[WSBAPT] will for expat

[Josh Grant]

If she intends to eventually return to live here, I think she can be classified as a Washington domiciliary and a Washington Will should work.

From: Marcia Mellinger 
Sent: Monday, October 19, 2015 11:39 AM
To: WSBA Probate & Trust Listserv 
Subject: Re: [WSBAPT] will for expat

I have always thought that I would prepare wills only for a Washington State resident, or someone with property in our state.  

PC has lived in India for 40 years with a residential permit.  She returns to Seattle to visit relatives periodically.  She files taxes here, but does not or vote or have driver's license.  She will inherit substantial assets here upon the death of her Mom.

What say you about doing a will for her? reciting that she is a Washington State resident?

Thanks in advance. Marcia



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From: Eric at sayrelawoffices.com
To: wsbapt at lists.wsbarppt.com
Date: Mon, 19 Oct 2015 17:29:40 +0000
Subject: [WSBAPT] U.S. savings bonds automatically JTWROS?


I am surprised I have not run into this before, but – I have an estate where the decedent owned US savings bonds with her spouse. Definitely purchased during the marriage and community property. The bonds are registered in name of decedent "or" spouse. Decedent's Will does NOT give community property to the surviving spouse.



According to the US treasury website, ownership of a US savings bond, when registered in two names, automatically transfers to the survivor upon the death of the first. There appears to be no option for holding a bond in multiple names without it being automatically with right of survivorship.



Based on that, I would think that the surviving spouse receives all the bonds, because it is a non-probate right of survivorship. Does anyone know differently?



Thanks as always –



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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