<div dir="ltr"><div><div class="gmail_default" style="font-family:arial,sans-serif">My final thought if they refuse to do the work is that you do the work and incorporate it into the Will. </div><div class="gmail_default" style="font-family:arial,sans-serif"><br></div><div class="gmail_default" style="font-family:arial,sans-serif">Bylaw provisions regarding the board, succession, removal of members....if this is a family I would place good amounts of money on a wager that once the creators of this legacy pass there is a high likelihood of conflict. </div><div class="gmail_default" style="font-family:arial,sans-serif"><br></div><div class="gmail_default" style="font-family:arial,sans-serif">To avoid any potential blowback for yourself - I would leave nothing to chance because I can tell you that when second family foundation was two years post death, that is when the board games got interesting and I am so thankful that the bylaws dealt with how we remove/replace board members. </div><div class="gmail_default" style="font-family:arial,sans-serif"><br></div><div class="gmail_default" style="font-family:arial,sans-serif">If they refuse to go along those path - then just make it clear WHO gets to be the person to draft the bylaws and list the various titles and sections. </div><div class="gmail_default" style="font-family:arial,sans-serif"><br></div><div class="gmail_default" style="font-family:arial,sans-serif">If that still doesn't happen - I would walk away. </div><div class="gmail_default" style="font-family:arial,sans-serif"><br></div><div class="gmail_default" style="font-family:arial,sans-serif">There is not enough hours in 100 lifetimes for me to make as much as some of my clients and the risk of being pulled into the dispute and allegations that I failed in my duty is too great. </div><div class="gmail_default" style="font-family:arial,sans-serif"><br></div><div class="gmail_default" style="font-family:arial,sans-serif">I may flex and bend with average clients to help get to a good outcome but the higher the net worth, the more stiff I become as it relates to anything that could end up with an RPC violation or at least a discussion with the Office of Disciplinary Counsel or my malpractice carrier. </div><br clear="all"></div><div><div dir="ltr" class="gmail_signature" data-smartmail="gmail_signature"><div dir="ltr"><div dir="ltr"><p><b><span style="font-family:"Times New Roman",serif">Brent
Williams-Ruth</span></b><span style="font-family:"Times New Roman",serif"> (pronouns: he/him)<br>
<i>Attorney-At-Law</i></span></p><p><b><span style="font-family:"Times New Roman",serif">Law
Offices of Brent Williams-Ruth, </span></b><b><span style="font-family:"Times New Roman",serif"><font size="1">a division of BWR Consulting, PLLC</font></span></b><b><span style="font-family:"Times New Roman",serif"></span></b></p><p><b><span style="font-family:"Times New Roman",serif">Physical Address: 500 S 336th Street, Suite 214; Federal
Way, WA 98003</span></b><span style="font-family:"Times New Roman",serif"></span></p><p><b><span style="font-family:"Times New Roman",serif"><font color="#ff0000">Mailing Address:</font> </span></b><b><span style="font-family:"Times New Roman",serif">PO BOX 3319; Federal Way, WA 98063 </span></b></p><p><span style="font-family:"Times New Roman",serif">Office/Scheduling
Phone:<span style="color:#004080"> </span><font color="#ff0000">(253) 285-7751</font></span></p><p><font color="#ff0000" face="Times New Roman, serif">For All Meetings & Scheduling: <a href="mailto:info@williams-ruthlaw.com" target="_blank">info@williams-ruthlaw.com</a></font></p><p>
</p><p><span style="font-family:"Times New Roman",serif"><a href="mailto:Brent@Williams-RuthLaw.com" target="_blank">e-mail</a> / <a href="http://www.williams-ruthlaw.com/" target="_blank">website</a> /</span><span style="font-size:9.5pt;font-family:"Times New Roman",serif"> </span><span style="font-family:"Times New Roman",serif"><a href="http://www.facebook.com/bwrlaw" target="_blank"><span style="font-size:9.5pt">facebook</span></a></span><span style="font-size:9.5pt;font-family:"Times New Roman",serif"> / </span><span style="font-size:12.0pt;font-family:"Times New Roman",serif"></span></p></div></div></div></div><br></div><br><div class="gmail_quote gmail_quote_container"><div dir="ltr" class="gmail_attr">On Wed, Mar 25, 2026 at 2:50 PM David Faber <<a href="mailto:david@faberfeinson.com">david@faberfeinson.com</a>> wrote:<br></div><blockquote class="gmail_quote" style="margin:0px 0px 0px 0.8ex;border-left:1px solid rgb(204,204,204);padding-left:1ex"><div dir="ltr"><div><div class="gmail_default" style="font-size:small">Thank you for your responses. </div><div class="gmail_default" style="font-size:small"><br></div><div class="gmail_default" style="font-size:small">Sarah: yes, the client has about $30mil in assets to leave for the purpose of establishing a foundation. I suggested the DAF approach, using our local Jefferson Community Foundation, but they didn't like that idea/want the foundation as a legacy organization.