[WSBAPT] Tax attorney for Trustee

Mon Jun 21 10:53:40 PDT 2021

South King County CPA seeking referral:

I had a call yesterday from a trustee.  There is some question as to whether prior years returns have been filed.  In addition they may be Tax Treaty questions about filing in a foreign county.

Any referrals, please?

Thank you!
Alexis
Vacation Notice: for your planning purposes, I am out of the office and unavailable from 7/2/21-7/9/21 on an 'unplugged' vacation without access to email or Internet in my absence.
______________________________
Alexis R. Singletary
Singletary Law Office, PLLC
(253) 833-8855
www.singletarylawoffice.com<http://www.singletarylawoffice.com/>

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From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Dalynne Singleton
Sent: Saturday, June 19, 2021 10:03 AM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Transfer on death deeds

You can appoint a custodian for the minor to hold title to the property.  I did this when a grandfather died and left property to his two minor grandchildren in his Will.  The court allowed the custodian to be appointed under RCW 11.114.030.  I'll send you my docs for example if you send me a personal email.  Back before COVID, we were asked by the Commissioner to come in person to a hearing.  I learned to give more information in my Petition regarding the father (married, how long, other children, relationship and who the kids were, their intent for the property in the future if any, etc.) and did a Declaration of the proposed custodian as C. Judson wanted to get to know the father so I brought him in person to the hearing.  Now, probably can send ex parte and if hearing is ordered, appear by Zoom.

Dalynne Singleton
Gourley Law Group
Snohomish Escrow
The Exchange Connection
1002 10th Street / PO Box 1091
Snohomish, WA 98291
360.568.5065
360.568.8092  fax
dalynne at glgmail.com<mailto:dalynne at glgmail.com>
Website:  www.glglawgroup.com<http://www.glglawgroup.com/>
As we face the challenges presented by COVID-19, we have limited staffing in the office to maintain critical functions. Attorney/client meetings will be handled by teleconference or virtually whenever possible.  Be assured that we will continue to advise & support our clients throughout this health emergency.  If you would like to set a telephone conference, please call or email my paralegal theresa at glgmail.com<mailto:theresa at glgmail.com> or dara at glgmail.com<mailto:dara at glgmail.com>.
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From: wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com> <wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com>> On Behalf Of Karl Flaccus
Sent: Friday, June 18, 2021 5:25 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>
Subject: [WSBAPT] Transfer on death deeds

This may be a simple real estate question: If a transfer on death deed names a minor as the transferee, what happens if the minor is still under 18 when the owner dies?  I see nothing in the statute (RCW 64.80) that addresses this question.  What could the negative consequences be?

Thanks.

Karl

FLACCUS LAW
7010 35th Ave. N.E.
Seattle, Washington  98115
206 523-0297

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