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</o:shapelayout></xml><![endif]--></head><body lang=EN-US link="#0563C1" vlink="#954F72" style='word-wrap:break-word'><div class=WordSection1><p class=MsoNormal>Colleagues, <o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>During the pendency of a probate, one of the beneficiaries died. We are ready to close the probate and a family member of the deceased individual is objecting to any check made out to the “Estate of” the deceased beneficiary, and want it made out to the Trustee of beneficiary’s Trust. The deceased beneficiary resided in CA so I assume they don’t want to open a probate. <o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>The PR and I should not be in the position of ascertaining who is entitled to this money or unwittingly participating in anything improper. There is a second marriage, deceased beneficiary was on some kind of benefits program, and may be more than one trust. Lawyers for the Trustee are involved. PR wants to be accommodating if possible. <o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>Has anyone dealt with this type of a situation & have words of wisdom? <o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>Thank you, <o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal><span lang=EN style='font-size:10.0pt;font-family:"Arial",sans-serif;color:#1F497D;mso-ligatures:none'>Mimi M. Wagner <o:p></o:p></span></p><p class=MsoNormal><span lang=EN style='font-size:10.0pt;font-family:"Arial",sans-serif;color:#1F497D;mso-ligatures:none'>Wagner Law Offices P.C.<o:p></o:p></span></p><p class=MsoNormal><span lang=EN style='font-size:10.0pt;font-family:"Arial",sans-serif;color:#1F497D;mso-ligatures:none'>385 Court Street, Suite 4 <o:p></o:p></span></p><p class=MsoNormal><span lang=EN style='font-size:10.0pt;font-family:"Arial",sans-serif;color:#1F497D;mso-ligatures:none'>P.O. Box 3019<o:p></o:p></span></p><p class=MsoNormal><span lang=EN style='font-size:10.0pt;font-family:"Arial",sans-serif;color:#1F497D;mso-ligatures:none'>Friday Harbor, WA 98250<br></span><a href="mailto:mimi@sanjuanlaw.com"><span lang=EN style='font-size:10.0pt;font-family:"Arial",sans-serif;color:blue;mso-ligatures:none'>mimi@sanjuanlaw.com</span></a><span lang=EN style='font-size:10.0pt;font-family:"Arial",sans-serif;color:#1F497D;mso-ligatures:none'><br>Phone (360) 378-6234<br>Fax (360) 378-6244<br></span><a href="http://www.sanjuanlaw.com/"><span lang=EN style='font-size:10.0pt;font-family:"Arial",sans-serif;color:blue;mso-ligatures:none'>www.sanjuanlaw.com</span></a><span lang=EN style='font-size:10.0pt;font-family:"Arial",sans-serif;color:#1F497D;mso-ligatures:none'><o:p></o:p></span></p><p class=MsoNormal><span style='font-size:10.0pt;color:#1F497D;mso-ligatures:none'>This email is sent by a law office and contains information that may be privileged and confidential, or protected by the work product doctrine. </span><span lang=EN style='font-size:10.0pt;color:#1F497D;mso-ligatures:none'>If you believe that it has been sent to you in error, do not read it. Please notify the sender that you have received the message in error, and then delete it. To comply with IRS rules, we must tell you that if this message contains advice relating to federal taxes, that advice was not intended to be used, and cannot be used, for avoiding penalties that may be imposed under federal tax law. </span><span style='font-size:10.0pt;color:#1F497D;mso-ligatures:none'><o:p></o:p></span></p><p class=MsoNormal><o:p> </o:p></p></div></body></html>