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<p class="MsoNormal"><span style="font-size:16.0pt">Where you need to be careful though is the overlap between disclaimers and the rules related to 3<sup>rd</sup> party SNT. I believe where a surviving spouse disclaims and the property ends up in a trust for
surviving spouse it may be viewed as self-settled for Medicaid purposes. Perhaps since the PR has sole discretion to fund or not fund this changes the results. In fairness, the Medicaid/Disclaimer issue is one I simply know enough that I need to tread carefully
and I work with my partner if we are involved in SNT with Disclaimer.<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">Whew – so many pitfalls.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:16.0pt"><o:p> </o:p></span></p>
<div>
<p class="MsoNormal" style="punctuation-wrap:hanging;text-autospace:ideograph-numeric ideograph-other">
<i><span style="font-family:"Script MT Bold";position:relative;top:0pt;mso-text-raise:0pt">Diane J. Kiepe<o:p></o:p></span></i></p>
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<i><span style="font-family:"Script MT Bold";position:relative;top:0pt;mso-text-raise:0pt"><o:p> </o:p></span></i></p>
<p class="MsoNormal" style="punctuation-wrap:hanging;text-autospace:ideograph-numeric ideograph-other">
<span style="position:relative;top:0pt;mso-text-raise:0pt">Diane J. Kiepe<o:p></o:p></span></p>
<p class="MsoNormal" style="punctuation-wrap:hanging;text-autospace:ideograph-numeric ideograph-other">
<span style="position:relative;top:0pt;mso-text-raise:0pt">Douglas Eden<o:p></o:p></span></p>
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<span style="position:relative;top:0pt;mso-text-raise:0pt">717 W. Sprague Ave.<o:p></o:p></span></p>
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<span style="position:relative;top:0pt;mso-text-raise:0pt">Suite 1500<o:p></o:p></span></p>
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<span style="position:relative;top:0pt;mso-text-raise:0pt">Spokane, WA 99201<o:p></o:p></span></p>
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<span style="position:relative;top:0pt;mso-text-raise:0pt"><a href="mailto:djkiepe@depdslaw.com"><span style="color:#0563C1">djkiepe@depdslaw.com</span></a><o:p></o:p></span></p>
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<span style="position:relative;top:0pt;mso-text-raise:0pt">509-455-5300<o:p></o:p></span></p>
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<p class="MsoNormal" style="punctuation-wrap:hanging;text-autospace:ideograph-numeric ideograph-other">
<b><span style="position:relative;top:0pt;mso-text-raise:0pt">From:</span></b><span style="position:relative;top:0pt;mso-text-raise:0pt"> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com>
<b>On Behalf Of </b>Ryan P. Coon<br>
<b>Sent:</b> Wednesday, July 14, 2021 9:33 AM<br>
<b>To:</b> wsbapt@lists.wsbarppt.com<br>
<b>Subject:</b> Re: [WSBAPT] Will/CPA<o:p></o:p></span></p>
</div>
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<p class="MsoNormal"><o:p> </o:p></p>
<p>Also see RCW 11.86 regarding disclaimers of interests. Under 11.86.011(6)(n) the statute specifically contemplates disclaimers of interests under community property agreements.
