[WSBAPT] Client moving to CA

[Dalynne Singleton]

I have the opposite consideration - clients have moved to WA from CA and have trust and Will, etc. from CA.  Trust docs specifically states CA law is appropriate.  If clients want new WA trust, can it be named the same as the CA trust and be an amendment?  There is one property placed into trust and it is a WA real property with home.

Dalynne Singleton

Gourley Law Group
Snohomish Escrow
The Exchange Connection
1002 10th Street / PO Box 1091
Snohomish, WA 98291

360.568.5065
360.329.4079
360.568.8092  fax
dalynne at glgmail.com<mailto:dalynne at glgmail.com>

LICENSED IN WASHINGTON AND OREGON
IMPORTANT/CONFIDENTIAL: This e-mail message (and any attachments accompanying it) may contain confidential information, including information protected by attorney-client privilege. The information is intended only for the use of the intended recipient(s).  Delivery of this message to anyone other than the intended recipient(s) is not intended to waive any privilege or otherwise detract from the confidentiality of the message.  If you are not the intended recipient, or if this message has been addressed to you in error, do not read, disclose, reproduce, distribute, disseminate or otherwise use this transmission, rather, please promptly notify the sender by reply e-mail, and then destroy all copies of the message and its attachments, if any.
[https://www.washingtonjustice.org/assets/WA/WA/userimages/Eagle2016BadgeSmall.gif]   [Rated by Super Lawyers] <http://www.superlawyers.com/redir?r=http://www.superlawyers.com/washington/lawyer/Gary-Manca/ca059d21-1b6e-4fca-b396-80c253f82402.html&c=email_Small_badge&i=ca059d21-1b6e-4fca-b396-80c253f82402>      [cid:X.MA1.1404868472 at aol.com] [cid:image001.png at 01D0DB60.FF4B9070]

From: wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Dominique Zervas
Sent: Wednesday, August 3, 2016 11:24 AM
To: 'WSBA Probate & Trust Listserv' <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Client moving to CA

CONFIDENTIAL INFORMATION  DO NOT read, copy or disseminate this communication unless you are the intended addressee.  This email communication contains confidential and privileged information intended only for the addressee.  If you have received this email in error, please delete it and notify the sender immediately.  Thank you.


Greetings, List Mates:

Client's estate-planning documents are in quite basic and in order (basic Will, DPOA, HCD); he's happy with them; cash assets approx. $500K; investment/retirement accounts have beneficiaries assigned; retired; no real estate and doesn't intend to purchase any; and he's moving to California.

Is he going to need a new Will, etc., once he gets to California? Any recommendations, considerations, other?

I'd greatly appreciate any assistance.

Sincerely,

Dominique Zervas

ZERVAS LAW, PS
1909 Broadway
Bellingham, WA 98225
360.733.2010
http://zervaslaw.com<http://zervaslaw.com/>

Exceptional Service - Meaningful Solutions
Real Estate * Land Use * Business Formation * Estate Planning & Probate


-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20160803/09539508/attachment.html>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image001.gif
Type: image/gif
Size: 4860 bytes
Desc: image001.gif
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20160803/09539508/image001.gif>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image002.png
Type: image/png
Size: 1524 bytes
Desc: image002.png
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20160803/09539508/image002.png>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image003.jpg
Type: image/jpeg
Size: 5524 bytes
Desc: image003.jpg
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20160803/09539508/image003.jpg>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image004.png
Type: image/png
Size: 11481 bytes
Desc: image004.png
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20160803/09539508/image004.png>