[WSBAPT] Client moving to CA

Thu Aug 4 09:12:59 PDT 2016

In that instance, I would query if a trust was indeed still the best planning mechanism for clients, or just the one they are comfortable with?

Many clients I work with coming from CA can vastly simplify their lives now and ultimate estate administration, if they are willing to be educated about trusts and when they are or are not appropriate.  If your clients only own real property here, some analysis and discussion of whether a trust is necessary would seem useful.

Kailei
Kailei B. Feeney
Attorney-at-Law
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From: wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Dalynne Singleton
Sent: Wednesday, August 03, 2016 4:48 PM
To: WSBA Probate & Trust Listserv
Subject: Re: [WSBAPT] Client moving to CA

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
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From: wsbapt-bounces at lists.wsbarppt.com<mailto: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<mailto:wsbapt at lists.wsbarppt.com>>
Subject: [WSBAPT] Client moving to CA

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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

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