTIVRFSHIA&s=4Y9UBuYh6v8z2zVpjCKKulg7PKsYZCMUasj7VLE65Cc&e=</a>><br>
<br>
Confidential Communication: This email is sent to a recipient on behalf of an attorney/law firm, and is information intended exclusively for the individual, entity or company to which it is sent. This communication may contain proprietary, privileged or confidential
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------------------------------<br>
<br>
Message: 12<br>
Date: Mon, 13 Apr 2020 20:08:19 +0000<br>
From: Jeannie OBrien <jeannie@selanderobrien.com><br>
To: WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
Subject: Re: [WSBAPT] Attorney as Alternate PR?<br>
Message-ID: <101428786221407bb05e3fcb0ba571e7@selanderobrien.com><br>
Content-Type: text/plain; charset="utf-8"<br>
<br>
I have also been asked to serve as PR by clients in the same situation as Karl describes. When I draft a Will where I am named PR or alternate PR, I have my staff witness, and have their two signatures notarized by an independent notary.<br>
<br>
Jeannie O'Brien, Attorney<br>
<a href="http://www.SelanderOBrien.com">www.SelanderOBrien.com</a><<a href="http://www.selanderobrien.com">http://www.selanderobrien.com/</a>><br>
3829C South Edmunds Street<br>
Seattle, WA 98118<br>
(206) 723-8200 ofc<br>
(206) 723-3829 fax<br>
[Logo2a]<br>
<br>
Please know that Selander O?Brien Attorneys PLLC is deemed an essential business and is operating during Governor Inslee?s Stay Home, Stay Healthy proclamation. We are working remotely during regular business hours, responding to email and checking voice messages.
Thank you for your patience and understanding during this emerging health crisis. If your situation requires an in person meeting with one of us, we will find a way to conduct the meeting safely, in accord with the CDC guidelines.<br>
This message is private or privileged. If you are not the person for whom this message is intended, please delete it and notify me immediately, and do not copy or send this message to anyone else.<br>
<br>
From: wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com> On Behalf Of Karl Flaccus<br>
Sent: Monday, April 13, 2020 12:42 PM<br>
To: WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
Subject: Re: [WSBAPT] Attorney as Alternate PR?<br>
<br>
I almost never do this, but I have on rare occasions where the person is stuck, in that they don?t have family, or they don?t want to use an agency or company. I have had been appointed PR in these rare circumstances by commissioners in Seattle when starting
the probate.<br>
<br>
Karl<br>
<br>
FLACCUS LAW<br>
7010 35th Ave. N.E.<br>
Seattle, Washington 98115<br>
206 523-0297<br>
<br>
Information in this e-mail message is privileged, confidential, and intended only for the use of the recipient named. If you received this in error, you are hereby notified that any dissemination, distribution or copying of this communication is strictly prohibited
? please notify us by telephone immediately at (206) 523-0297, and delete the original message. Thank you.<br>
<br>
From: wsbapt-bounces@lists.wsbarppt.com<mailto:wsbapt-bounces@lists.wsbarppt.com> <wsbapt-bounces@lists.wsbarppt.com<mailto:wsbapt-bounces@lists.wsbarppt.com>> On Behalf Of Inge Fordham<br>
Sent: Monday, April 13, 2020 12:31 PM<br>
To: WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com<mailto:wsbapt@lists.wsbarppt.com>><br>
Subject: [WSBAPT] Attorney as Alternate PR?<br>
<br>
Listmates,<br>
<br>
Client has a question as to whether an attorney may be listed as the alternate personal representative in her will. I?ve never run into this question. Off the top of my head, I don?t see a problem with it. Is there a prohibition I?m not aware of?<br>
<br>
Thanks in advance,<br>
