<div dir="ltr"><div><div><div><div>Linda, <br><br></div>If the son is the heir in the RLT then the property would go to him after the dad's death if that's what the terms of the RLT are. You just need to make sure that the property is properly deeded to the RLT. Pull the recordings yourself to be sure. <br><br></div>A transfer on death deed is another instrument that can be used. RCW 64.80. Title companies don't love this option, and usually like to see a corresponding clause in the Will that confirms the transfer. They will most likely require a lack of probate affidavit form. <br><br></div>Side note: if you are advising him on the RLT make sure that it is set up correctly and that he has a certificate of trust etc. A few years ago, I had a client who had also set up his own RLT, after reviewing it, it was invalid and incorrectly done. He needs to make sure that any property he owns or will own in the future is properly deeded to the RLT if he wants to avoid probate. It's a good idea to have a pour over Will as well if he doesn't already. <br><br></div>Setareh <br><br><br></div><div class="gmail_extra"><br><div class="gmail_quote">On Tue, Jan 10, 2017 at 11:31 AM, MK Henderson <span dir="ltr"><<a href="mailto:law.mkh@gmail.com" target="_blank">law.mkh@gmail.com</a>></span> wrote:<br><blockquote class="gmail_quote" style="margin:0 0 0 .8ex;border-left:1px #ccc solid;padding-left:1ex"><div dir="ltr">He can create a Transfer on Death Deed that would transfer upon his death. If he created the trust himself did he put the real property into the trust? </div><div class="gmail_extra"><br><div class="gmail_quote"><div><div class="h5">On Tue, Jan 10, 2017 at 11:08 AM, Kameron Cayce <span dir="ltr"><<a href="mailto:kam@caycegrove.com" target="_blank">kam@caycegrove.com</a>></span> wrote:<br></div></div><blockquote class="gmail_quote" style="margin:0 0 0 .8ex;border-left:1px #ccc solid;padding-left:1ex"><div><div class="h5">
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<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1f497d">Linda, If the house is in the RLT (i.e. Has been deeded to the trust), the named successor trustee just deeds to the named heir. Son would have to be named
as that heir in the RLT.<u></u><u></u></span></p>
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<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif"">From:</span></b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif""> <a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.<wbr>com</a> [mailto:<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.w<wbr>sbarppt.com</a>]
<b>On Behalf Of </b><a href="mailto:burchettlaw@yahoo.com" target="_blank">burchettlaw@yahoo.com</a><br>
<b>Sent:</b> Tuesday, January 10, 2017 10:37 AM<br>
<b>To:</b> WSBA Probate & Trust Listserv<br>
<b>Subject:</b> [WSBAPT] Trust transfer of property w/o Probate?<u></u><u></u></span></p>
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<p class="MsoNormal" style="background:white"><span style="font-family:"Helvetica","sans-serif";color:black">Hi All,<u></u><u></u></span></p>
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<p class="MsoNormal" style="background:white"><span style="font-family:"Helvetica","sans-serif";color:black">We have a client with revocable living trust that he made himself. He wants to know whether there is anything he can add in addition to his current
trust, where property can pass to his son without having to go through probate. Or is there a deed or instrument that he can use in the trust to transfer his house (that is free and clear) to his son, without involving the court system after he passes? <u></u><u></u></span></p>
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<p class="MsoNormal" style="background:white"><span style="font-family:"Helvetica","sans-serif";color:black">Best Regards,<u></u><u></u></span></p>
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<p class="MsoNormal" style="background:white"><span style="font-family:"Helvetica","sans-serif";color:black">Linda <u></u><u></u></span></p>
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</div></div><br></div></div>______________________________<wbr>_________________<br>
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<a href="http://mailman.fsr.com/mailman/listinfo/wsbapt" rel="noreferrer" target="_blank">http://mailman.fsr.com/mailman<wbr>/listinfo/wsbapt</a><span class="HOEnZb"><font color="#888888"><br></font></span></blockquote></div><span class="HOEnZb"><font color="#888888"><br><br clear="all"><div><br></div>-- <br><div class="m_-6358121425559577247gmail_signature" data-smartmail="gmail_signature"><div dir="ltr">Mary K. Henderson<div>Henderson Law Office PLLC<br>1123 Maple Ave SW, Suite 225</div><div>Renton, WA 98057</div><div><a href="tel:(206)%20650-2472" value="+12066502472" target="_blank">206-650-2472</a></div></div></div>
