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<p class="MsoPlainText">Hi Eric,<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">Thank you so much; your answers are exactly to the point. Prior notice for NPs is a problem here as the other family members live overseas.<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">Thank you for the advice!<o:p></o:p></p>
<p class="MsoPlainText"><span style="font-size:8.0pt"><o:p> </o:p></span></p>
<p class="MsoPlainText"><span style="font-size:8.0pt">Yuping Wang<o:p></o:p></span></p>
<p class="MsoPlainText"><span style="font-size:8.0pt">WYP Law PLLC<o:p></o:p></span></p>
<p class="MsoPlainText"><span style="font-size:8.0pt">Tel: 206 383 2826<o:p></o:p></span></p>
<p class="MsoPlainText"><span style="font-size:8.0pt">Email: <a href="mailto:yuping@wyp-law.com">
yuping@wyp-law.com</a><o:p></o:p></span></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">-----Original Message-----<br>
From: wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com> On Behalf Of wsbapt-request@lists.wsbarppt.com<br>
Sent: Monday, August 28, 2023 12:00 PM<br>
To: wsbapt@lists.wsbarppt.com<br>
Subject: WSBAPT Digest, Vol 107, Issue 39</p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">Send WSBAPT mailing list submissions to<o:p></o:p></p>
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<p class="MsoPlainText">To subscribe or unsubscribe via the World Wide Web, visit<o:p></o:p></p>
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<p class="MsoPlainText">or, via email, send a message with subject or body 'help' to<o:p></o:p></p>
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<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">When replying, please edit your Subject line so it is more specific<o:p></o:p></p>
<p class="MsoPlainText">than "Re: Contents of WSBAPT digest..."<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">Today's Topics:<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText"> 1. Employment Law attorney - referral? (Marsha Hudson)<o:p></o:p></p>
<p class="MsoPlainText"> 2. Off-Topic - Employer Side Employment Attorney<o:p></o:p></p>
<p class="MsoPlainText"> (Brent Williams-Ruth)<o:p></o:p></p>
<p class="MsoPlainText"> 3. Petition to letters of administration (YP Wang)<o:p></o:p></p>
<p class="MsoPlainText"> 4. Re: Tax attorney - referral? (Sarah Cuellar)<o:p></o:p></p>
<p class="MsoPlainText"> 5. Re: Petition to letters of administration (Eric Nelsen)<o:p></o:p></p>
<p class="MsoPlainText"> 6. Employment Law attorney - referral? (Marsha Hudson)<o:p></o:p></p>
<p class="MsoPlainText"> 7. Is a 529 Account considered a probate asset if the account<o:p></o:p></p>
<p class="MsoPlainText"> custodian dies and no successor custodian is named?<o:p></o:p></p>
<p class="MsoPlainText"> (<a href="mailto:msafren@jennylinglaw.com"><span style="color:windowtext;text-decoration:none">msafren@jennylinglaw.com</span></a>)<o:p></o:p></p>
<p class="MsoPlainText"> 8. Re: Is a 529 Account considered a probate asset if the<o:p></o:p></p>
<p class="MsoPlainText"> account custodian dies and no successor custodian is named?<o:p></o:p></p>
<p class="MsoPlainText"> (Lewis, Amy C.)<o:p></o:p></p>
<p class="MsoPlainText"> 9. Omitted Spouse, RCW 11.12.095 (David Greenberg)<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">----------------------------------------------------------------------<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">Message: 1<o:p></o:p></p>
<p class="MsoPlainText">Date: Sun, 27 Aug 2023 14:38:07 -0700<o:p></o:p></p>
<p class="MsoPlainText">From: Marsha Hudson <<a href="mailto:marsha@griffyn.us"><span style="color:windowtext;text-decoration:none">marsha@griffyn.us</span></a>><o:p></o:p></p>
<p class="MsoPlainText">To: "WSBA Probate & Trust Listserv" <<a href="mailto:wsbapt@lists.wsbarppt.com"><span style="color:windowtext;text-decoration:none">wsbapt@lists.wsbarppt.com</span></a>><o:p></o:p></p>
<p class="MsoPlainText">Subject: [WSBAPT] Employment Law attorney - referral?<o:p></o:p></p>
<p class="MsoPlainText">Message-ID:<o:p></o:p></p>
<p class="MsoPlainText"><<a href="mailto:CA+hwNKiwRRUaReeTLx=Y0H0WbYc9a1LTHXQD-hPOnmNYi=S=jw@mail.gmail.com"><span style="color:windowtext;text-decoration:none">CA+hwNKiwRRUaReeTLx=Y0H0WbYc9a1LTHXQD-hPOnmNYi=S=jw@mail.gmail.com</span></a>><o:p></o:p></p>
<p class="MsoPlainText">Content-Type: text/plain; charset="utf-8"<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">Recently retired (after more than 40 years) flight attendant needs some<o:p></o:p></p>
<p class="MsoPlainText">assistance. She is a lovely human being.<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">Thank you!<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">Plese excus the brevite and any tipoes. This emale was sent from Marsha's<o:p></o:p></p>
<p class="MsoPlainText">stoopid iPhone.<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">Marsha C. HudsonAttorney at Law #23330<o:p></o:p></p>
<p class="MsoPlainText">3221 NW 62nd St<o:p></o:p></p>
<p class="MsoPlainText">Seattle, WA 98107<o:p></o:p></p>
<p class="MsoPlainText">Telephone: 206-297-3933<o:p></o:p></p>
<p class="MsoPlainText">Fax: <a href="mailto:206-357-9356marsha@griffyn.usLife's">
<span style="color:windowtext;text-decoration:none">206-357-9356marsha@griffyn.usLife's</span></a> most persistent and urgent<o:p></o:p></p>
<p class="MsoPlainText">question is: What are you doing for others? - Martin Luther King, Jr.This<o:p></o:p></p>
<p class="MsoPlainText">e-mail may contain information that is protected by attorney-client, work<o:p></o:p></p>
<p class="MsoPlainText">product and/or other privileges. If you are not the intended recipient,<o:p></o:p></p>
<p class="MsoPlainText">you are notified that any dissemination, use, or reliance upon its contents<o:p></o:p></p>
<p class="MsoPlainText">is strictly prohibited. If you have received this e-mail in error, please<o:p></o:p></p>
<p class="MsoPlainText">contact me immediately and return the email by forwarding it to this office<o:p></o:p></p>
<p class="MsoPlainText">at <a href="mailto:marsha@griffyn.us"><span style="color:windowtext;text-decoration:none">marsha@griffyn.us</span></a> and then deleting the e-mail.<o:p></o:p></p>
<p class="MsoPlainText">P Please consider the environment before printing this e-mail.<o:p></o:p></p>
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<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">Message: 2<o:p></o:p></p>
<p class="MsoPlainText">Date: Sun, 27 Aug 2023 14:56:02 -0700<o:p></o:p></p>
<p class="MsoPlainText">From: Brent Williams-Ruth <<a href="mailto:brent@williams-ruthlaw.com"><span style="color:windowtext;text-decoration:none">brent@williams-ruthlaw.com</span></a>><o:p></o:p></p>
<p class="MsoPlainText">To: "WSBA Probate & Trust Listserv" <<a href="mailto:WSBAPT@lists.wsbarppt.com"><span style="color:windowtext;text-decoration:none">WSBAPT@lists.wsbarppt.com</span></a>>, WSBA<o:p></o:p></p>
<p class="MsoPlainText"> Real Property Listserv <<a href="mailto:wsbarp@lists.wsbarppt.com"><span style="color:windowtext;text-decoration:none">wsbarp@lists.wsbarppt.com</span></a>>, Solo and Small<o:p></o:p></p>
<p class="MsoPlainText"> Practice Section <<a href="mailto:solo-and-small-practice-section@list.wsba.org"><span style="color:windowtext;text-decoration:none">solo-and-small-practice-section@list.wsba.org</span></a>><o:p></o:p></p>
<p class="MsoPlainText">Subject: [WSBAPT] Off-Topic - Employer Side Employment Attorney<o:p></o:p></p>
<p class="MsoPlainText">Message-ID:<o:p></o:p></p>
<p class="MsoPlainText"><<a href="mailto:CAMMb1JPEKsUtsjokms7BMJHAAYQRuBVZ4WS+vyPXW7Qr5nAAyA@mail.gmail.com"><span style="color:windowtext;text-decoration:none">CAMMb1JPEKsUtsjokms7BMJHAAYQRuBVZ4WS+vyPXW7Qr5nAAyA@mail.gmail.com</span></a>><o:p></o:p></p>
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<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">I have a client who is a franchise owner and has been "served with court<o:p></o:p></p>
