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<p class="MsoNormal"><span style="font-size:16.0pt">I would also add that, if H&W are Washington residence now, a Pour-over Will for their property (except AZ real estate) probably doesn’t make a whole lot of sense and I would encourage them to use the AZ
trust in limited fashion and have a set of WA documents for everything else. Particularly if their fiduciaries are here. Regarding the wife’s incapacity, and it appears the judgement was issued in their joint names, I believe, as community property, it could
be treated/managed as such. To the extent one of them can manage this type of property under community property laws, I believe the husband can act. I personally would have to revisit those rules but I believe one in a community has all management authority
over all community property individually except real estate but that is going from a memory I wouldn’t count on
</span><span style="font-size:16.0pt;font-family:"Segoe UI Emoji",sans-serif">😉</span><span style="font-size:16.0pt"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:16.0pt"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:16.0pt">A second thought that comes to mind (and I don’t mean to create issues you have already addressed) is that, if the judgement is significant enough to trigger a WA Estate Tax (and/or Federal whatever that winds
up being), you want to look carefully at tax payment provisions in trust/pour-over Will. The person receiving the judgement may get an unexpected windfall or it may be just what H&W intend but they should at least know what the effect will be.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:16.0pt"><o:p> </o:p></span></p>
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<p class="MsoNormal"><i><span style="font-family:"Script MT Bold"">Diane J. Kiepe<o:p></o:p></span></i></p>
<p class="MsoNormal"><i><span style="font-family:"Script MT Bold""><o:p> </o:p></span></i></p>
<p class="MsoNormal">Diane J. Kiepe<o:p></o:p></p>
<p class="MsoNormal">Douglas Eden<o:p></o:p></p>
<p class="MsoNormal">717 W. Sprague Ave.<o:p></o:p></p>
<p class="MsoNormal">Suite 1500<o:p></o:p></p>
<p class="MsoNormal">Spokane, WA 99201<o:p></o:p></p>
<p class="MsoNormal"><a href="mailto:djkiepe@depdslaw.com"><span style="color:#0563C1">djkiepe@depdslaw.com</span></a><o:p></o:p></p>
<p class="MsoNormal">509-455-5300<o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:16.0pt"><o:p> </o:p></span></p>
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<p class="MsoNormal"><b>From:</b> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com>
<b>On Behalf Of </b>Heather de Vrieze<br>
<b>Sent:</b> Tuesday, May 18, 2021 11:02 AM<br>
<b>To:</b> Tom Garvey <tgarvey@haniganlaw.net>; WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> Re: [WSBAPT] WA Pour-Over to AZ Trust<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="font-size:12.0pt">You cannot use a separate memorandum regarding tangible personal property for something like this.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt">RCW 11.12.260 provides what can be included as follows (highlighting mine):<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Open Sans",sans-serif;color:black;background:white">(4) As used in this section "tangible personal property" means articles of personal or household use or ornament, for example, furniture, furnishings,
automobiles, boats, airplanes, and jewelry, as well as precious metals in any tangible form, for example, bullion or coins. The term includes articles even if held for investment purposes and encompasses tangible property that is not real property. The term
does not include mobile homes or intangible property, for example, money that is normal currency or normal legal tender,
<span style="background:yellow;mso-highlight:yellow">evidences of indebtedness</span>, bank accounts or other monetary deposits, documents of title, or securities.</span><span style="font-size:12.0pt"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:16.0pt;font-family:"Vladimir Script";color:#1F497D">Heather S. de Vrieze</span><b><span style="font-size:16.0pt;color:#1F497D"><br>
</span></b><i><span style="font-family:"Garamond",serif;color:#1F497D">Attorney-at-Law<o:p></o:p></span></i></p>
<p class="MsoNormal"><i><span style="font-family:"Garamond",serif;color:#1F497D"><img border="0" width="189" height="105" style="width:1.9722in;height:1.0972in" id="Picture_x0020_1" src="cid:image001.jpg@01D74BD6.ECE5B2C0"></span></i><i><span style="font-size:12.0pt;font-family:"Garamond",serif;color:#1F497D"><o:p></o:p></span></i></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">3909 California Avenue SW<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">Seattle, WA 98116-3705
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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">(206)938-5500
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<p class="MsoNormal"><a href="mailto:heatherd@westseattlelaw.com"><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">heatherd@westseattlelaw.com</span></a><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">
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<p class="MsoNormal"><span style="font-size:8.0pt;color:#7030A0"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:8.0pt;color:#A6A6A6"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:8.0pt;color:#A6A6A6">CONFIDENTIAL & PRIVILEGED. This e-mail message may contain legally privileged and/or confidential information. If you have received this e-mail in error, please notify the sender immediately
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<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>Tom Garvey<br>
<b>Sent:</b> Tuesday, May 18, 2021 10:37 AM<br>
<b>To:</b> <a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a><br>
<b>Subject:</b> [WSBAPT] WA Pour-Over to AZ Trust<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">Greetings all, <o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">Husband and Wife made one Trust in AZ governed by AZ law and accompanying Pour-Over Wills at the same time. <o:p></o:p></p>
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<p class="MsoNormal">One spouse would like to add to/amend the distribution scheme to assign their lawsuit recovery to one beneficiary. <o:p></o:p></p>
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<p class="MsoNormal">The other spouse is incapacitated and cannot sign amendments to the Trust. <o:p></o:p></p>
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<p class="MsoNormal">Their POA's do not grant authority to amend the Trust, neither do the Trust provisions. <o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">Create a new Pour-Over will with the exception for lawsuit recovery? It would be a WA will going to an AZ Trust. <o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">Is the lawsuit recovery considered "an instrument evidencing a debt" pursuant to RCW 11.62.005? If so it could just be a personal property memorandum? <o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal"><b>Tom Garvey | Attorney</b><o:p></o:p></p>
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<p class="MsoNormal">Hanigan Law Office, PS<o:p></o:p></p>
</div>
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<p class="MsoNormal">68 Main St. / PO Box 39<o:p></o:p></p>
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<p class="MsoNormal">Cathlamet, WA 98612<o:p></o:p></p>
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<p class="MsoNormal">(360) 795-3494<o:p></o:p></p>
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<p class="MsoNormal">(360) 795-3001 - fax<o:p></o:p></p>
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