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<p class="MsoNormal"><span style="font-size:12.0pt">Jeff:<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt">We have a local animal shelter (no kill) that has a “Guardian Angel” program where you fill out forms for your pet and they take custody and re-home the pet.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt">I had one client with 3 elderly cats that needed specific food and care. She enrolled them in the program & the shelter took custody of the cats after her death. They were able to re-home 2 of the cats. The
third had such advanced health care problems that they just took care of him at the shelter until he died. She also gave the organization a specific bequest that was to be used for the cats during their lifetimes, then became a gift to the shelter.
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt">On the subject of keeping an estate open to deal with specific assets: I have kept one probate open for over 5 years because a spouse (2<sup>nd</sup> marriage) had named her “estate” as the beneficiary of
two IRA annuities. The company would not allow the PR to “assign” the annuities to himself (surviving spouse and only beneficiary of her estate). There is an annual payment that is sent to the estate’s checking account, then the PR transfers the payment to
himself. He then files an income tax return for the estate and K-1s the income out to himself & reports it on his tax return.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt">I think we have another 2 years to go before the IRA annuities are fully distributed.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt">Jane.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt"><o:p> </o:p></span></p>
<div>
<p class="MsoNormal">Jane G. Bitz<span style="mso-ligatures:none"><o:p></o:p></span></p>
<p class="MsoNormal">Of Counsel<o:p></o:p></p>
<p class="MsoNormal">WHC Attorneys PLLC<o:p></o:p></p>
<p class="MsoNormal">12209 E. Mission Ave, Suite 5<o:p></o:p></p>
<p class="MsoNormal">Spokane Valley, WA 99206-4824<o:p></o:p></p>
<p class="MsoNormal">(509) 927-9700 x126<o:p></o:p></p>
<p class="MsoNormal">FAX: (509) 777-1800<o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:12.0pt"><o:p> </o:p></span></p>
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<p class="MsoNormal"><b><span style="mso-ligatures:none">From:</span></b><span style="mso-ligatures:none"> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com>
<b>On Behalf Of </b>Kokie Adams<br>
<b>Sent:</b> Wednesday, April 24, 2024 10:11 AM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> Re: [WSBAPT] Leaving Probate Open to Administer Funds v. Setting Up Trust<o:p></o:p></span></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif;color:#1F497D">One suggestion would be to list a specific bequest of the animal to a person along with money for the care of the animal.
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif;color:#1F497D"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Times New Roman",serif;color:#2F5496;mso-ligatures:none">Best regards,<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif;color:#2F5496;mso-ligatures:none"><o:p> </o:p></span></p>
<p class="MsoNormal"><b><span style="font-family:"Times New Roman",serif;color:#2F5496;mso-ligatures:none">Kokie Adams<o:p></o:p></span></b></p>
<p class="MsoNormal"><span style="font-size:8.0pt;font-family:"Times New Roman",serif;color:#2F5496;mso-ligatures:none">(pronouns she/her/hers)<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif;color:#4472C4;mso-ligatures:none"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#2F5496;mso-ligatures:none"><img width="205" height="31" style="width:2.1354in;height:.3229in" id="Picture_x0020_1" src="cid:image002.jpg@01DA9658.0B942E80" alt="Adams-Logo-Print-300dpi-900wide"></span><span style="font-family:"Times New Roman",serif;color:#2F5496;mso-ligatures:none"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif;color:#2F5496;mso-ligatures:none"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif;color:#2F5496;mso-ligatures:none">7127 - 196th Street S.W.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif;color:#2F5496;mso-ligatures:none">Suite 201<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif;color:#2F5496;mso-ligatures:none">Lynnwood, WA 98036<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif;color:#2F5496;mso-ligatures:none">425.774.0444 (phone)<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif;color:#2F5496;mso-ligatures:none"><a href="mailto:kokie@adamslawgroupnw.com"><span style="color:#467886">kokie@adamslawgroupnw.com</span></a><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif;color:#2F5496;mso-ligatures:none"><o:p> </o:p></span></p>
<p class="MsoNormal" style="mso-margin-top-alt:5.0pt;margin-right:0in;margin-bottom:5.0pt;margin-left:0in">
<b><i><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#2F5496;mso-ligatures:none">CONFIDENTIALITY NOTICE:</span></i></b><i><span style="font-size:10.0pt;color:#2F5496;mso-ligatures:none"> This communication is private and confidential. It
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This message may contain information which is privileged or otherwise exempt from disclosure under applicable law. You are hereby notified that any dissemination, distribution or duplication of this communication by someone other than the intended addressee
or its designated agent is strictly prohibited. <b>If you have received this communication in error, please notify this firm immediately by collect call at (425) 774-0444, or by reply to this communication and immediately delete the message.</b></span></i><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:#2F5496;mso-ligatures:none"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif;color:#2F5496;mso-ligatures:none"><o:p> </o:p></span></p>
</div>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif;color:#1F497D"><o:p> </o:p></span></p>
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<div style="border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in">
<p class="MsoNormal"><b><span style="mso-ligatures:none">From:</span></b><span style="mso-ligatures:none">
<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><a href="mailto:Jeff@bellanddavispllc.com">Jeff@bellanddavispllc.com</a><br>
<b>Sent:</b> Wednesday, April 24, 2024 8:45 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> [WSBAPT] Leaving Probate Open to Administer Funds v. Setting Up Trust<o:p></o:p></span></p>
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</div>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Listmates:<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Client wants to leave monies for care of her animal. Normally I would set up a trust for the funds with a trustee to administer it. Client questions why not just let the personal representative do it; just keep the probate open until
the fund is depleted. In a different probate, that has been going on for years, an attorney informed me, that at least in California, its common to leave the probate open, for years, to administer assets. My practice has always been to try and close a probate
within 5 months of first publication of notice to creditors. Some probates have stayed upon for a few years, but that is because the heirs do not get along. Have any of you deliberately kept probates open simply to administer certain assets?<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Jeff Davis<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><b><span style="font-family:"Tahoma",sans-serif;mso-ligatures:none">W. Jeff Davis<o:p></o:p></span></b></p>
<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black;mso-ligatures:none">BELL & DAVIS PLLC<o:p></o:p></span></b></p>
<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black;mso-ligatures:none">Attorneys at Law</span></b><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black;mso-ligatures:none"><br>
P.O. Box 510<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black;mso-ligatures:none">720 E. Washington Street, Suite 105<br>
Sequim WA 98382<br>
Phone: (360) 683.1129 <br>
Fax: (360) 683.1258 <br>
email: </span><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;mso-ligatures:none"><a href="mailto:jeff@bellanddavispllc.com">jeff@bellanddavispllc.com</a><span style="color:black"><br>
</span></span><span style="mso-ligatures:none"><a href="http://www.bellanddavispllc.com/" target="_blank"><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;color:blue">www.bellanddavispllc.com</span></a></span><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black;mso-ligatures:none"><br>
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The information contained in this e-mail message may be privileged, confidential, and protected from disclosure. If you are not the intended recipient, any dissemination, distribution, or copying is strictly prohibited. If you think that you have received this
e-mail message in error, please e-mail the sender at </span><span style="mso-ligatures:none"><a href="mailto:info@bellanddavispllc.com"><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;color:blue">info@bellanddavispllc.com</span></a></span><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black;mso-ligatures:none">
or call 360.683.1129.</span><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;mso-ligatures:none"><o:p></o:p></span></p>
<p class="MsoNormal"><b><span style="mso-ligatures:none"><o:p> </o:p></span></b></p>
<p class="MsoNormal"><o:p> </o:p></p>
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