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--></style></head><body lang="EN-US" link="#0563C1" vlink="#954F72" style="word-wrap:break-word"><div class="WordSection1"><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></p><p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#1f497d"> </span></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></p><p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#1f497d"> </span></p><p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#1f497d">Sincerely,</span></p><p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#1f497d"> </span></p><p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#1f497d">Tom</span></p><p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#1f497d"> </span></p><p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#1f497d">Thomas J. Westbrook</span></p><p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#1f497d">Attorney at Law</span></p><p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#1f497d"> </span></p><p class="MsoNormal"><span style="color:#1f497d"><img width="152" height="62" style="width:1.5833in;height:.6416in" id="Picture_x0020_2" src="cid:image002.jpg@01D8C6AF.EEFB6960"></span></p><p class="MsoNormal"><span style="font-family:"Book Antiqua",serif;color:#1f497d">324 West Bay Drive NW, Suite 201</span></p><p class="MsoNormal"><span style="font-family:"Book Antiqua",serif;color:#1f497d">Olympia, WA 98502</span></p><p class="MsoNormal"><span style="font-family:"Book Antiqua",serif;color:#1f497d">(360) 866-4000 phone</span></p><p class="MsoNormal"><span style="font-family:"Book Antiqua",serif;color:#1f497d">(360) 866--3832 fax</span></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></p><p class="MsoNormal"><span style="color:#1f497d"> </span></p><p class="MsoNormal"><span style="color:red">COVID POLICY:</span></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><span style="color:#1f497d"></span></p><p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#1f497d"> </span></p><p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#1f497d"> </span></p><p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#1f497d"> </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>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</p></div></div><p class="MsoNormal"> </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></p><p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif"> </span></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></p><p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif"> </span></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></p><p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif"> </span></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></p><p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif"> </span></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></p><p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif"> </span></p><p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif">Good luck!</span></p><p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif"> </span></p><p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif">Best, Josh </span></p><p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif"> </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>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</p></div></div><p class="MsoNormal"> </p><p class="MsoNormal">Yes separate estate plans work; waiver of conflicts is harder because no one really knows what they ‘own’.</p><p class="MsoNormal"> </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</p></div></div><p class="MsoNormal"> </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></p><p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif"> </span></p><p class="MsoNormal"> </p><p class="MsoNormal"><a name="Paul_A__Neumiller"><img border="0" width="250" height="150" style="width:2.6in;height:1.5666in" id="Picture_x0020_1" src="cid:image003.jpg@01D8C6AF.EEFB6960"></a></p><p class="MsoNormal"> </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. Please do not read, copy, forward or store this message unless you are the intended recipient of it. If you have received this message in error, please forward it back to the sender and delete it completely from your computer system.</span></p><p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Times New Roman",serif"> </span></p><p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Times New Roman",serif">E-mail communication on the Internet may NOT be secure. There is a risk that this confidential communication may be intercepted illegally. There may also be a risk of waiving attorney-client and/or work-product privileges that may attach to this communication. DO NOT forward this message to a third party. If you have any questions regarding this notice, please contact the sender.</span></p><p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Times New Roman",serif"> </span></p><p class="MsoNormal"> </p></div></body></html>