<o:p></o:p></p>
<p>Thus, I don't see any problem with executing a will and community property agreement concurrently and then choosing which to use at the time of the death of the first spouse. When the first spouse passes the survivor can simply choose whether to (1) use
the CPA to dispose of property or (2) disclaim interest under the CPA and probate the will instead.<o:p></o:p></p>
<p>However, it would probably be best practice to include in the CPA a provision contemplating disclaimer and/or to have a the survivor sign a disclaimer of interest at the time of such disclaimer (in Norris v. Norris disclaimer was implied by the fact that
the survivor discussed whether to use the will or the CPA and ultimately decided to probate the will).<o:p></o:p></p>
<div>
<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal">Very Truly Yours,<o:p></o:p></p>
<p class="MsoNormal">Ryan P. Coon<o:p></o:p></p>
<p class="MsoNormal">Law Office of Cole & Gilday, P.C. <o:p></o:p></p>
<p class="MsoNormal"><i> </i><o:p></o:p></p>
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<p class="MsoNormal" style="punctuation-wrap:hanging;text-autospace:ideograph-numeric ideograph-other">
<span style="position:relative;top:0pt;mso-text-raise:0pt">On 7/14/2021 9:10 AM, Heather de Vrieze wrote:<o:p></o:p></span></p>
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<blockquote style="margin-top:5.0pt;margin-bottom:5.0pt">
<p class="MsoNormal"><span style="font-size:12.0pt">FWIW – Briefing on this issue from early in my practice (in other words, a really long time ago). I haven’t researched it recently, but am unaware of any substantive changes to case law.</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:12.0pt"> </span><o:p></o:p></p>
<p class="MsoNormal" style="text-align:justify;text-indent:.5in;line-height:23.8pt;mso-line-height-rule:exactly">
<b>3.1</b> A community property agreement is a contract authorized and controlled by R.C.W. §26.16.120, and remains in effect until rescinded by a valid agreement of the parties.
<u>See</u> <u>In Re Estate of Catto</u>, 88 Wn App. 522, 944 P.2d 1052 (1997); <u>
In re Estate of Lyman</u>, 7 Wn. App 945, 503 P.2d 1127 (1972). In <u>Catto</u>, the wife executed a inconsistent will and filed for divorce, but because the community property agreement did not include a clause terminating it on divorce. The beneficiaries
of Mrs. Catto’s will contended that the community property agreement should be nullified because the marriage was defunct at the time of her death. The court specifically found that the marriage was defunct, but held that because the agreement had no clause
indicating termination in the event of a defunct marriage, it would not imply such a provision.
<u>Catto</u>, <u>supra</u>, 88 Wn App at 529, 944 P.2d at 1056. Similarly, the status of the marriage between Mr. and Mrs. Stamper should have no bearing on the validity of the community property agreement.<o:p></o:p></p>
<span style="font-size:11.0pt;font-family:"Calibri",sans-serif;mso-fareast-language:EN-US"><br clear="all" style="page-break-before:always">
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<p class="MsoNormal" style="text-align:justify;text-indent:.5in;line-height:23.8pt;mso-line-height-rule:exactly">
<b>3.2</b> The courts have long since determined that a “meeting of the minds”, or at least knowledge of and acquiescence to or reliance on the repudiation by one party is necessary to revoke or rescind a contract such as a community property agreement. “Uncommunicated
subjective mutual intention to abandon is not enough.” <u>In re Estate of Lyman</u>, 7 Wash. App. at 949, 503 P.3d at 1131 (<u>quoting</u>
<u>Restatement of Contracts</u> §§20,21&22(1934)). One party’s unilateral act cannot by itself serve to rescind the agreement.
<u>See</u>, <u>In re Estate of Lyman</u>, <u>supra</u>; <u>In re Estate of Catto</u>,
<u>supra</u>; <u>In re Estate of Wittman</u>, 58 Wn.2d 841, 365 P.2d 17 (1961). Further, to constitute intention to abandon, both foresight of the consequences to follow and a desire to do the thing foreseen is required.
<u>Lyman</u>, <u>supra</u>. If there was no mutuality of intent, the agreement is still valid because there is no valid recission<o:p></o:p></p>
<p class="MsoNormal" style="text-align:justify;text-indent:.5in;line-height:23.8pt;mso-line-height-rule:exactly">
<b>3.3</b>. Often spouses will execute wills contemporaneously with executing a community property agreement. This is to cover any property excluded from the agreement, or the eventuality of simultaneous deaths. In this case, no property was excluded from
the terms of the community property agreement. If there were any assets not covered by the community property agreement, Olivia’s will could have dispositive control over those assets, but as no such assets exist, Olivia’s will should not have any force
or effect. <u>See</u>, <u>Lyman</u>, <u>supra</u>. In fact, the events in the case at hand are similar to those of
<u>Wittman</u>, in which the wife made a will purporting to dispose of only her one-half interest in their community property subject to a community property agreement. The husband made a will giving certain legacies to certain individuals and devising and
bequeathing the residue to his wife. In fact Olivia Stamper’s will went one step further and specifically attempted to divest her husband of his one-half of the community assets. Such attempt should fail, as it did in
<u>Wittman</u> where the court confirmed ownership of all assets on the surviving spouse.
