[WSBAPT] Disclaimers after 9 Months?

[Sarah McCarthy]

Please reply to the list!

*Sarah O’Farrell McCarthy*


*(Pronouns: she / her)*Attorney, Partner | Kelly, Arndt & Walker, Attorneys
at Law, PLLP
P.O. Box 290 | 6443 Harding Avenue | Clinton, WA  98236

(Located on Whidbey Island, Island County, Washington)
Phone: (360) 341-1515 | Fax: (360) 341-3272
sarah at kawlawyers.com | www.kawlawyers.com

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On Fri, Feb 7, 2025 at 4:19 PM Paul Neumiller <pneumiller at hotmail.com>
wrote:

> Client’s deceased spouse had a disclaimer trust in Will.  Surviving spouse
> DID NOT disclaimer for at least two years.  Now, client’s CPA says there is
> no work-around on the federal level to make a valid disclaimer but asks if
> there is a work-around at the state level.  I’m not aware of any (and way
> outta my wheelhouse) but I said I’d ask this group of esteemed attorneys.
> Is there a work-around for a late disclaimer or is the client dead in the
> water?
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