[WSBAPT] disclaimers

[Shannon Jones]

Listmates, Deceased has a disclaimer trust Will. Without disclaimer, everything passes to the surviving spouse.  We are very close to the 9 mos disclaimer deadline and do not yet have complete asset valuations.   The estate appears to be under the federal estate tax limit but over WA's estate tax limit, so disclaimer is advisable. Can the written disclaimer simply state that surviving spouse disclaims assets with a value equivalent to the WA estate tax exemption, and specify which assets those actually are later, after the 9 mos. and once we have the assets valuations complete? Shannon

[cid:image003.png at 01D93A44.1594F110]
Shannon R. Jones | Attorney
Campbell Barnett PLLC
Direct:  253.848.3515
Office: 253.848.3513| Fax: 253.845.4941
317 South Meridian
Puyallup, WA 98371
shannonj at campbellbarnettlaw.com<mailto:shannonj at campbellbarnettlaw.com>
campbellbarnettlaw.com<https://campbellbarnettlaw.com/>

This transmission contains confidential attorney-client communications and may not be disclosed to any person but the intended recipient(s).  If this matter is transmitted to you in error, please delete and notify the sender immediately.



-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20230207/91b38b51/attachment.html>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image003.png
Type: image/png
Size: 5361 bytes
Desc: image003.png
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20230207/91b38b51/image003.png>