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<p class="MsoNormal"><b><span style="font-size:12.0pt;font-family:"Arial",sans-serif">Basically, don’t talk to beneficiaries.<o:p></o:p></span></b></p>
<p class="MsoNormal"><b><span style="font-size:12.0pt;font-family:"Arial",sans-serif"><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>Bryce Dille<br>
<b>Sent:</b> Friday, March 26, 2021 9:49 AM<br>
<b>To:</b> 'WSBA Probate & Trust Listserv' <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> Re: [WSBAPT] Honesty with PR<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="color:#1F497D">Where the attorney needs to be carefull is when a beneficiary calls and wants to know whatsup Why are you withdrawing?.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="color:#1F497D">Bryce H. Dille<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Dille Law, PLLC<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">2010 Caton Way SW Ste. 101<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Olympia, WA 98502<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Office: 360-350-0270<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Cell: 253-579-5561<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">** Please note that I use the dictation feature of my iPhone and that sometimes everything I say does not get properly translated**<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">This transmission contains confidential attorney-client communications and may not be disclosed to any person but the intended recipient(s). If this matter is transmitted to you in error, please notify the sender
immediately. <o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Business Entity Creation and Management, Business, Government and Tax Law, Real Estate and Land Use, Residential, Commercial and Condominium Development Real Estate and Commercial Transactions & Closings, Including
Performing Services as IRS Section 1031 Exchange Facilitator Estate Planning, including Wills and Trusts, and Probate Administration Representation Homeowners/Condominium Association Real Estate Developments Real Property Foreclosures and Forfeitures.<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
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<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>Dalynne Singleton<br>
<b>Sent:</b> Friday, March 26, 2021 9:16 AM<br>
<b>To:</b> WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br>
<b>Subject:</b> [WSBAPT] Honesty with PR<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="font-size:14.0pt">Read <i>Trask v. Butler</i> case 123 Wn.2d 835 (1994) 872 P.2d 1080, which was addressed in the Real Property & Probate Newsletter (attached).<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt">It is a complicated attorney-client relationship with the PR who is your client. A PR can certainly be removed for many reasons provided by statute and caselaw short of committing fraud.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt">Take steps to provide sound legal advice to the PR client on their duties and obligations. If they are not met, then withdraw as their attorney. Noting the withdrawal for hearing and notice before the Court
is always an option.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt"><o:p> </o:p></span></p>
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<p class="MsoNormal"><b><i><span style="font-size:12.0pt;font-family:"Arial",sans-serif;color:#1F497D">Dalynne Singleton<o:p></o:p></span></i></b></p>
<p class="MsoNormal"><b><span style="font-size:12.0pt;font-family:"Arial",sans-serif;color:#1F497D">Gourley Law Group<o:p></o:p></span></b></p>
<p class="MsoNormal"><b><span style="font-size:12.0pt;font-family:"Arial",sans-serif;color:#1F497D">Snohomish Escrow<o:p></o:p></span></b></p>
<p class="MsoNormal"><b><span style="font-size:12.0pt;font-family:"Arial",sans-serif;color:#1F497D">The Exchange Connection<o:p></o:p></span></b></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Arial",sans-serif;color:#1F497D">1002 10<sup>th</sup> Street / PO Box 1091<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Arial",sans-serif;color:#1F497D">Snohomish, WA 98291<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Arial",sans-serif;color:#1F497D">360.568.5065<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Arial",sans-serif;color:#1F497D">360.568.8092 fax<o:p></o:p></span></p>
<p class="MsoNormal"><u><span style="font-size:12.0pt;font-family:"Arial",sans-serif;color:#0563C1"><a href="mailto:dalynne@glgmail.com"><span style="color:#0563C1">dalynne@glgmail.com</span></a><o:p></o:p></span></u></p>
<p class="MsoNormal"><u><span style="font-size:12.0pt;font-family:"Arial",sans-serif;color:#0563C1">Website:
<a href="http://www.glglawgroup.com">www.glglawgroup.com</a></span></u><span style="font-size:12.0pt;font-family:"Arial",sans-serif;color:#1F497D"><o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><b><i><span style="font-family:"Arial",sans-serif;color:black"><o:p> </o:p></span></i></b></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif">As we face the challenges presented by COVID-19, we have limited staffing in the office to maintain critical functions. Attorney/client meetings will be handled by teleconference or virtually
whenever possible. Be assured that we will continue to advise & support our clients throughout this health emergency. If you would like to set a telephone conference, please call or email my paralegal
<a href="mailto:theresa@glgmail.com">theresa@glgmail.com</a> or <a href="mailto:dara@glgmail.com">
dara@glgmail.com</a>.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Arial",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><b><i><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:red">Please be advised, we are requiring all clients with scheduled appointments coming in, as well as our staff, to be prepared to wear a face mask or adequate
covering during all in office interactions. <o:p></o:p></span></i></b></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Arial",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><i><span style="font-family:Californian;color:black">LICENSED</span></i><i><span style="font-size:12.0pt;font-family:Californian;color:black"> IN WASHINGTON AND OREGON</span></i><span style="font-size:12.0pt;font-family:Californian;color:black"><o:p></o:p></span></p>
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</span><span style="color:black"> </span><span style="font-family:"Arial",sans-serif;color:blue"> </span><span style="color:black"> <img border="0" width="79" height="112" style="width:.8229in;height:1.1666in" id="Picture_x0020_3" src="cid:image003.jpg@01D7222E.AEF23D70"> <img border="0" width="183" height="96" style="width:1.9062in;height:1.0in" id="Picture_x0020_1" src="cid:image004.jpg@01D7222E.AEF23D70" alt="No alt text provided for this image"></span><o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:14.0pt"><o:p> </o:p></span></p>
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<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>Philip N. Jones<br>
<b>Sent:</b> Friday, March 26, 2021 8:41 AM<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] Honesty with PR<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">In my opinion, an attorney for a PR does not have fiduciary duties to the beneficiaries. The PR is the person with fiduciary duties to the beneficiaries. The attorney
represents only the PR, and none of the beneficiaries. But the attorney has a duty to advise the PR on how the PR should act in order to minimize any possibility of the PR incurring liability to the beneficiaries for breaching the PR’s fiduciary duties.
