[WSBAPT] Deed from PR directly to Trust

Mike Zeno mikez at zenolawfirm.com
Fri Oct 22 10:39:24 PDT 2021


Inheritances are excise-tax exempt, per WAC 458-61A-202, and transfer into a revocable trust ought to be exempt under WAC 458-61A-211(2)(g).  So hopefully no excise tax.

The Law Office of G. Michael Zeno, Jr., P.S.
T:  (425) 947-8050   F:  (425) 947-8052
135 Lake Street S., Suite 257
Kirkland, WA 98033

Confidential/Privileged Communication: This email and any attachments are confidential, privileged and intended only for the intended recipient(s).  Unauthorized disclosure, copying, distribution or use of this email is prohibited.  If you received this email in error, please notify me immediately so we can arrange for the message and documents to be returned and deleted. Thank you.
IRS Circular 230 Disclaimer: Any tax advice provided in this communication (including attachments) is not intended or written to be used, and it cannot be used, by the recipient or any other taxpayer (i) for the purpose of avoiding penalties that may be imposed on the recipient or any other taxpayer, or (ii) in promoting, marketing or recommending to another party a partnership or other entity, investment plan, arrangement or other transaction.  You should seek advice based on your particular circumstances from an independent tax advisor.

From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of michael westseattleattorney.com
Sent: Friday, October 22, 2021 10:09 AM
To: WSBA Probate & Trust Listserve <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Deed from PR directly to Trust

Recorder insists on a two step process - PR W deed deceased H 1/2 interest to W and then W 100% interest to Wife's Trust.  Any other options than paying a double fee? Thanks
Mike

[cid:image001.png at 01D7C731.13AFEB20]
-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20211022/18ee93fa/attachment.html>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image001.png
Type: image/png
Size: 57245 bytes
Desc: image001.png
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20211022/18ee93fa/image001.png>


More information about the WSBAPT mailing list