[WSBAPT] Out of state real property (again)

Mike Zeno mikez at zenolawfirm.com
Thu Feb 3 15:43:04 PST 2022


Dear all:

I am preparing testamentary documents for two clients-both Washington residents--who own out-of-state real property.  One in Idaho and one in Florida.  What I think of as the conventional wisdom is that in this situation you use a revocable inter vivos trust to avoid ancillary probates.  Is what I think of as the "conventional wisdom" really the conventional wisdom?  I'm interested in how people would handle this situation.

Mike

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.

-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20220203/681ab4bb/attachment.html>


More information about the WSBAPT mailing list