<html>
<head>
<style><!--
.hmmessage P
{
margin:0px;
padding:0px
}
body.hmmessage
{
font-size: 12pt;
font-family:Calibri
}
--></style></head>
<body class='hmmessage'><div dir='ltr'>It's not my issue here but, why is there a problem with giving to one named person (who just happens to be a son) and also give to several other named persons (who just happen to be son's children)? Is your objection that it is a multi-generational gift or is there an objection if I say to "Son and to Son's children" (that is, I don't specifically name the son's children?)<br><br><div><hr id="stopSpelling">From: heatherd@westseattlelaw.com<br>To: wsbapt@lists.wsbarppt.com<br>Date: Fri, 12 Dec 2014 00:16:58 +0000<br>Subject: Re: [WSBAPT] TOD Deeds<br><br>
<style><!--
.ExternalClass p.ecxMsoNormal, .ExternalClass li.ecxMsoNormal, .ExternalClass div.ecxMsoNormal {
font-size:11.0pt;
font-family:"Calibri","sans-serif";
}
.ExternalClass a:link, .ExternalClass span.ecxMsoHyperlink {
color:#0563C1;
text-decoration:underline;
}
.ExternalClass span.ecxMsoHyperlinkFollowed {
color:#954F72;
text-decoration:underline;
}
.ExternalClass span.ecxEmailStyle17 {
font-family:"Calibri","sans-serif";
color:windowtext;
}
.ExternalClass span.ecxEmailStyle18 {
font-family:"Calibri","sans-serif";
color:#1F497D;
}
.ExternalClass .ecxMsoChpDefault {
font-size:10.0pt;
}
.ExternalClass div.ecxWordSection1 {
}
--></style>
<div class="ecxWordSection1">
<p class="ecxMsoNormal"><span style="color:#1F497D;">The consensus of the panel on this subject at the recent Estate Planning CLE was that you cannot do what you propose effectively. As I understand it, all grantees must be given simultaneous and equal interests
and cannot be survival contingencies in the document. Similarly, you could not give ˝ to son and ˝ to son’s children equally.</span></p>
<p class="ecxMsoNormal"><span style="color:#1F497D;"> </span></p>
<p class="ecxMsoNormal"><span style="color:#1F497D;">Heather</span></p>
<p class="ecxMsoNormal"><span style="color:#1F497D;"> </span></p>
<div>
<p class="ecxMsoNormal"><span style="font-size:16.0pt;font-family:"Monotype Corsiva";color:#1F497D;">Heather S. de Vrieze</span><b><span style="font-size:16.0pt;color:#1F497D;"><br>
</span></b><i><span style="font-family:"Garamond","serif";color:#1F497D;">Attorney-at-Law</span></i></p>
<p class="ecxMsoNormal"><i><span style="font-family:"Garamond","serif";color:#1F497D;"><img width="236" height="132" id="ecxPicture_x0020_2" src="cid:image001.jpg@01D0155D.E2716B10" alt="cid:image001.jpg@01D013C2.30F35160"></span></i><i><span style="font-size:12.0pt;font-family:"Garamond","serif";color:#1F497D;"></span></i></p>
<p class="ecxMsoNormal"><span style="font-size:10.0pt;font-family:Nyala;color:#44524E;">3909 California Avenue SW</span></p>
<p class="ecxMsoNormal"><span style="font-size:10.0pt;font-family:Nyala;color:#44524E;">Seattle, WA 98116-3705
</span></p>
<p class="ecxMsoNormal"><span style="font-size:10.0pt;font-family:Nyala;color:#44524E;">(206)938-5500
</span></p>
<p class="ecxMsoNormal"><span style="color:#1F497D;"><a href="mailto:heatherd@westseattlelaw.com"><span style="font-size:10.0pt;font-family:Nyala;color:#44524E;">heatherd@westseattlelaw.com</span></a></span><span style="font-size:10.0pt;font-family:Nyala;color:#44524E;">
</span></p>
<p class="ecxMsoNormal"><span style="color:#1F497D;"><a href="http://www.westseattlelaw.com/" target="_blank"><span style="font-size:10.0pt;font-family:Nyala;color:#44524E;">www.westseattlelaw.com</span></a></span><span style="font-size:10.0pt;font-family:Nyala;color:#44524E;">
</span></p>
<p class="ecxMsoNormal"><span style="font-family:Nyala;color:#44524E;"> </span></p>
<p class="ecxMsoNormal"><span style="font-size:8.0pt;color:#A6A6A6;">CONFIDENTIAL & PRIVILEGED. This e-mail message may contain legally privileged and/or confidential information. If you have received this e-mail in error, please notify the sender immediately
and delete all copies of this e-mail message and any attachment.</span><span style="font-size:16.0pt;font-family:"Cambria","serif";color:blue;"></span></p>
</div>
<p class="ecxMsoNormal"><span style="color:#1F497D;"> </span></p>
<div>
<div style="border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in;">
<p class="ecxMsoNormal"><b>From:</b> wsbapt-bounces@lists.wsbarppt.com [mailto:wsbapt-bounces@lists.wsbarppt.com]
<b>On Behalf Of </b>Paul Neumiller<br>
<b>Sent:</b> Thursday, December 11, 2014 3:48 PM<br>
<b>To:</b> wsbapt@lists.wsbarppt.com<br>
<b>Subject:</b> [WSBAPT] TOD Deeds</p>
</div>
</div>
<p class="ecxMsoNormal"> </p>
<p class="ecxMsoNormal">Listservers: Has anyone done the following yet? </p>
<p class="ecxMsoNormal"> </p>
<p class="ecxMsoNormal">Client wants to use a Transfer on Death Deed to transfer residence to Able, and if Able is deceased or disclaims the residence (RCW 64.80.110 says the beneficiary may disclaim), then residence goes to Baker. RCW 64.80.100(1)(b) says the
transfer “lapses” if the beneficiary fails to survive the transferor. Does the collective mind of the listserv believe that it would be an effective TODD if I put: “To Able, and if Able either fails to survive me or chooses to disclaim Able’s beneficiary
interest in this Revocable Transfer Upon Death Deed pursuant to RCW 64.80.110, then to Baker.”??? Thanks for your input.</p>
<p class="ecxMsoNormal"> </p>
</div>
<br>_______________________________________________
WSBAPT mailing list
WSBAPT@lists.wsbarppt.com
http://mailman.fsr.com/mailman/listinfo/wsbapt</div> </div></body>
</html>