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<p class="MsoNormal">I know one can bring non-probate assets into the probate estate but am not exactly sure how to do this? What RCW’s should I review and does anyone have any pleading forms I can use? Various TOD designations, beneficiary designations,
etc. to beneficiaries pass OUTSIDE of the probate estate and the main beneficiary will be without sufficient funds to pay the Washington State Estate taxes. I know it would be dangerous to “pull-in” qualified IRA or tax deferred 401K or annuities, but surely
some brokerage accounts can be brought in so that the PR can appropriately “apportion” the taxes and not be slammed with having to pay all of the estate taxes out of non-probate funds he or she receives. Any help, guidance, and forms would be appreciated.
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<p class="MsoNormal" style="background:white"><b><span style="color:black">Stephen M. Waltar, PS</span></b><span style="font-size:12.0pt;color:black"><o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><b><span style="font-size:10.0pt;color:black">Estate Planning Law</span></b><span style="font-size:12.0pt;color:black"><o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><span style="font-size:10.0pt;color:black">1750 - 112th Avenue NE, Suite C245</span><span style="font-size:12.0pt;color:black"><o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><span style="font-size:10.0pt;color:black">Bellevue, WA 98004</span><span style="font-size:12.0pt;color:black"><o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><span style="font-size:10.0pt;color:black">(425) 455-6788</span><span style="font-size:12.0pt;color:black"><o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><span style="color:black"><a href="http://www.waltar.com/" target="_blank" title="blocked::http://www.waltar.com/"><span style="font-size:10.0pt;color:blue">www.waltar.com</span></a></span><span style="font-size:12.0pt;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal" style="background:white"><b><i><span style="font-size:10.0pt;color:black">If we should be helping someone you care about,
</span></i></b><span style="font-size:10.0pt;color:black"><o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><b><i><span style="font-size:10.0pt;color:black">please don't keep us a secret!</span></i></b><span style="font-size:10.0pt;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal" style="background:white"><i><u><span style="font-size:10.0pt;color:black">Circular 230 Warning</span></u></i><i><span style="font-size:10.0pt;color:black">: This communication is not intended to constitute tax advice and may not be used
by any person or entity for the purpose of avoiding penalties that may be imposed by the Internal Revenue Service.<o:p></o:p></span></i></p>
<p class="MsoNormal" style="background:white"><i><u><span style="font-size:10.0pt;color:black">Confidentiality Notice</span></u></i><i><span style="font-size:10.0pt;color:black">: The information contained herein and any attachments are a private communication
sent by the Law Firm of Stephen M. Waltar, PS and may contain confidential and/or legally privileged information meant solely for the intended recipient. If you are not the intended recipient, you are hereby notified that any use, dissemination, distribution,
forwarding or any form of copying of this communication is strictly prohibited. Please notify the sender immediately by replying to this message, then delete the e-mail and any attachments from your system.<o:p></o:p></span></i></p>
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