[WSBAPT] TEDRA?

deborah at neillaw.com deborah at neillaw.com
Fri Jun 7 11:21:50 PDT 2024


Amy,

What about an LLC to hold the property? 

Deborah Jameson (she/hers)| Attorney | Neil & Neil, P.S.
5302 Pacific Avenue,Tacoma,WA 98408 | deborah at neillaw.com <mailto:deborah at neillaw.com>
(253)475-8600 | f:(253)473-5746

This email address is not monitored at all times. If your matter is urgent, please phone my office.
Also, this message is not encrypted, therefore it may not be secure. This message and attachsents are confidential and may contain information that is privileged. If you are not the intended recipient, please notify the sender at once by email or call 253-475-8600 and delete this message completely from your information system. Further use, disclosure, or copying of information contained in this email is not authorized, and receipt by anyone other than the named recipient is not a waiver of any attorney-client, work product, or other applicable privilege; or other confidentiality protections.  

> On Jun 7, 2024, at 11:20 AM, Amy Goertz <amyjgoertz at icloud.com> wrote:
> 
> Good Morning -
> 
> I am trying to brainstorm an issue in an ongoing probate matter.
> 
> The decedent’s Will left a lake cabin 50/50 to her children B and J. B predeceased and has one child, M. 
> 
> Neither J nor M want the cabin in their own name for unknown reasons but everyone wants the cabin to stay in the family.
> 
> J (86) (beneficiary to 50%) would like to give her 50% to her daughter R (60). 
> 
> M (45) (beneficiary to 50%) has four children - three adults and a new baby. She is considering giving her half to her daughter L (23). (This seems like a really bad idea.)
> 
> They want the Agreement to include that neither can sell their interest in the property without consent of the other.
> 
> The plan being discussed is to use money from other estate assets to start an escrow-type account that pays the property expenses for several years.
> 
>  Does anyone have any suggestions as to how best to handle this or how to structure an Agreement for this type of situation?
> 
> Thanks in advance -
> 
> Amy
> 
> Amy J. Goertz, J.D.
> Goertz & Lambrecht PLLC
> amyjgoertz at icloud.com <mailto:amyjgoertz at icloud.com> 
> 
> 1.888.926.2607 phone
> 1.877.684.1627 fax
> 
> Address for correspondence:
> 2829 S. Grand Blvd., Suite 303
> Spokane, WA 99203 
> 
> Additional office locations:
> 510 Bell Street
> Edmonds, WA 98020
> 
> Goertz & Lambrecht PLLC
> www.goertzlambrecht.com <http://www.goertzlambrecht.com/>
> 
> 
> 
> 
> 
> 
> 
> ***Disclaimer: Please note that RPPT listserv participation is not restricted to practicing attorneys and may include non-practicing attorneys, law students, professionals working in related fields, and others.***
> _______________________________________________
> WSBAPT mailing list
> WSBAPT at lists.wsbarppt.com
> http://mailman.fsr.com/mailman/listinfo/wsbapt

-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20240607/63adf0da/attachment.html>


More information about the WSBAPT mailing list