[WSBAPT] Planning Opportunity?

Heather de Vrieze heatherd at westseattlelaw.com
Wed Jul 21 15:57:48 PDT 2021


Are there any simple ways to do tax planning estate planning (credit trust) in the following situation:
Couple long married
Only kids are joint and adults
All assets CP
One spouse lacks capacity and may die soon
No POA of course
Estate larger than WA exemption, smaller than Fed Exemption.

I expect were there a guardian appointed, it might be possible to get authority to create a trust, but there may not be time for that.
Any ideas?

Heather

Heather S. de Vrieze
Attorney-at-Law
[cid:image001.jpg at 01D77E48.F748FDE0]
3909 California Avenue SW
Seattle, WA 98116-3705
(206)938-5500
heatherd at westseattlelaw.com<mailto:heatherd at westseattlelaw.com>
www.westseattlelaw.com<http://www.westseattlelaw.com/>
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For the months of July and August 2021, our firm will be open Monday through Thursday 8:30am to 5pm. We will be closed Fridays.


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