[WSBAPT] Deed/Title Question

[Philip N. Jones]

I vote with Heather.  The original trust date is the date that is normally used.  It should not be causing any problems.
Phil Jones

Philip N. Jones
Duffy Kekel LLP
900 S.W. Fifth Ave. Suite 2500
Portland, OR 97204
pjones at duffykekel.com<mailto:pjones at duffykekel.com>
(503) 226-1371 - office
(503) 853-1482 - cell
(503) 226-3574 - fax

From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Heather de Vrieze
Sent: Monday, March 6, 2023 4:07 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Deed/Title Question

If the exemption trust was established based on the language and instructions of the 2007 trust, it sounds appropriate to have the "date of the Trust" be the original creation date, not the "funding" date after dad died. How is this creating title issues?

Heather S. de Vrieze
Attorney-at-Law
[cid:image001.jpg at 01D95052.2D40EBB0]
3909 California Avenue SW
Seattle, WA 98116-3705
(206)938-5500
heatherd at westseattlelaw.com<mailto:heatherd at westseattlelaw.com>
www.westseattlelaw.com<https://nam11.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.westseattlelaw.com%2F&data=05%7C01%7Cpjones%40duffykekel.com%7C198c7a6c33b24437010008db1ea038a8%7C2d66ed5354fa4c2f8c4dbff1aca5479d%7C0%7C0%7C638137445739511566%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=0i1c6B7GZcpAzukPgxOACsYiDsAJuAy763VrcUqANy8%3D&reserved=0>
Click here to connect with de Vrieze | Carney on Facebook:   [FB Logo] <https://nam11.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.facebook.com%2FDeVriezeCarney&data=05%7C01%7Cpjones%40duffykekel.com%7C198c7a6c33b24437010008db1ea038a8%7C2d66ed5354fa4c2f8c4dbff1aca5479d%7C0%7C0%7C638137445739511566%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=Ece72xH0h54avtxwj9SxeM%2Fop4LWjsfbNDuDQzjNx3Y%3D&reserved=0>

CONFIDENTIAL & PRIVILEGED. This e-mail message may contain legally privileged and/or confidential information.  If you have received this e-mail in error, please notify the sender immediately and delete all copies of this e-mail message and any attachment.

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 Maura McCoy
Sent: Monday, March 6, 2023 3:51 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>
Subject: [WSBAPT] Deed/Title Question

This is a deed/title question - we have a client who is the sole beneficiary of her parents' trust. The parents' underlying RLT was created in 2007 and fully funded.

Dad died in 2015, at which time the exemption trust was created. Real property was funded to the exemption trust, but the date of the exemption trust on the deed is from the ORIGINAL RLT date (2007, rather than 2015). All other accounts held in the exemption trust also have the original trust date. The certificate of trust from the exemption trust also has the original trust date. Mom is now deceased and we are administering the trust and noticed the error on the deed.

Thoughts? Does this need to be corrected on the deed, or is the original trust date sufficient for title purposes?

Maura Senecal McCoy | Associate Attorney
(she/her/hers)

[cid:image003.png at 01D95052.2D40EBB0]

Please Note Our New Address as of January 1, 2023:

The Harbor Law Group
8811 Harborview Dr. Ste. B
Gig Harbor, WA 98332-2174
Tel.  (253) 358-2215 | (800) 836-6531
Direct: (253) 432-8953
Fax. (253) 358-2215
www.theharborlawgroup.com<https://nam11.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.theharborlawgroup.com%2F&data=05%7C01%7Cpjones%40duffykekel.com%7C198c7a6c33b24437010008db1ea038a8%7C2d66ed5354fa4c2f8c4dbff1aca5479d%7C0%7C0%7C638137445739511566%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=yvQaDv3F1epz0eokHI3hCgqLGEJ3SRDhSsRw9dFdlnk%3D&reserved=0>
The information transmitted (including any attachments) is intended only for the person to whom it is addressed and may contain confidential and/or privileged material that may be protected by law from disclosure.  If you receive this transmission in error, please notify the sender by reply e-mail and delete the message and any attachments from your computer.  Any review, retransmission, dissemination, copying, or other use of, or taking of any action in reliance upon, this information by persons or entities other than the intended recipient is prohibited.

-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20230307/5d561c0b/attachment.html>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image001.jpg
Type: image/jpeg
Size: 17884 bytes
Desc: image001.jpg
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20230307/5d561c0b/image001.jpg>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image002.png
Type: image/png
Size: 18009 bytes
Desc: image002.png
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20230307/5d561c0b/image002.png>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image003.png
Type: image/png
Size: 4474 bytes
Desc: image003.png
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20230307/5d561c0b/image003.png>