[WSBAPT] Trust for Home only for privacy?

[Rebecca King]

Good morning,

This is an interesting thread as I am sure many of us who deal with challenging personalities have had related concerns at some time or another.  I would be curious to know who would serve as Trustee.  Presumably, client would not want to give up control to third party.  The other idea I had was to put the property into an LLC, but not sure what tax consequences would be???

Warmest regards,
Rebecca King
Attorney
  
Northwest Elder Law Group
2150 N. 107th Street, Suite 501
Seattle, WA 98133
Main: (206) 937-6102
Direct: (206) 866-6544
Fax: (206) 960-4021

-----Original Message-----
From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of John J. Sullivan
Sent: Thursday, July 19, 2018 7:54 AM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Trust for Home only for privacy?

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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