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<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:windowtext">Thank you – I knew someone could state it better – it’s been a long, long two weeks.<o:p></o:p></span></p>
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<p class="MsoNormal" style="margin-bottom:0in"><i><span style="font-size:11.0pt;font-family:"Script MT Bold";color:windowtext"><o:p> </o:p></span></i></p>
<p class="MsoNormal" style="margin-bottom:0in"><i><span style="font-size:11.0pt;font-family:"Script MT Bold";color:windowtext">Diane J. Kiepe<o:p></o:p></span></i></p>
<p class="MsoNormal" style="margin-bottom:0in"><span style="font-size:11.0pt;font-family:"Aptos",sans-serif;color:windowtext">Douglas Eden, P.S.<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:0in"><span style="font-size:11.0pt;font-family:"Aptos",sans-serif;color:windowtext">717 W. Sprague Ave., Suite 1500<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:0in"><span style="font-size:11.0pt;font-family:"Aptos",sans-serif;color:windowtext">Spokane, WA 99201<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:0in"><span style="font-size:11.0pt;font-family:"Aptos",sans-serif;color:windowtext"><a href="mailto:djkiepe@depdslaw.com"><span style="color:#467886">djkiepe@depdslaw.com</span></a><o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:0in"><span style="font-size:11.0pt;font-family:"Aptos",sans-serif;color:windowtext">509-455-5300<o:p></o:p></span></p>
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<p class="MsoNormal" style="margin-bottom:0in"><span style="font-size:11.0pt;font-family:"Times New Roman",serif;color:windowtext">KINDLY ALLOW 2-4 WORKING DAYS TO RECEIVE A RESPONSE TO NON-URGENT EMAILS. FEEL FREE TO SEND YOUR EMAIL (OR RESEND YOUR EMAIL
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<p class="MsoNormal" style="margin-bottom:0in"><b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:windowtext">From:</span></b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:windowtext"> wsbapt-bounces@lists.wsbarppt.com
<wsbapt-bounces@lists.wsbarppt.com> <b>On Behalf Of </b>Lenard Wittlake<br>
<b>Sent:</b> Tuesday, January 30, 2024 2:12 PM<br>
<b>To:</b> 'WSBA Probate & Trust Listserv' <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> Re: [WSBAPT] Resolving Potential Conflict Between Will and TODD<o:p></o:p></span></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">I think Diane is saying that the residue of the estate is first in line to pay expenses & creditors(RCW 11.10), which may entirely consume the residue. Only
after that will specific bequests and then non-probate assets be liable for expenses. So by using a POD on one account or a TODD for one piece of property and making them non-probate assets that go straight to the beneficiary without helping to pay expenses,
a client can create conflict in the family. These tools can affect different heirs differently.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><o:p> </o:p></span></p>
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<p class="MsoNormal" style="margin-bottom:0in"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">Lenard L Wittlake, PLLC<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:0in"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">Attorney & Counselor at Law<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:0in"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">22 East Poplar Street, Suite 202<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:0in"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">P.O. Box 1233<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:0in"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">Walla Walla, WA 99362<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:0in"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">(509) 529-1529 voice<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:0in"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">(509) 850-3515 fax<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:0in"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><a href="mailto:Lenard@wittlakelaw.com"><span style="color:blue">Lenard@wittlakelaw.com</span></a><o:p></o:p></span></p>
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<p class="MsoNormal" style="margin-bottom:0in"><b><span style="font-family:"Tahoma",sans-serif;color:windowtext">From:</span></b><span style="font-family:"Tahoma",sans-serif;color:windowtext">
<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a> [<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">mailto:wsbapt-bounces@lists.wsbarppt.com</a>]
<b>On Behalf Of </b>Diane J. Kiepe<br>
<b>Sent:</b> Tuesday, January 30, 2024 10:05 AM<br>
<b>To:</b> WSBA Probate & Trust Listserv<br>
<b>Subject:</b> Re: [WSBAPT] Resolving Potential Conflict Between Will and TODD<o:p></o:p></span></p>
</div>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:windowtext">When I visit with clients who are doing payable on death transfers and transfers under the Will, I let them know that expenses will come out of the estate
