[WSBAPT] Trust for Home only for privacy?

John J. Sullivan sullaw at comcast.net
Thu Jul 19 07:54:29 PDT 2018


Sarah:

Give me a call later this afternoon or tomorrow. I have a client I did this for. He’s on a list (can’t remember the name of it) where the state provides him with anonymity because of concerns his family wishes to harm him. 

The key is the trustee. 

John J. Sullivan

425-451-2400

Sent from my iPad

> On Jul 19, 2018, at 6:59 AM, Sara M <sara.l.mcculloch at gmail.com> wrote:
> 
> I have a police officer friend who would like to set a trust for a new home purchase so it isn’t possible to find his address easily via the tax records or auditor searches.  
> 
> Has anyone set up a revocable trust just for this purpose?  They don’t need it for other assets. I don’t think the trust portion is so complicated, but I’m wondering about the other mechanics of naming a trustee (I believe that would show up in records searches- so does he need to name a non family member or professional trustee), dealing with mortgage and insurance company issues, tax issues, anything else I am not thinking of? 
> 
> I would appreciate any experiences you have to share.  
> 
> Sara McCulloch 
> 
> Sent from my iPhone
> 
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