[WSBAPT] Revocable trust anonymity on deed

[John J. Sullivan]

I have one client extremely concerned about privacy. I’ve agreed to serve as the trustee of an RLT holding his condo. 

John J. Sullivan

Sent from my iPhone

> On Nov 14, 2017, at 2:13 PM, John McCrady <j.mccrady at pstitle.com> wrote:
> 
> A trust is not an entity capable of holding title to real estate, so you must name the trustee as the grantee of the deed. (X as Trustee of the Y trust dated June 5, 2011)
> You could name, say, an LLC as the trustee for an added layer of anonymity. 
>  
>  
> John McCrady
> Counsel
> Puget Sound Title Company
> 5350 Orchard Street West
> University Place WA 98467
> 253-476-5721
> j.mccrady at pstitle.com
>  
> From: wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Christopher Small
> Sent: Tuesday, November 14, 2017 1:18 PM
> To: wsbapt at lists.wsbarppt.com
> Subject: [WSBAPT] Revocable trust anonymity on deed
>  
> Clients are looking for anonymity with their trust (at least as much as possible).
> 
> It is possible to title the deed to property outright to the trust instead of to Joe Trustee, Trustee of the Anonymous Trust?
> 
> If not (and even if yes), are there any other strategies you know of to accomplish this?
> 
> Thanks in advance!
> 
> Christopher Small
> CMS Law Firm LLC
> 150 Lake St. S., Suite 218
> Kirkland, WA 98033
> 206.659.1512
>  
>  
> Legal stuff I have to put in... To ensure compliance with Treasury Department and IRS regulations, we inform you that, unless expressly indicated otherwise, any federal tax advice contained in this communication (including any attachments) is not intended or written by CMS Law Firm LLC to be used, and cannot be used by the taxpayer, for the purpose of: (i) avoiding penalties that may be imposed on the taxpayer under the Internal Revenue Code; or (ii) promoting, marketing, or recommending to another party any transaction or matter addressed herein (or any attachments).
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