[WSBAPT] Division of property at a passing. Will vs. TOD

Tom Westbrook tjw at w3net.net
Mon Jul 15 13:41:08 PDT 2019


    
Did it in Pierce County in 2014.
Regards, Tom 


Sent from my Verizon Wireless 4G LTE smartphone

-------- Original message --------
From: Ken Luce <Ken.Luce at lucelawfirm.com> 
Date: 07/15/2019  12:54 PM  (GMT-08:00) 
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com> 
Subject: Re: [WSBAPT] Division of property at a passing. Will vs. TOD 



I am concerned the division wouldn’t occur if a trust is involved and not a probate.
 
Ken Luce
 


From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com>
On Behalf Of Tom Westbrook

Sent: Monday, July 15, 2019 11:46 AM

To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>

Subject: Re: [WSBAPT] Division of property at a passing. Will vs. TOD


 
The subdivision laws of RCW 58.17 do not apply to: Divisions made by testamentary provisions, or the laws of descent. RCW 58.17.040(3)
 
Don’t know if that applies to TOD Deed. I would argue it is not a testamentary document and is not part of the laws of decent, but have no knowledge about any case
 saying so. In my practice I would not try it.
 
I can say from experience as recent as 2 years that the testamentary subdivision if properly called out in a Last Will and Testament will be honored  by the planning
 departments of Pierce and Thurston Counties. It does not require a court order and is not done in probate; it has to be specifically done in the Will or Trust.
 
Sincerely,
 
Tom
 
Thomas J. Westbrook
Attorney at Law
 

 
Rodgers, Kee Card & Strophy, P.S.
324 West Bay Drive NW, Suite 201
Olympia, Washington  98502
 
Phone: 360-352-8311
Facsimile: 360-352-8501
Email:
tjw at buddbaylaw.com
Skype: thomas.westbrook
www.buddbaylaw.com
 
The information contained in this email and attachment(s) are for the exclusive use of the addressee(s) and may contain private, privileged and/or confidential
 information.  If you are not the addressee, you are strictly prohibited from reading, photocopying, distributing or otherwise using this email or its contents in any way. If you have received this communication in error, please notify us immediately by telephone
 at 360-352-8311 or by e-mail to shannon at buddbaylaw.com,
 and destroy the original message from your electronic files.
 
 
 
 


From:
wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com>
On Behalf Of Eric Nelsen

Sent: Monday, July 15, 2019 10:36 AM

To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>

Subject: Re: [WSBAPT] Division of property at a passing. Will vs. TOD


 
I know the division-by-inheritance is possible in theory, but as a practical matter the resultant lots still have to meet zoning and land use requirements to
 be buildable, so I have always assumed this theoretical right is basically useless.
 
That said, I don't think there is any case law yet on the question of whether or not a TOD deed can accomplish the same kind of non-conforming land subdivision.
 I would probably start by re-reading the case opinion that allowed the subdivision by Will to figure out the legal rationale, and see how closely it might apply to a TOD deed.
 

Sincerely,
 
Eric
 
Eric C. Nelsen
SAYRE LAW OFFICES, PLLC
1417 31st Ave South
Seattle WA  98144-3909
phone 206-625-0092
fax 206-625-9040

 


From:
wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.wsbarppt.com]
On Behalf Of michael at westseattleattorney.com

Sent: Monday, July 15, 2019 10:23 AM

To: WSBA Probate & Trust Listserv

Subject: Re: [WSBAPT] Division of property at a passing. Will vs. TOD


 

My old understanding is that the separation of powers idea gives a Court Order the same effect as an Administrative lot line adjustment but I have not seen anyone do it. I don't see how a deed in probate would
 rise to the level of an Order but I agree why not since the Deed references the probate no. etc


 





 



-------- Original Message --------

Subject: [WSBAPT] Division of property at a passing. Will vs. TOD

From: Ken Luce <Ken.Luce at lucelawfirm.com>

Date: Mon, July 15, 2019 9:59 am

To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>


If a person can designate property in a probate to avoid the line adjustment process can the same be done by tod deeds that contain the same legals to avoid probate?


 


Ken Luce


 


Kenyon E. Luce, Attorney


Luce & Associates, P.S.


4505 Pacific Hwy. E., Suite A


Tacoma, WA 98424


T: (253) 922-8724


F: (253) 922-2802


www.LuceLawFirm.com 



 


IMPORTANT NOTICE TO EMAIL RECIPIENTS


1. The information contained in this e-mail and accompanying attachments constitute confidential information which may be legally privileged
 and is intended for the sole use of the addressee.  If you are not the intended recipient of this information, any disclosure, copying, distribution or the taking of any action in reliance on this information is strictly prohibited and may be unlawful. This
 information is the property of Luce & Associates, P.S.  If you received this e-mail in error, please notify us immediately by return e-mail or by calling (253) 922-8724.


2.  This e-mail transmission may not be secure and may be illegally intercepted.  Clients of Luce & Associates, P.S. are asked to use their
 best judgment in determining whether the topic of an e-mail response is such that it would be better saved for a more secure means of communication.


3.  The sender believes that this e-mail and any attachments are free of any virus.  However, by reading this message and opening any attachments,
 the recipient accepts full responsibility for taking remedial action regarding any viruses or other defects.


4.  All Luce & Associates’ attorneys are licensed to practice law in Washington and do not intend to give legal advice to anyone with legal
 matters not involving Washington law or federal law or to those who are not clients of this firm.



 





***Disclaimer: Please note that RPPT listserv participation is not restricted to practicing attorneys and may include non-practicing attorneys, law students, professionals
 working in related fields, and others.***

_______________________________________________

WSBAPT mailing list

WSBAPT at lists.wsbarppt.com

http://mailman.fsr.com/mailman/listinfo/wsbapt




-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20190715/efba5a4e/attachment.html>


More information about the WSBAPT mailing list