[WSBAPT] Promissory Note to fund Bypass Trust

Steve Waltar steve at waltar.com
Wed Apr 29 12:24:50 PDT 2015


First, who can give me an overview of using a promissory note instead of placing residence into a bypass trust?
Second, can you put a promissory note into a bypass trust – at all when it is a disclaimer trust?

Stephen M. Waltar, PS
Estate Planning Law
1750 - 112th Avenue NE, Suite C245
Bellevue, WA  98004
(425) 455-6788
www.waltar.com<http://www.waltar.com/>

[cid:image002.jpg at 01CA47FC.9ED8CEE0]<http://www.waltar.com/>

If we should be helping someone you care about,
please don't keep us a secret!

[facebook]<https://www.facebook.com/pages/Stephen-M-Waltar-PS/663832273655743>  [twitter] <https://twitter.com/WaltarLaw>   [linkedin] <http://www.linkedin.com/company/3173783?trk=tyah>   [g-plus-icon-32x32] <https://plus.google.com/u/0/114715232767415279995>   [youtube] <http://www.youtube.com/StephenMWaltarPS>
Circular 230 Warning:  This communication is not intended to constitute tax advice and may not be used by any person or entity for the purpose of avoiding penalties that may be imposed by the Internal Revenue Service.
Confidentiality Notice: The information contained herein and any attachments are a private communication sent by the Law Firm of Stephen M. Waltar, PS and may contain confidential and/or legally privileged information meant solely for the intended recipient.  If you are not the intended recipient, you are hereby notified that any use, dissemination, distribution, forwarding or any form of copying of this communication is strictly prohibited. Please notify the sender immediately by replying to this message, then delete the e-mail and any attachments from your system.

________________________________
_______________________________________________
WSBAPT mailing list
WSBAPT at lists.wsbarppt.com<mailto:WSBAPT at lists.wsbarppt.com>
http://mailman.fsr.com/mailman/listinfo/wsbapt
-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20150429/b848aa1b/attachment.html>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image001.jpg
Type: image/jpeg
Size: 3888 bytes
Desc: image001.jpg
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20150429/b848aa1b/image001.jpg>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image002.png
Type: image/png
Size: 1454 bytes
Desc: image002.png
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20150429/b848aa1b/image002.png>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image003.png
Type: image/png
Size: 1631 bytes
Desc: image003.png
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20150429/b848aa1b/image003.png>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image004.png
Type: image/png
Size: 1817 bytes
Desc: image004.png
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20150429/b848aa1b/image004.png>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image005.png
Type: image/png
Size: 2728 bytes
Desc: image005.png
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20150429/b848aa1b/image005.png>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image006.png
Type: image/png
Size: 1930 bytes
Desc: image006.png
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20150429/b848aa1b/image006.png>


More information about the WSBAPT mailing list