[WSBARP] WSBARP Digest, Vol 89, Issue 8
Lisa Chiang
feesimple7 at gmail.com
Wed Feb 9 07:40:58 PST 2022
Jeanne:
Reach out to Akane Suzuki @ Perkins Coie, who works w/ Japanese citizens in
the U.S. and their assets. She is also a native Japanese speaker per her
firm's website. Kind regards, Lisa
On Tue, Feb 8, 2022 at 12:00 PM <wsbarp-request at lists.wsbarppt.com> wrote:
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> Today's Topics:
>
> 1. Estate Planning Referral (Jeannie OBrien)
> 2. Geotech (Craig Gourley)
> 3. Omitted Parcel/Conveyance Question (Jan Kelly)
> 4. Re: Estate Planning Referral (Hamilton Gardiner)
> 5. Re: Updating template - Promissory Note + DOT (Tom Westbrook)
> 6. Re: Geotech (scott at scottgthomaslaw.com)
> 7. Re: Estate Planning Referral (Nicholas Pleasants)
> 8. Options other than probate (Leighann Hansing)
>
>
> ----------------------------------------------------------------------
>
> Message: 1
> Date: Mon, 7 Feb 2022 20:43:35 +0000
> From: Jeannie OBrien <jeannie at selanderobrien.com>
> To: "wsbarp at lists.wsbarppt.com" <wsbarp at lists.wsbarppt.com>, "KCBA
> Guardianship and Elder Law Discussion List"
> <guardianshipelderlaw at lists.kcba.org>
> Subject: [WSBARP] Estate Planning Referral
> Message-ID: <63badf354e7b4997b17dcd5f3a9cf3f2 at selanderobrien.com>
> Content-Type: text/plain; charset="us-ascii"
>
> Hello lists -
>
> PC is married to a Japanese citizen, and he wants to ensure that his
> wealth can be transferred to her without huge tax implications when he
> dies. I told him I wasn't sure it was possible, but I would ask around. He
> is 13 years her senior, and she is not interested in becoming a citizen of
> the US. They've been married for 17 years, and live together in North
> Tacoma, Pierce County. She is not employed outside the home. There are no
> children of this relationship.
>
> Anyone have expertise in this area and interested in the referral?
>
> Jeannie O'Brien, Attorney
> www.SelanderOBrien.com<http://www.selanderobrien.com/>
> 3829C South Edmunds Street
> Seattle, WA 98118
> (206) 723-8200, ext 103 ofc
> (206) 723-3829 fax
> [Logo2a]
> Covid restrictions taught us that we can do business just as well at home
> as at the office, so we will continue the hybrid operation indefinitely.
> Our phones aren't always answered by a human but your messages are
> typically returned within 24 hours. Masks will be required at all office
> meetings regardless of vaccination status.
> This message is private or privileged. If you are not the person for whom
> this message is intended, please delete it and notify me immediately, and
> do not copy or send this message to anyone else.
>
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>
> ------------------------------
>
> Message: 2
> Date: Mon, 7 Feb 2022 22:03:25 +0000
> From: Craig Gourley <craig at glgmail.com>
> To: WSBA Real Property Listserv <wsbarp at lists.wsbarppt.com>
> Subject: [WSBARP] Geotech
> Message-ID:
> <
> MW3PR12MB436248B7A01EAFB3047BD46DAE2C9 at MW3PR12MB4362.namprd12.prod.outlook.com
> >
>
> Content-Type: text/plain; charset="us-ascii"
>
> Listmates, I am looking for a Geotech to determine soil compaction and
> settlement potential at a construction site. Skagit County. Any
> suggestions? Thanks, Craig
>
> GOURLEY LAW GROUP
> THE EXCHANGE CONNECTION
> SNOHOMISH ESCROW
> P.O. Box 1091
> Snohomish, WA 98291
> PH: (360) 568-5065 (800) 291-8401
> Fax: (360) 568-8092
>
> CONFIDENTIALITY NOTICE: This electronic mail transmission may contain
> legally privileged, confidential information belonging to the sender. The
> information is intended only for the use of the individual or entity named
> above. If you are not the intended recipient, you are hereby notified that
> any disclosure, copying, distribution or taking any action based on the
> contents of this electronic mail is strictly prohibited. If you have
> received this electronic mail in error, please contact sender and delete
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>
> ------------------------------
>
> Message: 3
> Date: Mon, 7 Feb 2022 14:27:40 -0800
> From: Jan Kelly <jan at jankellylaw.com>
> To: WSBA Real Property Listserv <wsbarp at lists.wsbarppt.com>
> Subject: [WSBARP] Omitted Parcel/Conveyance Question
> Message-ID:
> <CAATkJAwZDpe3jJRMqo7Ggj9edZ_+oFsT0TWDJTRsQBgaOOCP=
> g at mail.gmail.com>
> Content-Type: text/plain; charset="utf-8"
>
> Greetings!
