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<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif">Jared –
<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"> We do run into this. The answer to the big question is no. See RCW 11.84.160. “[T]he court must find by clear, cogent, and convincing evidence…”<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">Regards,
<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">Mark<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>
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<p class="MsoNormal">Mark C. Vohr, J.D. CPG<o:p></o:p></p>
<p class="MsoNormal">Ohana Fiduciary Corporation<o:p></o:p></p>
<p class="MsoNormal">A Washington Trust Company<o:p></o:p></p>
<p class="MsoNormal">155 NE 100<sup>th</sup> St., Suite 209<o:p></o:p></p>
<p class="MsoNormal">Seattle, WA 98125<o:p></o:p></p>
<p class="MsoNormal">Telephone: (206) 782-1189<o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif"><o:p> </o:p></span></p>
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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>Jared E. Adams<br>
<b>Sent:</b> Friday, July 29, 2022 1:10 PM<br>
<b>To:</b> wsbapt@lists.wsbarppt.com<br>
<b>Subject:</b> [WSBAPT] Financial exploitation of vulnerable adult<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Hi All,<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">This is a new one for me. I am representing the successor Trustee of a living trust, which includes a substantial gift to a former caregiver of the trustor. The former caregiver is also a beneficiary on a TOD brokerage account.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">The caregiver was recently investigated by APS and they have determined this is a “substantiated case” for financial exploitation of vulnerable adult. But, that is as far as APS takes the matter. The family doesn’t intend to pursue court
action because the caregiver has no resources for them to recover. Their big question is whether APS’s determination of this being a “substantiated case” is sufficient to trigger RCW 11.84.020 (Slayer or abuser not to benefit from death) and preclude the gifts
to the caregiver under the trust and TOD account.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Have any of you dealt with this before? Thank you in advance for any guidance!<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Jared<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Jared E. Adams, JD, LL.M.<o:p></o:p></p>
<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal">Condie & Adams, PLLC<o:p></o:p></p>
<p class="MsoNormal">611 4th Avenue, Suite A<o:p></o:p></p>
<p class="MsoNormal">Kirkland, WA 98033<o:p></o:p></p>
<p class="MsoNormal">(voice): (425) 450-1040 <o:p></o:p></p>
<p class="MsoNormal">(fax): (425) 450-1041<o:p></o:p></p>
<p class="MsoNormal">(email): <a href="mailto:jared@condieadams.com">jared@condieadams.com</a><o:p></o:p></p>
<p class="MsoNormal">(web): <a href="https://urldefense.proofpoint.com/v2/url?u=http-3A__www.condieadams.com&d=DwMFAg&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=D9tEoysSE2LeouMC9Y8WQQ&m=JtodGASblCq6UX3UUWQ5jBpDwZVKwq8cXCrNjHlm158&s=_2b-rQhOxJf3ne9cTn6mJtGpEM-NAHp9TeiB9id-JcM&e=">www.condieadams.com</a><o:p></o:p></p>
<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal">Unless otherwise expressly indicated, any federal tax advice contained in this communication, including attachments and enclosures, is not intended or written to be used, and may not be used, for the purpose of (i) avoiding tax-related
penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any tax-related matters addressed herein.<o:p></o:p></p>
<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal">PLEASE READ THIS ENTIRE DISCLAIMER<o:p></o:p></p>
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