[WSBAPT] Separate Property into Family Trust

[Jeff at bellanddavispllc.com]

Listmates:

 

Client wants to deed her separate, inherited, real property into the family
trust with herself and H as trustees.  The deeds under which she inherited
these parcels all contain language about restricting transfers to her blood
relatives.  This reminds of the recent discussion about family cabins, etc,
but that's for another day.  My question is, do I need to do a Supplemental
Excise Tax Affidavit?  As it stand, H theoretically is getting an interest
in these parcels, although I suspect they will amend their trust to provide,
as best they can, that these properties will ultimately be disbursed to her
side of the family.  Your thoughts?

 

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:  <mailto:jeff at bellanddavispllc.com> jeff at bellanddavispllc.com
 <http://www.bellanddavispllc.com/> www.bellanddavispllc.com
 
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