<html><head><meta http-equiv="content-type" content="text/html; charset=utf-8"></head><body dir="auto">I put a conflict waiver in separate contracts for the partners. And for spouses as well. <br><br><div dir="ltr">Sent from my iPhone</div><div dir="ltr"><br><blockquote type="cite">On Sep 12, 2022, at 4:05 PM, Jeff@bellanddavispllc.com wrote:<br><br></blockquote></div><blockquote type="cite"><div dir="ltr"><meta http-equiv="Content-Type" content="text/html; charset=utf-8"><meta name="Generator" content="Microsoft Word 15 (filtered medium)"><!--[if !mso]><style>v\:* {behavior:url(#default#VML);}
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</o:shapelayout></xml><![endif]--><div class="WordSection1"><p class="MsoNormal">This has been an interesting string. I see a lot of CIR’s who come in together for EP. Most moved here married then lost their spouse and then got together with the CIR. Many do not want to remarry as they have retirement and/or other benefits that would be lost. I learned to deal with them separately, and not as a couple. Separate files, meetings and signings. If they first balk at this arrangement I give them the conflict discussion. I sleep well at night.<o:p></o:p></p><p class="MsoNormal"><o:p> </o:p></p><p class="MsoNormal">Jeff<o:p></o:p></p><p class="MsoNormal"><o:p> </o:p></p><div><p class="MsoNormal"><b><span style="font-family:"Tahoma",sans-serif">W. Jeff Davis<o:p></o:p></span></b></p><p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black">BELL & DAVIS PLLC<o:p></o:p></span></b></p><p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black">Attorneys at Law</span></b><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black"><br>P.O. Box 510<o:p></o:p></span></p><p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black">720 E. Washington Street, Suite 105<br>Sequim WA 98382<br>Phone: (360) 683.1129 <br>Fax: (360) 683.1258 <br>email: </span><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif"><a href="mailto:jeff@bellanddavispllc.com">jeff@bellanddavispllc.com</a><span style="color:black"><br></span></span><a href="http://www.bellanddavispllc.com/" target="_blank"><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;color:blue">www.bellanddavispllc.com</span></a><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black"><br> <br>The information contained in this e-mail message may be privileged, confidential, and protected from disclosure. If you are not the intended recipient, any dissemination, distribution, or copying is strictly prohibited. If you think that you have received this e-mail message in error, please e-mail the sender at </span><a href="mailto:info@bellanddavispllc.com"><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;color:blue">info@bellanddavispllc.com</span></a><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black"> or call 360.683.1129.</span><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif"><o:p></o:p></span></p><p class="MsoNormal"><b><o:p> </o:p></b></p></div><p class="MsoNormal"><o:p> </o:p></p><div><div style="border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in"><p class="MsoNormal"><b>From:</b> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com> <b>On Behalf Of </b>Joshua McKarcher<br><b>Sent:</b> Monday, September 12, 2022 3:24 PM<br><b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br><b>Subject:</b> Re: [WSBAPT] Long Term CIR<o:p></o:p></p></div></div><p class="MsoNormal"><o:p> </o:p></p><p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif">Excellent, yes, Tom, thank you. (And Jayne now, too.) I totally understand that. And a couple good “listserv friends” have clued me in separately that a best practice may be to first send them to separate lawyers for a property agreement to be sure they agree, with separate counsel, on what is “ours, his, and hers.” And I follow that entirely, absolutely.<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 guess I (unfairly) read the original post to suggest the couple would want a “blunt solution” of “I love you” wills that just gives everything to the 30-year partner and the adult children of either of them “will be fine without any of our stuff.”<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 have no CIR clients – period – but in the remarriage situations, I would frequently hear – such as this caller might have been thinking – “I want my ‘wife’ to get everything, and I don’t want my kids to be able to cause her trouble. She can have it all, and I don’t care who she gives it to after I die.”<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">Now, assuming they BOTH feel that way, after some clear, concrete, blunt lawyer-speak on my part, and they aren’t millionaires with estate tax issues, then I just want to be sure we have a chance to get them lifetime documents and wills that “work as well as they can if things remain as they are now.” That’s the angle I’m coming from here.<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">If they really did want blunt “I love you” wills and lifetime documents empowering one another – and they accepted in writing (heck, by stating in the documents) that they understand that the kids of “first to die” could be completely cut out by “second to die” – or imagine they want the entire estate ultimately to go to their favorite charity as a default anyhow, which would be memorialized in their individual wills and be pretty good evidence that neither gave a rip if their kids got a penny – then I was trying to understand why those wills and lifetime documents cannot work “to the degree they work” (because they stay together and those continue to reflect their wishes). <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">If they separate, they are going to need to revoke. If they get more granular than “all of my estate to my partner/friend/whatever anyone wants to call them,” then indeed they are going to need an agreement, etc. Completely understood.