<html><head></head><body><div class="ydp4dd667d4yahoo-style-wrap" style="font-family:Helvetica Neue, Helvetica, Arial, sans-serif;font-size:16px;"><div></div>
<div dir="ltr" data-setdir="false">TEDRA agreement</div><div><br></div>
</div><div id="yahoo_quoted_6346823324" class="yahoo_quoted">
<div style="font-family:'Helvetica Neue', Helvetica, Arial, sans-serif;font-size:13px;color:#26282a;">
<div>
On Monday, June 20, 2022, 04:56:03 PM PDT, Jennifer Johnson <jen@haniganlaw.net> wrote:
</div>
<div><br></div>
<div><br></div>
<div><div id="yiv4423997094"><div style="font-family:arial;font-size:14px;">Thank you both for the info!</div><div style="font-family:arial;font-size:14px;"><br></div><div style="font-family:arial;font-size:14px;">Jen</div><div style="font-family:arial;font-size:14px;"><br></div>
<div style="font-family:arial;font-size:14px;" class="yiv4423997094protonmail_signature_block">
<div class="yiv4423997094protonmail_signature_block-user">
<p class="yiv4423997094MsoNormal"><i><b>Jennifer M. Johnson</b></i><br></p><div><i><b></b></i><b>Title Officer | Attorney</b><br></div><div>Wahkiakum Title & Escrow Co.</div><div>Hanigan Law Office, PS<br></div><div>68 Main Street / P.O. Box 39<br></div><div>Cathlamet, WA 98612<br></div><div>(360) 795-3494<br></div><div>(360) 795-3001 (f)<br></div><div>www.wahtitle.com</div><div><br></div><div><span>CONFIDENTIALITY NOTICE:<span> </span>THIS EMAIL IS INTENDED TO BE A CONFIDENTIAL AND PRIVILEGED ATTORNEY-CLIENT COMMUNICATION.<span> </span>IF YOU ARE NOT THE INTENDED RECIPIENT OF THIS EMAIL, PLEASE DO NOT READ OR PRINT IT.<span> </span>This transmission is intended for the sole use of the individual and entity to whom it is addressed, and may contain information that is privileged, confidential, and exempt from disclosure under applicable law.<span> </span>You are hereby notified that any dissemination, distribution, or duplication of this transmission by someone other than the intended addressee or its designated agent is strictly prohibited.<span> </span>If your receipt of this transmission is in error, please notify the sender immediately by calling 360.795.3494, or by reply to this transmission, and then permanently delete the message.</span><br></div><p><span>DISCLAIMER NOTICE:<span> </span>Email communication on the internet is NOT secure.<span> </span>There is a risk that this communication may be intercepted illegally, waiving any implied or explicit attorney-client or work-product privileges.</span><br></p><div><br></div>
</div>
<div style="font-family:arial;font-size:14px;"><br></div>
<div class="yiv4423997094protonmail_signature_block-proton">
Sent with <a rel="nofollow noopener noreferrer" target="_blank" href="https://proton.me/">Proton Mail</a> secure email.
</div>
</div>
<div style="font-family:arial;font-size:14px;"><br></div><div class="yiv4423997094protonmail_quote">
------- Original Message -------<br>
On Monday, June 20th, 2022 at 1:55 PM, Diane J. Kiepe <DJKiepe@depdslaw.com> wrote:<br><br>
<blockquote type="cite" class="yiv4423997094protonmail_quote">
<div class="yiv4423997094WordSection1">
<p class="yiv4423997094MsoNormal"><span style="font-size:16.0pt;">Ditto – disclaiming could be a nightmare because next in line are not the step-daughters but next of kin…….you can never do enough disclaiming to get to a “step” family member.</span></p>
<p class="yiv4423997094MsoNormal"><span style="font-size:16.0pt;"> </span></p>
<div>
<p class="yiv4423997094MsoNormal"><i><span style="font-family:MT;">Diane J. Kiepe</span></i></p>
<p class="yiv4423997094MsoNormal"><i><span style="font-family:MT;"> </span></i></p>
<p class="yiv4423997094MsoNormal">Diane J. Kiepe</p>
<p class="yiv4423997094MsoNormal">Douglas Eden</p>
<p class="yiv4423997094MsoNormal">717 W. Sprague Ave.</p>
<p class="yiv4423997094MsoNormal">Suite 1500</p>
<p class="yiv4423997094MsoNormal">Spokane, WA 99201</p>
<p class="yiv4423997094MsoNormal"><a rel="nofollow noopener noreferrer" ymailto="mailto:djkiepe@depdslaw.com" target="_blank" href="mailto:djkiepe@depdslaw.com"><span style="color:#0563C1;">djkiepe@depdslaw.com</span></a></p>
<p class="yiv4423997094MsoNormal">509-455-5300</p>
</div>
<p class="yiv4423997094MsoNormal"><span style="font-size:16.0pt;"> </span></p>
<div>
<div style="border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in;">
<p class="yiv4423997094MsoNormal"><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, June 20, 2022 1:52 PM<br>
