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<p class="MsoNormal">This screams Committed Intimate Relationship. If Stepmom cannot be worked with, then PC can file a TEDRA Petition to divide assets equitably and enjoin stepmom from taking further adverse actions.<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"><img border="0" width="144" height="44" style="width:1.5in;height:.4583in" id="Picture_x0020_2" src="cid:image001.png@01D7D58C.A87CFC20" alt="(Logo) Pleasants Law Firm"></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 Amy Goertz <amyjgoertz@icloud.com><br>
<b>Reply-To: </b>WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Date: </b>Tuesday, November 9, 2021 at 5:03 PM<br>
<b>To: </b>WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject: </b>[WSBAPT] Here's a New One<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:10.5pt">Good afternoon,</span><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-size:10.5pt">I have an interesting situation on my hands.</span><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-size:10.5pt">A potential client (PC) called today with the following challenging scenario:</span><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-size:10.5pt">PC (30 years old) was in a relationship since 2018 with a man (28 years old) who had been paralyzed in an accident in 2015. He received a settlement from the accident, which was in a bank account on which
his stepmother was a co-signer to help him pay bills.</span><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-size:10.5pt">During their relationship, PC was his primary caretaker, and they purchased vehicles and a house. All titled in his name and likely using his settlement monies.</span><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-size:10.5pt">They planned to be married on his grandparents’ anniversary - August 28, 2021. They had a ceremony with a licensed officiant but they did not realize they were supposed to get a marriage license ahead of time
so no official paperwork was filed. They decided to go to Idaho on October 11 (her birthday) to get hitched for real, but would continue to consider August 28 as their anniversary.</span><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-size:10.5pt">He died of unknown causes on October 5; she woke up to him unresponsive and could not revive him. </span><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-size:10.5pt">Stepmother has swooped in, says she is the “executor” of the estate (there are no estate planning documents to PC's knowledge) and has taken titles to all of the vehicles and withdrawn the funds from the bank
account. She says she is “holding them” for PC.</span><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-size:10.5pt">I would be interested to know how you would approach this situation.</span><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-size:10.5pt">Thanks in advance for your insights.</span><o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal"><img border="0" width="235" height="90" style="width:2.4479in;height:.9375in" id="_x0034_C484978-6AA3-4D2E-A853-51862CB7CAD2" src="cid:image002.gif@01D7D58C.A87CFC20"><o:p></o:p></p>
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<p class="MsoNormal"><i><span style="font-size:9.0pt;font-family:"Lucida Calligraphy";color:black"><br>
Amy</span></i><span style="font-size:9.0pt;font-family:Helvetica;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:9.0pt;font-family:Helvetica;color:black"><o:p> </o:p></span></p>
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<p class="MsoNormal"><i><span style="font-size:9.0pt;font-family:"Lucida Calligraphy";color:black">Amy J. Goertz, J.D.</span></i><span style="font-size:9.0pt;font-family:Helvetica;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><i><span style="font-size:9.0pt;font-family:"Lucida Calligraphy";color:black">Goertz & Lambrecht PLLC</span></i><span style="font-size:9.0pt;font-family:Helvetica;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:9.0pt;font-family:Helvetica;color:black"><a href="mailto:amyjgoertz@icloud.com">amyjgoertz@icloud.com</a> <o:p></o:p></span></p>
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<p class="MsoNormal" style="margin-bottom:12.0pt"><span style="font-size:9.0pt;font-family:Helvetica;color:black">1.888.926.2607 phone<br>
1.877.684.1627 fax<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:9.0pt;font-family:Helvetica;color:black">Address for correspondence:<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:9.0pt;font-family:Helvetica;color:black">2829 S. Grand Blvd., Suite 303<br>
Spokane, WA 99203 <o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:9.0pt;font-family:Helvetica;color:black">Additional office locations:<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:9.0pt;font-family:Helvetica;color:black">510 Bell Street<br>
Edmonds, WA 98020<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:9.0pt;font-family:Helvetica;color:black">Goertz & Lambrecht PLLC<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:9.0pt;font-family:Helvetica;color:black"><a href="http://www.goertzlambrecht.com/">www.goertzlambrecht.com</a><o:p></o:p></span></p>
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