<div dir="ltr"><div class="gmail_default" style="font-family:arial,sans-serif">Thank you everyone! I now have multiple avenues to pursue based upon how the meeting goes with the agent later this week!</div><div><div dir="ltr" class="gmail_signature" data-smartmail="gmail_signature"><div dir="ltr"><div dir="ltr"><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></p><p><b><span style="font-family:"Times New Roman",serif">Law
Offices of Brent Williams-Ruth, </span></b><b><span style="font-family:"Times New Roman",serif"><font size="1">a division of BWR Consulting, PLLC</font></span></b><b><span style="font-family:"Times New Roman",serif"></span></b></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><span style="font-family:"Times New Roman",serif"></span></p><p><b><span style="font-family:"Times New Roman",serif"><font color="#ff0000">**EFFECTIVE IMMEDIATELY**</font> All mail sent through the USPS should be sent to the following address: </span></b><b><span style="font-family:"Times New Roman",serif">PO BOX 3319; Federal Way, WA 98063 </span></b></p><p><span style="font-family:"Times New Roman",serif">Office/Scheduling
Phone:<span style="color:#004080"> </span><font color="#ff0000">(253) 285-7751</font></span></p><p><span style="font-family:"Times New Roman",serif">Direct:<font color="#ff0000"> (253) 285-7453</font></span></p><p>
</p><p><span style="font-family:"Times New Roman",serif"><a href="mailto:Brent@Williams-RuthLaw.com" target="_blank">e-mail</a> / <a href="http://www.williams-ruthlaw.com/" target="_blank">website</a> /</span><span style="font-size:9.5pt;font-family:"Times New Roman",serif"> </span><span style="font-family:"Times New Roman",serif"><a href="http://www.facebook.com/bwrlaw" target="_blank"><span style="font-size:9.5pt">facebook</span></a></span><span style="font-size:9.5pt;font-family:"Times New Roman",serif"> / </span><span style="font-size:12.0pt;font-family:"Times New Roman",serif"></span></p></div></div></div></div><br></div><br><div class="gmail_quote"><div dir="ltr" class="gmail_attr">On Wed, Jul 13, 2022 at 11:46 AM Jane Bitz <<a href="mailto:jbitz@whc-attorneys.com">jbitz@whc-attorneys.com</a>> wrote:<br></div><blockquote class="gmail_quote" style="margin:0px 0px 0px 0.8ex;border-left:1px solid rgb(204,204,204);padding-left:1ex">
<div lang="EN-US" style="overflow-wrap: break-word;">
<div class="gmail-m_-7255864152564878813WordSection1">
<p class="MsoNormal"><span style="font-size:12pt">If the prohibition is: “</span><span style="font-family:Arial,sans-serif">to make
<u>ownership</u> changes in my property, including without limitation any transfer on death deeds”,</span><span style="font-size:12pt"> as a practical matter, you may want to look at the POA to see if the Agent can borrow against the real estate in order
to pay for care. <u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:12pt"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-size:12pt">If it is a property that has been held for a long time and there is significant capital gain liability associated with the sale, the best procedure may be to borrow against the property (not a change in ownership
that would violate the terms of the POA).<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:12pt"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-size:12pt">Jane.<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:12pt"><u></u> <u></u></span></p>
<p class="MsoNormal"><b><span style="font-size:14pt;font-family:Cambria,serif;color:rgb(68,114,196)">Jane G. Bitz</span></b><b><span style="font-size:14pt;font-family:Cambria,serif;color:rgb(31,73,125)"><u></u><u></u></span></b></p>
<p class="MsoNormal"><span style="font-family:Cambria,serif;color:rgb(31,73,125)">Of Counsel | Wolff, Hislop & Crockett, PLLC<u></u><u></u></span></p>
<p class="MsoNormal"><i><span style="font-family:Cambria,serif;color:rgb(31,73,125)">Helping Good People do Great Things!<u></u><u></u></span></i></p>