>
> A client asked me to convey a piece of vacant real property. It is
> currently titled in the name of a dissolved partnership.
>
> My client formed a partnership with another party, the other party
> ownership was held in a family trust. The Trust's successor trustee signed
> the Partnership Agreement, and subsequently the Partnership Dissolution
> Agreement. The Partnership Dissolution Agreement purported to convey all
> real estate owned by the partnership to one of the partners (my client).
> One parcel of real estate was inadvertently omitted from the Partnership
> Dissolution Agreement and was not conveyed to my client.
>
> I prepared an Amended Partnership Dissolution Agreement, then learned that
> the successor trustee is now deceased. I am unable to locate a copy of the
> Trust Agreement or determine who is the next successor trustee, if the
> trust is still in existence. I believe the Trust was formed in Texas.
>
> My question is whether I am overthinking this matter. Is there an easier
> way to convey the omitted parcel of land from the now defunct partnership?
> Thank you in advance.
>
> --
>
>
> *Jan Kelly, JD/MBA*Attorney at Law
>
> JK Law
> PO Box 1964
> Poulsbo, WA 98370
> Direct Line (702) 338-6733
>
> *Licensed in Nevada and Washington*.
>
>
> THIS EMAIL MESSAGE AND ANY ATTACHMENTS ARE CONFIDENTIAL AND INTENDED ONLY
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>
> ------------------------------
>
> Message: 4
> Date: Mon, 7 Feb 2022 22:33:25 +0000
> From: Hamilton Gardiner <Hamilton at lawhg.net>
> To: WSBA Real Property Listserv <wsbarp at lists.wsbarppt.com>, KCBA
> Guardianship and Elder Law Discussion List
> <guardianshipelderlaw at lists.kcba.org>
> Subject: Re: [WSBARP] Estate Planning Referral
> Message-ID:
> <
> MWHPR07MB29251E3572E83D4A5BF23A1FCA2C9 at MWHPR07MB2925.namprd07.prod.outlook.com
> >
>
> Content-Type: text/plain; charset="us-ascii"
>
> Here is who I would recommend:
>
> Grayson E. Chester
> Attorney
> Rehberg Law Group, PLLC
> Ryan Y Rehberg, Partner | Mark A. Reinhardt, Partner | James A. Davies,
> Partner | J. Sabrina Go, Partner |
> Grayson E. Chester | Waylon L. Poland
>
> Assistant - Nancy DeOrnellis | ndeornellis at rehberglaw.com<mailto:
> ndeornellis at rehberglaw.com>
> SeaTac - (mailing address) 18000 International Blvd, Suite 550, SeaTac, WA
> 98188
> Bellevue - 1400 112th Ave SE, Suite 100, Bellevue, WA 98004
> Phone - 206.246.8772 ext. 321 | Toll Free 877.246.8772 | Fax 206.454.7910
> Email - gchester at rehberglaw.com<mailto:gchester at rehberglaw.com>
> Connect - rehberglaw.com
> <file://rlg-server02/data/Employee%20Folders/andie/ALS/Email%20Signatures/
> rehberglaw.com> | Facebook<https://www.facebook.com/RehbergLawGroupPLLC/>
> | LinkedIn<https://www.linkedin.com/company/rehberg-law-group-pllc/> |
> Join the Rehberg Law Group Newsletter<
> http://visitor.r20.constantcontact.com/d.jsp?llr=ay8zc9bab&p=oi&m=1101460729600&sit=dzioz88bb&f=46130d29-cd26-4d90-89ea-1b62cacb4ca4
> >
>
>
>
>
> [cid:image002.png at 01D81C2F.A8897150]
>
> From: wsbarp-bounces at lists.wsbarppt.com <wsbarp-bounces at lists.wsbarppt.com>
> On Behalf Of Jeannie OBrien
> Sent: Monday, February 7, 2022 12:44 PM
> To: wsbarp at lists.wsbarppt.com; KCBA Guardianship and Elder Law Discussion
> List <guardianshipelderlaw at lists.kcba.org>
> Subject: [WSBARP] Estate Planning Referral
>
> Hello lists -
>
> PC is married to a Japanese citizen, and he wants to ensure that his
> wealth can be transferred to her without huge tax implications when he
> dies. I told him I wasn't sure it was possible, but I would ask around. He
> is 13 years her senior, and she is not interested in becoming a citizen of
> the US. They've been married for 17 years, and live together in North
> Tacoma, Pierce County. She is not employed outside the home. There are no
> children of this relationship.
