[WSBAPT] Transfers by Disclaimer to Credit Trust - WAC Exemption
Jeff at bellanddavispllc.com
Jeff at bellanddavispllc.com
Fri Feb 10 10:51:41 PST 2023
Thank you.
Jeff
W. Jeff Davis
BELL & DAVIS PLLC
Attorneys at Law
P.O. Box 510
720 E. Washington Street, Suite 105
Sequim WA 98382
Phone: (360) 683.1129
Fax: (360) 683.1258
email: jeff at bellanddavispllc.com <mailto:jeff at bellanddavispllc.com>
<http://www.bellanddavispllc.com/> www.bellanddavispllc.com
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From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com>
On Behalf Of Lewis, Amy C.
Sent: Friday, February 10, 2023 10:07 AM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Transfers by Disclaimer to Credit Trust - WAC
Exemption
When the transfer happens under a Will that is in probate, we use 202(6)(f).
Amy Lewis, Attorney
Pronouns she/her/hers
909 A Street, Suite 600 | Tacoma, WA 98402
phone 253.572.4500 | fax 253.272.5732 | <http://www.eisenhowerlaw.com/>
www.eisenhowerlaw.com
From: wsbapt-bounces at lists.wsbarppt.com
<mailto:wsbapt-bounces at lists.wsbarppt.com>
<wsbapt-bounces at lists.wsbarppt.com
<mailto:wsbapt-bounces at lists.wsbarppt.com> > On Behalf Of
Jeff at bellanddavispllc.com <mailto:Jeff at bellanddavispllc.com>
Sent: Thursday, February 9, 2023 1:30 PM
To: 'WSBA Probate & Trust Listserv' <wsbapt at lists.wsbarppt.com
<mailto:wsbapt at lists.wsbarppt.com> >
Subject: [WSBAPT] Transfers by Disclaimer to Credit Trust - WAC Exemption
Listmates:
Surviving Spouse disclaims home which will then transfer into the credit
trust under decedent's Will. The WAC exemption is either 458-61A-202 or
210. Which one, as we know we can only pick one, is best?
Jeff Davis
W. Jeff Davis
BELL & DAVIS PLLC
Attorneys at Law
P.O. Box 510
720 E. Washington Street, Suite 105
Sequim WA 98382
Phone: (360) 683.1129
Fax: (360) 683.1258
email: jeff at bellanddavispllc.com <mailto:jeff at bellanddavispllc.com>
<http://www.bellanddavispllc.com/> www.bellanddavispllc.com
The information contained in this e-mail message may be privileged,
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