<html><head><meta http-equiv="content-type" content="text/html; charset=utf-8"></head><body dir="auto">yes you are correct. i absolutely confused lopa with Small Estate Affidavit when sending. i had just had a call with a PC about using the LOPA to avoid probate and that was stuck on my mind. <div><br></div><div>so let me add a dimension to my situation. biological mom has parental rights suspended and it’s about to lose them entirely. paternal grandmother is temp custody and maternal aunt is seeks permanent custody. </div><div><br></div><div>it’s a mess of a family. is this something i could refer to you? there are just many quirks that need someone with experience outside my own. <br><br><div dir="ltr"><p><span style="background-color: rgba(255, 255, 255, 0);"><b><span lang="EN-US">Brent Williams-Ruth</span></b><span lang="EN-US"> <br><i>Attorney-At-Law</i></span></span></p><p><span style="background-color: rgba(255, 255, 255, 0);"><b><span lang="EN-US">Law Offices of Brent Williams-Ruth, a division of </span></b><b><span lang="EN-US">BWR Consulting, PLLC</span></b></span></p><p><span lang="EN-US" style="background-color: rgba(255, 255, 255, 0);"></span></p><p><span lang="EN-US" style="background-color: rgba(255, 255, 255, 0);">Office/Scheduling Phone: (253) 285-7751</span></p><p><span lang="EN-US" style="background-color: rgba(255, 255, 255, 0);">Direct Mobile: (253) 285-7453</span></p><p><span lang="EN-US" style="background-color: rgba(255, 255, 255, 0);">500 S. 336th St., Suite 214; Federal Way, WA 98003</span></p><p style="line-height: 20.8267px; margin: 0px 0px 1.35em;"></p><p><span style="background-color: rgba(255, 255, 255, 0);"><span lang="EN-US"><a href="mailto:Brent@Williams-RuthLaw.com" target="_blank">e-mail</a></span><span lang="EN-US"> / <a href="http://www.williams-ruthlaw.com/" target="_blank">website</a> /</span> <a href="http://www.facebook.com/bwrconsults" target="_blank">facebook</a> / </span></p><p><font><b style="background-color: rgba(255, 255, 255, 0);">As of July 1, 2019 - I began operating as the Law Offices of Brent Williams-Ruth a division of BWR Consulting, PLLC. Please note the new points of contact <a href="mailto:Brent@Williams-RuthLaw.com" dir="ltr" x-apple-data-detectors="true" x-apple-data-detectors-type="link" x-apple-data-detectors-result="4">Brent@Williams-RuthLaw.com</a> and <a href="http://www.williams-ruthlaw.com/" target="_blank">www.Williams-RuthLaw.com</a> </b></font></p></div><div dir="ltr"><br><blockquote type="cite">On May 12, 2021, at 4:28 PM, Nicholas Pleasants <nick@pleasantslaw.com> wrote:<br><br></blockquote></div><blockquote type="cite"><div dir="ltr">
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<p class="MsoNormal">Brent,<o:p></o:p></p>
<p class="MsoNormal">Unless the estate is holding real estate, I do not think you want to use a Lack of Probate Affidavit. Also, Lack of Probate Affidavit has nothing to do with the size of the estate. In my experience, the LOPA is a document that is recorded
to evidence the transfer of real property.<o:p></o:p></p>
<p class="MsoNormal">I think what you are talking about is a Small Estate Affidavit pursuant to Ch. 11.62 RCW. That is limited by the estate being under $100,000.<o:p></o:p></p>
<p class="MsoNormal">I have dealt with a small estate going to minors by filing a Petition to Establish Custodial Account pursuant to Ch. 11.114 RCW (UTMA). Standing to bring the Petition could be based on RCW 11.114.070(4). Technically the limit for a UTMA
account is $30,000, but there is some wiggle room in RCW 11.114.060(1)(c) that arguably allows the court to exceed this amount. It is going to be very fact specific, but I have gotten the courts to approve UTMA’s closer to the $100,000 range.<o:p></o:p></p>
<p class="MsoNormal">UTMA is great because the custodian has permission to spend the money for the benefit of the minor without court approval. RCW 11.114.140.<o:p></o:p></p>
<p class="MsoNormal">In King County, the UTMA Petition was treated like a TEDRA Petition. We were able to resolve it at the initial hearing 23 days after filing.<o:p></o:p></p>
<p class="MsoNormal">The difference in the fact patterns when I have used an UTMA Petition is that the minors were already beneficiaries on the accounts, so no Small Estate Affidavit was needed. In your case, you are asking the court to bypass the probate and