>
> Anyone have expertise in this area and interested in the referral?
>
> Jeannie O'Brien, Attorney
> www.SelanderOBrien.com<http://www.selanderobrien.com/>
> 3829C South Edmunds Street
> Seattle, WA 98118
> (206) 723-8200, ext 103 ofc
> (206) 723-3829 fax
> [Logo2a]
> Covid restrictions taught us that we can do business just as well at home
> as at the office, so we will continue the hybrid operation indefinitely.
> Our phones aren't always answered by a human but your messages are
> typically returned within 24 hours. Masks will be required at all office
> meetings regardless of vaccination status.
> This message is private or privileged. If you are not the person for whom
> this message is intended, please delete it and notify me immediately, and
> do not copy or send this message to anyone else.
>
> -------------- next part --------------
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>
> ------------------------------
>
> Message: 5
> Date: Mon, 7 Feb 2022 15:11:19 -0800
> From: Tom Westbrook <tjw at w3net.net>
> To: WSBA Real Property Listserv <wsbarp at lists.wsbarppt.com>, "WSBA
> Probate & Trust Listserv" <wsbapt at lists.wsbarppt.com>
> Subject: Re: [WSBARP] Updating template - Promissory Note + DOT
> Message-ID: <ec493826c9f5be43d462a69662bf743a at mail.gmail.com>
> Content-Type: text/plain; charset="utf-8"
>
> Tom, you can find those forms on the WSBA website for LPO forms; not sure
> what any of this has to do with COVID but those forms are there all the
> time.
>
>
>
> Sincerely,
>
>
>
> Tom
>
>
>
> Thomas J. Westbrook
>
> Attorney at Law
>
>
>
> 324 West Bay Drive NW, Suite 201
>
> Olympia, WA 98502
>
> (360) 866-4000 phone
>
> (360) 866--3832 fax
>
> www.buddbaylaw.com
>
>
>
> COVID POLICY:
>
> *Our firm continues to follow guidance from the CDC and Governor Inslee?s
> office regarding social distancing and the wearing of face coverings, and
> we encourage the public and our clients to do the same. Our staff is still
> working remotely much of the time so electronic communication by phone and
> email continues to be encouraged. We appreciate your patience and
> understanding.*
>
>
>
>
>
>
>
> *From:* wsbarp-bounces at lists.wsbarppt.com <
> wsbarp-bounces at lists.wsbarppt.com>
> *On Behalf Of *Tom Lee
> *Sent:* Monday, February 07, 2022 10:45 AM
> *To:* WSBA Real Property Listserv <wsbarp at lists.wsbarppt.com>; WSBA
> Probate
> & Trust Listserv <wsbapt at lists.wsbarppt.com>
> *Subject:* [WSBARP] Updating template - Promissory Note + DOT
>
>
>
> Hello group - I am working on updating my form file and was hoping a
> colleague would provide in Word form a recently used promissory note and
> DOT template(s), to make sure I have my bases covered as we gradually move
> on from COVID.
>
>
>
> Thanks in advance,
>
>
>
> -Tom
>
>
>
>
> --
>
> *TOM LEE*
>
> Attorney
>
> *R. THOMAS LEE, PLLC* | Attorney and Counselor at Law | A Professional
> Limited Liability Company
>
> Direct: 425-219-6736
>
> rtl at rtleelaw.attorney | website: www.rtleelaw.attorney
>
> This E-Mail message and any documentation accompanying this transmission
> may contain *Attorney Work Product, privileged, and/or confidential
> information and is intended solely for the addressee(s) named above*. If
> you are not the intended addressee/recipient, you are hereby notified that
> any use of, disclosure, copying, distribution, or reliance upon the
> contents of this E-Mail message and/or attached documentation is strictly
> prohibited and may result in legal action against you. Please reply to the
> Sender advising the Sender of the error in transmission and immediately
> destroy the message and any accompanying documents. Thank you.
