<html xmlns:v="urn:schemas-microsoft-com:vml" xmlns:o="urn:schemas-microsoft-com:office:office" xmlns:w="urn:schemas-microsoft-com:office:word" xmlns:m="http://schemas.microsoft.com/office/2004/12/omml" xmlns="http://www.w3.org/TR/REC-html40">
<head>
<meta http-equiv="Content-Type" content="text/html; charset=us-ascii">
<meta name="Generator" content="Microsoft Word 15 (filtered medium)">
<!--[if !mso]><style>v\:* {behavior:url(#default#VML);}
o\:* {behavior:url(#default#VML);}
w\:* {behavior:url(#default#VML);}
.shape {behavior:url(#default#VML);}
</style><![endif]--><style><!--
/* Font Definitions */
@font-face
{font-family:"Cambria Math";
panose-1:2 4 5 3 5 4 6 3 2 4;}
@font-face
{font-family:Calibri;
panose-1:2 15 5 2 2 2 4 3 2 4;}
/* Style Definitions */
p.MsoNormal, li.MsoNormal, div.MsoNormal
{margin:0in;
margin-bottom:.0001pt;
font-size:11.0pt;
font-family:"Calibri",sans-serif;}
a:link, span.MsoHyperlink
{mso-style-priority:99;
color:#0563C1;
text-decoration:underline;}
span.EmailStyle20
{mso-style-type:personal-reply;
font-family:"Times New Roman",serif;
color:windowtext;
font-weight:normal;
font-style:normal;
text-decoration:none none;}
.MsoChpDefault
{mso-style-type:export-only;
font-size:10.0pt;}
@page WordSection1
{size:8.5in 11.0in;
margin:1.0in 1.0in 1.0in 1.0in;}
div.WordSection1
{page:WordSection1;}
--></style><!--[if gte mso 9]><xml>
<o:shapedefaults v:ext="edit" spidmax="1026" />
</xml><![endif]--><!--[if gte mso 9]><xml>
<o:shapelayout v:ext="edit">
<o:idmap v:ext="edit" data="1" />
</o:shapelayout></xml><![endif]-->
</head>
<body lang="EN-US" link="#0563C1" vlink="#954F72">
<div class="WordSection1">
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">Sorry to dominate the airwaves today – but this is an interesting issue for the professional guardian. We have always known the guardian is not entitled to a copy of their incapacitated
persons estate planning documents - but again don’t fully understand why. One concern the guardian has is with ademption. A guardian could unknowingly alter an incapacitated persons estate planning in the course of managing assets for care. For instance,
if the will says “house to child one, bank accounts to child two” and the guardian sells the house because the IP is not longer living there – depositing the proceeds in the bank – the guardian has unknowingly disinherited child one.
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">It is also interesting to note that the Jan. 1, 2022 Uniform Guardianship Act, in part, provides:
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">RCW 11.130.435 Powers of conservator requiring court approval.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">(1) Except as otherwise ordered by the court, a conservator must give notice to<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">persons entitled to notice under RCW 11.130.370(4) and receive specific authorization<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">by the court before the conservator may exercise with respect to the conservatorship<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">the power to:<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">(a) Make a gift, except a gift of de minimis value; …<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">(h) Grant a creditor priority for payment over creditors of the same or higher<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">class if the creditor is providing property or services used to meet the basic living and<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">care needs of the individual subject to conservatorship and preferential treatment<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">otherwise would be impermissible under RCW 11.130.555(5); and<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">(i) <b>Make, modify, amend, or revoke the will of the individual subject to<o:p></o:p></b></span></p>
<p class="MsoNormal"><b><span style="font-family:"Times New Roman",serif">conservatorship in compliance with chapter 11.12 RCW.<o:p></o:p></span></b></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">(2) In approving a conservator's exercise of a power listed in subsection (1) of<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">this section, the court shall consider primarily the decision the individual subject to<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">conservatorship would make if able, to the extent the decision can be ascertained.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">(3) To determine under subsection (2) of this section the decision the individual<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">subject to conservatorship would make if able, the court shall consider the individual's<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">prior or current directions, preferences, opinions, values, and actions, to the extent<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">actually known or reasonably ascertainable by the conservator. The court also shall<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">consider:<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">(a) The financial needs of the individual subject to conservatorship and<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">individuals who are in fact dependent on the individual subject to conservatorship for<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">support, and the interests of creditors of the individual;<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">(b) Possible reduction of income, estate, inheritance, or other tax liabilities;<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">(c) Eligibility for governmental assistance;<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">(d) The previous pattern of giving or level of support provided by the individual;<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">(<b>e) Any existing estate plan or lack of estate plan of the individual;<o:p></o:p></b></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">It would seem to me that the guardian can better serve their client if they are aware of the estate plan.
