[WSBAPT] TOD alternate beneficiary?

[Sara D. Longley]

Thanks for all the cogent responses! I have deleted the alternate beneficiary and explained to my client that he will need to make a new TODD if his primary beneficiary predeceases him.

Sara D. Longley, J.D., LL.M.
1734 NW Market Street 
Seattle, WA 98107
(206)434-5644
Sara at Longley-law.pro


Sent from my iPhone

> On Apr 8, 2020, at 3:49 PM, Bryce Dille <Bryce at dillelaw.com> wrote:
> 
> 
> I attended as seminar right after the statute was enacted and it was the unanimous  opinion of all the presenters that you can’t expand the statute
>  
> From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Heather de Vrieze
> Sent: Wednesday, April 8, 2020 3:13 PM
> To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
> Subject: Re: [WSBAPT] TOD alternate beneficiary?
>  
> Naming an alternate beneficiary is not contemplated under the law. It will not have any effect, and I might even worry that it would cause the initial designation of the primary beneficiary to fail. This is what Wills are for.
>  
> Heather
>  
> Heather S. de Vrieze
> Attorney-at-Law
> <image002.jpg>
> 3909 California Avenue SW
> Seattle, WA 98116-3705                         
> (206)938-5500
> heatherd at westseattlelaw.com
> www.westseattlelaw.com
> Click here to connect with de Vrieze | Carney on Facebook:   
> <image003.png>
>  
> *****Our office is working to do our part to deal with the COVID-19 situation that is impacting us all.
> In particular, we are limiting the number of in person client appointments per day, trying to keep appointments as short as possible, with preliminary or follow-up discussions by telephone or email. I am also sanitizing all relevant spaces after each client visit.
> Client appointments that can be handled by telephone should be scheduled as such.
> If I am sick, I will reschedule, I ask you to do the same.*****
>  
>  
> CONFIDENTIAL & PRIVILEGED. This e-mail message may contain legally privileged and/or confidential information.  If you have received this e-mail in error, please notify the sender immediately and delete all copies of this e-mail message and any attachment.
>  
> From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Sara D. Longley
> Sent: Wednesday, April 08, 2020 1:46 PM
> To: 'WSBA Probate & Trust Listserv' <wsbapt at lists.wsbarppt.com>
> Subject: [WSBAPT] TOD alternate beneficiary?
>  
> Hello listmates,
>  
> I have prepared a few Transfer on Death Deeds, but this is my first where the Grantor is requesting that we include an alternate beneficiary.  In reviewing the statute it appears that there is no provision for naming an alternate, non-concurrent beneficiary.
>  
> If I include alternate beneficiary language in the deed will it have any effect?
>  
> Thanks for your wisdom, and stay safe!
>  
> Sara Longley
>  
>  
> Sara D. Longley
> Ivy Law Group, PLLC
> 1734 NW Market Street
> Phone: (206) 706-2909
> Fax: (206) 834-6044
> sara at ivylawgroup.com
> Pronouns: she, her, hers
>  
>  
> <image004.jpg>
>  
> ***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/20200408/fd487d5c/attachment.html>