> -------------- next part --------------
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>
> ------------------------------
>
> Message: 6
> Date: Mon, 7 Feb 2022 15:46:30 -0800
> From: <scott at scottgthomaslaw.com>
> To: "'WSBA Real Property Listserv'" <wsbarp at lists.wsbarppt.com>
> Subject: Re: [WSBARP] Geotech
> Message-ID: <029c01d81c7c$ef16f050$cd44d0f0$@scottgthomaslaw.com>
> Content-Type: text/plain; charset="us-ascii"
>
> MTC
>
> Burlington, Washington
>
> 360-755-1990
>
> https://www.mtc-inc.net
>
>
>
> From: wsbarp-bounces at lists.wsbarppt.com <wsbarp-bounces at lists.wsbarppt.com
> >
> On Behalf Of Craig Gourley
> Sent: Monday, February 7, 2022 2:03 PM
> To: WSBA Real Property Listserv <wsbarp at lists.wsbarppt.com>
> Subject: [WSBARP] Geotech
>
>
>
> Listmates, I am looking for a Geotech to determine soil compaction and
> settlement potential at a construction site. Skagit County. Any
> suggestions? Thanks, Craig
>
>
>
> GOURLEY LAW GROUP
>
> THE EXCHANGE CONNECTION
>
> SNOHOMISH ESCROW
>
> P.O. Box 1091
>
> Snohomish, WA 98291
>
> PH: (360) 568-5065 (800) 291-8401
>
> Fax: (360) 568-8092
>
>
>
> CONFIDENTIALITY NOTICE: This electronic mail transmission may contain
> legally privileged, confidential information belonging to the sender. The
> information is intended only for the use of the individual or entity named
> above. If you are not the intended recipient, you are hereby notified that
> any disclosure, copying, distribution or taking any action based on the
> contents of this electronic mail is strictly prohibited. If you have
> received this electronic mail in error, please contact sender and delete
> all
> copies.
>
>
>
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>
> ------------------------------
>
> Message: 7
> Date: Tue, 8 Feb 2022 06:51:22 +0000
> From: Nicholas Pleasants <nick at pleasantslaw.com>
> To: WSBA Real Property Listserv <wsbarp at lists.wsbarppt.com>, KCBA
> Guardianship and Elder Law Discussion List
> <guardianshipelderlaw at lists.kcba.org>
> Subject: Re: [WSBARP] Estate Planning Referral
> Message-ID: <2018FEE9-94AE-4DCF-B7D6-0BBEBC28FC6D at pleasantslaw.com>
> Content-Type: text/plain; charset="utf-8"
>
> Akane Suzuki is excellent for cross-border estate planning with Japan.
> https://www.perkinscoie.com/en/professionals/akane-r-suzuki.html
>
> Best,
> Nick
>
> Nicholas Pleasants
> Owner
>
> [(Logo) Pleasants Law Firm]<http://www.pleasantslaw.com/>
>
> Pleasants Law Firm, P.S.
> 2300 130th Ave NE, Suite A-101
> Bellevue, WA 98005-1755
> (425) 615-7070 tel/fax
> nick at pleasantslaw.com<mailto:nick at pleasantslaw.com>
> www.pleasantslaw.com<http://www.pleasantslaw.com>
> The information contained in this e-mail message may be privileged and is
> confidential information intended only for the use of the recipient, or any
> employee or agent responsible to deliver it to the intended recipient. Any
> unauthorized use, distribution or copying of this information is strictly
> prohibited and may be unlawful.
> If you have received this communication in error, please notify the sender
> immediately and destroy the original message and all attachments from your
> electronic files.