<p class="MsoNormal"><span style="font-family:Cambria,serif;color:rgb(31,73,125)">12209 E. Mission Ave., Suite 5<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-family:Cambria,serif;color:rgb(31,73,125)">Spokane Valley, WA 99206<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-family:Cambria,serif;color:rgb(31,73,125)">(509) 927-9700 (Phone)<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-family:Cambria,serif;color:rgb(31,73,125)">(509) 777-1800 (Fax)<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-family:Cambria,serif;color:rgb(68,114,196)"><a href="mailto:jbitz@whc-attorneys.com" target="_blank"><span style="color:rgb(68,114,196)">jbitz@whc-attorneys.com</span></a> [Email]</span><span style="font-family:Cambria,serif;color:rgb(31,73,125)"><u></u><u></u></span></p>
<p class="MsoNormal"><span style="color:rgb(31,78,121)"><a href="http://www.wolffandhislop.com/" target="_blank"><span style="font-family:Cambria,serif;color:rgb(31,78,121)">www.whc-attorneys.com</span></a><u></u><u></u></span></p>
<p class="MsoNormal"><span style="color:rgb(31,73,125)"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-family:Cambria,serif;color:rgb(31,73,125)"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="color:rgb(31,73,125)"><img border="0" width="136" height="164" style="width: 1.4166in; height: 1.7083in;" id="gmail-m_-7255864152564878813Picture_x0020_4" src="cid:181f8e5750c5b006a1" alt="signatureLogo"></span><span style="color:black"><img border="0" width="80" height="70" style="width: 0.8333in; height: 0.7291in;" id="gmail-m_-7255864152564878813Picture_x0020_2" src="cid:181f8e5750c692e332"></span><span style="color:black"><img border="0" width="201" height="71" style="width: 2.0937in; height: 0.7395in;" id="gmail-m_-7255864152564878813Picture_x0020_3" src="cid:181f8e5750c772f6c3"></span><span style="color:rgb(31,73,125)"><u></u><u></u></span></p>
<p class="MsoNormal"><i><span style="font-size:8pt;font-family:"Times New Roman",serif;color:rgb(31,73,125)"><u></u> <u></u></span></i></p>
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Wolff, Hislop, & Crockett, PLLC. Thank You.</span></i><u></u><u></u></p>
<p class="MsoNormal"><span style="font-size:12pt"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-size:12pt"><u></u> <u></u></span></p>
<div>
<div style="border-right:none;border-bottom:none;border-left:none;border-top:1pt solid rgb(225,225,225);padding:3pt 0in 0in">
<p class="MsoNormal"><b>From:</b> <a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a> <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a>>
<b>On Behalf Of </b>Nick Pleasants<br>
<b>Sent:</b> Wednesday, July 13, 2022 11:14 AM<br>
<b>To:</b> WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a>><br>
<b>Subject:</b> Re: [WSBAPT] POA Terms<u></u><u></u></p>
</div>
</div>
<p class="MsoNormal"><u></u> <u></u></p>
<p class="MsoNormal">If the POA fails and the principal lacks capacity to update it or sell the real estate herself, then you are looking at a conservatorship (formerly Guardianship of the Estate). Under the old statute, RCW 11.92.110 had a cross-reference
to Ch. 11.56 RCW (intervention probate sale of real estate), which is a painfully difficult procedure. The new UGA doesn’t have an explicit reference to 11.56, so I’m not sure if that would still apply, but the conservatorship itself is painful enough that
I would try to avoid it.<u></u><u></u></p>
<p class="MsoNormal">You might consider bringing a TEDRA Petition for Instructions under RCW 11.125.160(2) and ask the court to approve of the ability to sell using a realtor, or reforming the power of attorney to include selling of real estate. That would
be cheaper than a conservatorship.<u></u><u></u></p>
<p class="MsoNormal">You might also just go straight to a title company and ask if they can insure a sale with that power of attorney. Pick a title company in the county where the property is located and ask their title/underwriting department to take a look
at the power of attorney. Those are some of the most productive calls I have for clients, and a great way to build a lasting relationship.<u></u><u></u></p>
<p class="MsoNormal">Best, <u></u><u></u></p>
<p class="MsoNormal">Nick<u></u><u></u></p>
<div>