<br>
<br>
[uc%3fexport=download&id=1W3rEcChy0_E0cCfV5up02mkhwnL6eWIs&revid=0B4P5JoIHdbFaR29EbHlRWHFseFV5STZpSUVGeUNPWldkVDFVPQ]<br>
<br>
Inge A. Fordham | Attorney<br>
Fordham Law, PLLC<br>
3218 Sixth Avenue | Tacoma, WA 98406<br>
Office: (253) 348-2657 | Mobile: (206) 778-3131<br>
<a href="http://www.fordhamlegal.com">www.fordhamlegal.com</a><<a href="http://www.fordhamlegal.com">http://www.fordhamlegal.com</a>><br>
<br>
<br>
Confidential Communication: This email is sent to a recipient on behalf of an attorney/law firm, and is information intended exclusively for the individual, entity or company to which it is sent. This communication may contain proprietary, privileged or confidential
information or may otherwise be legally exempt from disclosure other than to the intended recipient. If you are not the named addressee, you are not authorized to read, print, retain, copy or otherwise disseminate this message or any part of it. If you have
received this email in error, please notify the sender immediately by email or other communication and delete all copies of the message.<br>
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<br>
------------------------------<br>
<br>
Message: 13<br>
Date: Mon, 13 Apr 2020 20:09:57 +0000<br>
From: Mark Vohr <mcv@ohanafc.com><br>
To: WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
Subject: Re: [WSBAPT] Attorney as Alternate PR?<br>
Message-ID:<br>
<MWHPR13MB1648F495CF6D897402CBAA28A1DD0@MWHPR13MB1648.namprd13.prod.outlook.com><br>
<br>
Content-Type: text/plain; charset="utf-8"<br>
<br>
What Ron said?..<br>
<br>
Regards,<br>
<br>
Mark<br>
<br>
Mark C. Vohr, Esq.<br>
Ohana Fiduciary Corp.<br>
Ohana Financial Services<br>
A Washington Trust Company<br>
Mark C. Vohr, J.D., CPG, Principal<br>
PO Box 33710 Seattle, WA 98133<br>
T: (206) 782-1189 F: (206) 782-1434<br>
mcv@ohanafc.com <a href="http://www.ohanafc.com">
www.ohanafc.com</a><br>
<br>
From: wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com> On Behalf Of ron@housh.org<br>
Sent: Monday, April 13, 2020 1:00 PM<br>
To: 'WSBA Probate & Trust Listserv' <wsbapt@lists.wsbarppt.com><br>
Subject: Re: [WSBAPT] Attorney as Alternate PR?<br>
<br>
In the rare instances I have done this I have had the client sign off on a letter where I explain in detail the other options, that fees will be charged if I am appointed and serve with an emphasis on confirming reasons why the client has made this decision.<br>
Ron<br>
<br>
<br>
<br>
I AM TYPICALLY IN THE SEATTLE OFFICE ON TUESDAY AND THURSDAY AND IN THE MOUNT VERNON OFFICE ON MONDAY, WEDNESDAY AND FRIDAY<br>
<br>
Ronald G. Housh, P.S.<br>
Attorney at Law<br>
<br>
Seattle Office:<br>
1420 Fifth Avenue, Suite 3000<br>
Seattle, WA 98101-2393<br>
Phone: 206-381-1341<br>
Fax: 206-464-0461<br>
Email: ron@housh.org<mailto:ron@housh.org><br>
<br>
Mount Vernon Office:<br>
21411 Bluejay Place<br>
Mount Vernon, WA 98274<br>
Phone: 206-235-2459<br>
Email: ron@housh.org<mailto:ron@housh.org><br>
<br>
From: wsbapt-bounces@lists.wsbarppt.com<mailto:wsbapt-bounces@lists.wsbarppt.com> On Behalf Of Candace Wilkerson<br>
Sent: Monday, April 13, 2020 12:56 PM<br>
To: WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com<mailto:wsbapt@lists.wsbarppt.com>><br>
Subject: Re: [WSBAPT] Attorney as Alternate PR?<br>
<br>
I have been asked before, and I always said no because it sounded like a conflict of interest. However, I never researched it, so I?d be interested in hearing from someone else as well.<br>
<br>
Candace<br>
<br>
From: wsbapt-bounces@lists.wsbarppt.com<mailto:wsbapt-bounces@lists.wsbarppt.com> <wsbapt-bounces@lists.wsbarppt.com<mailto:wsbapt-bounces@lists.wsbarppt.com>> On Behalf Of Inge Fordham<br>
Sent: Monday, April 13, 2020 12:31 PM<br>