<o:p></o:p></p>
<p class="MsoNormal" style="text-align:justify;text-indent:.5in;line-height:23.8pt;mso-line-height-rule:exactly">
<b>3.4</b> A community property agreement such as the one at issue in this case is clear on its face and terms that it shall have the effect of vesting all property owned by the couple, or by the first spouse to die in the survivor.
<u>In re Estate of Wittman</u>, <u>supra</u>. <o:p></o:p></p>
<p class="MsoNormal" style="text-align:justify;text-indent:.5in;line-height:23.8pt;mso-line-height-rule:exactly">
There is no case law regarding waiver of contractual rights under a community property agreement. The similar but distinct principle of election has been examined by the courts. The only case where a spouse was estopped from having the probate court enforce
a community property agreement instead of the will of the predeceased spouse was
<u>Norris v. Norris 95 Wash.2d 124, 622 P.2d 816 (1980)</u>.<o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:12.0pt"> </span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:12.0pt"> </span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:12.0pt">ALSO FWIW – I use CPAs in my practice all the time and include a provision for unilateral revocation in the event of incapacity of one spouse and need for Medicaid.</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:12.0pt"> </span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:12.0pt">Heather</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:12.0pt"> </span><o:p></o:p></p>
<div>
<p class="MsoNormal"><span style="font-size:16.0pt;font-family:"Vladimir Script ;color:#1F497D",serif">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</span></i><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>Karen E. Boxx<br>
<b>Sent:</b> Wednesday, July 14, 2021 7:34 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] Will/CPA<o:p></o:p></p>
</div>
</div>
<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal">See Norris v. Norris, 25 Wn.App. 290 (1980). On W’s death, H opted to probate wife’s will even though there was a CPA in effect, and court held he had disclaimed his interest under the CPA. Some agreements provide that a surviving spouse
can disclaim their interest at death of first spouse, so the terms of the agreement should be considered. But Diane is right - there are numerous cases where a CPA trumps terms of a will and other nonprobate transfers - see Lyon v. Lyon, 100 Wn.App. 409,
where a CPA controlled over a joint tenancy with the deceased H’s brother (“<span style="font-size:15.0pt;font-family:"Arial",sans-serif;color:black;background:#EEEEFE"> Which “instantaneous” event takes place first might muddle metaphysicians for millenia.
There is a need to resolve the issue, however, and we hold that when the </span><span class="cosearchterm"><b><span style="font-size:15.0pt;font-family:"Arial",sans-serif;color:#333333">agreement</span></b></span><span style="font-size:15.0pt;font-family:"Arial",sans-serif;color:black;background:#EEEEFE"> simply
conveys all </span><span class="cosearchterm"><b><span style="font-size:15.0pt;font-family:"Arial",sans-serif;color:#333333">community</span></b></span><span style="font-size:15.0pt;font-family:"Arial",sans-serif;color:black;background:#EEEEFE"> </span><span class="cosearchterm"><b><span style="font-size:15.0pt;font-family:"Arial",sans-serif;color:#333333">property</span></b></span><span style="font-size:15.0pt;font-family:"Arial",sans-serif;color:black;background:#EEEEFE"> to
the surviving spouse, the </span><span class="cosearchterm"><b><span style="font-size:15.0pt;font-family:"Arial",sans-serif;color:#333333">agreement</span></b></span><span style="font-size:15.0pt;font-family:"Arial",sans-serif;color:black;background:#EEEEFE"> controls.
