[WSBAPT] life estate

[Josh Grant]

Clients will not start the 5 year waiting period for Medicaid eligibility as to this asset if they retain a life estate.

From: Rachel Edmiston 
Sent: Sunday, December 17, 2017 1:44 PM
To: WSBA Probate & Trust Listserv 
Subject: [WSBAPT] life estate

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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