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<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif">This is specifically addressed in RPC 1.8 comment 8, pasted below
<i>in italics</i> (which is from the ABA Model Rules (<a href="https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/rule_1_8_current_clients_specific_rules/comment_on_rule_1_8/">https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/rule_1_8_current_clients_specific_rules/comment_on_rule_1_8/</a>)
and is in place in Idaho as well, for example). <o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif">I think many will be quite surprised to see that RPC 1.8 permits – upon informed consent – even SOLICITATION of such fiduciary positions. (Insane seeming perhaps, but there
you are.)<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><u><span style="font-size:12.0pt;font-family:"Times New Roman",serif">I do not solicit or advertise for fiduciary assignments</span></u><span style="font-size:12.0pt;font-family:"Times New Roman",serif">, and it certainly is not my primary
practice. But living in what WSBA refers to as a “legal desert,” I felt it my obligation to consider this issue more closely a few years ago.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif">My malpractice carrier, ALPS, didn’t bat an eye even upon inquiry – go read your policy; it’s covered probably more than you’d guess.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif">My own view is that this is about geographically available fiduciary options (including their costs and clients’ willingness to use them), a lawyer’s temperament and skill
set (“Do you like MATH and TAXES? A LOT? </span><span style="font-size:12.0pt;font-family:"Segoe UI Emoji",sans-serif">😉</span><span style="font-size:12.0pt;font-family:"Times New Roman",serif"> Are you patient and communicative? Are you nice? How about to
those not as smart as you?”), exquisitely careful drafting (e.g., resign/appoint clauses, non-judicial successor appointment options, etc.), and a host of other factors that any thoughtful fiduciary must consider.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><i><span style="font-size:12.0pt;font-family:"Times New Roman",serif">[RPC 1.8] does not prohibit a lawyer from seeking to have the lawyer or a partner or associate<o:p></o:p></span></i></p>
<p class="MsoNormal"><i><span style="font-size:12.0pt;font-family:"Times New Roman",serif">of the lawyer named as executor of the client’s estate or to another potentially lucrative fiduciary<o:p></o:p></span></i></p>
<p class="MsoNormal"><i><span style="font-size:12.0pt;font-family:"Times New Roman",serif">position. Nevertheless, such appointments will be subject to the general conflict of interest<o:p></o:p></span></i></p>
<p class="MsoNormal"><i><span style="font-size:12.0pt;font-family:"Times New Roman",serif">provision in Rule 1.7 when there is a significant risk that the lawyer’s interest in obtaining the<o:p></o:p></span></i></p>
<p class="MsoNormal"><i><span style="font-size:12.0pt;font-family:"Times New Roman",serif">appointment will materially limit the lawyer’s independent professional judgment in advising the<o:p></o:p></span></i></p>
<p class="MsoNormal"><i><span style="font-size:12.0pt;font-family:"Times New Roman",serif">client concerning the choice of an executor or other fiduciary. In obtaining the client’s informed<o:p></o:p></span></i></p>
<p class="MsoNormal"><i><span style="font-size:12.0pt;font-family:"Times New Roman",serif">consent to the conflict, the lawyer should advise the client concerning the nature and extent of the<o:p></o:p></span></i></p>
<p class="MsoNormal"><i><span style="font-size:12.0pt;font-family:"Times New Roman",serif">lawyer’s financial interest in the appointment, as well as the availability of alternative candidates<o:p></o:p></span></i></p>
<p class="MsoNormal"><i><span style="font-size:12.0pt;font-family:"Times New Roman",serif">for the position.<o:p></o:p></span></i></p>
<p class="MsoNormal"><i><span style="font-size:12.0pt;font-family:"Times New Roman",serif"><o:p> </o:p></span></i></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>Tom Westbrook<br>
<b>Sent:</b> Wednesday, July 6, 2022 2:22 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] Attorney as PR<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#1F497D">Agree, and when I have done the informed consent agreement I make it clear that I did not want to act as PR but the client was adamant that they wanted me to so act, along with
other stuff.</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#1F497D"> </span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#1F497D">Sincerely,</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#1F497D"> </span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#1F497D">Tom</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#1F497D"> </span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#1F497D">Thomas J. Westbrook</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#1F497D">Attorney at Law</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#1F497D"> </span><o:p></o:p></p>
<p class="MsoNormal"><span style="color:#1F497D"><img border="0" width="152" height="62" style="width:1.5833in;height:.6428in" id="Picture_x0020_9" src="cid:image001.jpg@01D89154.53CA5900"></span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-family:"Book Antiqua",serif;color:#1F497D">324 West Bay Drive NW, Suite 201</span><span style="color:#1F497D"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Book Antiqua",serif;color:#1F497D">Olympia, WA 98502</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-family:"Book Antiqua",serif;color:#1F497D">(360) 866-4000 phone</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-family:"Book Antiqua",serif;color:#1F497D">(360) 866--3832 fax</span><o:p></o:p></p>
<p class="MsoNormal"><a href="http://www.buddbaylaw.com/"><span style="font-family:"Book Antiqua",serif">www.buddbaylaw.com</span></a><o:p></o:p></p>
<p class="MsoNormal"><span style="color:#1F497D"> </span><o:p></o:p></p>
<p class="MsoNormal"><span style="color:red">COVID POLICY:</span><o:p></o:p></p>
<p class="MsoNormal"><i><span style="color:#1F497D">Our firm continues to follow guidance from the CDC and Governor Inslee’s office regarding social distancing and the wearing of face coverings, and we encourage the public and our clients to do the same. Our
