[WSBAPT] life estate

Rachel Edmiston rachel.edmiston at gmail.com
Mon Dec 18 11:50:20 PST 2017


>From what I've been able to find, a life estate will do the same thing.  Is
that wrong?

On Sun, Dec 17, 2017 at 3:01 PM, Bryce Dille <BryceD at cdb-law.com> wrote:

> 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>
> 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 <(425)%20945-6333>
> F: 425-272-4294 <(425)%20272-4294>
>
>
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-- 
Rachel Edmiston,
PO Box 13738
Mill Creek, WA  98082
T: 425-945-6333
F: 425-272-4294


CONFIDENTIAL: ATTORNEY/CLIENT PRIVILEGED; ATTORNEY WORK PRODUCT The
information contained in this email is intended for the individual or
entity above. This email is protected by the Electronic Communications
Privacy Act, 18 U.S.C. Sections 2510-2521 and is legally protected by the
attorney/client privilege and/or work product doctrine. If you are not the
intended recipient, please do not read, copy, use, forward or disclose this
communication to others; also, please notify the sender by replying to this
message, and then delete this message from your system. Thank you.
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