<p class="MsoNormal"><b><span style="font-size:12pt;color:black">Nicholas Pleasants | Shareholder
<u></u><u></u></span></b></p>
<p class="MsoNormal"><b><span style="color:black"><u></u> <u></u></span></b></p>
<p class="MsoNormal"><span style="color:rgb(112,173,71)"><img border="0" width="223" height="95" style="width: 2.3229in; height: 0.9895in;" id="gmail-m_-7255864152564878813Picture_x0020_1" src="cid:181f8e5750d8546ed4" alt="OseranHahnAttyatLaw 8"></span><span style="color:rgb(112,173,71)"><u></u><u></u></span></p>
<p class="MsoNormal"><span style="color:rgb(112,173,71)"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="color:black">11225 SE 6<sup>th</sup> Street | Suite 100 | Bellevue, WA 98004<br>
Main: (425) 455-3900 | Fax: (425) 455-9201 | E-mail: <a href="mailto:npleasants@ohswlaw.com" target="_blank">
<span style="color:rgb(5,99,193)">npleasants@ohswlaw.com</span></a> <u></u><u></u></span></p>
<p class="MsoNormal"><span style="color:black"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-size:10pt;font-family:"Times New Roman",serif;color:rgb(31,73,125)">CONFIDENTIALITY NOTE: This e-mail message contains information belonging to the law firm of Oseran Hahn, P.S., which may be privileged,
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any dissemination, distribution or copying is strictly prohibited.<u></u><u></u></span></p>
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<p class="MsoNormal"><u></u> <u></u></p>
<div>
<div style="border-right:none;border-bottom:none;border-left:none;border-top:1pt solid rgb(225,225,225);padding:3pt 0in 0in">
<p class="MsoNormal"><b>From:</b> <a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">
wsbapt-bounces@lists.wsbarppt.com</a> <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a>>
<b>On Behalf Of </b>Diane J. Kiepe<br>
<b>Sent:</b> Wednesday, July 13, 2022 10:08 AM<br>
<b>To:</b> WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a>><br>
<b>Subject:</b> Re: [WSBAPT] POA Terms<u></u><u></u></p>
</div>
</div>
<p class="MsoNormal"><u></u> <u></u></p>
<p class="MsoNormal"><span style="font-size:16pt">Brent,<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:16pt"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-size:16pt">I would almost speculate the later provision is meant as a limitation that would result in a change in estate plan but definitely could be read much broader to prohibit sales. I think, if the Principal currently
has capacity, a change is required to clarify the intent and to provide rights to sell if required to maintain the well-being of the Principal despite any other prohibition – otherwise, yes, I think you end up in the court room.<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:16pt"><u></u> <u></u></span></p>
<p class="MsoNormal"><i><span style="font-family:"Script MT Bold"">Diane J. Kiepe<u></u><u></u></span></i></p>
<p class="MsoNormal"><i><span style="font-family:"Script MT Bold""><u></u> <u></u></span></i></p>
<p class="MsoNormal">Diane J. Kiepe<u></u><u></u></p>
<p class="MsoNormal">Douglas Eden<u></u><u></u></p>
<p class="MsoNormal">717 W. Sprague Ave.<u></u><u></u></p>
<p class="MsoNormal">Suite 1500<u></u><u></u></p>
<p class="MsoNormal">Spokane, WA 99201<u></u><u></u></p>
<p class="MsoNormal"><a href="mailto:djkiepe@depdslaw.com" target="_blank"><span style="color:rgb(5,99,193)">djkiepe@depdslaw.com</span></a><u></u><u></u></p>
<p class="MsoNormal">509-455-5300<u></u><u></u></p>
<p class="MsoNormal"><span style="font-size:16pt"><u></u> <u></u></span></p>
<div style="border-right:none;border-bottom:none;border-left:none;border-top:1pt solid rgb(225,225,225);padding:3pt 0in 0in">
<p class="MsoNormal"><b>From:</b> <a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">
wsbapt-bounces@lists.wsbarppt.com</a> <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a>>
<b>On Behalf Of </b>Brent Williams-Ruth<br>
<b>Sent:</b> Wednesday, July 13, 2022 9:54 AM<br>
<b>To:</b> WSBA Probate & Trust Listserv <<a href="mailto:WSBAPT@lists.wsbarppt.com" target="_blank">WSBAPT@lists.wsbarppt.com</a>><br>
<b>Subject:</b> [WSBAPT] POA Terms<u></u><u></u></p>