which effects the takers under the Will (unless you draft around that but it’s difficult to go after funds/property after paid out). I am not sure I am clear in how I am trying to make the point so maybe someone can be more eloquent then I or we can chat
over the phone.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:windowtext"><o:p> </o:p></span></p>
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<p class="MsoNormal" style="margin-bottom:0in"><i><span style="font-size:11.0pt;font-family:"Script MT Bold";color:windowtext"><o:p> </o:p></span></i></p>
<p class="MsoNormal" style="margin-bottom:0in"><i><span style="font-size:11.0pt;font-family:"Script MT Bold";color:windowtext">Diane J. Kiepe<o:p></o:p></span></i></p>
<p class="MsoNormal" style="margin-bottom:0in"><span style="font-size:11.0pt;font-family:"Aptos",sans-serif;color:windowtext">Douglas Eden, P.S.<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:0in"><span style="font-size:11.0pt;font-family:"Aptos",sans-serif;color:windowtext">717 W. Sprague Ave., Suite 1500<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:0in"><span style="font-size:11.0pt;font-family:"Aptos",sans-serif;color:windowtext">Spokane, WA 99201<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:0in"><span style="font-size:11.0pt;font-family:"Aptos",sans-serif;color:windowtext"><a href="mailto:djkiepe@depdslaw.com"><span style="color:#467886">djkiepe@depdslaw.com</span></a><o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:0in"><span style="font-size:11.0pt;font-family:"Aptos",sans-serif;color:windowtext">509-455-5300<o:p></o:p></span></p>
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<p class="MsoNormal" style="margin-bottom:0in"><span style="font-size:11.0pt;font-family:"Times New Roman",serif;color:windowtext">KINDLY ALLOW 2-4 WORKING DAYS TO RECEIVE A RESPONSE TO NON-URGENT EMAILS. FEEL FREE TO SEND YOUR EMAIL (OR RESEND YOUR EMAIL
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<p class="MsoNormal" style="margin-bottom:0in"><span style="font-size:12.0pt;font-family:"Aptos",sans-serif;color:black">DISCLAIMER: the preceding message and any attachments may contain confidential information protected by law, the attorney-client privilege
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<p class="MsoNormal" style="margin-bottom:0in"><b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:windowtext">From:</span></b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:windowtext">
<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>Mark Anderson<br>
<b>Sent:</b> Tuesday, January 30, 2024 9:32 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> Re: [WSBAPT] Resolving Potential Conflict Between Will and TODD<o:p></o:p></span></p>
</div>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="color:#002060">Diane – thank you for the recommendation about "after-recorded" TODDs. Perhaps my coffee has not kicked in yet, but could you restate the concerns you expressed in your 2<sup>nd</sup> paragraph? I do want to
make sure that I advise my client appropriately.<o:p></o:p></span></p>
<div>
<p class="MsoNormal" style="margin-bottom:12.0pt"><b><span style="color:#002060;mso-ligatures:standardcontextual">Mark B. Anderson<br>
</span></b><span style="color:#002060;mso-ligatures:standardcontextual">ANDERSON LAW FIRM PLLC<br>
821 Dock St Ste 209 PMB 4-12<br>
Tacoma, Washington 98402<br>
+1 253-327-1750<br>
+1 253-327-1751 (fax)<br>
<a href="mailto:marka@mbaesq.com"><span style="color:#002060">marka@mbaesq.com</span></a><br>
<a href="http://www.mbaesq.com/"><span style="color:#002060">www.mbaesq.com</span></a><b><o:p></o:p></b></span></p>
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<p class="MsoNormal" style="margin-bottom:0in"><b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:windowtext">From:</span></b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:windowtext">
<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>Diane J. Kiepe<br>
<b>Sent:</b> 01/29/2024 11:25 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> Re: [WSBAPT] Resolving Potential Conflict Between Will and TODD<o:p></o:p></span></p>
</div>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:windowtext">I think I would change the language slightly if you think after the codicil more TODD may be done because you are noting after the Will and before the first
Codicil. This would not cover any TODD after the First Codicil. I also might add to the language recording details of the properties you know have been transferred because the TODD has to be filed prior to death anyway.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:windowtext">What needs to be clear though, in my humble opinion, is that the takers under the Will are the first to have their shares diminished for estate expenses
and those shares can be eliminated entirely in the worst-case scenario, before the TODD property is affected. This may or may not be okay with your client. I have seen TOD and POD accounts create conflicts in family when the receiver (legally) takes and
keeps the cash.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:windowtext"><o:p> </o:p></span></p>