</div><div class="gmail_default" style="font-size:small"><br></div><div class="gmail_default" style="font-size:small">James: I also suggested that approach, but they declined to do the work during lifetime.</div><div class="gmail_default" style="font-size:small"><br></div><div class="gmail_default" style="font-size:small">Brent: I couldn't agree more, but as I noted above, my clients don't want the work.</div><div class="gmail_default" style="font-size:small"><br></div><div class="gmail_default" style="font-size:small">Thank you all again!</div><br clear="all"></div><div><div dir="ltr" class="gmail_signature"><div dir="ltr"><div style="font-family:arial;font-size:small">Best,</div><div style="font-family:arial;font-size:small">David J. Faber</div><div style="font-family:arial;font-size:small">Faber Feinson PLLC</div><div style="font-family:arial;font-size:small">800 Polk Street, Suite B</div><div style="font-family:arial;font-size:small">Port Townsend, WA 98368<br>(360) 379-4110</div><div style="font-family:arial;font-size:small"><br></div><div style="font-family:arial;font-size:small"><span style="font-family:Helvetica">*** NOTICE: ATTORNEY CLIENT COMMUNICATION - PRIVILEGED & CONFIDENTIAL. This communication may contain privileged or other confidential information. If you are not the intended recipient, or believe that you have received this communication in error, please do not print, copy, retransmit, disseminate, or otherwise use the information. Also, please indicate to the sender that you have received this communication in error, and destroy the copy you received.***</span></div></div></div></div><br></div><br><div class="gmail_quote"><div dir="ltr" class="gmail_attr">On Tue, Mar 24, 2026 at 5:30 PM Brent Williams-Ruth <<a href="mailto:brent@williams-ruthlaw.com" target="_blank">brent@williams-ruthlaw.com</a>> wrote:<br></div><blockquote class="gmail_quote" style="margin:0px 0px 0px 0.8ex;border-left:1px solid rgb(204,204,204);padding-left:1ex"><div dir="ltr"><div><div class="gmail_default" style="font-family:arial,sans-serif">I do not believe that it would be a problem - however, it make not be the best course of action for timelines. </div><div class="gmail_default" style="font-family:arial,sans-serif"><br></div><div class="gmail_default" style="font-family:arial,sans-serif">I have several clients who have established charitable foundations (while alive) and I can advise that it is not a speedy process. Yes, the actual formation with the WA SOS is fast and YES you can get the tax authorization and EIN, but then it takes some time to get that confirmation and formal recognition as being a qualified charitable organization. </div><div class="gmail_default" style="font-family:arial,sans-serif"><br></div><div class="gmail_default" style="font-family:arial,sans-serif">What I don't know and would be interested is how the Washington DOR would treat this. Would the DOR accept a "foundation in formation" to avoid estate tax or would they put it all "pending" waiting to run the tax return until such time as the foundation has been confirmed as a qualified charitable organization. </div><div class="gmail_default" style="font-family:arial,sans-serif"><br></div><div class="gmail_default" style="font-family:arial,sans-serif">If it were me, I would simply work with the client to create it NOW. It doesn't need to be fully funded at this point but ensuring that the foundation is truly set up as they wish.....it is easier to do now than after their death. Plus, it would be beneficial to get the entire team together (CPA, investing etc.) so that they know what will be forthcoming upon passing. </div><div class="gmail_default" style="font-family:arial,sans-serif"><br></div><div class="gmail_default" style="font-family:arial,sans-serif">My first charitable foundation was a decedent who owned extensive real estate holdings worth just under $100m. I am eternally grateful that this was established prior to death given how - even with a foundation in existence - the various family members still tried to wrangle for position and control of things. </div><div class="gmail_default" style="font-family:arial,sans-serif"><br></div><div class="gmail_default" style="font-family:arial,sans-serif">Best of luck!</div><br clear="all"></div><div><div dir="ltr" class="gmail_signature"><div dir="ltr"><div dir="ltr"><p><b><span style="font-family:"Times New Roman",serif">Brent
