[WSBAPT] Disposition of anticipated real property in a will

[Lovie Bernardi]

Listmates,

 

I drafted client's will this earlier this year. He owned two pieces of
rental property at the time and left one to one son, one to the other.
(In trust if he dies before they are adults.) Now he has a new property
that will go to one of the sons. Client wants a codicil to address  the
new property. He also wants to leave his mother's home, which he will
inherit under her will, to the other son. He wants the mom's house in
the codicil as well because he is anxious to have his estate planning
done. The mother is still with us, so conceivably she could outlive the
client and the property would not be in client's estate at the time of
his death. I would appreciate any input on whether including this
property now is advisable, or whether I should encourage client to split
the third property between the sons in the current estate plan then
rewrite the plan after client inherits the mom's house. Thanks!

 

Lovie L. Bernardi

Flaherty & Bernardi, PLLC

216 First AVE S, #450

Seattle, WA  98104

(206) 682-2616

 

lovie at fb-lawfirm.com <mailto:joni at sbfirm.com> 

http://fb-lawfirm.com <http://sbfirm.com/> 

 

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