It is the policy of law to favor </span><span class="cosearchterm"><b><span style="font-size:15.0pt;font-family:"Arial",sans-serif;color:#333333">community</span></b></span><span style="font-size:15.0pt;font-family:"Arial",sans-serif;color:black;background:#EEEEFE"> </span><span class="cosearchterm"><b><span style="font-size:15.0pt;font-family:"Arial",sans-serif;color:#333333">property</span></b></span><span style="font-size:15.0pt;font-family:"Arial",sans-serif;color:black;background:#EEEEFE"> and
disfavor joint tenancies. ”)</span><br>
<br>
Karen<o:p></o:p></p>
<div>
<p class="MsoNormal">Sent from my iPad<o:p></o:p></p>
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<p class="MsoNormal"><br>
<br>
<br>
<o:p></o:p></p>
<blockquote style="margin-top:5.0pt;margin-bottom:5.0pt">
<p class="MsoNormal" style="margin-bottom:12.0pt">On Jul 14, 2021, at 7:22 AM, Diane J. Kiepe <<a href="mailto:DJKiepe@depdslaw.com">DJKiepe@depdslaw.com</a>> wrote:<o:p></o:p></p>
</blockquote>
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<blockquote style="margin-top:5.0pt;margin-bottom:5.0pt">
<div>
<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:16.0pt">Sarah,</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:16.0pt"> </span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:16.0pt">I agree with the contract conclusion and that it isn’t a take it or leave it tool. That was said much better than my post stating that the CPA trumps the Will. Trump may have been a bad word. Because it’s
a contract that takes effect on a death of one person there is nothing in the probate estate unless it is a CPA that only goes to character of property (not how it vests). I rarely see these.
</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:16.0pt"> </span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:16.0pt">I have been using CPAs for certain plans (all goes to first spouse on death) and where Medicaid qualification is unlikely (due to pension/ss or whatever) or where the parties acknowledge they want to use all
their funds as they have for their best care and Medicaid only if absolutely necessary. With that being said, the some comments here certainly have given me food for thought.</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:16.0pt"> </span><o:p></o:p></p>
<div>
<p class="MsoNormal"><i><span style="font-family:"Script MT Bold"">Diane J. Kiepe</span></i><o:p></o:p></p>
<p class="MsoNormal"><i><span style="font-family:"Script MT Bold""> </span></i><o:p></o:p></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">djkiepe@depdslaw.com</a><o:p></o:p></p>
<p class="MsoNormal">509-455-5300<o:p></o:p></p>
</div>
<p class="MsoNormal"><span style="font-size:16.0pt"> </span><o:p></o:p></p>
<div>
<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>Sarah McCarthy<br>
<b>Sent:</b> Tuesday, July 13, 2021 7:54 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] Will/CPA<o:p></o:p></p>
</div>
</div>
<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal">Here are 2 cents from a less seasoned player in this field than most of you: <o:p></o:p></p>
<div>
<p class="MsoNormal"> <o:p></o:p></p>
</div>
<div>
<p class="MsoNormal">A CPA is a contractual commitment as to how assets will vest after the first spouse’s death. I don’t view it as something a surviving spouse can simply discard if it winds up not being the best method of handling things after the first
spouse’s death. For this reason it’s a tool that I don’t employ unless it’s clear that absolute vesting to surviving spouse on death is the only desired outcome. I do see it as trumping the will. <o:p></o:p></p>
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<p class="MsoNormal"> <o:p></o:p></p>
</div>
<div>
<p class="MsoNormal">Though I am aware that some attorneys prepare these as an optional tool, and advise surviving spouses to choose whether or not to take under a CPA, depending on the circumstances after the first spouse’s death. I personally don’t agree
with this approach. Either the spouses make a contractual commitment, or they don’t. <o:p></o:p></p>
</div>
<div>
<p class="MsoNormal"> <o:p></o:p></p>
</div>
<div>
<p class="MsoNormal">The CPA can however be drafted to permit revocation by a single spouse after one spouse’s incapacity (as may be needed for Medicaid or tax planning purposes), as well as an option for disclaimer by surviving spouse, which affords additional