Down here in Oregon, the Oregon Supreme Court has ruled that an attorney may assist a fiduciary in carrying out an act that breaches the fiduciary’s duties, but the attorney might incur liability if the attorney helps the fiduciary to commit fraud.
<i>Reynolds v. Schrock</i>, 341 OR 338 (2006). See also <i>Fuentes v. Tillett</i>, 263 Or. App. 9, 326 P.3d 1263 (2014) and
<i>Cruze v. Hudler</i>, 246 Or. App. 649 (2011). Of course, the problem is that there is a fine line between a breach of fiduciary duty and a fraud, so caution is needed. Resignation might be the best answer.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">If anyone has any other case law on this question, please share. The answer might vary from state to state.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">Phil Jones<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">Portland, OR<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">Philip N. Jones<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">Duffy Kekel LLP<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">900 S.W. Fifth Ave. Suite 2500<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">Portland, OR 97204<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif"><a href="mailto:pjones@duffykekel.com"><span style="color:#0563C1">pjones@duffykekel.com</span></a><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">(503) 226-1371 – office<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">(503) 853-1482 – cell<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">(503) 226-3574 - fax<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif"><o:p> </o:p></span></p>
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<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>Stephen Brandli<br>
<b>Sent:</b> Tuesday, March 23, 2021 2:36 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] Honesty with PR<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">In addition to all of the other useful comments, I recall caselaw that holds that an attorney has an attenuated (my word) fiduciary duty to the beneficiaries.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"> Steve<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
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<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>Brent Williams-Ruth<br>
<b>Sent:</b> Tuesday, March 23, 2021 11:53 AM<br>
<b>To:</b> WSBA Probate & Trust Listserv <<a href="mailto:WSBAPT@lists.wsbarppt.com">WSBAPT@lists.wsbarppt.com</a>><br>
<b>Subject:</b> [WSBAPT] Honesty with PR<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal"><span style="font-family:"Arial",sans-serif">Greetings Brain Trust<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Arial",sans-serif"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Arial",sans-serif">I have an estate where I believe that the PR is no longer being truthful with me or the other beneficiaries regarding the assets of the Decedent. They have refused to create any accounting with
actual statements/reports from third parties and instead only is creating an excel spreadsheet that they have populated. <o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Arial",sans-serif"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Arial",sans-serif">This is a first for me and I am not certain as to how to proceed. <o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Arial",sans-serif">Confrontation? Withdrawal? Let him sign declarations/affidavits and not worry about inconsistencies from months back?<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Arial",sans-serif"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Arial",sans-serif">Appreciate any thoughts and guidance. <o:p></o:p></span></p>
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<p><b>Brent Williams-Ruth</b> (preferred pronoun: he/him)<br>
<i>Attorney-At-Law</i><o:p></o:p></p>
<p><b>Law Offices of Brent Williams-Ruth, </b><b><span style="font-size:7.5pt">a division of BWR Consulting, PLLC</span></b><o:p></o:p></p>
<p><b>Physical Address: 500 S 336th Street, Suite 214; Federal Way, WA 98003</b><o:p></o:p></p>
<p><b><span style="color:red">**EFFECTIVE IMMEDIATELY**</span> All mail sent through the USPS should be sent to the following address: PO BOX 3319; Federal Way, WA 98063 </b><o:p></o:p></p>
<p>Office/Scheduling Phone:<span style="color:#004080"> </span><span style="color:red">(253) 285-7751</span><o:p></o:p></p>
<p>Direct:<span style="color:red"> (253) 285-7453</span><o:p></o:p></p>
<p><a href="mailto:Brent@Williams-RuthLaw.com" target="_blank">e-mail</a> / <a href="http://www.williams-ruthlaw.com/" target="_blank">website</a> /<span style="font-size:9.5pt"> </span><a href="http://www.facebook.com/bwrlaw" target="_blank"><span style="font-size:9.5pt">facebook</span></a><span style="font-size:9.5pt"> / </span><o:p></o:p></p>
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