[WSBAPT] Leaving real estate to unmarried partner in RLT

[Diane J. Kiepe]

I would just add that, if Trustor intends substitute property to follow detailed property that such a designation mean more clear.  Example, Parcels, A, B and C where A is sold for X does significant other get X?  spell it out.

Diane J. Kiepe

Diane J. Kiepe
Douglas Eden
717 W. Sprague Ave.
Suite 1500
Spokane, WA  99201
djkiepe at depdslaw.com<mailto:djkiepe at depdslaw.com>
509-455-5300

From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of John McCrady
Sent: Tuesday, February 14, 2023 10:04 AM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Leaving real estate to unmarried partner in RLT

I always recommend listing each separately with carefully verified address, tax ID and legal description.
When the time comes it is best to have the properties nailed down with specificity to eliminate potential squabbles as well as we can.  I have seen many probates, trusts, divorces etc.  where everyone knew what they meant at the time, but now there is doubt as to intent.


John McCrady
Counsel
Puget Sound Title Company
5350 Orchard Street West
University Place WA 98467
253-476-5721
j.mccrady at pstitle.com<mailto:j.mccrady at pstitle.com>



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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 Ann Manley
Sent: Monday, February 13, 2023 5:20 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>
Subject: [WSBAPT] Leaving real estate to unmarried partner in RLT

Client has three pieces of real property he wants to leave to his unmarried partner through his revocable living trust. Should I list each piece as a separate specific gift, and how much detail do I need to list (address, tax ID, legal description)?

Ann Manley, Esq.
The Manley Law Firm, P.S., Inc.
PO Box 16324
Seattle, WA 98116
(206)292-3064 / (206)292-3914 fax
www.manleyfirm.com<http://www.manleyfirm.com>

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