<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">But I just would want to clarify some of that first (maybe in an email addressed to both of them <u>before</u> their first meeting) so that I don’t miss the chance to memorialize that much of their planning for such a couple, if it’s what they want after good lawyering on my part.<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">But this has been an incredibly illuminating discussion for someone who has nearly all traditionally married couples and no CIR partners.<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">Thanks for your time, everyone, and sorry for the emails! Hopefully this helped at least one other person clarify these issues for those of us who do not represent lots of CIR couples.<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">Best, Josh <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><div><div style="border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in"><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> Monday, September 12, 2022 3:47 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] Long Term CIR<o:p></o:p></p></div></div><p class="MsoNormal"><o:p> </o:p></p><p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#1F497D">Josh, again it might just be my age and increased loss of risk tolerance and desire to take less complicated matters. But I remember about 15 years ago when I was at a WSBA estate planning conference and a couple of the presenters put on an ethics panel about husband and wife asking you to do their estate planning. The scenario was, wife gets up to go to the bathroom and husband starts telling attorney, “don’t tell my wife, but blah, blah, blah…”. The consensus was you should decline to represent because you are already compromised and cannot waive around. You did a good job recognizing this in your response to Paul.</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">Obviously this is more complicated than the WSBA scenario above, but when I hear the man did not really want an attorney in the first place, my mind starts going down the rabbit hole of people misrepresenting their estate to the other CIR individual and why we have two attorneys for Pre-Nups or even Cohabitation Agreements. </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">So, I’m just saying I would not want to worry about the situation and would let someone else take it on if they want to represent both. </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:.6458in" id="_x0000_i1027" alt="image001.jpg" src="cid:image001.jpg@01D8C6C0.46AC7F40"></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"><span style="font-family:"Book Antiqua",serif;color:#1F497D"><a href="http://www.buddbaylaw.com/"><span style="color:blue">www.buddbaylaw.com</span></a></span><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><p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#1F497D"> </span><o:p></o:p></p><div><div style="border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in"><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>Joshua McKarcher<br><b>Sent:</b> Monday, September 12, 2022 2:18 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] Long Term CIR<o:p></o:p></p></div></div><p class="MsoNormal"> <o:p></o:p></p><p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif">Hi Tom,</span><o:p></o:p></p><p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif"> </span><o:p></o:p></p><p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif">I truly value your perspective and want to learn here: Why does Paul’s original description scream risk that is so far beyond planning that I have always assumed planners do for unmarried couples or married couples with kids from prior marriages (even one they wish to disinherit)? I do not serve a ton of CIR couples, so it seems as though there may be something I am missing. </span><o:p></o:p></p><p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif"> </span><o:p></o:p></p><p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif">Are you willing to elaborate? If they are willing to pay the fees necessary to address the risks and “cabin them in,” I am not understanding why this is so unusually risky. But I learn every day! </span><span style="font-size:12.0pt;font-family:"Segoe UI Emoji",sans-serif">😊</span><o:p></o:p></p><p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif"> </span><o:p></o:p></p><p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif">All my best, Josh</span><o:p></o:p></p><p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif"> </span><o:p></o:p></p><div><div style="border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in"><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> Monday, September 12, 2022 3:00 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] Long Term CIR<o:p></o:p></p></div></div><p class="MsoNormal"> <o:p></o:p></p><p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#1F497D">I realize that I am on old guy, but my advice here is “run Forrest run”……………</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">This has too many traps and is the amount you get paid really worth the risk?