<p class="MsoPlainText">papers" from an employee claiming wage and hour violations for breaks and<o:p></o:p></p>
<p class="MsoPlainText">tips.<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">They are seeking a referral to handle this as they feel its a shakedown for<o:p></o:p></p>
<p class="MsoPlainText">quick settlement.<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">*Brent Williams-Ruth* (pronouns: he/him)<o:p></o:p></p>
<p class="MsoPlainText">*Attorney-At-Law*<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">*Law Offices of Brent Williams-Ruth, **a division of BWR Consulting, PLLC*<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">*Physical Address: 500 S 336th Street, Suite 214; Federal Way, WA 98003*<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">***EFFECTIVE IMMEDIATELY** All mail sent through the USPS should be sent to<o:p></o:p></p>
<p class="MsoPlainText">the following address: **PO BOX 3319; Federal Way, WA 98063 *<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">Office/Scheduling Phone: (253) 285-7751<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">Direct: (253) 285-7453<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">e-mail <<a href="mailto:Brent@Williams-RuthLaw.com"><span style="color:windowtext;text-decoration:none">Brent@Williams-RuthLaw.com</span></a>> / website<o:p></o:p></p>
<p class="MsoPlainText"><<a href="http://www.williams-ruthlaw.com/"><span style="color:windowtext;text-decoration:none">https://na01.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.williams-ruthlaw.com%2F&data=05%7C01%7C%7C95661d5a946d4e593beb08dba7f980d7%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C638288462301457368%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=tngDyHPF1b%2Bis87USqdOuKXic7YbO%2BXCM7uqFx8hIWs%3D&reserved=0</span></a>>
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<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">Message: 3<o:p></o:p></p>
<p class="MsoPlainText">Date: Mon, 28 Aug 2023 04:38:47 +0000<o:p></o:p></p>
<p class="MsoPlainText">From: YP Wang <<a href="mailto:yupwang@outlook.com"><span style="color:windowtext;text-decoration:none">yupwang@outlook.com</span></a>><o:p></o:p></p>
<p class="MsoPlainText">To: "<a href="mailto:wsbapt@lists.wsbarppt.com"><span style="color:windowtext;text-decoration:none">wsbapt@lists.wsbarppt.com</span></a>" <<a href="mailto:wsbapt@lists.wsbarppt.com"><span style="color:windowtext;text-decoration:none">wsbapt@lists.wsbarppt.com</span></a>><o:p></o:p></p>
<p class="MsoPlainText">Subject: [WSBAPT] Petition to letters of administration<o:p></o:p></p>
<p class="MsoPlainText">Message-ID:<o:p></o:p></p>
<p class="MsoPlainText"><<a href="mailto:DM5PR07MB41174B99C0F678D2D66CD4E6BFE0A@DM5PR07MB4117.namprd07.prod.outlook.com"><span style="color:windowtext;text-decoration:none">DM5PR07MB41174B99C0F678D2D66CD4E6BFE0A@DM5PR07MB4117.namprd07.prod.outlook.com</span></a>><o:p></o:p></p>
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<p class="MsoPlainText">Dear All<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">I appreciate your advice on this matter.<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">Facts: Mother passed away, no Will, Dad is incapacitated. Court appointed one of their Daughters (D1) as Dad's Guardian and Conservator.<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">D1 intends to petition the court to be the PR of her Mother's estate and seek nonintervention power. She can petition in her name (Option 1). My question is whether she can petition in her capacity as Guardian and Conservator of her
Dad (Option 2)? Option 2 makes the surviving spouse as the petitioner.<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
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<p class="MsoPlainText">Since petitioner needs to sign an Oath, I think Option 2 does not work as Dad can't give Oath. Am I missing anything? Any comments are greatly appreciated.<o:p></o:p></p>
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<p class="MsoPlainText">Thank you!<o:p></o:p></p>
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<p class="MsoPlainText">Yuping Wang<o:p></o:p></p>
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<p class="MsoPlainText">WYP Law PLLC<o:p></o:p></p>
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<p class="MsoPlainText">From: <a href="mailto:wsbapt-bounces@lists.wsbarppt.com">
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<p class="MsoPlainText">Subject: WSBAPT Digest, Vol 107, Issue 38<o:p></o:p></p>
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<p class="MsoPlainText">Today's Topics:<o:p></o:p></p>
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<p class="MsoPlainText"> 1. Attorney to Advise Family with Alzheimer's Family Member<o:p></o:p></p>
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<p class="MsoPlainText"> (Lovie Bernardi)<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText"> 2. Re: WSBAPT Digest, Vol 107, Issue 22 (Lewis, Amy C.)<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText"> 3. Re: WSBAPT Digest, Vol 107, Issue 22 (Theresa Dowell)<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText"> 4. Re: Contact in Japan? (Kokie Adams)<o:p></o:p></p>
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<p class="MsoPlainText"> 5. Tax attorney - referral? (Dominique Zervas)<o:p></o:p></p>
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<p class="MsoPlainText"> 6. Financial Institution Requiring Spousal Consent for separate<o:p></o:p></p>
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<p class="MsoPlainText"> property (Brent Williams-Ruth)<o:p></o:p></p>
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<p class="MsoPlainText"> 7. Re: Contact in Japan? (David Moe)<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText"> 8. litigation question (Diane J. Kiepe)<o:p></o:p></p>
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<p class="MsoPlainText"> 9. Re: litigation question (Eric Nelsen)<o:p></o:p></p>
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<p class="MsoPlainText"> 10. Re: litigation question (Diane J. Kiepe)<o:p></o:p></p>
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<p class="MsoPlainText"> 11. Re: litigation question (Eric Nelsen)<o:p></o:p></p>
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<p class="MsoPlainText"> 12. Re: Financial Institution Requiring Spousal Consent for<o:p></o:p></p>
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<p class="MsoPlainText"> separate property (<a href="mailto:ak@seattle-silvalaw.com%3cmailto:ak@seattle-silvalaw.com"><span style="color:windowtext;text-decoration:none">ak@seattle-silvalaw.com<mailto:ak@seattle-silvalaw.com</span></a>>)<o:p></o:p></p>
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<p class="MsoPlainText">Message: 1<o:p></o:p></p>
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<p class="MsoPlainText">Date: Fri, 25 Aug 2023 19:42:53 +0000<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">From: Lovie Bernardi <<a href="mailto:lovie@fb-lawfirm.com%3cmailto:lovie@fb-lawfirm.com"><span style="color:windowtext;text-decoration:none">lovie@fb-lawfirm.com<mailto:lovie@fb-lawfirm.com</span></a>>><o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com%3cmailto:wsbapt@lists.wsbarppt.com"><span style="color:windowtext;text-decoration:none">wsbapt@lists.wsbarppt.com<mailto:wsbapt@lists.wsbarppt.com</span></a>>><o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">Subject: [WSBAPT] Attorney to Advise Family with Alzheimer's Family<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText"> Member<o:p></o:p></p>