<b>To:</b> Jennifer Johnson <jen@haniganlaw.net>; WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> Re: [WSBAPT] Assignment of beneficiary's interest in estate</p>
</div>
</div>
<p class="yiv4423997094MsoNormal"> </p>
<p class="yiv4423997094MsoNormal"><span style="font-size:14.0pt;font-family:New serif;">I agree with you about the disclaimer and the gifts(s).</span></p>
<p class="yiv4423997094MsoNormal"><span style="font-size:14.0pt;font-family:New serif;">Phil Jones</span></p>
<p class="yiv4423997094MsoNormal"><span style="font-size:14.0pt;font-family:New serif;"> </span></p>
<p class="yiv4423997094MsoNormal"><span style="font-size:14.0pt;font-family:New serif;">Philip N. Jones</span></p>
<p class="yiv4423997094MsoNormal"><span style="font-size:14.0pt;font-family:New serif;">Duffy Kekel LLP</span></p>
<p class="yiv4423997094MsoNormal"><span style="font-size:14.0pt;font-family:New serif;">900 S.W. Fifth Ave. Suite 2500</span></p>
<p class="yiv4423997094MsoNormal"><span style="font-size:14.0pt;font-family:New serif;">Portland, OR 97204</span></p>
<p class="yiv4423997094MsoNormal"><span style="font-size:14.0pt;font-family:New serif;"><a rel="nofollow noopener noreferrer" ymailto="mailto:pjones@duffykekel.com" target="_blank" href="mailto:pjones@duffykekel.com"><span style="color:#0563C1;">pjones@duffykekel.com</span></a></span></p>
<p class="yiv4423997094MsoNormal"><span style="font-size:14.0pt;font-family:New serif;">(503) 226-1371 – office</span></p>
<p class="yiv4423997094MsoNormal"><span style="font-size:14.0pt;font-family:New serif;">(503) 853-1482 – cell</span></p>
<p class="yiv4423997094MsoNormal"><span style="font-size:14.0pt;font-family:New serif;">(503) 226-3574 - fax</span></p>
<p class="yiv4423997094MsoNormal"><span style="font-size:14.0pt;font-family:New serif;"> </span></p>
<div style="border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in;">
<p class="yiv4423997094MsoNormal"><b>From:</b> <a rel="nofollow noopener noreferrer" ymailto="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank" href="mailto:wsbapt-bounces@lists.wsbarppt.com">
wsbapt-bounces@lists.wsbarppt.com</a> <<a rel="nofollow noopener noreferrer" ymailto="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank" href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a>>
<b>On Behalf Of </b>Jennifer Johnson<br>
<b>Sent:</b> Monday, June 20, 2022 1:45 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <<a rel="nofollow noopener noreferrer" ymailto="mailto:wsbapt@lists.wsbarppt.com" target="_blank" href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br>
<b>Subject:</b> [WSBAPT] Assignment of beneficiary's interest in estate</p>
</div>
<p class="yiv4423997094MsoNormal"> </p>
<div>
<p class="yiv4423997094MsoNormal"><span style="font-size:10.5pt;font-family:sans-serif;">Good afternoon all,</span></p>
</div>
<div>
<p class="yiv4423997094MsoNormal"><span style="font-size:10.5pt;font-family:sans-serif;"> </span></p>
</div>
<div>
<p class="yiv4423997094MsoNormal"><span style="font-size:10.5pt;font-family:sans-serif;">I've been asked to review an Assignment of Interest that was prepared for an estate beneficiary, and not having ever seen one (my probate practice is limited), I'm wondering
about the practice and the pitfalls.</span></p>
</div>
<div>
<p class="yiv4423997094MsoNormal"><span style="font-size:10.5pt;font-family:sans-serif;"> </span></p>
</div>
<div>
<p class="yiv4423997094MsoNormal"><span style="font-size:10.5pt;font-family:sans-serif;">The details are that the deceased supposedly executed a Will leaving his entire estate to his two stepdaughters. The stepdaughters have looked everywhere and have not been able
to find the Will or a signed copy of it. The deceased's intestate heir is his mother, who does not want to inherit. His mother is the one who would be signing this Assignment of Interest to the two stepdaughters, since she believes that her son's intent
was to leave everything to them.</span></p>
</div>
<div>
<p class="yiv4423997094MsoNormal"><span style="font-size:10.5pt;font-family:sans-serif;"> </span></p>
</div>
<div>
<p class="yiv4423997094MsoNormal"><span style="font-size:10.5pt;font-family:sans-serif;">Is this a common practice? I know it isn't a disclaimer and assume the transfer would be treated as a gift for tax purposes. Are there other pitfalls I'm not thinking of?</span></p>
</div>
<div>
<p class="yiv4423997094MsoNormal"><span style="font-size:10.5pt;font-family:sans-serif;"> </span></p>
