[WSBAPT] TEDRA question

[John J. Sullivan]

Lisa: 

Just the usual ones: make sure everyone's clear who you represent; lay out the pros and cons to the extent you know them; file it in the probate. 

I'm assuming doing so won't raise significant gift or estate tax issues. 

Regards,

John Sullivan

Sent from my iPhone

> On Feb 3, 2016, at 10:55 AM, Lisa Schuchman <lisa at lisaschuchman.com> wrote:
> 
> I have an open probate of a 2010 will.  The decedent was in the process of making significant changes to his will, but didn’t complete them before he died.  Does anyone see a problem with using a TEDRA agreement, signed by all of the existing heirs, to probate the unsigned will instead? 
>  
> Thanks.
>  
> Lisa E. Schuchman
> 206-325-2801
> www.lisaschuchman.com
> 
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