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<p class="MsoPlainText">Message-ID:<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText"><<a href="mailto:IA1PR19MB7870B3518A6F2C116B6EA61C8FE3A@IA1PR19MB7870.namprd19.prod.outlook.com%3cmailto:IA1PR19MB7870B3518A6F2C116B6EA61C8FE3A@IA1PR19MB7870.namprd19.prod.outlook.com"><span style="color:windowtext;text-decoration:none">IA1PR19MB7870B3518A6F2C116B6EA61C8FE3A@IA1PR19MB7870.namprd19.prod.outlook.com<mailto:IA1PR19MB7870B3518A6F2C116B6EA61C8FE3A@IA1PR19MB7870.namprd19.prod.outlook.com</span></a>>><o:p></o:p></p>
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<p class="MsoPlainText">Looking for attorney who can advise a son whose father has been diagnosed with Alzheimer's disease. He would like advice on how he can assist the father without disqualifying him from possible state assistance. Father will be moving
from out of state to Washington to be close to the son. Thanks!<o:p></o:p></p>
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<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">Lovie<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">Lovie L. Bernardi<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">Flaherty & Bernardi, PLLC<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">3600 15th Avenue West #205<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">Seattle, WA 98119<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">(206) 682-2616<o:p></o:p></p>
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<p class="MsoPlainText"><o:p> </o:p></p>
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<p class="MsoPlainText"><a href="mailto:lovie@fb-lawfirm.com%3cmailto:joni@sbfirm.com%3cmailto:lovie@fb-lawfirm.com%3cmailto:joni@sbfirm.com"><span style="color:windowtext;text-decoration:none">lovie@fb-lawfirm.com<mailto:joni@sbfirm.com<mailto:lovie@fb-lawfirm.com%3cmailto:joni@sbfirm.com</span></a>>><o:p></o:p></p>
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<p class="MsoPlainText">Message: 2<o:p></o:p></p>
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<p class="MsoPlainText">Date: Fri, 25 Aug 2023 20:00:59 +0000<o:p></o:p></p>
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<p class="MsoPlainText">From: "Lewis, Amy C." <<a href="mailto:ALewis@Eisenhowerlaw.com%3cmailto:ALewis@Eisenhowerlaw.com"><span style="color:windowtext;text-decoration:none">ALewis@Eisenhowerlaw.com<mailto:ALewis@Eisenhowerlaw.com</span></a>>><o:p></o:p></p>
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<p class="MsoPlainText">To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com%3cmailto:wsbapt@lists.wsbarppt.com"><span style="color:windowtext;text-decoration:none">wsbapt@lists.wsbarppt.com<mailto:wsbapt@lists.wsbarppt.com</span></a>>><o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">Subject: Re: [WSBAPT] WSBAPT Digest, Vol 107, Issue 22<o:p></o:p></p>
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<p class="MsoPlainText">Message-ID:<o:p></o:p></p>
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<p class="MsoPlainText"><<a href="mailto:MW2PR18MB2265EAE842013E3CB136DDEFD9E3A@MW2PR18MB2265.namprd18.prod.outlook.com%3cmailto:MW2PR18MB2265EAE842013E3CB136DDEFD9E3A@MW2PR18MB2265.namprd18.prod.outlook.com"><span style="color:windowtext;text-decoration:none">MW2PR18MB2265EAE842013E3CB136DDEFD9E3A@MW2PR18MB2265.namprd18.prod.outlook.com<mailto:MW2PR18MB2265EAE842013E3CB136DDEFD9E3A@MW2PR18MB2265.namprd18.prod.outlook.com</span></a>>><o:p></o:p></p>
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<p class="MsoPlainText">Bill Viall<o:p></o:p></p>
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<p class="MsoPlainText"><a href="mailto:Billviall3@gmail.com%3cmailto:Billviall3@gmail.com%3cmailto:Billviall3@gmail.com%3cmailto:Billviall3@gmail.com"><span style="color:windowtext;text-decoration:none">Billviall3@gmail.com<mailto:Billviall3@gmail.com<mailto:Billviall3@gmail.com%3cmailto:Billviall3@gmail.com</span></a>>><o:p></o:p></p>
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<p class="MsoPlainText">Attorney<o:p></o:p></p>
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<p class="MsoPlainText">12823 W San Pablo Dr.<o:p></o:p></p>
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<p class="MsoPlainText">Sun City West, AZ 85375<o:p></o:p></p>
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<p class="MsoPlainText">(623) 328-8469<o:p></o:p></p>
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<p class="MsoPlainText">Licensed in AZ and WA<o:p></o:p></p>
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<p class="MsoPlainText">Amy Lewis, Attorney<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">Pronouns she/her/hers<o:p></o:p></p>
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<p class="MsoPlainText">[cid:Logo_fa335a1d-9f24-4802-a3dd-b58f259e3c98.png]<o:p></o:p></p>
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<p class="MsoPlainText">909 A Street, Suite 600 | Tacoma, WA 98402<o:p></o:p></p>
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<p class="MsoPlainText">phone 253.572.4500 | fax 253.272.5732 | <a href="http://www.eisenhowerlaw.com/">
<span style="color:windowtext;text-decoration:none">https://na01.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.eisenhowerlaw.com%2F&data=05%7C01%7C%7C95661d5a946d4e593beb08dba7f980d7%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C638288462301457368%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=QHuEBlBEv4OcmCRhkOYQteTpTB7lJOtDsFTY9XQdxh8%3D&reserved=0<https://na01.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.eisenhowerlaw.com%2F&data=05%7C01%7C%7C95661d5a946d4e593beb08dba7f980d7%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C638288462301457368%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=QHuEBlBEv4OcmCRhkOYQteTpTB7lJOtDsFTY9XQdxh8%3D&reserved=0<https://na01.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.eisenhowerlaw.com%2F&data=05%7C01%7C%7C95661d5a946d4e593beb08dba7f980d7%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C638288462301457368%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=QHuEBlBEv4OcmCRhkOYQteTpTB7lJOtDsFTY9XQdxh8%3D&reserved=0</span></a>>><o:p></o:p></p>
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<p class="MsoPlainText">From: <a href="mailto:wsbapt-bounces@lists.wsbarppt.com%3cmailto:wsbapt-bounces@lists.wsbarppt.com">
<span style="color:windowtext;text-decoration:none">wsbapt-bounces@lists.wsbarppt.com<mailto:wsbapt-bounces@lists.wsbarppt.com</span></a>> <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com%3cmailto:wsbapt-bounces@lists.wsbarppt.com"><span style="color:windowtext;text-decoration:none">wsbapt-bounces@lists.wsbarppt.com<mailto:wsbapt-bounces@lists.wsbarppt.com</span></a>>>
On Behalf Of Emily Wilson<o:p></o:p></p>
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<p class="MsoPlainText">Sent: Wednesday, August 23, 2023 1:13 PM<o:p></o:p></p>
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<p class="MsoPlainText">To: <a href="mailto:wsbapt@lists.wsbarppt.com%3cmailto:wsbapt@lists.wsbarppt.com">
<span style="color:windowtext;text-decoration:none">wsbapt@lists.wsbarppt.com<mailto:wsbapt@lists.wsbarppt.com</span></a>><o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">Subject: Re: [WSBAPT] WSBAPT Digest, Vol 107, Issue 22<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
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<p class="MsoPlainText">Hello Listmates,<o:p></o:p></p>
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<p class="MsoPlainText"><o:p> </o:p></p>
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<p class="MsoPlainText">I'm looking for a reputable attorney in Phoenix who to advise 88 year old with modifications to a Trust. I'd appreciate any contacts you can share.<o:p></o:p></p>
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<p class="MsoPlainText">Thanks,<o:p></o:p></p>
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<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">Emily Wilson ? Attorney/Owner<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">Spokane Wills, Trusts, and Probate<o:p></o:p></p>
