<html><head></head><body><div class="ydpa60c4126yahoo-style-wrap" style="font-family:Helvetica Neue, Helvetica, Arial, sans-serif;font-size:16px;"><div></div>
<div dir="ltr" data-setdir="false">I have successfully appealed to the Court for an order directing</div><div dir="ltr" data-setdir="false">the holding company to withhold distribution until a further court</div><div dir="ltr" data-setdir="false">order directs distribution. (Some financial entities will not block</div><div dir="ltr" data-setdir="false">an account without a court order).</div><div dir="ltr" data-setdir="false"><br></div><div dir="ltr" data-setdir="false">I wholeheartedly agree that you need to Motion the court immediately. </div><div dir="ltr" data-setdir="false">I did it ex parte.</div>
</div><div id="yahoo_quoted_0198953891" class="yahoo_quoted">
<div style="font-family:'Helvetica Neue', Helvetica, Arial, sans-serif;font-size:13px;color:#26282a;">
<div>
On Friday, July 29, 2022 at 02:31:32 PM PDT, Jennifer L White <jen@appletreelaw.com> wrote:
</div>
<div><br></div>
<div><br></div>
<div><div id="yiv1191730637"><style><!--
#yiv1191730637
_filtered {}
_filtered {}
_filtered {}
_filtered {}
#yiv1191730637
#yiv1191730637 p.yiv1191730637MsoNormal, #yiv1191730637 li.yiv1191730637MsoNormal, #yiv1191730637 div.yiv1191730637MsoNormal
{margin:0in;font-size:11.0pt;font-family:"Calibri", sans-serif;}
#yiv1191730637 a:link, #yiv1191730637 span.yiv1191730637MsoHyperlink
{color:#0563C1;text-decoration:underline;}
#yiv1191730637 span.yiv1191730637EmailStyle19
{font-family:"Calibri", sans-serif;color:windowtext;}
#yiv1191730637 .yiv1191730637MsoChpDefault
{font-size:10.0pt;}
_filtered {}
#yiv1191730637 div.yiv1191730637WordSection1
{}
--></style><div>
<div class="yiv1191730637WordSection1">
<p class="yiv1191730637MsoNormal">Jared,</p>
<p class="yiv1191730637MsoNormal">While as Mark pointed out, the technical answer is no, the same facts APS found are going to help you in trying to void the gifts. Slayer statute is only one claim to pursue in this case. Sounds like you have the makings for pursuing undue
influence and lack of competence angles to void them out too. Take a look at the Dean v. Jordan and Estate of Lint cases to get you going.
</p>
<p class="yiv1191730637MsoNormal">As a practical matter, I suggest you immediately send a written notice/letter to whomever has the TOD account and demand that they not pay it out. This should be done yesterday
<span style="font-family:UI sans-serif;">š</span>. The assets in the RLT wonāt be readily available to the abuser with the successor trustee in charge. If the TOD gets paid out and the ācare giverā gets their hands on them, they could easily disappear,
and the law of the jungle rules of actual possession can end up trumping all of your court orders.
</p>
<p class="yiv1191730637MsoNormal"> </p>
<div>
<p class="yiv1191730637MsoNormal"><span style="font-family:MT;">Jennifer L. White, Esq.</span>
<span style="font-family:MT;"></span></p>
<p class="yiv1191730637MsoNormal"><img id="yiv1191730637Picture_x0020_1" width="105" height="105" style="width:1.0958in;min-height:1.0958in;" src="cid:dPZAoQq2VrsrKp7gmlha" yahoo_partid="1.2"></p>
<p class="yiv1191730637MsoNormal"> </p>
<p class="yiv1191730637MsoNormal"><a rel="nofollow noopener noreferrer" shape="rect" ymailto="mailto:jen@appletreelaw.com" target="_blank" href="mailto:jen@appletreelaw.com"><span style="font-family:Rounded MT sans-serif;color:#0563C1;">jen@appletreelaw.com</span></a><i><span style="font-family:Rounded MT sans-serif;"></span></i></p>
<p class="yiv1191730637MsoNormal"><span style="font-family:Rounded MT sans-serif;">PO Box 11037</span></p>
<p class="yiv1191730637MsoNormal"><span style="font-family:Rounded MT sans-serif;">Yakima, WA 98909</span></p>
<p class="yiv1191730637MsoNormal"><span style="font-family:Rounded MT sans-serif;">509.225.9813</span></p>
</div>
<p class="yiv1191730637MsoNormal"> </p>
<div id="yiv1191730637yqt66065" class="yiv1191730637yqt1002558732"><div>
<div style="border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in;">
