[WSBAPT] Looking for Creative Solution - Intestate Estate with Step Children

[Marvin Benson]

If one of these elderly siblings asked me for advice, I would be discussing
the 5 year disqualification period for medicaid benefits.    As attorney
for the step-children, shouldn't you advise the elderly siblings to see
their own attorney?

Marvin Benson

On Fri, Oct 6, 2017 at 4:27 PM, Brent Williams-Ruth <brent at bwrconsults.com>
wrote:

> Greetings List!
>
> I have spoken with a couple different people and now I am sending out to
> the collective genius that is our List Serv:
>
> I have an intestate estate where there are Step Children that have been
> part of the decedent's life for more than 40 years. For all reasonable (but
> not legal) purposes, they are his kids. Everyone thought he had a will, but
> a diligent search has failed to turn up any documents.
>
> The deceased leaves behind three siblings (all elderly as well). Those
> three want the two step-children to end up with all of the estate which
> includes several parcels of land in counties outside the Seattle-Metro area.
>
> Short of the three siblings inheriting and then doing a TODD to the
> step-children; is there any other way in which they can directly inherit?
>
> The end result is that the step-children want to sell the property and
> collect the proceeds. There is just a concern about the amount of taxes,
> fees, etc. associated with a transfer where they take from the siblings,
> and then turn around and sell.
>
> Appreciate any ideas.
>
> Sincerely,
>
> Brent
>
> --
>
> *Brent Williams-Ruth*
> *Founding Member*
>
> *BWR Consulting, PLLC*
>
> Phone: (425) 830-5134
>
> e-mail <brent at bwrconsults.com> / website <http://www.bwrconsults.com> /
> facebook <http://www.facebook.com/bwrconsults>
>
>
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