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<p class="MsoPlainText">Email: <a href="mailto:Emily@SpokaneWTP.com%3cmailto:Emily@SpokaneWTP.com%3cmailto:Emily@SpokaneWTP.com%3cmailto:Emily@SpokaneWTP.com">
<span style="color:windowtext;text-decoration:none">Emily@SpokaneWTP.com<mailto:Emily@SpokaneWTP.com<mailto:Emily@SpokaneWTP.com%3cmailto:Emily@SpokaneWTP.com</span></a>>><o:p></o:p></p>
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<p class="MsoPlainText">Phone: 509-324-2431<o:p></o:p></p>
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<p class="MsoPlainText"><a href="http://www.spokanewtp.com/"><span style="color:windowtext;text-decoration:none">https://na01.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.spokanewtp.com%2F&data=05%7C01%7C%7C95661d5a946d4e593beb08dba7f980d7%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C638288462301613612%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=47Pwi9Ntetg5To3tEtw0UWnuR6qddimDSoRnce0Q6Wg%3D&reserved=0<https://na01.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.spokanewtp.com%2F&data=05%7C01%7C%7C95661d5a946d4e593beb08dba7f980d7%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C638288462301613612%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=47Pwi9Ntetg5To3tEtw0UWnuR6qddimDSoRnce0Q6Wg%3D&reserved=0<https://na01.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.spokanewtp.com%2F&data=05%7C01%7C%7C95661d5a946d4e593beb08dba7f980d7%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C638288462301613612%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=47Pwi9Ntetg5To3tEtw0UWnuR6qddimDSoRnce0Q6Wg%3D&reserved=0</span></a>>><o:p></o:p></p>
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<p class="MsoPlainText">Message: 4<o:p></o:p></p>
<p class="MsoPlainText">Date: Mon, 28 Aug 2023 08:25:08 -0700<o:p></o:p></p>
<p class="MsoPlainText">From: Sarah Cuellar <<a href="mailto:attorney@sarahcuellar.com"><span style="color:windowtext;text-decoration:none">attorney@sarahcuellar.com</span></a>><o:p></o:p></p>
<p class="MsoPlainText">To: "WSBA Probate & Trust Listserv" <<a href="mailto:wsbapt@lists.wsbarppt.com"><span style="color:windowtext;text-decoration:none">wsbapt@lists.wsbarppt.com</span></a>><o:p></o:p></p>
<p class="MsoPlainText">Subject: Re: [WSBAPT] Tax attorney - referral?<o:p></o:p></p>
<p class="MsoPlainText">Message-ID:<o:p></o:p></p>
<p class="MsoPlainText"> <<a href="mailto:CAG7Da440-L40+k67jiSR+XqErnW+jbeW-K36nY8a54Hem80prQ@mail.gmail.com"><span style="color:windowtext;text-decoration:none">CAG7Da440-L40+k67jiSR+XqErnW+jbeW-K36nY8a54Hem80prQ@mail.gmail.com</span></a>><o:p></o:p></p>
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<p class="MsoPlainText">Jennifer Gellner is experienced in tax controversies and a pleasure to work<o:p></o:p></p>
<p class="MsoPlainText">with. <a href="https://www.jcrlaw.com/"><span style="color:windowtext;text-decoration:none">https://na01.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.jcrlaw.com%2F&data=05%7C01%7C%7C95661d5a946d4e593beb08dba7f980d7%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C638288462301613612%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=ljyGEJPn%2B%2BeGTTbLjGN6tTRIAkeHwiR1lDqA%2FwNyMkA%3D&reserved=0</span></a><o:p></o:p></p>
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<p class="MsoPlainText">On Fri, Aug 25, 2023 at 2:13?PM Dominique Zervas <<a href="mailto:dominique@zervaslaw.com"><span style="color:windowtext;text-decoration:none">dominique@zervaslaw.com</span></a>><o:p></o:p></p>
<p class="MsoPlainText">wrote:<o:p></o:p></p>
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<p class="MsoPlainText">><o:p> </o:p></p>
<p class="MsoPlainText">><o:p> </o:p></p>
<p class="MsoPlainText">><o:p> </o:p></p>
<p class="MsoPlainText">><o:p> </o:p></p>
<p class="MsoPlainText">> Good afternoon, all.<o:p></o:p></p>
<p class="MsoPlainText">><o:p> </o:p></p>
<p class="MsoPlainText">><o:p> </o:p></p>
<p class="MsoPlainText">><o:p> </o:p></p>
<p class="MsoPlainText">> Could you please provide a referral for a tax attorney? In the Whatcom,<o:p></o:p></p>
<p class="MsoPlainText">> Skagit, Snohomish, or King County area preferably.<o:p></o:p></p>
<p class="MsoPlainText">><o:p> </o:p></p>
<p class="MsoPlainText">><o:p> </o:p></p>
<p class="MsoPlainText">><o:p> </o:p></p>
<p class="MsoPlainText">> It is for a client who would like to appeal a decision made in connection<o:p></o:p></p>
<p class="MsoPlainText">> with their business.<o:p></o:p></p>
<p class="MsoPlainText">><o:p> </o:p></p>
<p class="MsoPlainText">><o:p> </o:p></p>
<p class="MsoPlainText">><o:p> </o:p></p>
<p class="MsoPlainText">> Many thanks in advance!<o:p></o:p></p>
<p class="MsoPlainText">><o:p> </o:p></p>
<p class="MsoPlainText">><o:p> </o:p></p>
<p class="MsoPlainText">><o:p> </o:p></p>
<p class="MsoPlainText">> Sincerely,<o:p></o:p></p>
<p class="MsoPlainText">><o:p> </o:p></p>
<p class="MsoPlainText">><o:p> </o:p></p>
<p class="MsoPlainText">><o:p> </o:p></p>
<p class="MsoPlainText">> Dominique Zervas<o:p></o:p></p>
<p class="MsoPlainText">><o:p> </o:p></p>
<p class="MsoPlainText">><o:p> </o:p></p>
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<p class="MsoPlainText">><o:p> </o:p></p>
<p class="MsoPlainText">> *ZERVAS LAW, PS*<o:p></o:p></p>
<p class="MsoPlainText">><o:p> </o:p></p>
<p class="MsoPlainText">> 1909 Broadway<o:p></o:p></p>
<p class="MsoPlainText">><o:p> </o:p></p>
<p class="MsoPlainText">> Bellingham, WA 98225<o:p></o:p></p>
<p class="MsoPlainText">><o:p> </o:p></p>
<p class="MsoPlainText">> 360.733.2010<o:p></o:p></p>
<p class="MsoPlainText">><o:p> </o:p></p>
<p class="MsoPlainText">> <a href="http://zervaslaw.com/"><span style="color:windowtext;text-decoration:none">https://na01.safelinks.protection.outlook.com/?url=http%3A%2F%2Fzervaslaw.com%2F&data=05%7C01%7C%7C95661d5a946d4e593beb08dba7f980d7%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C638288462301613612%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=KY%2BAK%2FUJGyJH%2BB4NX%2BAi9ex8DwAPTmI2gZzSuGfwOo8%3D&reserved=0</span></a><o:p></o:p></p>
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<p class="MsoPlainText">> Exceptional Service ? Meaningful Solutions<o:p></o:p></p>
<p class="MsoPlainText">><o:p> </o:p></p>
<p class="MsoPlainText">> *Real Estate ? Land Use ? Business Formation ? Estate Planning & Probate*<o:p></o:p></p>
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<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">Message: 5<o:p></o:p></p>
<p class="MsoPlainText">Date: Mon, 28 Aug 2023 16:29:10 +0000<o:p></o:p></p>
<p class="MsoPlainText">From: Eric Nelsen <<a href="mailto:eric@sayrelawoffices.com"><span style="color:windowtext;text-decoration:none">eric@sayrelawoffices.com</span></a>><o:p></o:p></p>
<p class="MsoPlainText">To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com"><span style="color:windowtext;text-decoration:none">wsbapt@lists.wsbarppt.com</span></a>><o:p></o:p></p>
<p class="MsoPlainText">Subject: Re: [WSBAPT] Petition to letters of administration<o:p></o:p></p>
<p class="MsoPlainText">Message-ID:<o:p></o:p></p>
<p class="MsoPlainText"><<a href="mailto:SA1PR05MB7888B3B223BDF112FC40B298DDE0A@SA1PR05MB7888.namprd05.prod.outlook.com"><span style="color:windowtext;text-decoration:none">SA1PR05MB7888B3B223BDF112FC40B298DDE0A@SA1PR05MB7888.namprd05.prod.outlook.com</span></a>><o:p></o:p></p>
<p class="MsoPlainText"> <o:p></o:p></p>
<p class="MsoPlainText">Content-Type: text/plain; charset="us-ascii"<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">I agree that Option 2 does not work-Dad is disqualified under RCW 11.36.010(1) as "person of unsound mind" as the statute puts it. Even if Dad could serve, his core duties as PR are not delegable to D1 as his Conservator. It's perhaps