To: WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com<mailto:wsbapt@lists.wsbarppt.com>><br>
Subject: [WSBAPT] Attorney as Alternate PR?<br>
<br>
Listmates,<br>
<br>
Client has a question as to whether an attorney may be listed as the alternate personal representative in her will. I?ve never run into this question. Off the top of my head, I don?t see a problem with it. Is there a prohibition I?m not aware of?<br>
<br>
Thanks in advance,<br>
<br>
<br>
[uc%3fexport=download&id=1W3rEcChy0_E0cCfV5up02mkhwnL6eWIs&revid=0B4P5JoIHdbFaR29EbHlRWHFseFV5STZpSUVGeUNPWldkVDFVPQ]<br>
Inge A. Fordham | Attorney<br>
Fordham Law, PLLC<br>
3218 Sixth Avenue | Tacoma, WA 98406<br>
Office: (253) 348-2657 | Mobile: (206) 778-3131<br>
<a href="http://www.fordhamlegal.com">www.fordhamlegal.com</a><<a href="https://urldefense.proofpoint.com/v2/url?u=http-3A__www.fordhamlegal.com&d=DwMFaQ&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=K1mLMC1eFjwfeeMM-AC6zQ&m=X02TH3JaXEn9QiSQ35TLqckgeVO5uXNd3WDNePmBa14&s=UVC8HTvHgbvrR6Hd357Y8xVtN_LN-TKt0TB2WdKgQ2E&e=">https://urldefense.proofpoint.com/v2/url?u=http-3A__www.fordhamlegal.com&d=DwMFaQ&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=K1mLMC1eFjwfeeMM-AC6zQ&m=X02TH3JaXEn9QiSQ35TLqckgeVO5uXNd3WDNePmBa14&s=UVC8HTvHgbvrR6Hd357Y8xVtN_LN-TKt0TB2WdKgQ2E&e=</a>><br>
<br>
Confidential Communication: This email is sent to a recipient on behalf of an attorney/law firm, and is information intended exclusively for the individual, entity or company to which it is sent. This communication may contain proprietary, privileged or confidential
information or may otherwise be legally exempt from disclosure other than to the intended recipient. If you are not the named addressee, you are not authorized to read, print, retain, copy or otherwise disseminate this message or any part of it. If you have
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<br>
------------------------------<br>
<br>
Message: 14<br>
Date: Mon, 13 Apr 2020 20:12:26 +0000<br>
From: Jane Bitz <jbitz@whc-attorneys.com><br>
To: WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
Subject: Re: [WSBAPT] Attorney as Alternate PR?<br>
Message-ID:<br>
<DFDDFD2FC5188749B2C42D580FDF3B71010175AB00@2012Temp.Law.int><br>
Content-Type: text/plain; charset="utf-8"<br>
<br>
?C 1.8 comment 8: This Rule does not prohibit a lawyer from seeking to have the lawyer or a partner or associate of the lawyer named as executor of the client's estate or to another potentially lucrative fiduciary position. Nevertheless, such appointments will
be subject to the general conflict of interest provision in Rule 1.7 when there is a significant risk that the lawyer's interest in obtaining the appointment will materially limit the lawyer's independent professional judgment in advising the client concerning
the choice of an executor or other fiduciary. In obtaining the client's informed consent to the conflict, the lawyer should advise the client concerning the nature and extent of the lawyer's financial interest in the appointment, as well as the availability
of alternative candidates for the position.?<br>
<br>
In the past, when I have agreed to serve as PR, I have the client sign a separate letter explaining that this can result in a potential Conflict of interest and that I will be charging for my time in connection with the Estate Administration which is separate
from the attorney fees in connection with opening the probate of the Estate.<br>
<br>
I would NOT do this again. The beneficiaries almost always resent the appointment of the attorney and it almost always is more headache than its worth because you are not supposed to charge your attorney rate for the fiduciary work.<br>