go straight to the UTMA. May or may not work, and if it does not work, then you might be out the $240 filing fee and have to start over with a probate. But given the right set of facts, this can work to bypass probate, bypass GAL, bypass guardianship, and
go straight to surviving parent as custodian.<o:p></o:p></p>
<p class="MsoNormal">Best, <o:p></o:p></p>
<p class="MsoNormal">Nick<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><b><span style="color:#2B6AA4">Nicholas Pleasants<o:p></o:p></span></b></p>
<p class="MsoNormal"><span style="color:#2B6AA4">Owner<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#2B6AA4"><o:p> </o:p></span></p>
<p class="MsoNormal"><a href="http://www.pleasantslaw.com/"><b><span style="color:#2B6AA4;text-decoration:none"><div><image001.png></div></span></b></a><b><span style="color:#2B6AA4"><o:p></o:p></span></b></p>
<p class="MsoNormal"><span style="color:black"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:black">Pleasants Law Firm, P.S.<br>
2300 130th Ave NE, Suite A-101<br>
Bellevue, WA 98005-1755<br>
(425) 615-7070 tel/fax<br>
</span><span style="color:#2E75B6"><a href="mailto:nick@pleasantslaw.com"><span style="color:#2E75B6">nick@pleasantslaw.com</span></a><o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#2E75B6"><a href="http://www.pleasantslaw.com"><span style="color:#2E75B6">www.pleasantslaw.com</span></a>
<o:p></o:p></span></p>
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<p class="MsoNormal"><b><span style="font-size:12.0pt;color:black">From: </span></b><span style="font-size:12.0pt;color:black"><wsbapt-bounces@lists.wsbarppt.com> on behalf of Candace Wilkerson <cwilkerson@wongfleming.com><br>
<b>Reply-To: </b>WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Date: </b>Wednesday, May 12, 2021 at 11:20 AM<br>
<b>To: </b>WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject: </b>Re: [WSBAPT] One Minor Heir - LOPA Eligible<o:p></o:p></span></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">So, as I see it, the GAL would be appointed in the probate to recommend that a trust be set up to hold the asset for the minor, with a trustee appointed. Then the property is transferred to the trustee of that trust. I don’t see a title
company accepting such a trust being set up without court approval, but I might be wrong.
<o:p></o:p></p>
<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal">Best,<o:p></o:p></p>
<p class="MsoNormal">Candace<o:p></o:p></p>
<p class="MsoNormal"> <o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black">Top Ranked Law Firm for 2015 by Fortune Magazine and American Lawyer Media</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:10.0pt;color:black">Candace Wilkerson<b> |</b> Senior Associate</span><b><span style="font-size:10.0pt;color:red"> </span></b><b><span style="font-size:10.0pt;color:#484848">|
</span></b><span style="font-size:10.0pt;color:black">Wong Fleming </span><o:p></o:p></p>
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<p class="MsoNormal"><b>From:</b> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com>
<b>On Behalf Of </b>Roger Hawkes<br>
<b>Sent:</b> Wednesday, May 12, 2021 10:57 AM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> Re: [WSBAPT] One Minor Heir - LOPA Eligible<o:p></o:p></p>
</div>
</div>
<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal">Presumably a very young minor, so gdn would have a long job. And mother is presumptively the guardian. So if someone thinks that is a bad idea, then someone should seek an independent guardian to hold the money till minor is legal.<o:p></o:p></p>
<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal">Roger Hawkes, WSBA # 5173
<o:p></o:p></p>
<p class="MsoNormal"><i><span style="font-size:14.0pt">Shoreline</span></i> Office: 19944 Ballinger Way NE<o:p></o:p></p>
<p class="MsoNormal"> Shoreline, WA 98155<o:p></o:p></p>
<p class="MsoNormal"><i><span style="font-size:14.0pt">Sultan</span></i> Office: 423 Main<o:p></o:p></p>
<p class="MsoNormal"> Sultan, WA 98294<o:p></o:p></p>
<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal">Phone: 206 367 5000; fax: 206 367 4005<o:p></o:p></p>
<p class="MsoNormal">Email: <a href="mailto:roger@law-hawks.com"><span style="color:#0563C1">roger@law-hawks.com</span></a>
