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<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">Just to beat a dead horse:<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">I have coined a shopworn saying, “Any will that requires you to open the statutes to try to figure out what the will says is a poorly drafted will.”<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">(Maybe I stole that phrase from someone. I don’t know.)<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">If you have to look up the definition of nephews, or look up what happens if a bequest lapses, you have a poorly drafted will. Say it in plain English, and the statutes
will never need to be consulted. The statutes are for poor drafters.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">Phil Jones<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">Philip N. Jones<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">Duffy Kekel LLP<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">900 S.W. Fifth Ave. Suite 2500<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">Portland, OR 97204<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif"><a href="mailto:pjones@duffykekel.com"><span style="color:#0563C1">pjones@duffykekel.com</span></a><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">(503) 226-1371 – office<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">(503) 853-1482 – cell<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">(503) 226-3574 - fax<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif"><o:p> </o:p></span></p>
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<p class="MsoNormal"><b>From:</b> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com>
<b>On Behalf Of </b>Carl Gay<br>
<b>Sent:</b> Thursday, August 31, 2023 3:03 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> Re: [WSBAPT] Class of contingent beneficiaries<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Phil Jones is correct. Leave nothing to chance. <o:p></o:p></p>
<p class="MsoNormal">Here’s how I would draft the clause:<o:p></o:p></p>
<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal">I give the residue of my estate to my [blood-related only?] nephews who survive me by thirty (30) days. At the time of making this will, my intended nephew beneficiaries are Adam Jones, William Jones, and Charles Jones. In the event an
intended nephew beneficiary fails to survive me by thirty (30) days, the gift to such beneficiary shall lapse and his share shall augment proportionately the share(s) of my surviving nephew(s).<o:p></o:p></p>
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<p class="MsoNormal" style="text-align:justify;line-height:15.0pt;page-break-after:avoid;text-autospace:none">
<span style="font-size:12.0pt;font-family:"Bradley Hand ITC";letter-spacing:-.1pt">CARL LLOYD GAY</span><o:p></o:p></p>
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<span style="font-size:12.0pt;font-family:"Palace Script MT";letter-spacing:-.1pt"> </span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Bradley Hand ITC";color:#C00000;background:white"> Non nobis solum nati sumus</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Times New Roman",serif;color:black;background:white">
</span><span style="font-size:7.0pt;font-family:"Times New Roman",serif;color:black;background:white">“Not unto ourselves alone are we born”
</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:7.0pt;font-family:"Times New Roman",serif;letter-spacing:-.1pt"> </span><span style="font-size:5.0pt;font-family:"Times New Roman",serif;letter-spacing:-.1pt">~</span><span style="font-size:5.0pt;font-family:"Times New Roman",serif;color:black;background:white">the
motto of Willamette University~</span><o:p></o:p></p>
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<span style="font-size:12.0pt;font-family:"Palace Script MT";letter-spacing:-.1pt">
</span><o:p></o:p></p>
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<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>Ann Manley<br>
<b>Sent:</b> Wednesday, August 30, 2023 4:35 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> [WSBAPT] Class of contingent beneficiaries<o:p></o:p></p>
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<p class="MsoNormal">Client wants to name his 5 nephews as remote contingent beneficiaries. Should we name them each, or is saying "my nephews" sufficient?<o:p></o:p></p>
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<p class="MsoNormal"><br clear="all">
<o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif">Ann Manley, Esq.</span><o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif">The Manley Law Firm, P.S., Inc.</span><o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif">PO Box 16324</span><o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif">Seattle, WA 98116</span><o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif">(206)292-3064 / (206)292-3914 fax</span><o:p></o:p></p>
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<p class="MsoNormal"><a href="http://www.manleyfirm.com/" target="_blank"><span style="font-size:10.0pt;font-family:"Arial",sans-serif">www.manleyfirm.com</span></a><o:p></o:p></p>
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