<div dir="ltr">Put it in trust and define a term of residence and who is responsible for all costs/expenses/remodel/improvement/maintenance.  Have some provisions where if the house is decreasing in value due to neglect, there is a way out... also, what is she remarries???</div><div class="gmail_extra"><br><div class="gmail_quote">On Wed, Nov 5, 2014 at 12:49 PM, Ramon Ortiz <span dir="ltr"><<a href="mailto:rortiz@ortizgosalialaw.com" target="_blank">rortiz@ortizgosalialaw.com</a>></span> wrote:<br><blockquote class="gmail_quote" style="margin:0 0 0 .8ex;border-left:1px #ccc solid;padding-left:1ex"><div style="word-wrap:break-word">Dear Colleagues, I have a question regarding allowing a surviving spouse to remain in the marital home for as long as he/she desires. For example, H has two children from previous marriage to whom he desires that they share 48% of the estate; he wants W to take the remaining 52%. The marital home (which is the largest part of the estate) will most likely be sold at H’s death. However, H would like for W to remain in the house as long as she wants and so that she has enough time to decide in relocation (basically, so there’s not a forced sale right away, but so that there’s time for her). <div><br></div><div>Would a clause in the will stating that W is allowed to remain in the marital home for as long as she wants create any problems? I’m thinking that it should be outlined that W would still have to cover the utilities and costs (including taxes), etc.</div><div><br></div><div>Any thoughts would be deeply appreciated. <br><div>
<span style="border-collapse:separate;color:rgb(0,0,0);font-family:Helvetica;font-style:normal;font-variant:normal;font-weight:normal;letter-spacing:normal;line-height:normal;text-align:-webkit-auto;text-indent:0px;text-transform:none;white-space:normal;word-spacing:0px;border-spacing:0px"><span style="border-collapse:separate;color:rgb(0,0,0);font-family:Helvetica;font-style:normal;font-variant:normal;font-weight:normal;letter-spacing:normal;line-height:normal;text-align:-webkit-auto;text-indent:0px;text-transform:none;white-space:normal;word-spacing:0px;border-spacing:0px"><span style="border-collapse:separate;color:rgb(0,0,0);font-family:Helvetica;font-style:normal;font-variant:normal;font-weight:normal;letter-spacing:normal;line-height:normal;text-align:-webkit-auto;text-indent:0px;text-transform:none;white-space:normal;word-spacing:0px;border-spacing:0px"><span style="border-collapse:separate;color:rgb(0,0,0);font-family:Helvetica;font-style:normal;font-variant:normal;font-weight:normal;letter-spacing:normal;line-height:normal;text-align:-webkit-auto;text-indent:0px;text-transform:none;white-space:normal;word-spacing:0px;border-spacing:0px"><span style="border-collapse:separate;color:rgb(0,0,0);font-family:Helvetica;font-style:normal;font-variant:normal;font-weight:normal;letter-spacing:normal;line-height:normal;text-align:-webkit-auto;text-indent:0px;text-transform:none;white-space:normal;word-spacing:0px;border-spacing:0px"><div><font><font face="Verdana, Helvetica, Arial"><span style="font-size:10pt"><br>Ramón E Ortiz-Vélez</span></font></font></div><div><font><font face="Verdana, Helvetica, Arial"><span style="font-size:10pt">Attorney at Law</span></font></font></div><div><font><font face="Verdana, Helvetica, Arial"><span style="font-size:10pt">Ortiz Gosalia PLLC</span></font></font></div><div><span style="font-family:Verdana,Helvetica,Arial;font-size:13px;text-align:-webkit-auto">15446 Bel-Red Rd, Suite 101</span></div><div><span style="font-family:Verdana,Helvetica,Arial;font-size:13px;text-align:-webkit-auto">Redmond, WA 98052</span></div><div><span style="font-family:Verdana,Helvetica,Arial;font-size:13px;text-align:-webkit-auto">Voice: <a href="tel:%28425%29633-2004" value="+14256332004" target="_blank">(425)633-2004</a></span></div><div><span style="font-size:10pt;font-family:Verdana,Helvetica,Arial;text-align:-webkit-auto">Fax: <a href="tel:%28425%29748-3940" value="+14257483940" target="_blank">(425)748-3940</a></span></div></span></span></span><span style="border-collapse:separate;border-spacing:0px"><span