[WSBAPT] Washington homestead and property in Texas trust

[Diane J. Kiepe]

I’ll be interested in reading the answers.  I assume your client is a WA resident and generally, in the context of Probate, the exemption is allowed for certain heirs only upon Petition.  It seems allowing out of state to qualify defeats the spirit of the WA law for a WA resident but that is simply my initial, off-the cuff opinion.


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

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From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Jennifer Johnson
Sent: Friday, September 29, 2023 11:24 AM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Washington homestead and property in Texas trust

Hello all,

I've had someone ask whether Washington State real property that has been placed in a Texas revocable trust qualifies for Washington's homestead exemption.  After some research I want to say yes, but realize this could always be one of those 'don't know what I don't know' situations.

Has anyone dealt with this question in some context?

Thanks a bunch for any assistance.

Jennifer M. Johnson
Title Officer | Attorney
Wahkiakum Title & Escrow Co.
Hanigan Law Office, PS
68 Main Street / P.O. Box 39
Cathlamet, WA 98612
(360) 795-3494
(360) 795-3001 (f)
www.wahtitle.com<http://www.wahtitle.com>

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