>
>
> From: <wsbarp-bounces at lists.wsbarppt.com> on behalf of Hamilton Gardiner <
> Hamilton at lawhg.net>
> Reply-To: WSBA Real Property Listserv <wsbarp at lists.wsbarppt.com>
> Date: Monday, February 7, 2022 at 2:40 PM
> To: WSBA Real Property Listserv <wsbarp at lists.wsbarppt.com>, KCBA
> Guardianship and Elder Law Discussion List <
> guardianshipelderlaw at lists.kcba.org>
> Subject: Re: [WSBARP] Estate Planning Referral
>
> Here is who I would recommend:
>
> Grayson E. Chester
> Attorney
> Rehberg Law Group, PLLC
> Ryan Y Rehberg, Partner | Mark A. Reinhardt, Partner | James A. Davies,
> Partner | J. Sabrina Go, Partner |
> Grayson E. Chester | Waylon L. Poland
>
> Assistant ? Nancy DeOrnellis | ndeornellis at rehberglaw.com<mailto:
> ndeornellis at rehberglaw.com>
> SeaTac - (mailing address) 18000 International Blvd, Suite 550, SeaTac, WA
> 98188
> Bellevue - 1400 112th Ave SE, Suite 100, Bellevue, WA 98004
> Phone - 206.246.8772 ext. 321 | Toll Free 877.246.8772 | Fax 206.454.7910
> Email - gchester at rehberglaw.com<mailto:gchester at rehberglaw.com>
> Connect - rehberglaw.com
> <file:///rlg-server02/data/Employee%20Folders/andie/ALS/Email%20Signatures/
> rehberglaw.com> | Facebook<https://www.facebook.com/RehbergLawGroupPLLC/>
> | LinkedIn<https://www.linkedin.com/company/rehberg-law-group-pllc/> |
> Join the Rehberg Law Group Newsletter<
> http://visitor.r20.constantcontact.com/d.jsp?llr=ay8zc9bab&p=oi&m=1101460729600&sit=dzioz88bb&f=46130d29-cd26-4d90-89ea-1b62cacb4ca4
> >
>
>
>
>
> [cid:image002.png at 01D81C2F.A8897150]
>
> From: wsbarp-bounces at lists.wsbarppt.com <wsbarp-bounces at lists.wsbarppt.com>
> On Behalf Of Jeannie OBrien
> Sent: Monday, February 7, 2022 12:44 PM
> To: wsbarp at lists.wsbarppt.com; KCBA Guardianship and Elder Law Discussion
> List <guardianshipelderlaw at lists.kcba.org>
> Subject: [WSBARP] Estate Planning Referral
>
> Hello lists ?
>
> PC is married to a Japanese citizen, and he wants to ensure that his
> wealth can be transferred to her without huge tax implications when he
> dies. I told him I wasn?t sure it was possible, but I would ask around. He
> is 13 years her senior, and she is not interested in becoming a citizen of
> the US. They?ve been married for 17 years, and live together in North
> Tacoma, Pierce County. She is not employed outside the home. There are no
> children of this relationship.
>
> Anyone have expertise in this area and interested in the referral?
>
> Jeannie O'Brien, Attorney
> www.SelanderOBrien.com<http://www.selanderobrien.com/>
> 3829C South Edmunds Street
> Seattle, WA 98118
> (206) 723-8200, ext 103 ofc
> (206) 723-3829 fax
> [Logo2a]
> Covid restrictions taught us that we can do business just as well at home
> as at the office, so we will continue the hybrid operation indefinitely.
> Our phones aren?t always answered by a human but your messages are
> typically returned within 24 hours. Masks will be required at all office
> meetings regardless of vaccination status.
> This message is private or privileged. If you are not the person for whom
> this message is intended, please delete it and notify me immediately, and
> do not copy or send this message to anyone else.
>
> -------------- next part --------------
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>
> ------------------------------
>
> Message: 8
> Date: Tue, 8 Feb 2022 19:27:34 +0000
> From: Leighann Hansing <hansinglegal at outlook.com>
> To: "'WSBA Real Property Listserv'" <wsbarp at lists.wsbarppt.com>
> Subject: [WSBARP] Options other than probate
> Message-ID:
> <
> MWHPR07MB3134AE1F799A6D757AD7EEC4CB2D9 at MWHPR07MB3134.namprd07.prod.outlook.com
> >
>
> Content-Type: text/plain; charset="us-ascii"
>
> Listmates,
> I have a client who wants to record a Transfer on Death Deed on her
> debt-free real property in King County to avoid probate. I discovered,
> however, that the property is currently jointly owned by the client and her
> deceased mother. No joint tenancy or survivorship language. Mom died in
> 2008. Client was the sole beneficiary to mom's estate under her will (no
> siblings). If client had predeceased mom, the property would have gone to
> client's son (who the property would transfer to under the desired TOD
> deed.) I know title companies use a Lack of Probate Affidavit to clear a
> title but the authority to do so is a little murky especially in King
> County. Is probate inevitable?
>
> Many thanks,
>
> Leigh Ann Hansing
> Attorney | Hansing Legal
> 14201 SE Petrovitsky Rd. #3A169
> Renton, WA 98058
> mobile: (425) 202-5922
> hansinglegal at outlook.com<mailto:leighann at mcdonellmacduff.com>
>
>
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> End of WSBARP Digest, Vol 89, Issue 8
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