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Dear Jim, I agree. RCW 11.98.011 requires that the trustor have the capacity to create a trust in order for the trust to be valid. And the UPAA carefully in my opinion leaves out the power to create a will from the powers enjoyed by the holder of a DPA. Yours
truly, Doug Owens<br class="">
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<div class="">On Dec 11, 2019, at 9:55 AM, Jim Doran <<a href="mailto:jim@doranlegal.com" class="">jim@doranlegal.com</a>> wrote:</div>
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<div dir="ltr" class=""><font size="4" class="">That sounds a little fishy to me. Your suggestion is that by use of the POA the attorney in fact creates a Trust for the incompetent Principal and puts the beneficiary designations in the Trust. These designations
will be different than in the Principal's Will. When the Principal dies the assets in the Trust are distributed as per the terms of the Trust. </font>
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<div class=""><font size="4" class="">Isn't this the same problem? The Trust was made when the Principal is incompetent.</font></div>
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<div class=""><font size="4" class="">JIm</font></div>
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<div class="">James R. Doran<br class="">
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Attorney at Law<br class="">
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100 E. Pine Street - Suite 205<br class="">
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Bellingham, WA 98225<br class="">
(360)393-9506<br class="">
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<a href="mailto:jim@doranlegal.com" target="_blank" class="">jim@doranlegal.com</a><br class="">
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<a href="http://www.doranlegal.com/" target="_blank" class="">www.doranlegal.com</a><br class="">
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<div dir="ltr" class="gmail_attr">On Wed, Dec 11, 2019 at 9:51 AM Bryce Dille <<a href="mailto:Bryce@dillelaw.com" class="">Bryce@dillelaw.com</a>> wrote:<br class="">
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<p class="MsoNormal"><span style="font-size:11pt;font-family:Calibri,sans-serif;color:rgb(31,73,125)" class="">I don’t think so if you read the Will statute and that power is not specifically given in the POA statute but on behalf of the party under appropriate
POA you can create a trust and convey property into the trust and use the trust provisions to govern the distribution of property when party dies.<u class=""></u><u class=""></u></span></p>
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<p class="MsoNormal"><b class=""><span style="font-size:11pt;font-family:Calibri,sans-serif" class="">From:</span></b><span style="font-size:11pt;font-family:Calibri,sans-serif" class="">
<a href="mailto:wsbarp-bounces@lists.wsbarppt.com" target="_blank" class="">wsbarp-bounces@lists.wsbarppt.com</a> <<a href="mailto:wsbarp-bounces@lists.wsbarppt.com" target="_blank" class="">wsbarp-bounces@lists.wsbarppt.com</a>>
<b class="">On Behalf Of </b>Jim Doran<br class="">
<b class="">Sent:</b> Wednesday, December 11, 2019 9:13 AM<br class="">
<b class="">To:</b> WSBA Real Property Listserv <<a href="mailto:wsbarp@lists.wsbarppt.com" target="_blank" class="">wsbarp@lists.wsbarppt.com</a>><br class="">
<b class="">Subject:</b> [WSBARP] Power of Attorney and Wills<u class=""></u><u class=""></u></span></p>
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<p class="MsoNormal"><span style="font-size:13.5pt" class="">Ladies and Gentlemen:</span><u class=""></u><u class=""></u></p>
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<p class="MsoNormal"><span style="font-size:13.5pt" class="">For many years I have used language in the Durable Power of Attorney that allows the attorney in fact to modify the Principal's Last Will and Testament or make a new Will altogether. However, I
have always had my doubts about that clause. Now I have a situation where the client wants to make a new Will for the Principal who is incompetent by virtue of dementia.</span><u class=""></u><u class=""></u></p>
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<p class="MsoNormal"><span style="font-size:13.5pt" class="">Is it valid for the Attorney in Fact to make a new Last Will and Testament for an incompetent Principal?</span><u class=""></u><u class=""></u></p>
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<p class="MsoNormal"><span style="font-size:13.5pt" class="">Jim Doran</span><u class=""></u><u class=""></u></p>
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<p class="MsoNormal">James R. Doran<u class=""></u><u class=""></u></p>
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<p class="MsoNormal">Attorney at Law<u class=""></u><u class=""></u></p>
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<p class="MsoNormal">100 E. Pine Street - Suite 205<u class=""></u><u class=""></u></p>
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<p class="MsoNormal">Bellingham, WA 98225<br class="">
(360)393-9506<u class=""></u><u class=""></u></p>
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<p class="MsoNormal"><a href="mailto:jim@doranlegal.com" target="_blank" class="">jim@doranlegal.com</a><u class=""></u><u class=""></u></p>
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<p class="MsoNormal"><a href="http://www.doranlegal.com/" target="_blank" class="">www.doranlegal.com</a><u class=""></u><u class=""></u></p>
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