[WSBAPT] Situs issue

jeffrey winter jdwinter at hotmail.com
Fri May 15 11:36:44 PDT 2015




Listmates:
PC is presently a Washington resident.  She and her spouse have existing an existing trust and Wills prepared when they lived in California.  However, in the very near future (weeks, I believe) she and her spouse intend to sell their home here and relocate to Mexico.  The only asset left behind in Washington will be a bank account (and nothing left in California).
I am inclined to have her contact un Abogado once she is established in Mexico.  The bank account can probably be addressed with a POD/TOD designation.  The total estate is approx. $1.5 million.
Am I missing something?  
Also, are any of you licensed to practice in Mexico per chance?
Jeffrey D. Winter

Law Office of Jeffrey D. Winter, P.S.

604 North Main Street

Ellensburg,
WA 98926

(509)
925-9600 tel.

(509)
925-9606 fax
 		 	   		  
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