style="border-collapse:separate;color:rgb(0,0,0);font-family:Helvetica;font-style:normal;font-variant:normal;font-weight:normal;letter-spacing:normal;line-height:normal;text-align:-webkit-auto;text-indent:0px;text-transform:none;white-space:normal;word-spacing:0px;border-spacing:0px"><span style="color:rgb(0,0,0);font-family:Helvetica;font-size:12px;font-style:normal;font-variant:normal;font-weight:normal;letter-spacing:normal;line-height:normal;text-align:-webkit-auto;text-indent:0px;text-transform:none;white-space:normal;word-spacing:0px;border-collapse:separate;border-spacing:0px"><div><font><font face="Verdana, Helvetica, Arial"><span style="font-size:10pt">Email: <font color="#0000FF"><u><a>rortiz@ortizgosalialaw.com</a></u></font></span></font></font></div><div><font><font face="Verdana, Helvetica, Arial"><span style="font-size:10pt">Web: <font color="#0000FE"><u><a href="http://www.ortizgosalialaw.com/" target="_blank">www.ortizgosalialaw.com</a><br></u></font></span></font></font><font face="Verdana, Helvetica, Arial"><font color="#0000FE"><u><font size="1"><span style="font-size:8pt"><br></span></font></u></font></font></div></span><span style="color:rgb(0,0,0);font-family:Helvetica;font-size:12px;font-style:normal;font-variant:normal;font-weight:normal;letter-spacing:normal;line-height:normal;text-align:start;text-indent:0px;text-transform:none;white-space:normal;word-spacing:0px"></span><br style="color:rgb(0,0,0);font-family:Helvetica;font-size:12px;font-style:normal;font-variant:normal;font-weight:normal;letter-spacing:normal;line-height:normal;text-align:start;text-indent:0px;text-transform:none;white-space:normal;word-spacing:0px"><span style="color:rgb(0,0,0);font-family:Helvetica;font-size:12px;font-style:normal;font-variant:normal;font-weight:normal;letter-spacing:normal;line-height:normal;text-align:start;text-indent:0px;text-transform:none;white-space:normal;word-spacing:0px"></span><span style="color:rgb(0,0,0);font-family:Helvetica;font-size:12px;font-style:normal;font-variant:normal;font-weight:normal;letter-spacing:normal;line-height:normal;text-align:start;text-indent:0px;text-transform:none;white-space:normal;word-spacing:0px"></span><span style="color:rgb(0,0,0);font-family:Helvetica;font-size:12px;font-style:normal;font-variant:normal;font-weight:normal;letter-spacing:normal;line-height:normal;text-align:start;text-indent:0px;text-transform:none;white-space:no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nt face="Calibri, Verdana, Helvetica, Arial"><span style="font-size:11pt">-- <br></span></font><blockquote type="cite"><font face="Calibri, Verdana, Helvetica, Arial"><span style="font-size:11pt">THIS EMAIL MAY CONTAIN CONFIDENTIAL ATTORNEY WORK PRODUCT/ATTORNEY-CLIENT PRIVILEGED COMMUNICATION:  This e-mail and any attachments thereto may contain confidential attorney work product and may be subject to the attorney-client communication privilege.  They are intended only for use by the addressee(s) named herein and may contain both legally privileged and/or sensitive protected information.  If you are not the intended recipient of this e-mail, you are hereby notified that any dissemination, distribution or copying of this e-mail, and any attachments thereto, is strictly prohibited.  If you receive this e-mail in error please immediately notify me at <font color="#0000FF"><u><a>rortiz@ortizgosalialaw.com</a> </u></font>and permanently delete the original copy and any copy of any e-mail, and any printout thereof.<br><br>TAX ADVICE NOTICE:  Treasury Circular 230 Disclosure: Pursuant U.S. Treasury Regulations governing tax practice, to the extent this communication contains any statement of tax advice, such statement is not intended or written to be used, and cannot be used, by any person for the purpose of, or as the basis for, avoiding tax penalties that may be imposed on that person.<br></span></font></blockquote><div><font face="Calibri, Verdana, Helvetica, Arial"><span style="font-size:11pt"><br></span></font></div><font face="Calibri, Verdana, Helvetica, Arial"></font><font face="Calibri, Verdana, Helvetica, Arial"></font></span><br><br></span></span>
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</span></span></span></span></span></span></span></span></span></span></span></span></div><br></div></div><br>_______________________________________________<br>
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