[WSBAPT] California Bypass Trust

[Lovie Bernardi]

Dear Listmates,

California resident, plans to move to Washington. Husband died, they had an A/B trust, total assets of couple approximately $13 million. Client's California attorney calls to find out how much of husband's share can be sheltered from Washington estate tax if it put into a bypass trust in California prior to move. Is the amount sheltered from Washington estate tax limited to Washington's exemption amount if surviving spouse is domiciled in Washington at the time of her death?

Lovie

Lovie L. Bernardi
Flaherty & Bernardi, PLLC
3600 15th Avenue West #205
Seattle, WA  98119
(206) 682-2616

lovie at fb-lawfirm.com<mailto:joni at sbfirm.com>
http://fb-lawfirm.com<http://sbfirm.com/>

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