<div>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:windowtext">Good Luck.</span><i><span style="font-size:11.0pt;font-family:"Script MT Bold";color:windowtext"><o:p></o:p></span></i></p>
<p class="MsoNormal" style="margin-bottom:0in"><i><span style="font-size:11.0pt;font-family:"Script MT Bold";color:windowtext">Diane J. Kiepe<o:p></o:p></span></i></p>
<p class="MsoNormal" style="margin-bottom:0in"><span style="font-size:11.0pt;font-family:"Aptos",sans-serif;color:windowtext">Douglas Eden, P.S.<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:0in"><span style="font-size:11.0pt;font-family:"Aptos",sans-serif;color:windowtext">717 W. Sprague Ave., Suite 1500<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:0in"><span style="font-size:11.0pt;font-family:"Aptos",sans-serif;color:windowtext">Spokane, WA 99201<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:0in"><span style="font-size:11.0pt;font-family:"Aptos",sans-serif;color:windowtext"><a href="mailto:djkiepe@depdslaw.com"><span style="color:#467886">djkiepe@depdslaw.com</span></a><o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:0in"><span style="font-size:11.0pt;font-family:"Aptos",sans-serif;color:windowtext">509-455-5300<o:p></o:p></span></p>
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<p class="MsoNormal" style="margin-bottom:0in"><span style="font-size:11.0pt;font-family:"Times New Roman",serif;color:windowtext">KINDLY ALLOW 2-4 WORKING DAYS TO RECEIVE A RESPONSE TO NON-URGENT EMAILS. FEEL FREE TO SEND YOUR EMAIL (OR RESEND YOUR EMAIL
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<p class="MsoNormal" style="margin-bottom:0in"><b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:windowtext">From:</span></b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:windowtext">
<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>Mark Anderson<br>
<b>Sent:</b> Friday, January 26, 2024 10:47 AM<br>
<b>To:</b> <a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a><br>
<b>Subject:</b> [WSBAPT] Resolving Potential Conflict Between Will and TODD<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="color:#002060">Dear All:<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#002060">Happy Friday!<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#002060">John owns a parcel of real property. John has a Will that sets forth the distribution of his Estate upon his death. Subsequent to executing that Will, John executed and caused to be recorded a Transfer on Death
Deed for his real property. The Grantee under the Transfer on Death Deed is a person other than someone who would otherwise take under John's Will (i.e., not an heir or devisee).<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#002060">As has been discussed before, there appears to be an issue of which takes precedence: the Will or the Transfer on Death Deed.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#002060">In an attempt to proactively address this issue, I drafted the following language to include in a Codicil to John's Will:<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-left:.5in"><span style="font-size:11.0pt;font-family:"Times New Roman",serif;layout-grid-mode:line">After execution of my Will and prior to the execution of this First Codicil, I executed and caused to be recorded one or more
Transfer on Death Deeds made pursuant to Chapter 64.80 RCW with respect to certain real property. It is my desire that any such Transfer on Death Deeds that have not been revoked supersede a) any contrary provision of my Will, and b) any contrary effect of
RCW 11.04.250 with respect to vesting.</span><span style="font-size:11.0pt;font-family:"Times New Roman",serif;color:#002060"><o:p></o:p></span></p>
<p class="MsoNormal"><u><span style="color:#002060">Questions</span></u><span style="color:#002060">:<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#002060">Assuming the Codicil to be properly executed and attested to, should this language be sufficient to overcome the apparent conflict between the Will and the Transfer on Death Deed?<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#002060">Would you recommend that the Codicil also include a list and legal description of each piece of real property?<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#002060">Any other suggestions or insights?<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#002060">Thanks.<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:12.0pt"><b><span style="color:#002060">Mark B. Anderson<br>
</span></b><span style="color:#002060">ANDERSON LAW FIRM PLLC<br>
821 Dock St Ste 209 PMB 4-12<br>
Tacoma, Washington 98402<br>
+1 253-327-1750<br>
+1 253-327-1751 (fax)<br>
<a href="mailto:marka@mbaesq.com"><span style="color:#002060">marka@mbaesq.com</span></a><br>
<a href="http://www.mbaesq.com/"><span style="color:#002060">www.mbaesq.com</span></a><b><o:p></o:p></b></span></p>
<p class="MsoNormal" style="margin-bottom:12.0pt"><b><span style="font-family:"Arial Narrow",sans-serif;color:#002060">CONFIDENTIALITY NOTICE<br>
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