a problem of redundancy: if Dad can't perform any of his duties without D1's help, why not appoint D1 directly? Just the fact that D1 would have to petition on Dad's behalf would be enough to demonstrate that Dad can't really serve as PR.<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">I am guessing this is about whether or not notice of petition for NPs is required? I don't think there is a way around it. You could get D1 appointed without NPs first, just to get her in place and she would have power to gather assets
and take control of the administration. Then petition for NPs separately with notice as required.<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">Sincerely,<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">Eric<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">Eric C. Nelsen<o:p></o:p></p>
<p class="MsoPlainText">Sayre Law Offices, PLLC<o:p></o:p></p>
<p class="MsoPlainText">1417 31st Ave South<o:p></o:p></p>
<p class="MsoPlainText">Seattle WA 98144-3909<o:p></o:p></p>
<p class="MsoPlainText">206-625-0092<o:p></o:p></p>
<p class="MsoPlainText"><a href="mailto:eric@sayrelawoffices.com%3cmailto:eric@sayrelawoffices.com"><span style="color:windowtext;text-decoration:none">eric@sayrelawoffices.com<mailto:eric@sayrelawoffices.com</span></a>><o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">From: <a href="mailto:wsbapt-bounces@lists.wsbarppt.com">
<span style="color:windowtext;text-decoration:none">wsbapt-bounces@lists.wsbarppt.com</span></a> <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com"><span style="color:windowtext;text-decoration:none">wsbapt-bounces@lists.wsbarppt.com</span></a>> On Behalf
Of YP Wang<o:p></o:p></p>
<p class="MsoPlainText">Sent: Sunday, August 27, 2023 9:39 PM<o:p></o:p></p>
<p class="MsoPlainText">To: <a href="mailto:wsbapt@lists.wsbarppt.com"><span style="color:windowtext;text-decoration:none">wsbapt@lists.wsbarppt.com</span></a><o:p></o:p></p>
<p class="MsoPlainText">Subject: [WSBAPT] Petition to letters of administration<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">Dear All<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">I appreciate your advice on this matter.<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">Facts: Mother passed away, no Will, Dad is incapacitated. Court appointed one of their Daughters (D1) as Dad's Guardian and Conservator.<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">D1 intends to petition the court to be the PR of her Mother's estate and seek nonintervention power. She can petition in her name (Option 1). My question is whether she can petition in her capacity as Guardian and Conservator of her
Dad (Option 2)? Option 2 makes the surviving spouse as the petitioner.<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">Since petitioner needs to sign an Oath, I think Option 2 does not work as Dad can't give Oath. Am I missing anything? Any comments are greatly appreciated.<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">Thank you!<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">Yuping Wang<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">WYP Law PLLC<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">Tel: 206 383 2826<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">Email: <a href="mailto:yuping@wyp-law.com%3cmailto:yuping@wyp-law.com">
<span style="color:windowtext;text-decoration:none">yuping@wyp-law.com<mailto:yuping@wyp-law.com</span></a>><o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">-----Original Message-----<o:p></o:p></p>
<p class="MsoPlainText">From: <a href="mailto:wsbapt-bounces@lists.wsbarppt.com%3cmailto:wsbapt-bounces@lists.wsbarppt.com">
<span style="color:windowtext;text-decoration:none">wsbapt-bounces@lists.wsbarppt.com<mailto:wsbapt-bounces@lists.wsbarppt.com</span></a>> <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com%3cmailto:wsbapt-bounces@lists.wsbarppt.com"><span style="color:windowtext;text-decoration:none">wsbapt-bounces@lists.wsbarppt.com<mailto:wsbapt-bounces@lists.wsbarppt.com</span></a>>>
On Behalf Of <a href="mailto:wsbapt-request@lists.wsbarppt.com%3cmailto:wsbapt-request@lists.wsbarppt.com">
<span style="color:windowtext;text-decoration:none">wsbapt-request@lists.wsbarppt.com<mailto:wsbapt-request@lists.wsbarppt.com</span></a>><o:p></o:p></p>
<p class="MsoPlainText">Sent: Saturday, August 26, 2023 12:00 PM<o:p></o:p></p>
<p class="MsoPlainText">To: <a href="mailto:wsbapt@lists.wsbarppt.com%3cmailto:wsbapt@lists.wsbarppt.com">
<span style="color:windowtext;text-decoration:none">wsbapt@lists.wsbarppt.com<mailto:wsbapt@lists.wsbarppt.com</span></a>><o:p></o:p></p>
<p class="MsoPlainText">Subject: WSBAPT Digest, Vol 107, Issue 38<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
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<p class="MsoPlainText">Send WSBAPT mailing list submissions to<o:p></o:p></p>
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<p class="MsoPlainText">When replying, please edit your Subject line so it is more specific<o:p></o:p></p>
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<p class="MsoPlainText">than "Re: Contents of WSBAPT digest..."<o:p></o:p></p>
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<p class="MsoPlainText">Today's Topics:<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText"> 1. Attorney to Advise Family with Alzheimer's Family Member<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText"> (Lovie Bernardi)<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText"> 2. Re: WSBAPT Digest, Vol 107, Issue 22 (Lewis, Amy C.)<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText"> 3. Re: WSBAPT Digest, Vol 107, Issue 22 (Theresa Dowell)<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText"> 4. Re: Contact in Japan? (Kokie Adams)<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText"> 5. Tax attorney - referral? (Dominique Zervas)<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText"> 6. Financial Institution Requiring Spousal Consent for separate<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText"> property (Brent Williams-Ruth)<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText"> 7. Re: Contact in Japan? (David Moe)<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText"> 8. litigation question (Diane J. Kiepe)<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText"> 9. Re: litigation question (Eric Nelsen)<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText"> 10. Re: litigation question (Diane J. Kiepe)<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText"> 11. Re: litigation question (Eric Nelsen)<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText"> 12. Re: Financial Institution Requiring Spousal Consent for<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText"> separate property (<a href="mailto:ak@seattle-silvalaw.com%3cmailto:ak@seattle-silvalaw.com"><span style="color:windowtext;text-decoration:none">ak@seattle-silvalaw.com<mailto:ak@seattle-silvalaw.com</span></a>>)<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
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<p class="MsoPlainText">----------------------------------------------------------------------<o:p></o:p></p>
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<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">Message: 1<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">Date: Fri, 25 Aug 2023 19:42:53 +0000<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">From: Lovie Bernardi <<a href="mailto:lovie@fb-lawfirm.com%3cmailto:lovie@fb-lawfirm.com"><span style="color:windowtext;text-decoration:none">lovie@fb-lawfirm.com<mailto:lovie@fb-lawfirm.com</span></a>>><o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com%3cmailto:wsbapt@lists.wsbarppt.com"><span style="color:windowtext;text-decoration:none">wsbapt@lists.wsbarppt.com<mailto:wsbapt@lists.wsbarppt.com</span></a>>><o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">Subject: [WSBAPT] Attorney to Advise Family with Alzheimer's Family<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText"> Member<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">Message-ID:<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText"><<a href="mailto:IA1PR19MB7870B3518A6F2C116B6EA61C8FE3A@IA1PR19MB7870.namprd19.prod.outlook.com%3cmailto:IA1PR19MB7870B3518A6F2C116B6EA61C8FE3A@IA1PR19MB7870.namprd19.prod.outlook.com"><span style="color:windowtext;text-decoration:none">IA1PR19MB7870B3518A6F2C116B6EA61C8FE3A@IA1PR19MB7870.namprd19.prod.outlook.com<mailto:IA1PR19MB7870B3518A6F2C116B6EA61C8FE3A@IA1PR19MB7870.namprd19.prod.outlook.com</span></a>>><o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