flexibility. <o:p></o:p></p>
</div>
<div>
<p class="MsoNormal"> <o:p></o:p></p>
</div>
<div>
<div>
<p class="MsoNormal">Sarah<o:p></o:p></p>
</div>
<div>
<p class="MsoNormal"> <o:p></o:p></p>
<div>
<p class="MsoNormal">Sent by dictation from my iPhone. Please excuse typos and missing punctuation!<o:p></o:p></p>
</div>
<div>
<p class="MsoNormal"><br>
<br>
<br>
<br>
<o:p></o:p></p>
<blockquote style="margin-top:5.0pt;margin-bottom:5.0pt">
<p class="MsoNormal" style="margin-bottom:12.0pt">On Jul 13, 2021, at 4:15 PM, Roger Hawkes <<a href="mailto:Roger@law-hawks.com">Roger@law-hawks.com</a>> wrote:<o:p></o:p></p>
</blockquote>
</div>
<blockquote style="margin-top:5.0pt;margin-bottom:5.0pt">
<div>
<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal"><b><span style="font-size:12.0pt;font-family:"Arial",sans-serif">One of the main reasons not to do a cpa is the inability to do any sort of complex planning, like trusts etc.</span></b><o:p></o:p></p>
<p class="MsoNormal"><b><span style="font-size:12.0pt;font-family:"Arial",sans-serif"> </span></b><o:p></o:p></p>
<div>
<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>Diane J. Kiepe<br>
<b>Sent:</b> Tuesday, July 13, 2021 3:34 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] Will/CPA<o:p></o:p></p>
</div>
</div>
<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:16.0pt">Ken,</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:16.0pt"> </span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:16.0pt">If the SNT in the Will is for the surviving spouse, the CPA will be problematic. The CPA, if not revoked in any way, will trump the Will. I sense I may either be reading your note below wrong or missing
a fact.</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:16.0pt"> </span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:16.0pt">Happy to send you a direct e-mail with some additional information.</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:16.0pt"> </span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:16.0pt"> </span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:16.0pt"> </span><o:p></o:p></p>
<div>
<p class="MsoNormal"><i><span style="font-family:"Script MT Bold"">Diane J. Kiepe</span></i><o:p></o:p></p>
<p class="MsoNormal"><i><span style="font-family:"Script MT Bold""> </span></i><o:p></o:p></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">djkiepe@depdslaw.com</a><o:p></o:p></p>
<p class="MsoNormal">509-455-5300<o:p></o:p></p>
</div>
<p class="MsoNormal"><span style="font-size:16.0pt"> </span><o:p></o:p></p>
<div>
<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>Ken Luce<br>
<b>Sent:</b> Tuesday, July 13, 2021 3:17 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] Will/CPA<o:p></o:p></p>
</div>
</div>
<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal">Concern is with CPA it eliminates provisions in their will for SNT<o:p></o:p></p>
<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal">kl <o:p></o:p></p>
<p class="MsoNormal"> <o:p></o:p></p>
<div>
<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><a href="mailto:Jeff@bellanddavispllc.com">Jeff@bellanddavispllc.com</a><br>
<b>Sent:</b> Tuesday, July 13, 2021 2:47 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] Will/CPA<o:p></o:p></p>
</div>
</div>
<p class="MsoNormal"> <o:p></o:p></p>
<div style="border:solid #FFCACA 1.0pt;padding:12.0pt 12.0pt 12.0pt 12.0pt">
<p style="background:#FFCACA"><b><span style="font-size:12.0pt;color:black">[EXTERNAL MAIL]</span></b><span style="color:black">
</span><span style="font-size:10.0pt;color:black">DO NOT CLICK links or open attachments unless you recognize the sender and know the content is safe.</span><o:p></o:p></p>
</div>
<div>
<p class="MsoNormal">Ken,<o:p></o:p></p>
<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal">I would use what is most beneficial for the situation. Is there a surviving spouse? If so, wouldn’t the cpa be easier and avoid probate? What is the issue probating the Will(s).<o:p></o:p></p>
<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal">Jeff<o:p></o:p></p>
<p class="MsoNormal"> <o:p></o:p></p>
<div>
<p class="MsoNormal"><b><span style="font-family:"Tahoma",sans-serif">W. Jeff Davis</span></b><o:p></o:p></p>
