<div dir="ltr"><div class="gmail_default" style="font-size:large">How about going even farther and placing all the real estate into one trust and all something else into the other trusts, thereby further isolating future troubles?</div></div><div class="gmail_extra"><br><div class="gmail_quote">On Wed, Jan 7, 2015 at 3:44 PM, Eric Nelsen <span dir="ltr"><<a href="mailto:Eric@sayrelawoffices.com" target="_blank">Eric@sayrelawoffices.com</a>></span> wrote:<br><blockquote class="gmail_quote" style="margin:0 0 0 .8ex;border-left:1px #ccc solid;padding-left:1ex">
<div lang="EN-US" vlink="purple" link="blue">
<div>
<p class="MsoNormal">Married clients had a joint RLT that directs, upon first to die, transfer of decedent's assets into a "Trust B" and survivor's assets into a "Trust A." Multiple kids are the final beneficiaries, and there is a potential troublemaker who
is a remainder beneficiary of only one of the subtrusts.<u></u><u></u></p>
<p class="MsoNormal"><u></u> <u></u></p>
<p class="MsoNormal">My plan is to do an actual deed, from Trustee of the original RLT to that same Trustee as to Trust A and as to Trust B, to put one-half of the real property in Trust A and one-half into Trust B.<u></u><u></u></p>
<p class="MsoNormal"><u></u> <u></u></p>
<p class="MsoNormal">Ordinarily I might think this a little overkill since both trusts are administered by the same Trustee and the "transfers" into the subtrusts could just be done administratively, internal to the Trust instrument. But because there's a potential
troublemaker and a difference in remainder beneficiaries between Trust A and Trust B, I am inclined to put a deed into the public record showing the real property has been split between the two trusts.<u></u><u></u></p>
<p class="MsoNormal"><u></u> <u></u></p>
<p class="MsoNormal">Anyone have any thoughts about this? Am I worrying too much, or worrying not enough?<u></u><u></u></p>
<p class="MsoNormal"><u></u> <u></u></p>
<p class="MsoNormal">Thanks in advance--<u></u><u></u></p>
<p class="MsoNormal"><u></u> <u></u></p>
<p class="MsoNormal"><span style="font-size:12pt">Sincerely,<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:12pt"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-size:12pt">Eric C. Nelsen<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:12pt">SAYRE LAW OFFICES, PLLC<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:12pt">1320 University St<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:12pt">Seattle WA 98101-2837<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:12pt">phone <a href="tel:206-625-0092" target="_blank" value="+12066250092">206-625-0092</a><u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:12pt">fax <a href="tel:206-625-9040" target="_blank" value="+12066259040">206-625-9040</a><u></u><u></u></span></p>
<p class="MsoNormal"><u></u> <u></u></p>
</div>
</div>
<br>_______________________________________________<br>
WSBAPT mailing list<br>
<a href="mailto:WSBAPT@lists.wsbarppt.com">WSBAPT@lists.wsbarppt.com</a><br>
<a href="http://mailman.fsr.com/mailman/listinfo/wsbapt" target="_blank">http://mailman.fsr.com/mailman/listinfo/wsbapt</a><br></blockquote></div><br><br clear="all"><br>-- <br><div class="gmail_signature"><div dir="ltr"><div><div>Mark T. Higgins<br>Mark T. Higgins, P.C.</div><div>P.O. Box 57<br>Darrington, WA 98241<br>206-491-2420</div></div></div></div>
</div>