staff is still working remotely much of the time so electronic communication by phone and email continues to be encouraged. We appreciate your patience and understanding.</span></i><o:p></o:p></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#1F497D"> </span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#1F497D"> </span><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>Kailei Feeney<br>
<b>Sent:</b> Wednesday, July 06, 2022 12:32 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] Attorney as PR<o:p></o:p></p>
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<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal">I think it would involve informed written consent, as an anticipated future business relationship with client.<o:p></o:p></p>
<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal">Kailei<o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:16.0pt;font-family:"Vladimir Script";color:#1F497D">Kailei B. Feeney</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>
<p class="MsoNormal"><i><span style="font-family:"Garamond",serif;color:#1F497D"><img border="0" width="189" height="105" style="width:1.9702in;height:1.0952in" id="Picture_x0020_3" src="cid:image002.jpg@01D89154.53CA5900"></span></i><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">3909 California Avenue SW</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">Seattle, WA 98116-3705
</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">(206)938-5500
</span><o:p></o:p></p>
<p class="MsoNormal"><a href="mailto:kailei@westseattlelaw.com"><span style="font-size:10.0pt;font-family:Nyala">kailei@westseattlelaw.com</span></a><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">
</span><o:p></o:p></p>
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</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-family:Nyala;color:#C00000">For the latest information regarding firm operations and precautions in light of the Coronavirus please visit our firm’s website:</span><span style="font-family:Nyala;color:red">
</span><a href="http://www.westseattlelaw.com/"><span style="font-family:Nyala">www.WestSeattleLaw.com</span></a><span style="font-family:Nyala;color:#C00000">.</span><o:p></o:p></p>
<p class="MsoNormal"><b><span style="font-size:9.0pt;font-family:"Arial",sans-serif;color:#002E8A">Click here to connect with de Vrieze | Carney on Facebook:
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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>michael <a href="http://westseattleattorney.com">westseattleattorney.com</a><br>
<b>Sent:</b> Wednesday, July 6, 2022 10:25 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] Attorney as PR<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-family:"Times New Roman",serif;color:black">There is a BAR ethics opinion on this - its OK. Mike </span><o:p></o:p></p>
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<p class="MsoNormal"><span style="font-family:"Times New Roman",serif;color:black"> </span><o:p></o:p></p>
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<p class="MsoNormal"><b><span style="color:black">From:</span></b><span style="color:black">
</span><a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a><span style="color:black"> <</span><a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a><span style="color:black">> on behalf of
Brent Williams-Ruth <</span><a href="mailto:brent@williams-ruthlaw.com">brent@williams-ruthlaw.com</a><span style="color:black">><br>
<b>Sent:</b> Wednesday, July 6, 2022 9:45 AM<br>
<b>To:</b> WSBA Probate & Trust Listserv <</span><a href="mailto:WSBAPT@lists.wsbarppt.com">WSBAPT@lists.wsbarppt.com</a><span style="color:black">><br>
<b>Subject:</b> [WSBAPT] Attorney as PR</span> <o:p></o:p></p>
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<p class="MsoNormal"><span style="font-family:"Arial",sans-serif">Client (that I am not connected with in any way) has asked that I serve as the back-up PR to the one person that they have. </span><o:p></o:p></p>
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<p class="MsoNormal"><span style="font-family:"Arial",sans-serif"> </span><o:p></o:p></p>
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<p class="MsoNormal"><span style="font-family:"Arial",sans-serif">Would appreciate hearing from colleagues as to your feelings on this - I guess I have always taken the position that as an attorney I should not have any role in the estate other than as the
legal role of counsel. If you don't want to share your thoughts with the group - but still are willing to share - please email me directly
</span><a href="mailto:brent@williams-ruthlaw.com"><span style="font-family:"Arial",sans-serif">brent@williams-ruthlaw.com</span></a><span style="font-family:"Arial",sans-serif"> </span><o:p></o:p></p>
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<p><b><span style="font-family:"Times New Roman",serif">Brent Williams-Ruth</span></b><span style="font-family:"Times New Roman",serif"> (pronouns: he/him)<br>
<i>Attorney-At-Law</i></span><o:p></o:p></p>
<p><b><span style="font-family:"Times New Roman",serif">Law Offices of Brent Williams-Ruth, </span></b><b><span style="font-size:7.5pt;font-family:"Times New Roman",serif">a division of BWR Consulting, PLLC</span></b><o:p></o:p></p>
<p><b><span style="font-family:"Times New Roman",serif">Physical Address: 500 S 336th Street, Suite 214; Federal Way, WA 98003</span></b><o:p></o:p></p>
<p><b><span style="font-family:"Times New Roman",serif;color:red">**EFFECTIVE IMMEDIATELY**</span></b><b><span style="font-family:"Times New Roman",serif"> All mail sent through the USPS should be sent to the following address: PO BOX 3319; Federal Way, WA
98063 </span></b><o:p></o:p></p>
<p><span style="font-family:"Times New Roman",serif">Office/Scheduling Phone:<span style="color:#004080"> </span><span style="color:red">(253) 285-7751</span></span><o:p></o:p></p>
<p><span style="font-family:"Times New Roman",serif">Direct:<span style="color:red"> (253) 285-7453</span></span><o:p></o:p></p>
<p><a href="mailto:Brent@Williams-RuthLaw.com" target="_blank"><span style="font-family:"Times New Roman",serif">e-mail</span></a><span style="font-family:"Times New Roman",serif"> / </span><a href="http://www.williams-ruthlaw.com/" target="_blank"><span style="font-family:"Times New Roman",serif">website</span></a><span style="font-family:"Times New Roman",serif"> /</span><span style="font-size:9.5pt;font-family:"Times New Roman",serif"> </span><a href="http://www.facebook.com/bwrlaw" target="_blank"><span style="font-size:9.5pt;font-family:"Times New Roman",serif">facebook</span></a><span style="font-size:9.5pt;font-family:"Times New Roman",serif"> / </span><o:p></o:p></p>
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