<div dir="ltr">Can a "Community Property Affidavit" be used in this situation, or does that just work for real estate?<div><br clear="all"><div><div dir="ltr" class="gmail_signature" data-smartmail="gmail_signature"><div dir="ltr"><div dir="ltr"><div><span style="font-family:Arial,sans-serif;font-size:10pt">Ann Manley, Esq.</span></div><div><span style="font-family:Arial,sans-serif;font-size:10pt"></span><span style="font-family:Arial,sans-serif;font-size:10pt">The Manley Law Firm, P.S., Inc.</span></div><div><span style="font-family:Arial,sans-serif;font-size:10pt">PO Box 16324</span><br><span style="font-family:Arial,sans-serif;font-size:10pt"></span></div><div><span style="font-family:Arial,sans-serif;font-size:10pt"></span><span style="font-family:Arial,sans-serif;font-size:10pt">Seattle, WA 98116</span></div><div><span style="font-family:Arial,sans-serif;font-size:10pt"></span><span style="font-family:Arial,sans-serif;font-size:10pt"><a value="+12062923064">(206)292-3064</a> / <a value="+12062923914">(206)292-3914</a> fax</span></div><div><span style="font-family:Arial,sans-serif;font-size:10pt"><a href="http://www.manleyfirm.com" target="_blank">www.manleyfirm.com</a></span></div><p><b style="font-family:arial,sans-serif"><i><span style="font-size:10pt;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><br></p><p><i><span style="font-family:Arial,sans-serif;font-size:8pt">* The Manley Law Firm is a Debt Relief Agency. We help people file for bankruptcy relief under the Bankruptcy Code.</span></i><i><span style="font-family:Arial,sans-serif;font-size:10pt"></span></i></p><p><b><span style="font-family:Arial,sans-serif;font-size:10pt">This email and any files transmitted with it are privileged, confidential, and intended solely to whom they are addressed. Any unauthorized use, copying, review or disclosure is prohibited. If you have received this communication in error, please immediately notify the sender.</span></b><span style="font-family:Arial,sans-serif;font-size:10pt"></span></p></div></div></div></div><br></div></div><br><div class="gmail_quote"><div dir="ltr" class="gmail_attr">On Tue, Mar 26, 2024 at 11:15 AM Philip N. Jones <<a href="mailto:pjones@duffykekel.com">pjones@duffykekel.com</a>> wrote:<br></div><blockquote class="gmail_quote" style="margin:0px 0px 0px 0.8ex;border-left-width:1px;border-left-style:solid;border-left-color:rgb(204,204,204);padding-left:1ex"><div class="msg8598925065937916557">
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<p class="MsoNormal"><span style="font-size:14pt;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.<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:14pt;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.<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:14pt;font-family:"Times New Roman",serif">Phil Jones<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:14pt;font-family:"Times New Roman",serif"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-size:13pt;color:rgb(54,95,145)">Philip N. Jones</span><span style="color:rgb(31,73,125)"> |</span><span style="font-size:13pt;color:black">Duffy Kekel LLP</span><span style="color:rgb(31,73,125)"><u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:10pt;color:black">900 S.W. Fifth Ave., Suite 2500, Portland OR 97204<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:10pt;color:black">(503) 226-1371 (main) ) | (503) 226-3574 (fax)<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:10pt;color:black">(503) 853-1482 (cell)<u></u><u></u></span></p>
<p class="MsoNormal"><a href="mailto:pjones@duffykekel.com" target="_blank"><span style="color:black">pjones@duffykekel.com</span></a><u></u><u></u></p>
<p class="MsoNormal"><span style="font-size:14pt;font-family:"Times New Roman",serif"><u></u> <u></u></span></p>
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<p class="MsoNormal"><b>From:</b> <a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a> <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a>>
<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 <<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a>><br>
<b>Cc:</b> <a href="mailto:wsbarp@lists.wsbarppt.com" target="_blank">wsbarp@lists.wsbarppt.com</a><br>
<b>Subject:</b> [WSBAPT] Probate necessary?<u></u><u></u></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.<u></u><u></u></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?<u></u><u></u></p>
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<p class="MsoNormal"><span style="font-size:10pt;font-family:Arial,sans-serif">Ann Manley, Esq.</span><u></u><u></u></p>
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<p class="MsoNormal"><span style="font-size:10pt;font-family:Arial,sans-serif">The Manley Law Firm, P.S., Inc.</span><u></u><u></u></p>
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<p class="MsoNormal"><span style="font-size:10pt;font-family:Arial,sans-serif">PO Box 16324</span><u></u><u></u></p>
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<p class="MsoNormal"><span style="font-size:10pt;font-family:Arial,sans-serif">Seattle, WA 98116</span><u></u><u></u></p>
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<p class="MsoNormal"><span style="font-size:10pt;font-family:Arial,sans-serif">(206)292-3064 / (206)292-3914 fax</span><u></u><u></u></p>
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<p class="MsoNormal"><span style="font-size:10pt;font-family:Arial,sans-serif"><a href="http://www.manleyfirm.com/" target="_blank">www.manleyfirm.com</a></span><u></u><u></u></p>
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<p><b><i><span style="font-size:10pt;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><u></u><u></u></p>
<p><i><span style="font-size:8pt;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><u></u><u></u></p>
<p><b><span style="font-size:10pt;font-family:Arial,sans-serif">This email and any files transmitted with it are privileged, confidential, and intended solely to whom they are addressed. Any unauthorized use, copying, review or disclosure is prohibited.
If you have received this communication in error, please immediately notify the sender.</span></b><u></u><u></u></p>
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