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<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">Unlike Oregon, Washington requires that the beneficiary of a pet trust must have a vertebrae.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">So you and your favorite oyster will have to move to Oregon.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">And if you need legal advice, come see me. Bring butter and shallots.<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>
<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"><b>From:</b> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com>
<b>On Behalf Of </b>Carmen Rowe<br>
<b>Sent:</b> Wednesday, October 4, 2023 3:44 PM<br>
<b>To:</b> wsbapt@lists.wsbarppt.com<br>
<b>Subject:</b> Re: [WSBAPT] WSBAPT Digest, Vol 109, Issue 3<o:p></o:p></p>
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<p class="MsoNormal"><span style="font-family:"Trebuchet MS",sans-serif">If she wants to create an actual trust, you can do that in Washington: <o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Trebuchet MS",sans-serif"><a href="https://app.leg.wa.gov/rcw/default.aspx?cite=11.118">https://app.leg.wa.gov/rcw/default.aspx?cite=11.118</a><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Trebuchet MS",sans-serif">I'm not an estate lawyer per se, but have run into this in various ways in the course of my professional and personal life (I have been in animal-related personal arenas for some decades
now on various fronts)<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Trebuchet MS",sans-serif">But from my understanding, and thus far practical experience in what I've seen, for distribution as "property", while not "real" property (real estate), they are "real" property in that
they are, legally, property. (Thus also why you need express legislative blessing in a state in order to be able to have a trust for them)<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Trebuchet MS",sans-serif">So they can (and likely must) be handled as any other "property". The only way that someone other than the person designated in the will might claim they should have them instead because of
emotional reasons is if that person can show some pre-death claim to them - just like any other property (proof they purchased the animal/were the true owners, etc.). <o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Trebuchet MS",sans-serif">See, e.g., State v. Abdi-Issa, 199 Wn.2d 163 (2022)(pets as matter of law are personal property); Flynn v Woodinville Animal Hosp (unpub 84106-8-I 2023)(rule against recovery for emotional
distress damages extends to emotional support animals, as "degree" of emotional attachment is not the question); <em><span style="font-family:"Trebuchet MS",sans-serif;color:#404040">In re Marriage of Niemi </span></em><span style="color:#404040">2021 (in
divorce, pets personal property, not a "special category" of property allowing visitation or other deviations from laws regarding distribution of property).</span><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Trebuchet MS",sans-serif">When considering pets are property after someone's death, a bit of a quirk:<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Trebuchet MS",sans-serif">I even know of a few cases where the probate PR (and at least one bankruptcy) were selling off the animals (over heart-broken objections of heirs) as assets as the estate ran short of
otherwise being able to met their debts - not because the PRs were heartless, but because the law requires it (being large parrots they had meaningful value as an estate asset. I've seen similarly with valuable horses, cattle, certain reptiles, or anything
with meaningful market value). <o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Trebuchet MS",sans-serif">I would be curious if this can be avoided if transfer of the "property" is considered immediate upon death, or how you would accomplish that. In my days of drafting dog purchase and co-ownership
contracts, and ownership of potentially valuable semen, in the dog show world (where you both wanted to avoid heirs getting into a co-ownership or inhibiting the breeder and/or co-owner's contractual rights in the dog, and avoid the potential for selling off
anything of value), we tried to address this via an automatic transfer to the co-owner upon death, akin to jointly held bank accounts. I can't say whether a court would recognize it, it was just the best way I could think of to try and minimize risk of the
issue. <o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Trebuchet MS",sans-serif">So in short: I think the principle is still pretty solid in WA law that animals are personal property - and thus you'd handle them exactly as that in any will. </span><o:p></o:p></p>
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<p class="MsoNormal"><span style="font-family:"Trebuchet MS",sans-serif;color:#404040">A bit of popcorn thoughts from someone outside the estate planning context specifically, but hopefully helpful.</span><o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Trebuchet MS",sans-serif">Carmen Rowe<i><o:p></o:p></i></span></p>
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<p class="MsoNormal"><i><span style="font-size:10.0pt;font-family:"Trebuchet MS",sans-serif"><o:p> </o:p></span></i></p>
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<p class="MsoNormal"><i><span style="font-size:10.0pt;font-family:"Trebuchet MS",sans-serif"><img border="0" width="200" height="71" style="width:2.0833in;height:.7361in" id="_x0000_i1025" src="https://ci3.googleusercontent.com/mail-sig/AIorK4yaIwO8NwDh1yJGQWP1qK1vhwcBcK5yYclhzfMrEc3GuEfI5eiJ-wA30feUaQTq_2U2bQPszU4"></span></i><i><span style="font-size:10.0pt;font-family:"Trebuchet MS",sans-serif"><o:p></o:p></span></i></p>
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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Trebuchet MS",sans-serif;color:#660000;background:white">Phone: (360) 669-3576 (direct cell)</span><o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Trebuchet MS",sans-serif;color:#660000">Email:
<a href="mailto:Carmen@GryphonLawGroup.com">Carmen@GryphonLawGroup.com</a><br>
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<b><span style="background:white">Olympia/Lacey and primary mailing office:</span></b></span><o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Trebuchet MS",sans-serif;color:#660000;background:white">1415 College Street SE, Lacey, WA 98503</span><o:p></o:p></p>
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<p class="MsoNormal"><b><span style="font-family:"Trebuchet MS",sans-serif;color:#660000">Seattle office:
<i>We are currently moving our Seattle location - notice of new address coming soon!</i></span></b><o:p></o:p></p>
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<p class="MsoNormal"><span style="font-family:"Arial",sans-serif">On Tue, Oct 3, 2023 at 6:57?PM Kate Szurek <</span><span style="font-family:"Trebuchet MS",sans-serif"><a href="mailto:kate@skagitlaw.com" target="_blank"><span style="font-family:"Arial",sans-serif">kate@skagitlaw.com</span></a></span><span style="font-family:"Arial",sans-serif"><mailto:</span><span style="font-family:"Trebuchet MS",sans-serif"><a href="mailto:kate@skagitlaw.com" target="_blank"><span style="font-family:"Arial",sans-serif">kate@skagitlaw.com</span></a></span><span style="font-family:"Arial",sans-serif">>>
wrote:</span><span style="font-family:"Trebuchet MS",sans-serif"><o:p></o:p></span></p>
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<p class="MsoNormal">Client wants to be able to name who is to receive her pets (parrot, donkey, and horses) when she dies using a TPP list. Does that work?<br>
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Animals certainly aren?t real property and they are not intangible. But I?ve never seen it addressed and I?m not finding anything that clearly makes this a realistic possibility.<br>
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Your thoughts?? Your experiences??<br>
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Thanks, as always.<br>
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Kate<o:p></o:p></p>
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<p class="MsoNormal">*****<o:p></o:p></p>
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