[WSBAPT] Drafting Input/Reality Check

[Paul Neumiller]

Hey!  I hope everyone is warm.  I am preparing the estate planning documents for a married couple with two sons.  One parcel goes to one son and one parcel goes to the other son.  I plan on using transfer on death deeds for the parcels but I ask this listserv if I should also put the specific bequests for the parcels in the parent's Wills?  Is it belt and suspenders overkill to prepare TODDs and put the bequest in the parent's Wills.


[cid:image001.jpg at 01D90588.883535E0]

IMPORTANT NOTICE:  This e-mail message is intended to be received only by persons entitled to receive the confidential information it may contain. E-mail messages to clients of Paul A. Neumiller presumptively contain information that is confidential and legally privileged; e-mail messages to non-clients are normally confidential and may also be legally privileged. Please do not read, copy, forward or store this message unless you are the intended recipient of it. If you have received this message in error, please forward it back to the sender and delete it completely from your computer system.

E-mail communication on the Internet may NOT be secure. There is a risk that this confidential communication may be intercepted illegally. There may also be a risk of waiving attorney-client and/or work-product privileges that may attach to this communication. DO NOT forward this message to a third party. If you have any questions regarding this notice, please contact the sender.


-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20221201/b403a73e/attachment.html>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image001.jpg
Type: image/jpeg
Size: 14264 bytes
Desc: image001.jpg
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20221201/b403a73e/image001.jpg>