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<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">Content-Type: text/plain; charset="us-ascii"<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">Looking for attorney who can advise a son whose father has been diagnosed with Alzheimer's disease. He would like advice on how he can assist the father without disqualifying him from possible state assistance. Father will be moving
from out of state to Washington to be close to the son. Thanks!<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">Lovie<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">Lovie L. Bernardi<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">Flaherty & Bernardi, PLLC<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">3600 15th Avenue West #205<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">Seattle, WA 98119<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">(206) 682-2616<o:p></o:p></p>
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<p class="MsoPlainText">**********<o:p></o:p></p>
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<p class="MsoPlainText">This e-mail may contain information that is privileged, confidential or otherwise protected from disclosure. If you are not the intended recipient or otherwise have received this message in error, you are not authorized to read, print,
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<p class="MsoPlainText">Message: 2<o:p></o:p></p>
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<p class="MsoPlainText">Date: Fri, 25 Aug 2023 20:00:59 +0000<o:p></o:p></p>
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<p class="MsoPlainText">From: "Lewis, Amy C." <<a href="mailto:ALewis@Eisenhowerlaw.com%3cmailto:ALewis@Eisenhowerlaw.com"><span style="color:windowtext;text-decoration:none">ALewis@Eisenhowerlaw.com<mailto:ALewis@Eisenhowerlaw.com</span></a>>><o:p></o:p></p>
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<p class="MsoPlainText">To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com%3cmailto:wsbapt@lists.wsbarppt.com"><span style="color:windowtext;text-decoration:none">wsbapt@lists.wsbarppt.com<mailto:wsbapt@lists.wsbarppt.com</span></a>>><o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">Subject: Re: [WSBAPT] WSBAPT Digest, Vol 107, Issue 22<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">Message-ID:<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText"><<a href="mailto:MW2PR18MB2265EAE842013E3CB136DDEFD9E3A@MW2PR18MB2265.namprd18.prod.outlook.com%3cmailto:MW2PR18MB2265EAE842013E3CB136DDEFD9E3A@MW2PR18MB2265.namprd18.prod.outlook.com"><span style="color:windowtext;text-decoration:none">MW2PR18MB2265EAE842013E3CB136DDEFD9E3A@MW2PR18MB2265.namprd18.prod.outlook.com<mailto:MW2PR18MB2265EAE842013E3CB136DDEFD9E3A@MW2PR18MB2265.namprd18.prod.outlook.com</span></a>>><o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
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<p class="MsoPlainText">Content-Type: text/plain; charset="cp1251"<o:p></o:p></p>
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<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">Bill Viall<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText"><a href="mailto:Billviall3@gmail.com%3cmailto:Billviall3@gmail.com%3cmailto:Billviall3@gmail.com%3cmailto:Billviall3@gmail.com"><span style="color:windowtext;text-decoration:none">Billviall3@gmail.com<mailto:Billviall3@gmail.com<mailto:Billviall3@gmail.com%3cmailto:Billviall3@gmail.com</span></a>>><o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">Attorney<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">12823 W San Pablo Dr.<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">Sun City West, AZ 85375<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">(623) 328-8469<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">Licensed in AZ and WA<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
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<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">Amy Lewis, Attorney<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">Pronouns she/her/hers<o:p></o:p></p>
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<p class="MsoPlainText">[cid:Logo_fa335a1d-9f24-4802-a3dd-b58f259e3c98.png]<o:p></o:p></p>
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<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">909 A Street, Suite 600 | Tacoma, WA 98402<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">phone 253.572.4500 | fax 253.272.5732 | <a href="http://www.eisenhowerlaw.com/">
<span style="color:windowtext;text-decoration:none">https://na01.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.eisenhowerlaw.com%2F&data=05%7C01%7C%7C95661d5a946d4e593beb08dba7f980d7%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C638288462301613612%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=sJXF6llrt3cEi8q4eF%2FEV0JOyByvSLR3F3k1DRX0Xco%3D&reserved=0<https://na01.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.eisenhowerlaw.com%2F&data=05%7C01%7C%7C95661d5a946d4e593beb08dba7f980d7%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C638288462301613612%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=sJXF6llrt3cEi8q4eF%2FEV0JOyByvSLR3F3k1DRX0Xco%3D&reserved=0<https://na01.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.eisenhowerlaw.com%2F&data=05%7C01%7C%7C95661d5a946d4e593beb08dba7f980d7%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C638288462301613612%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=sJXF6llrt3cEi8q4eF%2FEV0JOyByvSLR3F3k1DRX0Xco%3D&reserved=0</span></a>>><o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">From: <a href="mailto:wsbapt-bounces@lists.wsbarppt.com%3cmailto:wsbapt-bounces@lists.wsbarppt.com">
<span style="color:windowtext;text-decoration:none">wsbapt-bounces@lists.wsbarppt.com<mailto:wsbapt-bounces@lists.wsbarppt.com</span></a>> <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com%3cmailto:wsbapt-bounces@lists.wsbarppt.com"><span style="color:windowtext;text-decoration:none">wsbapt-bounces@lists.wsbarppt.com<mailto:wsbapt-bounces@lists.wsbarppt.com</span></a>>>
On Behalf Of Emily Wilson<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">Sent: Wednesday, August 23, 2023 1:13 PM<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">To: <a href="mailto:wsbapt@lists.wsbarppt.com%3cmailto:wsbapt@lists.wsbarppt.com">
<span style="color:windowtext;text-decoration:none">wsbapt@lists.wsbarppt.com<mailto:wsbapt@lists.wsbarppt.com</span></a>><o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">Subject: Re: [WSBAPT] WSBAPT Digest, Vol 107, Issue 22<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
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<p class="MsoPlainText">Hello Listmates,<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">I'm looking for a reputable attorney in Phoenix who to advise 88 year old with modifications to a Trust. I'd appreciate any contacts you can share.<o:p></o:p></p>
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<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">Thanks,<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">Emily Wilson ? Attorney/Owner<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">Spokane Wills, Trusts, and Probate<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">Email: <a href="mailto:Emily@SpokaneWTP.com%3cmailto:Emily@SpokaneWTP.com%3cmailto:Emily@SpokaneWTP.com%3cmailto:Emily@SpokaneWTP.com">
