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<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">My vote is that probate is probably not necessary, if the remaining members of the LLC agree that the shares can be transferred without probate. I suggest that a new operating
agreement could reflect the new situation, but keep in mind that you should also consider whether the decedent had any creditors.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">I know that some people use a Certificate of Incumbency to reflect the current situation, without the need for a probate.<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:13.0pt;color:#365F91">Philip N. Jones</span><span style="color:#1F497D"> |</span><span style="font-size:13.0pt;color:black">Duffy Kekel LLP</span><span style="color:#1F497D"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;color:black">900 S.W. Fifth Ave., Suite 2500, Portland OR 97204<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;color:black">(503) 226-1371 (main) ) | (503) 226-3574 (fax)<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;color:black">(503) 853-1482 (cell)<o:p></o:p></span></p>
<p class="MsoNormal"><a href="mailto:pjones@duffykekel.com"><span style="color:black">pjones@duffykekel.com</span></a><o:p></o:p></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"><b>From:</b> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com>
<b>On Behalf Of </b>Ann Manley<br>
<b>Sent:</b> Tuesday, March 26, 2024 11:10 AM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Cc:</b> wsbarp@lists.wsbarppt.com<br>
<b>Subject:</b> [WSBAPT] Probate necessary?<o:p></o:p></p>
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<p class="MsoNormal">Client's deceased husband made an investment in a LLC. The operating agreement reads that the two of them and a third person each have shares. Client and husband each own 10% as individuals. Investment made from community funds.<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">He died intestate. Short of a community property agreement, are we required to open a probate to transfer his interest to her?<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"><span style="font-size:10.0pt;font-family:"Arial",sans-serif"><a href="http://www.manleyfirm.com/" target="_blank">www.manleyfirm.com</a></span><o:p></o:p></p>
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<p><b><i><span style="font-size:10.0pt;font-family:"Arial",sans-serif">The Manley Law Firm practice areas include Bankruptcy*, Estate Planning, Auto Accidents, Civil Litigation, Construction, Commercial and Contract Law, Personal injury, Small Business, Unemployment
Claims, Wage Loss and Compensation claims</span></i></b><o:p></o:p></p>
<p><i><span style="font-size:8.0pt;font-family:"Arial",sans-serif">* The Manley Law Firm is a Debt Relief Agency. We help people file for bankruptcy relief under the Bankruptcy Code.</span></i><o:p></o:p></p>
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