[WSBAPT] Real Property in Trust to subtrusts - deed?

Mark Higgins markthiggins at gmail.com
Wed Jan 7 16:21:26 PST 2015


How about going even farther and placing all the real estate into one trust
and all something​ else into the other trusts, thereby further isolating
future troubles?

On Wed, Jan 7, 2015 at 3:44 PM, Eric Nelsen <Eric at sayrelawoffices.com>
wrote:

>  Married clients had a joint RLT that directs, upon first to die,
> transfer of decedent's assets into a "Trust B" and survivor's assets into a
> "Trust A." Multiple kids are the final beneficiaries, and there is a
> potential troublemaker who is a remainder beneficiary of only one of the
> subtrusts.
>
>
>
> My plan is to do an actual deed, from Trustee of the original RLT to that
> same Trustee as to Trust A and as to Trust B, to put one-half of the real
> property in Trust A and one-half into Trust B.
>
>
>
> Ordinarily I might think this a little overkill since both trusts are
> administered by the same Trustee and the "transfers" into the subtrusts
> could just be done administratively, internal to the Trust instrument. But
> because there's a potential troublemaker and a difference in remainder
> beneficiaries between Trust A and Trust B, I am inclined to put a deed into
> the public record showing the real property has been split between the two
> trusts.
>
>
>
> Anyone have any thoughts about this? Am I worrying too much, or worrying
> not enough?
>
>
>
> Thanks in advance--
>
>
>
> Sincerely,
>
>
>
> Eric C. Nelsen
>
> SAYRE LAW OFFICES, PLLC
>
> 1320 University St
>
> Seattle WA  98101-2837
>
> phone 206-625-0092
>
> fax 206-625-9040
>
>
>
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-- 
Mark T. Higgins
Mark T. Higgins, P.C.
P.O. Box 57
Darrington, WA 98241
206-491-2420
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