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<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">Lookat RCW 11.125.240(1)(a) allows agent with appropriate language in the POA to create, amend, revoke or terminate intervivos trust. But nowhere in that statute
does it mention will. I agree there would be real problems if the trust created left every thing to the agent when principal died.<o:p></o:p></span></p>
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<p class="MsoNormal"><b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">From:</span></b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"> wsbarp-bounces@lists.wsbarppt.com <wsbarp-bounces@lists.wsbarppt.com>
<b>On Behalf Of </b>Jim Doran<br>
<b>Sent:</b> Wednesday, December 11, 2019 9:56 AM<br>
<b>To:</b> WSBA Real Property Listserv <wsbarp@lists.wsbarppt.com><br>
<b>Subject:</b> Re: [WSBARP] Power of Attorney and Wills<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:13.5pt">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. </span><o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:13.5pt">Isn't this the same problem? The Trust was made when the Principal is incompetent.</span><o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:13.5pt">JIm</span><o:p></o:p></p>
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<p class="MsoNormal">James R. Doran<o:p></o:p></p>
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<p class="MsoNormal">Attorney at Law<o:p></o:p></p>
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<p class="MsoNormal">100 E. Pine Street - Suite 205<o:p></o:p></p>
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<p class="MsoNormal">Bellingham, WA 98225<br>
(360)393-9506<o:p></o:p></p>
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<p class="MsoNormal"><a href="mailto:jim@doranlegal.com" target="_blank">jim@doranlegal.com</a><o:p></o:p></p>
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<p class="MsoNormal"><a href="http://www.doranlegal.com" target="_blank">www.doranlegal.com</a><o:p></o:p></p>
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<p class="MsoNormal">On Wed, Dec 11, 2019 at 9:51 AM Bryce Dille <<a href="mailto:Bryce@dillelaw.com">Bryce@dillelaw.com</a>> wrote:<o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">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.</span><o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">From:</span></b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">
</span><a href="mailto:wsbarp-bounces@lists.wsbarppt.com" target="_blank"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">wsbarp-bounces@lists.wsbarppt.com</span></a><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"> <</span><a href="mailto:wsbarp-bounces@lists.wsbarppt.com" target="_blank"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">wsbarp-bounces@lists.wsbarppt.com</span></a><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">>
<b>On Behalf Of </b>Jim Doran<br>
<b>Sent:</b> Wednesday, December 11, 2019 9:13 AM<br>
<b>To:</b> WSBA Real Property Listserv <</span><a href="mailto:wsbarp@lists.wsbarppt.com" target="_blank"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">wsbarp@lists.wsbarppt.com</span></a><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">><br>
<b>Subject:</b> [WSBARP] Power of Attorney and Wills</span><o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:13.5pt">Ladies and Gentlemen:</span><o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:13.5pt">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><o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:13.5pt">Is it valid for the Attorney in Fact to make a new Last Will and Testament for an incompetent Principal?</span><o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:13.5pt">Jim Doran</span><o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto">James R. Doran<o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto">Attorney at Law<o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto">100 E. Pine Street - Suite 205<o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto">Bellingham, WA 98225<br>
(360)393-9506<o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><a href="mailto:jim@doranlegal.com" target="_blank">jim@doranlegal.com</a><o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><a href="http://www.doranlegal.com" target="_blank">www.doranlegal.com</a><o:p></o:p></p>
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