<span style="color:windowtext;text-decoration:none">Emily@SpokaneWTP.com<mailto:Emily@SpokaneWTP.com<mailto:Emily@SpokaneWTP.com%3cmailto:Emily@SpokaneWTP.com</span></a>>><o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">Phone: 509-324-2431<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText"><a href="http://www.spokanewtp.com/"><span style="color:windowtext;text-decoration:none">https://na01.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.spokanewtp.com%2F&data=05%7C01%7C%7C95661d5a946d4e593beb08dba7f980d7%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C638288462301613612%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=47Pwi9Ntetg5To3tEtw0UWnuR6qddimDSoRnce0Q6Wg%3D&reserved=0<https://na01.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.spokanewtp.com%2F&data=05%7C01%7C%7C95661d5a946d4e593beb08dba7f980d7%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C638288462301613612%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=47Pwi9Ntetg5To3tEtw0UWnuR6qddimDSoRnce0Q6Wg%3D&reserved=0<https://na01.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.spokanewtp.com%2F&data=05%7C01%7C%7C95661d5a946d4e593beb08dba7f980d7%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C638288462301613612%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=47Pwi9Ntetg5To3tEtw0UWnuR6qddimDSoRnce0Q6Wg%3D&reserved=0</span></a>>><o:p></o:p></p>
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<p class="MsoPlainText">Message: 6<o:p></o:p></p>
<p class="MsoPlainText">Date: Mon, 28 Aug 2023 09:29:49 -0700<o:p></o:p></p>
<p class="MsoPlainText">From: Marsha Hudson <<a href="mailto:marsha@griffyn.us"><span style="color:windowtext;text-decoration:none">marsha@griffyn.us</span></a>><o:p></o:p></p>
<p class="MsoPlainText">To: "WSBA Probate & Trust Listserv" <<a href="mailto:wsbapt@lists.wsbarppt.com"><span style="color:windowtext;text-decoration:none">wsbapt@lists.wsbarppt.com</span></a>><o:p></o:p></p>
<p class="MsoPlainText">Subject: [WSBAPT] Employment Law attorney - referral?<o:p></o:p></p>
<p class="MsoPlainText">Message-ID:<o:p></o:p></p>
<p class="MsoPlainText"> <<a href="mailto:CA+hwNKjDni-=J4etCJiQ1pPWZtx8iO-eqCzqvQ7ZspY8xBn72Q@mail.gmail.com"><span style="color:windowtext;text-decoration:none">CA+hwNKjDni-=J4etCJiQ1pPWZtx8iO-eqCzqvQ7ZspY8xBn72Q@mail.gmail.com</span></a>><o:p></o:p></p>
<p class="MsoPlainText">Content-Type: text/plain; charset="utf-8"<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">I apologize if this is a repeat. A retired flight attendant is in need of<o:p></o:p></p>
<p class="MsoPlainText">assistance on an appeal with the state for apparent overpayment of<o:p></o:p></p>
<p class="MsoPlainText">unemployment benefits.<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">Thank you in advance!<o:p></o:p></p>
<p class="MsoPlainText">Marsha<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">Plese excus the brevite and any tipoes. This emale was sent from Marsha's<o:p></o:p></p>
<p class="MsoPlainText">stoopid iPhone.<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">Marsha C. Hudson<o:p></o:p></p>
<p class="MsoPlainText">Attorney at Law #23330<o:p></o:p></p>
<p class="MsoPlainText">3221 NW 62nd St<o:p></o:p></p>
<p class="MsoPlainText">Seattle, WA 98107<o:p></o:p></p>
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<p class="MsoPlainText"><a href="mailto:marsha@griffyn.us"><span style="color:windowtext;text-decoration:none">marsha@griffyn.us</span></a><o:p></o:p></p>
<p class="MsoPlainText">Life's most persistent and urgent question is: What are you doing for<o:p></o:p></p>
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<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">Message: 7<o:p></o:p></p>
<p class="MsoPlainText">Date: Mon, 28 Aug 2023 09:59:48 -0700<o:p></o:p></p>
<p class="MsoPlainText">From: <<a href="mailto:msafren@jennylinglaw.com"><span style="color:windowtext;text-decoration:none">msafren@jennylinglaw.com</span></a>><o:p></o:p></p>
<p class="MsoPlainText">To: "'WSBA Probate & Trust Listserv'" <<a href="mailto:wsbapt@lists.wsbarppt.com"><span style="color:windowtext;text-decoration:none">wsbapt@lists.wsbarppt.com</span></a>><o:p></o:p></p>
<p class="MsoPlainText">Subject: [WSBAPT] Is a 529 Account considered a probate asset if the<o:p></o:p></p>
<p class="MsoPlainText"> account custodian dies and no successor custodian is named?<o:p></o:p></p>
<p class="MsoPlainText">Message-ID: <<a href="mailto:1bce01d9d9d1$0e63e400$2b2bac00$@jennylinglaw.com"><span style="color:windowtext;text-decoration:none">1bce01d9d9d1$0e63e400$2b2bac00$@jennylinglaw.com</span></a>><o:p></o:p></p>
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<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">Hello Colleagues,<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText"><o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">I"ve got an interesting situation that I'm trying my best to address. I'm<o:p></o:p></p>
<p class="MsoPlainText">not sure if a 529 account where the named custodian or owner dies, but<o:p></o:p></p>
<p class="MsoPlainText">hasn't named a successor custodian or owner is a considered a probate assets<o:p></o:p></p>
<p class="MsoPlainText">or not. <o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText"><o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">I understand that under federal law, a 529 account is considered a completed<o:p></o:p></p>
<p class="MsoPlainText">gift by the donor to the beneficiary. Here, the grandparents made the<o:p></o:p></p>
<p class="MsoPlainText">contributions into a 529 account and named the decedent the custodian or<o:p></o:p></p>
<p class="MsoPlainText">owner of the account, however the grandchildren are the beneficiaries of the<o:p></o:p></p>
<p class="MsoPlainText">529 account. <o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText"><o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">I'm therefore unclear is this is considered a probate asset of the<o:p></o:p></p>
<p class="MsoPlainText">decedent's or if this is instead a custodial account and not an asset of the<o:p></o:p></p>
<p class="MsoPlainText">estate since the gift to the minor beneficiaries has already been considered<o:p></o:p></p>
<p class="MsoPlainText">a complete transfer. <o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText"><o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">Any insight or guidance would be greatly appreciated.<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText"><o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">Thanks! <o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText"><o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText"><o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">Kind regards,<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText"><o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">Michael S. Safren, Esq. <o:p></o:p></p>
<p class="MsoPlainText">Attorney at Law <o:p></o:p></p>
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<p class="MsoPlainText">14900 Interurban Ave. S., Ste. 280 | Seattle, WA 98168 <o:p>
</o:p></p>
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<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">Message: 8<o:p></o:p></p>
<p class="MsoPlainText">Date: Mon, 28 Aug 2023 17:56:17 +0000<o:p></o:p></p>
<p class="MsoPlainText">From: "Lewis, Amy C." <<a href="mailto:ALewis@Eisenhowerlaw.com"><span style="color:windowtext;text-decoration:none">ALewis@Eisenhowerlaw.com</span></a>><o:p></o:p></p>
<p class="MsoPlainText">To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com"><span style="color:windowtext;text-decoration:none">wsbapt@lists.wsbarppt.com</span></a>><o:p></o:p></p>
