[WSBAPT] California RLT

Tue May 11 10:01:19 PDT 2021

Good point Paul.  I’ve done the same especially where the initial trust is only partially funded.

Sent from my iPhone

On May 11, 2021, at 9:52 AM, Paul Neumiller <pneumiller at hotmail.com> wrote:

I know this was not the question asked but I find that many times I end up preparing
regular wills and supporting documents and no longer using the CA trust at all.  There are many good reasons to use trusts in CA but many of those reasons are not valid in WA.  So, I find that I am frequently challenging the clients perception that they need to continue to use CA trusts.

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From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Diane J. Kiepe
Sent: Tuesday, May 11, 2021 8:31 AM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] California RLT

I agree with Roger

You will find that it is quicker and more cost effective for the client to restate but keep the name and original date so no need to retransfer assets.

Diane J. Kiepe

Diane J. Kiepe
Douglas Eden
717 W. Sprague Ave.
Suite 1500
Spokane, WA  99201
djkiepe at depdslaw.com<mailto:djkiepe at depdslaw.com>
509-455-5300

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 Roger Hawkes
Sent: Monday, May 10, 2021 2:34 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>
Subject: Re: [WSBAPT] California RLT

Restate it.

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>
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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 Ken Luce
Sent: Monday, May 10, 2021 1:18 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>
Subject: [WSBAPT] California RLT

Have an RLT written in California. CST and QTIP included.  Many references to California law ae made.  Parties moved to Washington permanently.  Any suggestions on binging the trust into compliance with Washington law rather than a complete restatement?

Ken Luce
Luce & Associates, P.S.
4505 Pacific Hwy. E., Suite A
Tacoma, WA 98424
T: (253) 922-8724
F: (253) 922-2802
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