[WSBAPT] Purchasing property so it is hard to trace ownership

Mon Mar 15 16:47:02 PDT 2021

The trustee's name on the real property deeds tends to be the problem.  I have had trust with a generic name and have a temporary trustee serve long enough to have the QCD filed, then resign in favor of the trustors.

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From: wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Philip N. Jones
Sent: Monday, March 15, 2021 4:19 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Purchasing property so it is hard to trace ownership

You might consider an LLC with their attorney as the sole manager.  A trust could also be used with their attorney or some other person as the trustee.  But I do not know of any way to set up such an arrangement without involving a third party.
Phil Jones

Philip N. Jones
Duffy Kekel LLP
900 S.W. Fifth Ave. Suite 2500
Portland, OR 97204
pjones at duffykekel.com<mailto:pjones at duffykekel.com>
(503) 226-1371 - office
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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 Sarah J. Dion
Sent: Monday, March 15, 2021 3:43 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>
Subject: [WSBAPT] Purchasing property so it is hard to trace ownership

Hi all-

PC and spouse want to purchase real estate in such a way that it is difficult for anyone to determine ownership. In this situation, the privacy concern isn't paranoia--  there is a child and a no contact order with a dangerous individual, so it is critical that no one be able to search for their address using their names. They are part of a program in WA called Address Confidentiality.

The first thing I thought of is a revocable trust with a name that does not include PCs' names, but I am wondering if ultimately, the name of the trustee/s will need to be on any documents that are recorded. Does anyone know what the limitations on this process are? Ideally, neither of their names is on any documents that are searchable.

I would also love to know if there is any way to add a layer of protection to this to make it more difficult to trace without giving up control of the trust to a third party?

Thanks for any advice you have!

Sarah Jael Dion
PRINCIPAL
skellenger bender
TRUST AND ESTATE PRACTICE
Estate Planning | Probate

PHONE 206.623.6501 | FAX 206.447.1973
sdion at skellengerbender.com |<mailto:sdion at skellengerbender.com%20%7C>www.skellengerbender.com<http://www.skellengerbender.com/>
1301 Fifth Ave., Suite 3401 | Seattle, WA 98101
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