<p class="yiv1191730637MsoNormal"><b>From:</b> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com>
<b>On Behalf Of </b>Jared E. Adams<br clear="none">
<b>Sent:</b> Friday, July 29, 2022 1:10 PM<br clear="none">
<b>To:</b> wsbapt@lists.wsbarppt.com<br clear="none">
<b>Subject:</b> [WSBAPT] Financial exploitation of vulnerable adult</p>
</div>
</div>
<p class="yiv1191730637MsoNormal"> </p>
<p class="yiv1191730637MsoNormal">Hi All,</p>
<p class="yiv1191730637MsoNormal"> </p>
<p class="yiv1191730637MsoNormal">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.</p>
<p class="yiv1191730637MsoNormal"> </p>
<p class="yiv1191730637MsoNormal">The caregiver was recently investigated by APS and they have determined this is a āsubstantiated caseā for financial exploitation of vulnerable adult. But, that is as far as APS takes the matter. The family doesnāt intend to pursue court
action because the caregiver has no resources for them to recover. Their big question is whether APSās determination of this being a āsubstantiated caseā 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.</p>
<p class="yiv1191730637MsoNormal"> </p>
<p class="yiv1191730637MsoNormal">Have any of you dealt with this before? Thank you in advance for any guidance!</p>
<p class="yiv1191730637MsoNormal"> </p>
<p class="yiv1191730637MsoNormal">Jared</p>
<p class="yiv1191730637MsoNormal"> </p>
<p class="yiv1191730637MsoNormal"> </p>
<p class="yiv1191730637MsoNormal">Jared E. Adams, JD, LL.M.</p>
<p class="yiv1191730637MsoNormal"> </p>
<p class="yiv1191730637MsoNormal">Condie & Adams, PLLC</p>
<p class="yiv1191730637MsoNormal">611 4th Avenue, Suite A</p>
<p class="yiv1191730637MsoNormal">Kirkland, WA 98033</p>
<p class="yiv1191730637MsoNormal">(voice): (425) 450-1040 </p>
<p class="yiv1191730637MsoNormal">(fax): (425) 450-1041</p>
<p class="yiv1191730637MsoNormal">(email): <a rel="nofollow noopener noreferrer" shape="rect" ymailto="mailto:jared@condieadams.com" target="_blank" href="mailto:jared@condieadams.com">jared@condieadams.com</a></p>
<p class="yiv1191730637MsoNormal">(web): <a rel="nofollow noopener noreferrer" shape="rect" target="_blank" href="https://urldefense.proofpoint.com/v2/url?u=http-3A__www.condieadams.com&d=DwMFAg&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=kDcM-fraYQNOZ1rCslLoMSSRXJQXmQVvRJbE6ymQGho&m=XwsdPP4okTpEdF7xtWSJrhSmUuNdYJyzdJCaO3y449Y&s=bv7cEyOt7anAtAVfbHV_JQZ42lCNV99MHKJskQaqups&e=">www.condieadams.com</a></p>
<p class="yiv1191730637MsoNormal"> </p>
<p class="yiv1191730637MsoNormal">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.</p>
<p class="yiv1191730637MsoNormal"> </p>
<p class="yiv1191730637MsoNormal">PLEASE READ THIS ENTIRE DISCLAIMER</p>
<p class="yiv1191730637MsoNormal">This message is from the Law Office of CONDIE & ADAMS, PLLC, and is intended only for the addressee. The information contained in this message is privileged, confidential, and protected by the attorney-client or attorney work product privileges.
Unauthorized forwarding, printing, copying, distribution, disclosure or use of such information is strictly prohibited. If you are not the addressee, please promptly delete this message and notify the sender of the delivery error by return e-mail or you may
call our office at (425) 450-1040. Nothing in this message should be interpreted as a digital or electronic signature that can be used to authenticate a contract or other legal document.</p></div>
<p class="yiv1191730637MsoNormal"> </p>
</div>
</div></div><div class="yqt1002558732" id="yqt42157">***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 clear="none">_______________________________________________<br clear="none">WSBAPT mailing list<br clear="none"><a shape="rect" ymailto="mailto:WSBAPT@lists.wsbarppt.com" href="mailto:WSBAPT@lists.wsbarppt.com">WSBAPT@lists.wsbarppt.com</a><br clear="none"><a shape="rect" href="http://mailman.fsr.com/mailman/listinfo/wsbapt" target="_blank">http://mailman.fsr.com/mailman/listinfo/wsbapt</a></div></div>
</div>
</div></body></html>