</div>
<div>
<p class="yiv4423997094MsoNormal"><span style="font-size:10.5pt;font-family:sans-serif;">Thank you for your collective wisdom.</span></p>
</div>
<div>
<p class="yiv4423997094MsoNormal"><span style="font-size:10.5pt;font-family:sans-serif;"> </span></p>
</div>
<div>
<p class="yiv4423997094MsoNormal"><span style="font-size:10.5pt;font-family:sans-serif;">Jennifer</span></p>
</div>
<div>
<p class="yiv4423997094MsoNormal"><span style="font-size:10.5pt;font-family:sans-serif;"> </span></p>
</div>
<div>
<div>
<p style="" class="yiv4423997094MsoNormal"><b><i><span style="font-size:10.5pt;font-family:sans-serif;">Jennifer M. Johnson</span></i></b><span style="font-size:10.5pt;font-family:sans-serif;"></span></p>
<div>
<p class="yiv4423997094MsoNormal"><b><span style="font-size:10.5pt;font-family:sans-serif;">Title Officer | Attorney</span></b><span style="font-size:10.5pt;font-family:sans-serif;"></span></p>
</div>
<div>
<p class="yiv4423997094MsoNormal"><span style="font-size:10.5pt;font-family:sans-serif;">Wahkiakum Title & Escrow Co.</span></p>
</div>
<div>
<p class="yiv4423997094MsoNormal"><span style="font-size:10.5pt;font-family:sans-serif;">Hanigan Law Office, PS</span></p>
</div>
<div>
<p class="yiv4423997094MsoNormal"><span style="font-size:10.5pt;font-family:sans-serif;">68 Main Street / P.O. Box 39</span></p>
</div>
<div>
<p class="yiv4423997094MsoNormal"><span style="font-size:10.5pt;font-family:sans-serif;">Cathlamet, WA 98612</span></p>
</div>
<div>
<p class="yiv4423997094MsoNormal"><span style="font-size:10.5pt;font-family:sans-serif;">(360) 795-3494</span></p>
</div>
<div>
<p class="yiv4423997094MsoNormal"><span style="font-size:10.5pt;font-family:sans-serif;">(360) 795-3001 (f)</span></p>
</div>
<div>
<p class="yiv4423997094MsoNormal"><span style="font-size:10.5pt;font-family:sans-serif;"><a rel="nofollow noopener noreferrer" target="_blank" href="http://www.wahtitle.com">www.wahtitle.com</a></span></p>
</div>
<div>
<p class="yiv4423997094MsoNormal"><span style="font-size:10.5pt;font-family:sans-serif;"> </span></p>
</div>
<div>
<p class="yiv4423997094MsoNormal"><span style="font-size:10.5pt;font-family:sans-serif;">CONFIDENTIALITY NOTICE: THIS EMAIL IS INTENDED TO BE A CONFIDENTIAL AND PRIVILEGED ATTORNEY-CLIENT COMMUNICATION. IF YOU ARE NOT THE INTENDED RECIPIENT OF THIS EMAIL, PLEASE
DO NOT READ OR PRINT IT. This transmission is intended for the sole use of the individual and entity to whom it is addressed, and may contain information that is privileged, confidential, and exempt from disclosure under applicable law. You are hereby notified
that any dissemination, distribution, or duplication of this transmission by someone other than the intended addressee or its designated agent is strictly prohibited. If your receipt of this transmission is in error, please notify the sender immediately
by calling 360.795.3494, or by reply to this transmission, and then permanently delete the message.</span></p>
</div>
<p><span style="font-size:10.5pt;font-family:sans-serif;">DISCLAIMER NOTICE: Email communication on the internet is NOT secure. There is a risk that this communication may be intercepted illegally, waiving any implied or explicit attorney-client or
work-product privileges.</span></p>
<div>
<p class="yiv4423997094MsoNormal"><span style="font-size:10.5pt;font-family:sans-serif;"> </span></p>
</div>
</div>
<div>
<p class="yiv4423997094MsoNormal"><span style="font-size:10.5pt;font-family:sans-serif;"> </span></p>
</div>
<div>
<p class="yiv4423997094MsoNormal"><span style="font-size:10.5pt;font-family:sans-serif;">Sent with
<a rel="nofollow noopener noreferrer" target="_blank" href="https://nam11.safelinks.protection.outlook.com/?url=https%3A%2F%2Fproton.me%2F&data=05%7C01%7Cpjones%40duffykekel.com%7Cbbb505addddf4a17b6d208da52fe64da%7C2d66ed5354fa4c2f8c4dbff1aca5479d%7C0%7C0%7C637913549812340611%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=cg6C0%2FMp9DGqfiPMm24CUyLHl9Xgm6qNITLD%2F1TlNV8%3D&reserved=0">
Proton Mail</a> secure email. </span></p>
</div>
</div>
</div>
</blockquote><br>
</div></div>***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 ymailto="mailto:WSBAPT@lists.wsbarppt.com" href="mailto:WSBAPT@lists.wsbarppt.com">WSBAPT@lists.wsbarppt.com</a><br><a href="http://mailman.fsr.com/mailman/listinfo/wsbapt" target="_blank">http://mailman.fsr.com/mailman/listinfo/wsbapt</a></div>
</div>
</div></body></html>