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<a href="http://mailman.fsr.com/mailman/listinfo/wsbapt" rel="noreferrer" target="_blank">http://mailman.fsr.com/<wbr>mailman/listinfo/wsbapt</a><br></blockquote></div><br><br clear="all"><br>-- <br><div class="gmail_signature" data-smartmail="gmail_signature"><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><div><p style="margin-top:6pt;margin-right:0in;margin-bottom:0pt;margin-left:0in;font-family:arial,sans-serif;font-size:13px;background-color:rgb(255,255,255)">Please always call 206-683-1006 or email before dropping by the office as I could be in court or meetings. Thanks! </p><p style="margin-top:6pt;margin-right:0in;margin-bottom:0pt;margin-left:0in;font-family:arial,sans-serif;font-size:13px;background-color:rgb(255,255,255)"><b><span style="font-size:10pt">Best regards, </span></b></p><p style="margin-top:6pt;margin-right:0in;margin-bottom:0pt;margin-left:0in;font-family:arial,sans-serif;font-size:13px;background-color:rgb(255,255,255)"><b><span style="font-size:10pt"><br></span></b></p><p style="margin-top:6pt;margin-right:0in;margin-bottom:0pt;margin-left:0in;font-family:arial,sans-serif;font-size:13px;background-color:rgb(255,255,255)"><b><span style="font-size:10pt">Setareh Mahmoodi </span></b></p><p style="margin-top:6pt;margin-right:0in;margin-bottom:0pt;margin-left:0in;font-family:arial,sans-serif;font-size:13px;background-color:rgb(255,255,255)"><b><span style="font-size:10pt">Attorney at Law </span></b></p><p style="margin-top:6pt;margin-right:0in;margin-bottom:0pt;margin-left:0in;font-family:arial,sans-serif;font-size:13px;background-color:rgb(255,255,255)"><b><span style="font-size:10pt">18222 104th Ave NE, Suite 103</span></b></p><p style="margin-top:6pt;margin-right:0in;margin-bottom:0pt;margin-left:0in;font-family:arial,sans-serif;font-size:13px;background-color:rgb(255,255,255)"><b><span style="font-size:10pt">Bothell, WA 98011</span></b></p><p style="margin-top:6pt;margin-right:0in;margin-bottom:0pt;margin-left:0in;font-family:arial,sans-serif;font-size:13px;background-color:rgb(255,255,255)"><b><span style="font-size:10pt">Phone: 425-806-1500</span></b></p><p style="margin-top:6pt;margin-right:0in;margin-bottom:0pt;margin-left:0in;font-family:arial,sans-serif;font-size:13px;background-color:rgb(255,255,255)"><b><span style="font-size:10pt">Cell: 206-683-1006</span></b></p><p style="margin-top:6pt;margin-right:0in;margin-bottom:0pt;margin-left:0in;font-family:arial,sans-serif;font-size:13px;background-color:rgb(255,255,255)"><b><span style="font-size:10pt">Fax: 425-489-4142 (Please email documents if at all possible) </span></b></p><p style="margin:6pt 0in 0pt;background-color:rgb(255,255,255)"><b style="font-family:arial,sans-serif;font-size:13px"><span style="font-size:10pt">Website: </span></b><span style="font-size:13.3333px"><b><a href="http://www.lawofficesofsm.com/" target="_blank">http://www.lawofficesofsm.com/</a></b></span></p><p style="margin-top:6pt;margin-right:0in;margin-bottom:0pt;margin-left:0in;font-family:arial,sans-serif;font-size:13px;background-color:rgb(255,255,255)"><b><span style="font-size:10pt"><br></span></b></p><p style="margin:6pt 0in 0pt;background-color:rgb(255,255,255)"><b style="font-family:arial,sans-serif;font-size:13px"><span style="font-size:10pt">CONFIDENTIALITY NOTICE:</span></b><span style="font-size:10pt"> This email message and any attachments is a transmission from the law firm and is intended for the </span><span style="font-size:13.3333px">recipient</span><span style="font-size:10pt"> only. It may contain information that is confidential and legally protected by the attorney-client, work product and/or other privileges. If you are not the designated or intended recipient, please destroy the message without disclosing any of its contents and notify us immediately by reply email or by calling (425) 806-1500.</span></p><p style="margin-top:6pt;margin-right:0in;margin-bottom:0pt;margin-left:0in;font-family:arial,sans-serif;font-size:13px;background-color:rgb(255,255,255)"><span style="font-size:10pt">Pursuant to U.S. Treasury Department Regulations, we are now required to advise you that, unless otherwise expressly indicated, any federal tax advice contained in this communication, including attachments and enclosures, is not intended or written to be used, and may not be used, for the purpose of (i) avoiding tax-related penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any tax-related matters addressed herein.</span></p></div></div></div></div></div></div></div></div></div></div></div></div></div>
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