[WSBAPT] Number of deeds required to transfer property to client's trust where child's name is on the deed

[Mark Anderson]

I agree with Joshua that it should be a two-step process.  If the single step relies on WAC 458-61A-211, a two-step process would overcome any complications that could arise from 1) how the daughter's name was added to title (as a JTROS or as a tenant in common), 2) who is designated under the RLT as the Trustor, and 3) whether there truly is no change in beneficial ownership.
I suppose that the single step could be done as a gift deed with the REETA gift supplement from both client and daughter into the RLT.  Although that might save you a little over $300, it would not appear to be as "clean" a conveyance.
Mark B. Anderson
ANDERSON LAW FIRM PLLC
821 Dock Street, Suite 209, PMB 4-12
Tacoma, Washington 98402
+1 253-327-1750
+1 253-327-1751 (fax)
marka at mbaesq.com<mailto:marka at mbaesq.com>
www.mbaesq.com<http://www.mbaesq.com/>
CONFIDENTIALITY NOTICE
This transmission is confidential and is intended solely for the use of the individual named recipient. It may be protected by the attorney-client privilege, work product doctrine, or other confidentiality protection. If you are not the intended recipient, or the person responsible to deliver it to the intended recipient, be advised that any dissemination, distribution, or copying of this communication is prohibited. If you have received this transmission in error, please immediately notify the sender via e-mail or by telephone at (253) 327-1750 that you have received the message in error, and then delete it. Thank you.

From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Joshua McKarcher
Sent: Wednesday, June 24, 2026 7:59 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Number of deeds required to transfer property to client's trust where child's name is on the deed

I would do two, but I'm that way. The first would be a gift deed with the REETA gift supplement. The second would be from Client only with the ordinary REETA exemption for transfers into RLT.


Joshua McKarcher

Attorney, Owner
McKarcher Law PLLC
o: (509) 758-3345
josh at mckarcherlaw.com<mailto:josh at mckarcherlaw.com>

[A close-up of a logo<br><br>AI-generated content may be incorrect.]<https://mckarcherlaw.com/>

________________________________
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 Jon Fritzler <FritzlerLaw at outlook.com<mailto:FritzlerLaw at outlook.com>>
Sent: Tuesday, 23 June 2026 10:40:18
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>> <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>
Subject: [WSBAPT] Number of deeds required to transfer property to client's trust where child's name is on the deed

Listservees,

Client signed a quit claim deed that added his daughter's name to the title for estate planning purposes.  Client now wants to create a revocable living trust and transfer the property to the trust.  Can this be done with one deed from client and daughter to the trust or should daughter first transfer her interest back to client via a quit claim deed before the property is transferred to the trust?

Jon M. Fritzler
Attorney at Law

11015 NE Fourth Plain Blvd., Suite D
Vancouver, WA 98662
Tel. 360.818.4431
Eml fritzlerlaw at outlook.com<mailto:fritzlerlaw at outlook.com>

CONFIDENTIALITY
The information contained in this email is intended only for the use of the person or entity to whom it is addressed. This email may contain confidential or privileged information. If you are not the person whose name appears above, or the person responsible for delivering the email to the addressee, you are hereby notified that reading, using, copying, distributing or disseminating this communication is strictly prohibited. If you think that you have received this email message in error, please email the sender at fritzlerlaw at outlook.com<mailto:fritzlerlaw at outlook.com>. Thank you.
-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20260625/2186fc95/attachment.html>