[WSBAPT] disclaimers

[Philip N. Jones]

I vote with Amy.

Phil Jones

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________________________________
From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> on behalf of Lewis, Amy C. <ALewis at Eisenhowerlaw.com>
Sent: Monday, February 6, 2023 4:42:00 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] disclaimers


Yes, the spouse can sign a formula disclaimer tied to the WA exemption by the 9-month deadline. Then you can decide how to fund the disclaimer trust at a future date.



Amy Lewis, Attorney
Pronouns she/her/hers
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909 A Street, Suite 600 | Tacoma, WA 98402
phone 253.572.4500 | fax 253.272.5732 | www.eisenhowerlaw.com<https://nam11.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.eisenhowerlaw.com%2F&data=05%7C01%7Cpjones%40duffykekel.com%7C68b52cb5305a43842dfa08db08a48452%7C2d66ed5354fa4c2f8c4dbff1aca5479d%7C0%7C0%7C638113274924556857%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=rLoSY1TTi9oWivTBM9LijFHW5zsUHpU2kaeZeh4nOMc%3D&reserved=0>

From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Shannon Jones
Sent: Monday, February 6, 2023 4:00 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] disclaimers



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



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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>

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