<o:p></o:p></p>
<p class="MsoNormal">Web site: <a href="https://url.emailprotection.link/?bbO8QUp8VDeFs9k3URWRO3_P4_MmynD-QKsJRXBfSh_4nveqrRkG3Sl1nquj8aZvWAJxYNIbn1PEWow4PsEBH6A~~">
<span style="color:#0563C1">www.hawkeslawfirm.com</span></a><o:p></o:p></p>
<p class="MsoNormal"><div><image006.jpg></div><o:p></o:p></p>
<p class="MsoNormal"> <o:p></o:p></p>
<div style="border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in">
<p class="MsoNormal"><b>From:</b> <a href="mailto:wsbapt-bounces@lists.wsbarppt.com">
wsbapt-bounces@lists.wsbarppt.com</a> <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a>>
<b>On Behalf Of </b>Brent Williams-Ruth<br>
<b>Sent:</b> Wednesday, May 12, 2021 10:03 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] One Minor Heir - LOPA Eligible<o:p></o:p></p>
</div>
<p class="MsoNormal"> <o:p></o:p></p>
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<p class="MsoNormal"><span style="font-family:"Arial",sans-serif">Greetings List - </span><o:p></o:p></p>
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<p class="MsoNormal"><span style="font-family:"Arial",sans-serif"> </span><o:p></o:p></p>
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<p class="MsoNormal"><span style="font-family:"Arial",sans-serif">I have a PC who is dealing with the death of a young adult (who passed without a Will) who left behind one minor child. Minor child's surviving parent WAS NOT a spouse. Minor child is presently
in custody of decedent's parents, but permanent custody is (even before this) being sought by maternal aunt. </span><o:p></o:p></p>
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<p class="MsoNormal"><span style="font-family:"Arial",sans-serif"> </span><o:p></o:p></p>
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<p class="MsoNormal"><span style="font-family:"Arial",sans-serif">Because the total value of the estate is under $100,000 (and is solvent) the question was whether they could use LOPA to transfer estate assets to minor beneficiary. </span><o:p></o:p></p>
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<p class="MsoNormal"><span style="font-family:"Arial",sans-serif"> </span><o:p></o:p></p>
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<p class="MsoNormal"><span style="font-family:"Arial",sans-serif">This shouts to me the need for a PGAL but also know that this adds to what should be an "easy" transfer. </span><o:p></o:p></p>
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<p class="MsoNormal"><span style="font-family:"Arial",sans-serif"> </span><o:p></o:p></p>
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<p class="MsoNormal"><span style="font-family:"Arial",sans-serif">Thank you!</span><o:p></o:p></p>
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<p class="MsoNormal"><span style="font-family:"Arial",sans-serif">Brent</span><o:p></o:p></p>
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<p class="MsoNormal"><span style="font-family:"Arial",sans-serif"> </span><o:p></o:p></p>
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<p><b><span style="font-family:"Times New Roman",serif">Brent Williams-Ruth</span></b><span style="font-family:"Times New Roman",serif"> (preferred pronoun: he/him)<br>
<i>Attorney-At-Law</i></span><o:p></o:p></p>
<p><b><span style="font-family:"Times New Roman",serif">Law Offices of Brent Williams-Ruth, </span></b><b><span style="font-size:7.5pt;font-family:"Times New Roman",serif">a division of BWR Consulting, PLLC</span></b><o:p></o:p></p>
<p><b><span style="font-family:"Times New Roman",serif">Physical Address: 500 S 336th Street, Suite 214; Federal Way, WA 98003</span></b><o:p></o:p></p>
<p><b><span style="font-family:"Times New Roman",serif;color:red">**EFFECTIVE IMMEDIATELY**</span></b><b><span style="font-family:"Times New Roman",serif"> All mail sent through the USPS should be sent to the following address: PO BOX 3319; Federal Way, WA
98063 </span></b><o:p></o:p></p>
<p><span style="font-family:"Times New Roman",serif">Office/Scheduling Phone:<span style="color:#004080"> </span><span style="color:red">(253) 285-7751</span></span><o:p></o:p></p>
<p><span style="font-family:"Times New Roman",serif">Direct:<span style="color:red"> (253) 285-7453</span></span><o:p></o:p></p>
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