[WSBAPT] Transfer of RP TO CST+

[Jennifer L White]

Phil Jones is being modest – he is the one who drafted that well written and informative article 😊

Jennifer L. White, Esq.
[cid:image002.jpg at 01D7D4B3.A0EF49B0]

jen at appletreelaw.com<mailto:jen at appletreelaw.com>
PO Box 11037
Yakima, WA 98909
509.225.9813

From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Philip N. Jones
Sent: Monday, November 8, 2021 2:32 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Transfer of RP TO CST+

Long law review articles have been written on this subject.  Here is a short one:

Unfunded Trusts, Oregon State Bar Estate Planning and Administration Section Newsletter, January 2019.

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
(503) 853-1482 – cell
(503) 226-3574 - fax

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, November 8, 2021 2:17 PM
To: 'WSBA Probate & Trust Listserv' <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>
Subject: [WSBAPT] Transfer of RP TO CST+

RLT created that contains a provision for a credit shelter trust upon passing of the first. Real property transferred to RLT, husband dies.  Five years have passed and CST not set up and property still in name of RLT.   Can the credit shelter trust now be set up and the property be transferred to it without consequences?

Kenyon Luce
Luce & Associates, P.S.
5308 12th St E
Tacoma, WA 98424
T: (253) 922-8724
F: (253) 922-2802
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