[WSBAPT] Funding Bypass Trust with Promissory Note

[Katie Smith Patel]

I primarily practice in Oregon, so I am curious whether in Washington it is common to draft joint trusts so that they allow the bypass trust to be funded on the first death with a promissory note.  We commonly do this in Oregon and it is well accepted there.

Thank you for any insight you can provide.

Katie Patel
Paraclete Estate Planning, LLC
(541) 499-9085 (direct)
112 Genessee Street
Medford, OR 97504

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