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif"><o:p> </o:p></span></p>
<div>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">Regards, <o:p>
</o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">Mark<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">Mark C. Vohr, Esq.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">Ohana Fiduciary Corp.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">Ohana Financial Services<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">A Washington Trust Company<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">Mark C. Vohr, J.D., CPG, Principal<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">PO Box 33710 Seattle, WA 98133<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">T: (206) 782-1189 F: (206) 782-1434<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">mcv@ohanafc.com www.ohanafc.com<o:p></o:p></span></p>
</div>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif"><o:p> </o:p></span></p>
<div>
<div style="border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in">
<p class="MsoNormal"><b>From:</b> wsbarp-bounces@lists.wsbarppt.com <wsbarp-bounces@lists.wsbarppt.com>
<b>On Behalf Of </b>Timothy Lehr<br>
<b>Sent:</b> Wednesday, March 18, 2020 4:45 PM<br>
<b>To:</b> wsbarp@lists.wsbarppt.com<br>
<b>Subject:</b> [WSBARP] Releasing estate planning to guardian<o:p></o:p></p>
</div>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">All,<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">I had a question for the estate planning/elder law attorneys out there. Estate planning client recently had a guardian appointed by a Superior Court. We hold client’s estate planning docs. The guardian has called requesting copies of client’s
EP docs. Is the firm allowed to release those copies to legally appointment guardian without a court order? Is there any other required info firm should request?<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Thanks for the advice and stay safe,<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><b>Timothy C. Lehr<o:p></o:p></b></p>
<p class="MsoNormal">Attorney at Law<o:p></o:p></p>
<p class="MsoNormal">Stiles Law Inc., P.S.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">p: 360.855.0131<o:p></o:p></p>
<p class="MsoNormal">e: <a href="mailto:timothy@stileslaw.com">timothy@stileslaw.com</a><o:p></o:p></p>
<p class="MsoNormal">w: <a href="https://urldefense.proofpoint.com/v2/url?u=http-3A__www.stileslaw.com&d=DwMFAg&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=K1mLMC1eFjwfeeMM-AC6zQ&m=5VHmhCMG9lgMCkGy00_WvrnX0p2LYTZ7IftjAu6ZhNg&s=rB37M1SMlbGo-js4gN1Mdr4CsxOZWUxjDe4tTeIQ2Dc&e=">
www.stileslaw.com</a><o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><b>NOTICE</b>: The information contained in this email is proprietary and/or confidential and may be privileged. If you are not the intended recipient of this communication, you are hereby notified to : (i) delete the email and all copies;
(ii) not disclose, distribute or use the email in any manner; (iii) notify the sender immediately. Thank you.
<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<div id="DAB4FAD8-2DD7-40BB-A1B8-4E2AA1F9FDF2">
<p class="MsoNormal" style="margin-bottom:12.0pt"><o:p> </o:p></p>
<div class="MsoNormal" align="center" style="text-align:center">
<hr size="1" width="99%" noshade="" style="color:#909090" align="center">
</div>
<table class="MsoNormalTable" border="0" cellspacing="0" cellpadding="0" style="border-collapse:collapse">
<tbody>
<tr>
<td style="padding:0in 11.25pt 0in 6.0pt">
<p class="MsoNormal"><a href="https://urldefense.proofpoint.com/v2/url?u=https-3A__www.avg.com_internet-2Dsecurity&d=DwMFAg&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=K1mLMC1eFjwfeeMM-AC6zQ&m=5VHmhCMG9lgMCkGy00_WvrnX0p2LYTZ7IftjAu6ZhNg&s=XKcN5cb5yNh8ka207bJr-6adR9YROrEAvnxHidWmpNE&e="><span style="text-decoration:none"><img border="0" id="_x0000_i1026" src="https://static.avast.com/emails/avg-mail-stamp.png" alt="AVG logo"></span></a><o:p></o:p></p>
</td>
<td style="padding:.75pt .75pt .75pt .75pt">
<p><span style="font-size:12.0pt;color:#3D4D5A">This email has been checked for viruses by AVG antivirus software.
<br>
<a href="https://urldefense.proofpoint.com/v2/url?u=https-3A__www.avg.com_internet-2Dsecurity&d=DwMFAg&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=K1mLMC1eFjwfeeMM-AC6zQ&m=5VHmhCMG9lgMCkGy00_WvrnX0p2LYTZ7IftjAu6ZhNg&s=XKcN5cb5yNh8ka207bJr-6adR9YROrEAvnxHidWmpNE&e=">www.avg.com</a>
<o:p></o:p></span></p>
</td>
</tr>
</tbody>
</table>
<p class="MsoNormal"><br>
<br>
<o:p></o:p></p>
</div>
</div>
</body>
</html>