[WSBAPT] Trust for Home only for privacy?

[Christopher Small]

I've done this before. I listed myself as Trustee, effective for one day
(the day of signing), at which time my powers would cease and the successor
Trustee would step into place (the client). Then it shows up on the deed as
me being the trustee of the trust.

The only problem is the mortgage. If he's on it, people can find him...

Sincerely,

Christopher Small
CMS Law Firm LLC <http://cmslawfirm.com>
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
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On Thu, Jul 19, 2018 at 8:21 AM, Robert Hardy <auddyman at comcast.net> wrote:

> Dear Sara:
> If he buys it in the name of the trust and has the tax records sent to
> your office then there would be no record of his name linked with that
> address?
> Rob Hardy
> 206 244-1718
>
> -----Original Message-----
> From: wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.
> wsbarppt.com] On Behalf Of Sara M
> Sent: Thursday, July 19, 2018 6:59 AM
> To: wsbapt at lists.wsbarppt.com
> Subject: [WSBAPT] Trust for Home only for privacy?
>
> 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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