</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:.6458in" id="Picture_x0020_2" alt="image003.jpg" src="cid:image003.jpg@01D8C6C0.46AC7F40"></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"><span style="font-family:"Book Antiqua",serif;color:#1F497D"><a href="http://www.buddbaylaw.com/"><span style="color:blue">www.buddbaylaw.com</span></a></span><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><p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#1F497D"> </span><o:p></o:p></p><div><div style="border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in"><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>Joshua McKarcher<br><b>Sent:</b> Monday, September 12, 2022 1:53 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] Long Term CIR<o:p></o:p></p></div></div><p class="MsoNormal"> <o:p></o:p></p><p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif">Hmmm. I better test myself here: An unmarried couple doing joint estate planning is forming a joint representation no different than a married couple, or two business partners . . . right? No secrets, and if they fight and can’t solve it, they both lose you.</span><o:p></o:p></p><p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif"> </span><o:p></o:p></p><p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif">This is not a pre-nup; it’s two people planning together. You can’t keep secrets of Client 1 from Client 2 (which I bring up right after saying “Hello” in my conference room, before I care if they’re married or not), etc., but otherwise, I’m not sure I follow what conflicts there are here.</span><o:p></o:p></p><p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif"> </span><o:p></o:p></p><p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif">Aside from that, however, here this couple seems probably very likely to have a CIR that would indeed produce “spousal-heirship-like results” after the death of one of them. But by planning they will make that complication largely irrelevant by doing it in wills or a trust. I think?</span><o:p></o:p></p><p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif"> </span><o:p></o:p></p><p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif">And they will have the benefit of lifetime powers for finances and health care, which could be unpleasant surprises for them if certain family “disapprove.” (The pre-<i>Obergefell</i> same-sex couple problem.)</span><o:p></o:p></p><p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif"> </span><o:p></o:p></p><p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif">At most you may wish to ask them if they want the documents (if it gives property to the other of them) auto-revoked upon physical separation or “something” equivalent to legal separation or divorce. (I have no idea if Washington allows CIRs to be dissolved by a court filing like a legal separation or divorce. I’m just sitting here realizing I’ve never had the situation present itself.)</span><o:p></o:p></p><p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif"> </span><o:p></o:p></p><p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif">Good luck!</span><o:p></o:p></p><p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif"> </span><o:p></o:p></p><p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif">Best, Josh </span><o:p></o:p></p><p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif"> </span><o:p></o:p></p><div><div style="border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in"><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>Roger Hawkes<br><b>Sent:</b> Monday, September 12, 2022 2:18 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] Long Term CIR<o:p></o:p></p></div></div><p class="MsoNormal"> <o:p></o:p></p><p class="MsoNormal">Yes separate estate plans work; waiver of conflicts is harder because no one really knows what they ‘own’.<o:p></o:p></p><p class="MsoNormal"> <o:p></o:p></p><div><div style="border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in"><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>Paul Neumiller<br><b>Sent:</b> Monday, September 12, 2022 10:02 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> [WSBAPT] Long Term CIR<o:p></o:p></p></div></div><p class="MsoNormal"> <o:p></o:p></p><p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif">I received a call by a man who wants to do estate planning for him and his wife of thirty years. Prior kids on both sides. At the end of the call setting the appointment, he sort of chuckled and said “Well, I just call her my wife. We never married.” Uh-oh. So, if memory serves me, I don’t think you can inherit under a CIR. So, do I just prepare estate plans for them as if they are separate people? Is this a conflict that I can even “disclose and waive” around? Rumor is that the man was hesitant in even going to an attorney. Any advice would be great. </span><o:p></o:p></p><p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif"> </span><o:p></o:p></p><p class="MsoNormal"> <o:p></o:p></p><p class="MsoNormal"><a name="Paul_A__Neumiller"><img border="0" width="250" height="150" style="width:2.6041in;height:1.5625in" id="Picture_x0020_1" alt="image004.jpg" src="cid:image004.jpg@01D8C6C0.46AC7F40"></a><o:p></o:p></p><p class="MsoNormal"> <o:p></o:p></p><p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Times New Roman",serif">IMPORTANT NOTICE: This e-mail message is intended to be received only by persons entitled to receive the confidential information it may contain. E-mail messages to clients of Paul A. Neumiller presumptively contain information that is confidential and legally privileged; e-mail messages to non-clients are normally confidential and may also be legally privileged. 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