<br>
Jane.<br>
<br>
Jane G. Bitz<br>
Of Counsel<br>
Wolff, Hislop & Crockett, PLLC<br>
12209 E. Mission Ave, Suite 5<br>
Spokane Vallley, WA 99206-4824<br>
(509) 927-9700 x126<br>
FAX: (509) 777-1800<br>
<br>
[image001 (4)][cid:image002.png@01D61195.2C4C5E50][cid:image004.jpg@01D61195.2C433690]<br>
THE CONTENTS OF THIS ELECTRONIC MAIL ARE CONFIDENTIAL AND PROTECTED BY THE ATTORNEY-CLIENT PRIVILEGE OR OTHER APPLICABLE PROTECTION. Any review, use, distribution or disclosure by others is strictly prohibited. If you have received this electronic mail in error,
PLEASE NOTIFY ME BY E-MAIL, FAX OR TELEPHONE and PROMPTLY DELETE this electronic mail. This mail cannot be modified without express written consent of Wolff, Hislop & Crockett, PLLC. Thank You.<br>
<br>
From: wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com> On Behalf Of Karl Flaccus<br>
Sent: Monday, April 13, 2020 12:42 PM<br>
To: WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
Subject: Re: [WSBAPT] Attorney as Alternate PR?<br>
<br>
I almost never do this, but I have on rare occasions where the person is stuck, in that they don?t have family, or they don?t want to use an agency or company. I have had been appointed PR in these rare circumstances by commissioners in Seattle when starting
the probate.<br>
<br>
Karl<br>
<br>
FLACCUS LAW<br>
7010 35th Ave. N.E.<br>
Seattle, Washington 98115<br>
206 523-0297<br>
<br>
Information in this e-mail message is privileged, confidential, and intended only for the use of the recipient named. If you received this in error, you are hereby notified that any dissemination, distribution or copying of this communication is strictly prohibited
? please notify us by telephone immediately at (206) 523-0297, and delete the original message. Thank you.<br>
<br>
From: wsbapt-bounces@lists.wsbarppt.com<mailto:wsbapt-bounces@lists.wsbarppt.com> <wsbapt-bounces@lists.wsbarppt.com<mailto:wsbapt-bounces@lists.wsbarppt.com>> On Behalf Of Inge Fordham<br>
Sent: Monday, April 13, 2020 12:31 PM<br>
To: WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com<mailto:wsbapt@lists.wsbarppt.com>><br>
Subject: [WSBAPT] Attorney as Alternate PR?<br>
<br>
Listmates,<br>
<br>
Client has a question as to whether an attorney may be listed as the alternate personal representative in her will. I?ve never run into this question. Off the top of my head, I don?t see a problem with it. Is there a prohibition I?m not aware of?<br>
<br>
Thanks in advance,<br>
<br>
<br>
[uc%3fexport=download&id=1W3rEcChy0_E0cCfV5up02mkhwnL6eWIs&revid=0B4P5JoIHdbFaR29EbHlRWHFseFV5STZpSUVGeUNPWldkVDFVPQ]<br>
<br>
Inge A. Fordham | Attorney<br>
Fordham Law, PLLC<br>
3218 Sixth Avenue | Tacoma, WA 98406<br>
Office: (253) 348-2657 | Mobile: (206) 778-3131<br>
<a href="http://www.fordhamlegal.com">www.fordhamlegal.com</a><<a href="http://www.fordhamlegal.com">http://www.fordhamlegal.com</a>><br>
<br>
<br>
Confidential Communication: This email is sent to a recipient on behalf of an attorney/law firm, and is information intended exclusively for the individual, entity or company to which it is sent. This communication may contain proprietary, privileged or confidential
information or may otherwise be legally exempt from disclosure other than to the intended recipient. If you are not the named addressee, you are not authorized to read, print, retain, copy or otherwise disseminate this message or any part of it. If you have
received this email in error, please notify the sender immediately by email or other communication and delete all copies of the message.<br>
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End of WSBAPT Digest, Vol 67, Issue 17<br>
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