[WSBAPT] injury settlement separate property

Roger Hawkes Roger at law-hawks.com
Wed Jun 9 12:09:24 PDT 2021


If truly no medical bills or wage loss I think you are correct.  It would be unusual for such a settlement not to include some losses that are cp.

Roger Hawkes, WSBA # 5173
Shoreline Office: 19944 Ballinger Way NE
                                Shoreline, WA 98155
Sultan Office:        423 Main
                                 Sultan, WA 98294

Phone: 206 367 5000; fax: 206 367 4005
Email: roger at law-hawks.com<mailto:roger at law-hawks.com>
Web site: www.hawkeslawfirm.com<http://www.hawkeslawfirm.com/>
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From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Shannon Jones
Sent: Wednesday, June 9, 2021 12:00 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] injury settlement separate property

Listmates, Decedent has a credit shelter trust Will requiring ½ community property and 100% of separate property up to exemption for federal estate tax goes into the trust. Surviving spouse keeps the other ½ CP and her separate property in her own trust. After death, decedent is receiving significant settlement monies from an injury suit pending at the time of death. All monies relate to injuries, nothing for anything like lost wages. This is separate property that must be 100% allocated to credit shelter, correct?

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Shannon R. Jones | Attorney
Campbell Barnett PLLC
P: 253.848.3513| F: 253.845.4941
317 South Meridian
Puyallup, WA 98371
shannonj at campbellbarnettlaw.com<mailto:shannonj at campbellbarnettlaw.com>
campbellbarnettlaw.com<https://campbellbarnettlaw.com/>

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