<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black">BELL & DAVIS PLLC</span></b><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black"><br>
P.O. Box 510</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black">720 E. Washington Street, Suite 105<br>
Sequim WA 98382<br>
Phone: (360) 683.1129 <br>
Fax: (360) 683.1258 <br>
email: </span><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif"><a href="mailto:jeff@bellanddavispllc.com">jeff@bellanddavispllc.com</a><span style="color:black"><br>
</span></span><a href="http://www.bellanddavispllc.com/" target="_blank"><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;color:blue">www.bellanddavispllc.com</span></a><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black"><br>
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The information contained in this e-mail message may be privileged, confidential, and protected from disclosure. If you are not the intended recipient, any dissemination, distribution, or copying is strictly prohibited. If you think that you have received this
e-mail message in error, please e-mail the sender at </span><a href="mailto:info@bellanddavispllc.com"><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;color:blue">info@bellanddavispllc.com</span></a><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black">
or call 360.683.1129.</span><o:p></o:p></p>
<p class="MsoNormal"><b> </b><o:p></o:p></p>
</div>
<p class="MsoNormal"> <o:p></o:p></p>
<div>
<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>Ken Luce<br>
<b>Sent:</b> Tuesday, July 13, 2021 2:33 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> [WSBAPT] Will/CPA<o:p></o:p></p>
</div>
</div>
<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:14.0pt">At time of death with will and cpa is it mandatory the cpa be used? Both wills are identical.</span><o:p></o:p></p>
<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal"><b><span style="font-size:9.0pt;font-family:"Arial",sans-serif">Ken Luce</span></b><o:p></o:p></p>
<p class="MsoNormal"><b><span style="font-size:9.0pt;font-family:"Arial",sans-serif">Luce & Associates, P.S.</span></b><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Arial",sans-serif">4505 Pacific Hwy. E., Suite A</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Arial",sans-serif">Tacoma, WA 98424</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Arial",sans-serif">T: (253) 922-8724</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Arial",sans-serif">F: (253) 922-2802</span><o:p></o:p></p>
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<p class="MsoNormal"><b><span style="font-family:"Garamond",serif"> </span></b><o:p></o:p></p>
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or federal law or to those who are not clients of this firm. </span><o:p></o:p></p>
<p class="MsoNormal"> <o:p></o:p></p>
</div>
<p class="MsoNormal">***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>
_______________________________________________<br>
WSBAPT mailing list<br>
<a href="mailto:WSBAPT@lists.wsbarppt.com">WSBAPT@lists.wsbarppt.com</a><br>
<a href="http://mailman.fsr.com/mailman/listinfo/wsbapt">http://mailman.fsr.com/mailman/listinfo/wsbapt</a><o:p></o:p></p>
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</div>
<p class="MsoNormal">***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>
_______________________________________________<br>
WSBAPT mailing list<br>
<a href="mailto:WSBAPT@lists.wsbarppt.com">WSBAPT@lists.wsbarppt.com</a><br>
<a href="http://mailman.fsr.com/mailman/listinfo/wsbapt">http://mailman.fsr.com/mailman/listinfo/wsbapt</a><o:p></o:p></p>
</div>
</blockquote>
<p class="MsoNormal" style="punctuation-wrap:hanging;text-autospace:ideograph-numeric ideograph-other">
<span style="position:relative;top:0pt;mso-text-raise:0pt"><br>
<br>
<o:p></o:p></span></p>
<pre>***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.***<o:p></o:p></pre>
<pre>_______________________________________________<o:p></o:p></pre>
<pre>WSBAPT mailing list<o:p></o:p></pre>
<pre><a href="mailto:WSBAPT@lists.wsbarppt.com">WSBAPT@lists.wsbarppt.com</a><o:p></o:p></pre>
<pre><a href="http://mailman.fsr.com/mailman/listinfo/wsbapt">http://mailman.fsr.com/mailman/listinfo/wsbapt</a><o:p></o:p></pre>
</blockquote>
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