[WSBAPT] Single Asset CPA???

James Dolan jbdolan at jbdolan.com
Wed Jan 22 16:03:21 PST 2025


Paul,

What about a JTWROS deed?

Jim Dolan

=========================

Jones Butler Dolan, PS
P.O. Box 458
10027 SR 532
Stanwood, WA 98292
(tel) 360-336-2939
(fax) 360-336-2949



From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Paul Neumiller
Sent: Wednesday, January 22, 2025 3:31 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Single Asset CPA???

Listees, married couple comes to me for estate planning with both having children from previous marriages. The distribution of all assets have been addressed but they like the idea of a community property agreement to skip probate for the residence
NkdkJdXPPEBannerStart
Be Careful With This Message
>From (Paul Neumiller <pneumiller at hotmail.com>)<https://godaddy1.cloud-protect.net/email-details/?k=k1&payload=53616c7465645f5fdc6b2904226ab1eda0d7d5ea08c1766a7cd8c618c8b264696f5a778e26905817b00935572b46ea688443413643740d17512f49de3e209ead0cb3952995e8ecf2bff4d827e8645ccc4bd69de0190632b48c339bbfeea9ab783aba55625a4279e1347ccd0aec8ff7279a265782539e11073ae3d59e7f8624b83a0af1ce9bc4b76b973abe7f0090b210aff989183f4be6bcc987e22485f18e74a903d170a9ef269a1a27e678ec2cee752e8374dcac4d871cb01d27307c21050e9ac2c6f8f3580a79cde14dfb15496fc53ab91741107fe7b06e0768efe7927354aaa60e4cd2178c526a2272e30c0a01d3>
Learn More<https://godaddy1.cloud-protect.net/email-details/?k=k1&payload=53616c7465645f5fdc6b2904226ab1eda0d7d5ea08c1766a7cd8c618c8b264696f5a778e26905817b00935572b46ea688443413643740d17512f49de3e209ead0cb3952995e8ecf2bff4d827e8645ccc4bd69de0190632b48c339bbfeea9ab783aba55625a4279e1347ccd0aec8ff7279a265782539e11073ae3d59e7f8624b83a0af1ce9bc4b76b973abe7f0090b210aff989183f4be6bcc987e22485f18e74a903d170a9ef269a1a27e678ec2cee752e8374dcac4d871cb01d27307c21050e9ac2c6f8f3580a79cde14dfb15496fc53ab91741107fe7b06e0768efe7927354aaa60e4cd2178c526a2272e30c0a01d3>
Potential Impersonation
The sender's identity could not be verified and someone may be impersonating the sender. Take caution when interacting with this message.

NkdkJdXPPEBannerEnd
Listees, married couple comes to me for estate planning with both having children from previous marriages.  The distribution of all assets have been addressed but they like the idea of a community property agreement to skip probate for the residence (if advisable at the time of death). Is it possible to modify the standard CPA so it concerns ONLY the residence and not all assets owned by the couple?


[cid:image001.jpg at 01DB6CE7.284E58F0]


-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20250123/176da38e/attachment.html>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image001.jpg
Type: image/jpeg
Size: 14264 bytes
Desc: image001.jpg
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20250123/176da38e/image001.jpg>


More information about the WSBAPT mailing list