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<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">Philip, not bad for “lowly estate planner”!! Lawyers who counsel or assist their clients to make fraudulent transfers may themselves be subject to more than just discipline.
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<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#00426B">Russell D. Garrett </span></b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#00426B">
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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black">OR Direct: (503) 598-5519</span><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#00426B"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black">WA Direct: (360) 567-3911</span><span style="font-family:"Arial",sans-serif"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black">Portland Metro | Bend | Vancouver WA</span><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#00426B"><o:p></o:p></span></p>
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<b><span style="font-size:10.0pt">PLEASE NOTE:</span></b><span style="font-size:10.0pt"> All offices of Jordan Ramis are working remotely. Our professionals continue to remain fully available by telephone and email.<br>
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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>Philip N. Jones<br>
<b>Sent:</b> Monday, March 21, 2022 3:57 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> Re: [WSBAPT] Transfer right before death<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="font-size:16.0pt;font-family:"Times New Roman",serif">I am not a creditor’s rights attorney. But even a lowly estate planner like me thinks this looks like a fraudulent transfer. See RCW 19.40, known as<span style="color:black">
the Uniform Fraudulent Transfer Act, also known as the Uniform Voidable Transactions Act. This is the state law that the IRS uses when someone (or some entity) transfers assets at a time when taxes are due, thus creating insolvency and preventing the IRS
from collecting their taxes. But any creditor can use this statute if the facts are right. The recipients of the assets are subject to something known as transferee liability. Best thing to do is talk to a creditor’s rights attorney ASAP, and do not rely
on my amateurish opinions.<o:p></o:p></span></span></p>
<p class="MsoNormal"><span style="font-size:16.0pt;font-family:"Times New Roman",serif;color:black">Phil Jones<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"><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"><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> Monday, March 21, 2022 3:43 PM<br>
<b>To:</b> <a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a><br>
<b>Subject:</b> [WSBAPT] Transfer right before death<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><br>
Decedent sees the end coming. Transfers all assets to their sibling. <o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">Decedent passes with $XXX in debt. <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 estate insolvent where the creditors are “out of luck” or is this a transfer that can be undone. <o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">Key in my mind is that there is literally not a single asset that will be conveyed after death. <o:p></o:p></p>
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<p><b>Brent Williams-Ruth</b> <br>
<i>Attorney-At-Law</i><o:p></o:p></p>
<p><b>Law Offices of Brent Williams-Ruth, a division of BWR Consulting, PLLC</b><o:p></o:p></p>
<p>Office/Scheduling Phone: (253) 285-7751<o:p></o:p></p>
<p>Direct Mobile: (253) 285-7453<o:p></o:p></p>
<p>500 S. 336th St., Suite 214; Federal Way, WA 98003<o:p></o:p></p>
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<p><b>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">Brent@Williams-RuthLaw.com</a> and <a href="https://nam11.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.williams-ruthlaw.com%2F&data=04%7C01%7Cpjones%40duffykekel.com%7Caa1b4274e47c475641ba08da0b8c9942%7C2d66ed5354fa4c2f8c4dbff1aca5479d%7C0%7C0%7C637834995751958924%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000&sdata=UgUZEpwSTG7vB%2FgpNF6wngZuKDcw2hOS78mmQS84sQ4%3D&reserved=0" target="_blank">www.Williams-RuthLaw.com</a> </b><o:p></o:p></p>
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