</div>
<p class="MsoNormal"><u></u> <u></u></p>
<div>
<div>
<p class="MsoNormal"><span style="font-family:Arial,sans-serif">Greetings List - <u></u><u></u></span></p>
</div>
<div>
<p class="MsoNormal"><span style="font-family:Arial,sans-serif"><u></u> <u></u></span></p>
</div>
<div>
<p class="MsoNormal"><span style="font-family:Arial,sans-serif">I am reviewing a POA for an agent who is seeking guidance. <u></u><u></u></span></p>
</div>
<div>
<p class="MsoNormal"><span style="font-family:Arial,sans-serif"><u></u> <u></u></span></p>
</div>
<div>
<p class="MsoNormal"><span style="font-family:Arial,sans-serif">The document begins with all rights under 11.125.270 (the power to buy, sell, etc. real property). The issue pops up several pages and multiple paragraphs later: <u></u><u></u></span></p>
</div>
<div>
<p class="MsoNormal"><span style="font-family:Arial,sans-serif"><u></u> <u></u></span></p>
</div>
<div>
<p class="MsoNormal"><span style="font-family:Arial,sans-serif">MY attorney-in-fact does not have the power: <u></u><u></u></span></p>
</div>
<div>
<p class="MsoNormal"><span style="font-family:Arial,sans-serif">...<u></u><u></u></span></p>
</div>
<div>
<p class="MsoNormal"><span style="font-family:Arial,sans-serif">(e) to make ownership changes in my property, including without limitation any transfer on death deeds. <u></u><u></u></span></p>
</div>
<div>
<p class="MsoNormal"><span style="font-family:Arial,sans-serif"><u></u> <u></u></span></p>
</div>
<div>
<p class="MsoNormal"><span style="font-family:Arial,sans-serif">The estate is real estate rich (house without a mortgage) and cash poor and the long-term care policy is about to expire and the AIF is not sure how they are supposed to do their job of paying
the bills when cash runs out. 125.270 begins with "unless the POA otherwise provides..."<u></u><u></u></span></p>
</div>
<div>
<p class="MsoNormal"><span style="font-family:Arial,sans-serif"><u></u> <u></u></span></p>
</div>
<div>
<p class="MsoNormal"><span style="font-family:Arial,sans-serif">If the principal is deemed incapacitated - and this latter provision means the Agent cannot sell to access the funds - is the answer a court action authorizing such a sale?<u></u><u></u></span></p>
</div>
<div>
<div>
<div>
<div>
<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><u></u><u></u></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><u></u><u></u></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><u></u><u></u></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><u></u><u></u></p>
<p><span style="font-family:"Times New Roman",serif">Office/Scheduling Phone:<span style="color:rgb(0,64,128)"> </span><span style="color:red">(253) 285-7751</span></span><u></u><u></u></p>
<p><span style="font-family:"Times New Roman",serif">Direct:<span style="color:red"> (253) 285-7453</span></span><u></u><u></u></p>
<p><span style="font-family:"Times New Roman",serif"><a href="mailto:Brent@Williams-RuthLaw.com" target="_blank">e-mail</a> / <a href="https://nam11.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.williams-ruthlaw.com%2F&data=05%7C01%7C%7C77accf4294e645775d2c08da64fd198c%7C30561d3794344066948c5e35aee62621%7C0%7C0%7C637933335472004981%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C1000%7C%7C%7C&sdata=rMF3V22dhGWGGBoAqc8fiAganRQRZtfg4T%2B3q7i1JgQ%3D&reserved=0" target="_blank">website</a> /</span><span style="font-size:9.5pt;font-family:"Times New Roman",serif"> </span><span style="font-family:"Times New Roman",serif"><a href="https://nam11.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.facebook.com%2Fbwrlaw&data=05%7C01%7C%7C77accf4294e645775d2c08da64fd198c%7C30561d3794344066948c5e35aee62621%7C0%7C0%7C637933335472004981%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C1000%7C%7C%7C&sdata=AIo7eD6uZ6qnI3xGKCVB20Xl7oHVH0HtZ%2BYTMaLQD2M%3D&reserved=0" target="_blank"><span style="font-size:9.5pt">facebook</span></a></span><span style="font-size:9.5pt;font-family:"Times New Roman",serif"> / </span><u></u><u></u></p>
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