Williams-Ruth</span></b><span style="font-family:"Times New Roman",serif"> (pronouns: he/him)<br>
<i>Attorney-At-Law</i></span></p><p><b><span style="font-family:"Times New Roman",serif">Law
Offices of Brent Williams-Ruth, </span></b><b><span style="font-family:"Times New Roman",serif"><font size="1">a division of BWR Consulting, PLLC</font></span></b><b><span style="font-family:"Times New Roman",serif"></span></b></p><p><b><span style="font-family:"Times New Roman",serif">Physical Address: 500 S 336th Street, Suite 214; Federal
Way, WA 98003</span></b><span style="font-family:"Times New Roman",serif"></span></p><p><b><span style="font-family:"Times New Roman",serif"><font color="#ff0000">Mailing Address:</font> </span></b><b><span style="font-family:"Times New Roman",serif">PO BOX 3319; Federal Way, WA 98063 </span></b></p><p><span style="font-family:"Times New Roman",serif">Office/Scheduling
Phone:<span style="color:rgb(0,64,128)"> </span><font color="#ff0000">(253) 285-7751</font></span></p><p><font color="#ff0000" face="Times New Roman, serif">For All Meetings & Scheduling: <a href="mailto:info@williams-ruthlaw.com" target="_blank">info@williams-ruthlaw.com</a></font></p><p>
</p><p><span style="font-family:"Times New Roman",serif"><a href="mailto:Brent@Williams-RuthLaw.com" target="_blank">e-mail</a> / <a href="http://www.williams-ruthlaw.com/" target="_blank">website</a> /</span><span style="font-size:9.5pt;font-family:"Times New Roman",serif"> </span><span style="font-family:"Times New Roman",serif"><a href="http://www.facebook.com/bwrlaw" target="_blank"><span style="font-size:9.5pt">facebook</span></a></span><span style="font-size:9.5pt;font-family:"Times New Roman",serif"> / </span><span style="font-size:12pt;font-family:"Times New Roman",serif"></span></p></div></div></div></div><br></div><br><div class="gmail_quote"><div dir="ltr" class="gmail_attr">On Tue, Mar 24, 2026 at 3:10 PM David Faber <<a href="mailto:david@faberfeinson.com" target="_blank">david@faberfeinson.com</a>> wrote:<br></div><blockquote class="gmail_quote" style="margin:0px 0px 0px 0.8ex;border-left:1px solid rgb(204,204,204);padding-left:1ex"><div dir="ltr"><div><div class="gmail_default" style="font-size:small">A client wants to have a charitable foundation established by their estate at their death, and to leave their entire estate to the charitable foundation. I can't see any reason why this would be a problem, but this is a case of first impression for me, so I don't know what I don't know. Would there be any issue with a testamentary charitable foundation, so long as the Will lays out the charitable purposes for which the foundation would be established, directs the PR to file for a Washington State nonprofit corporation and to seek 501(c)(3) not-for-profit status, and leaves their estate to the charitable foundation? Would the gift to a not-yet-existent charitable entity be estate tax exempt?</div><div class="gmail_default" style="font-size:small"><br></div><div class="gmail_default" style="font-size:small">Thank you.</div><br clear="all"></div><div><div dir="ltr" class="gmail_signature"><div dir="ltr"><div style="font-family:arial;font-size:small">Best,</div><div style="font-family:arial;font-size:small">David J. Faber</div><div style="font-family:arial;font-size:small">Faber Feinson PLLC</div><div style="font-family:arial;font-size:small">800 Polk Street, Suite B</div><div style="font-family:arial;font-size:small">Port Townsend, WA 98368<br>(360) 379-4110</div><div style="font-family:arial;font-size:small"><br></div><div style="font-family:arial;font-size:small"><span style="font-family:Helvetica">*** NOTICE: ATTORNEY CLIENT COMMUNICATION - PRIVILEGED & CONFIDENTIAL. This communication may contain privileged or other confidential information. If you are not the intended recipient, or believe that you have received this communication in error, please do not print, copy, retransmit, disseminate, or otherwise use the information. Also, please indicate to the sender that you have received this communication in error, and destroy the copy you received.***</span></div></div></div></div></div>
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