<p class="MsoPlainText">Subject: Re: [WSBAPT] Is a 529 Account considered a probate asset if<o:p></o:p></p>
<p class="MsoPlainText"> the account custodian dies and no successor custodian is named?<o:p></o:p></p>
<p class="MsoPlainText">Message-ID:<o:p></o:p></p>
<p class="MsoPlainText"><<a href="mailto:MW2PR18MB22656D6F2AEC15CE7DE0BAD8D9E0A@MW2PR18MB2265.namprd18.prod.outlook.com"><span style="color:windowtext;text-decoration:none">MW2PR18MB22656D6F2AEC15CE7DE0BAD8D9E0A@MW2PR18MB2265.namprd18.prod.outlook.com</span></a>><o:p></o:p></p>
<p class="MsoPlainText"> <o:p></o:p></p>
<p class="MsoPlainText">Content-Type: text/plain; charset="windows-1252"<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">Michael,<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText"> I recently had this issue in an estate, for the first time since 529 accounts were created. My client named her son as successor account manager, but he died before my client. My client had a revocable living trust that
held all of her other assets. The financial institution where the 529 accounts were held required us to open probate to designate a successor manager for these accounts. In my case the total value of the two 529 accounts was in excess of $100,000, so we
did not explore whether a small estate affidavit was an option. For estate tax purposes, we did not include the 529 accounts as part of the decedent's taxable estate.<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText"> I don't believe that 529 accounts are custodial accounts governed by the UTMA.<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">Amy Lewis, Attorney<o:p></o:p></p>
<p class="MsoPlainText">Pronouns she/her/hers<o:p></o:p></p>
<p class="MsoPlainText">[cid:Logo_fa335a1d-9f24-4802-a3dd-b58f259e3c98.png]<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">909 A Street, Suite 600 | Tacoma, WA 98402<o:p></o:p></p>
<p class="MsoPlainText">phone 253.572.4500 | fax 253.272.5732 | <a href="http://www.eisenhowerlaw.com/">
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<p class="MsoPlainText">From: <a href="mailto:wsbapt-bounces@lists.wsbarppt.com">
<span style="color:windowtext;text-decoration:none">wsbapt-bounces@lists.wsbarppt.com</span></a> <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com"><span style="color:windowtext;text-decoration:none">wsbapt-bounces@lists.wsbarppt.com</span></a>> On Behalf
Of <a href="mailto:msafren@jennylinglaw.com"><span style="color:windowtext;text-decoration:none">msafren@jennylinglaw.com</span></a><o:p></o:p></p>
<p class="MsoPlainText">Sent: Monday, August 28, 2023 10:00 AM<o:p></o:p></p>
<p class="MsoPlainText">To: 'WSBA Probate & Trust Listserv' <<a href="mailto:wsbapt@lists.wsbarppt.com"><span style="color:windowtext;text-decoration:none">wsbapt@lists.wsbarppt.com</span></a>><o:p></o:p></p>
<p class="MsoPlainText">Subject: [WSBAPT] Is a 529 Account considered a probate asset if the account custodian dies and no successor custodian is named?<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">Hello Colleagues,<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">I"ve got an interesting situation that I'm trying my best to address. I'm not sure if a 529 account where the named custodian or owner dies, but hasn't named a successor custodian or owner is a considered a probate assets or not.<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">I understand that under federal law, a 529 account is considered a completed gift by the donor to the beneficiary. Here, the grandparents made the contributions into a 529 account and named the decedent the custodian or owner of the
account, however the grandchildren are the beneficiaries of the 529 account.<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">I'm therefore unclear is this is considered a probate asset of the decedent's or if this is instead a custodial account and not an asset of the estate since the gift to the minor beneficiaries has already been considered a complete transfer.<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">Any insight or guidance would be greatly appreciated.<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">Thanks!<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">Kind regards,<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">Michael S. Safren, Esq.<o:p></o:p></p>
<p class="MsoPlainText">Attorney at Law<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">14900 Interurban Ave. S., Ste. 280 | Seattle, WA 98168<o:p></o:p></p>
<p class="MsoPlainText">11900 NE 1st St., Bldg. G - Ste. 300 | Bellevue, WA 98005<o:p></o:p></p>
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<span style="color:windowtext;text-decoration:none">msafren@jennylinglaw.com<mailto:msafren@jennylinglaw.com</span></a>><o:p></o:p></p>
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<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">Message: 9<o:p></o:p></p>
<p class="MsoPlainText">Date: Mon, 28 Aug 2023 18:32:37 +0000<o:p></o:p></p>
<p class="MsoPlainText">From: David Greenberg <<a href="mailto:dave@greenbergplanning.com"><span style="color:windowtext;text-decoration:none">dave@greenbergplanning.com</span></a>><o:p></o:p></p>
<p class="MsoPlainText">To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com"><span style="color:windowtext;text-decoration:none">wsbapt@lists.wsbarppt.com</span></a>><o:p></o:p></p>
<p class="MsoPlainText">Subject: [WSBAPT] Omitted Spouse, RCW 11.12.095<o:p></o:p></p>
<p class="MsoPlainText">Message-ID:<o:p></o:p></p>
<p class="MsoPlainText"><<a href="mailto:IA1PR16MB54557C4906A646AF1DE4A6F6D7E0A@IA1PR16MB5455.namprd16.prod.outlook.com"><span style="color:windowtext;text-decoration:none">IA1PR16MB54557C4906A646AF1DE4A6F6D7E0A@IA1PR16MB5455.namprd16.prod.outlook.com</span></a>><o:p></o:p></p>
<p class="MsoPlainText"> <o:p></o:p></p>
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<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">Hi,<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">How does the omitted spouse statute, RCW 11.12.095, apply when there is no Will and all the assets pass outside of probate to the deceased's adult children? Does the abatement language in RCW 11.12.095(4) and RCW 11.10.040 allow the
surviving spouse to get her share from the non-probate assets? Or does RCW 11.12.095 not apply because there was no Will?<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">All beneficiary designations were signed before the marriage.<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">Thanks,<o:p></o:p></p>
<p class="MsoPlainText">Dave<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">[cid:image001.png@01D9D9A2.181DB630]<https://na01.safelinks.protection.outlook.com/?url=https%3A%2F%2Fgreenbergplanning.com%2F&data=05%7C01%7C%7C95661d5a946d4e593beb08dba7f980d7%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C638288462301769845%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=NUGGYqc1KzLoj4006XPcxfiduQ56i%2FAcNDoh8HPzBfQ%3D&reserved=0><o:p></o:p></p>
<p class="MsoPlainText">Dave R. Greenberg,<o:p></o:p></p>
<p class="MsoPlainText">Attorney<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">425-522-2476<o:p></o:p></p>
<p class="MsoPlainText">dave@greenbergplanning.com<mailto:dave@greenbergplanning.com><o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">Greenberg Estate Planning, PLLC<o:p></o:p></p>
<p class="MsoPlainText">40 Lake Bellevue Dr., Suite 100<o:p></o:p></p>
<p class="MsoPlainText">Bellevue, WA 98005<o:p></o:p></p>
<p class="MsoPlainText"><o:p> </o:p></p>
<p class="MsoPlainText">greenbergplanning.com<https://na01.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.greenbergplanning.com%2F&data=05%7C01%7C%7C95661d5a946d4e593beb08dba7f980d7%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C638288462301769845%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=1JE%2Fb6Y9rbwLlCxEWzZ0YmTkPyvApbOjlkDooeBgznA%3D&reserved=0><o:p></o:p></p>
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