[WSBAPT] life estate

[Bryce Dille]

Why aren’t you using transfer on death deed so you preserve step up in basis on death of mother

Sent from my iPhone

On Dec 17, 2017, at 1:48 PM, Rachel Edmiston <rachel.edmiston at gmail.com<mailto:rachel.edmiston at gmail.com>> wrote:


Hi,

One of my clients wants to give her house to her daughter and retain a life estate for herself.  I thought this was done by filing a quit claim deed that retained a life estate, but I’m having a hard time finding a sample. Do any of you have one I could use as a guide?  I’d also appreciate any helpful tips you might have or warnings about pitfalls as I’ve obviously never done this before.

Thank you,

Rachel Edmiston


--
Rachel Edmiston,
PO Box 13738
Mill Creek, WA  98082
T: 425-945-6333
F: 425-272-4294


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