<div dir="auto">Agreed. I ran this issue before by a CLE panel and a title company and got the same responses. <div dir="auto"><br></div><div dir="auto">Setareh </div></div><div class="gmail_extra"><br><div class="gmail_quote">On May 9, 2017 9:03 AM, "Heather deVrieze" <<a href="mailto:heatherd@westseattlelaw.com">heatherd@westseattlelaw.com</a>> wrote:<br type="attribution"><blockquote class="gmail_quote" style="margin:0 0 0 .8ex;border-left:1px #ccc solid;padding-left:1ex">
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<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1f497d">I agree with Paul and Eric. Only an individual can execute a TOD deed, because individuals have deaths, and trusts don’t. It is the same reason you can’t name
a TOD beneficiary on brokerage accounts held in a trust, and why an Individual Retirement Account cannot be held by a trust.
<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1f497d"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1f497d">Heather<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1f497d"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-size:16.0pt;font-family:"Vladimir Script";color:#1f497d">Heather S. de Vrieze</span><b><span style="font-size:16.0pt;font-family:"Calibri",sans-serif;color:#1f497d"><br>
</span></b><i><span style="font-size:11.0pt;font-family:"Garamond",serif;color:#1f497d">Attorney-at-Law<u></u><u></u></span></i></p>
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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:Nyala;color:#44524e">3909 California Avenue SW<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:Nyala;color:#44524e">Seattle, WA 98116-3705 <wbr>
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<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1f497d"><a href="mailto:heatherd@westseattlelaw.com" target="_blank"><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">
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<p class="MsoNormal"><span style="font-size:8.0pt;font-family:"Calibri",sans-serif;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"><u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1f497d"><u></u> <u></u></span></p>
<p class="MsoNormal"><b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">From:</span></b><span style="font-size:11.0pt;font-family:"Calibri",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.<wbr>wsbarppt.com</a>]
<b>On Behalf Of </b>Paul Grant<br>
<b>Sent:</b> Tuesday, May 09, 2017 7:07 AM<br>
<b>To:</b> WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a>><br>
<b>Subject:</b> Re: [WSBAPT] re-recording a deed<u></u><u></u></span></p>
<p class="MsoNormal"><u></u> <u></u></p>
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<p class="MsoNormal">My instinct is to agree with Eric and take it in two steps. Then I saw the second comment so I went to the statute and saw "Person" defined as an individual.... trust, etc (RCW 64.80.010). I thought, great, a trust can be a person. But
the term "person" is only used when referring to a beneficiary and the word "individual" is used everywhere else. As such, I would suggest you take the deed out of trust and give it back to the individual (record, reet, etc), then do a second step and record
the beneficiary deed.<u></u><u></u></p>
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<p class="MsoNormal"><u></u> <u></u></p>
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<p class="MsoNormal">Based off of the language of the statute it would be my opinion that only an individual can utilize the ben deed so better to be safe with a new statute as Eric stated.<u></u><u></u></p>
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<p class="MsoNormal"><br clear="all">
<u></u><u></u></p>
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<p class="MsoNormal"><br>
Paul H. Grant - JD, LL.M<br>
<br>
Planning with Purpose, Inc<br>
Lynnwood, WA 98036<br>
<a href="tel:(425)%20939-9948" value="+14259399948" target="_blank">425-939-9948</a><br>
<a href="http://www.planningwithpurposeinc.com" target="_blank">www.planningwithpurposeinc.com</a><br>
<br>
Estate Planning. Business Planning. Wealth Succession.<u></u><u></u></p>
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<p class="MsoNormal"><u></u> <u></u></p>
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<p class="MsoNormal">On Mon, May 8, 2017 at 4:43 PM, J Richard McEntee, Jr. <<a href="mailto:jrmcentee@gmail.com" target="_blank">jrmcentee@gmail.com</a>> wrote:<u></u><u></u></p>
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<p class="MsoNormal">Hello, <u></u><u></u></p>
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<p class="MsoNormal"><u></u> <u></u></p>
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<p class="MsoNormal">I have a client who was advised several months ago to create a revocable living trust and to deed real property to the trust. She has now changed her mind and wants, instead to create a transfer on death deed to handle the disposition of
the property. <u></u><u></u></p>
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<p class="MsoNormal"><u></u> <u></u></p>
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<p class="MsoNormal">At this point, a deed was recorded transferring title to the trust as opposed to the trustee of the trust. Client is the trustee. I am attempting to determine the most efficient way to clear up the situation and have title in the status
of Transfer of Death. Should she re-record the deed to correct the defect and transfer title to the trustee; then have the trustee transfer title back to the client; who can then create a transfer on death deed? Is there a short cut that will save document
drafting and recording fees? Could I re-record the deed to reflect the client and the pay on death beneficiary as the grantee instead of the trust?<u></u><u></u></p>
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<p class="MsoNormal"><u></u> <u></u></p>
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<p class="MsoNormal">Please share your thoughts?<u></u><u></u></p>
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<p class="MsoNormal"><u></u> <u></u></p>
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<p class="MsoNormal">Thanks<u></u><u></u></p>
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<p class="MsoNormal">Rich<u></u><u></u></p>
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<p class="MsoNormal" style="margin-bottom:12.0pt"><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black"><u></u> <u></u></span></p>
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<p class="MsoNormal"><b><u><span style="font-size:13.5pt;font-family:"Copperplate Gothic Bold";color:black">RICH McENTEE</span></u></b><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black"><u></u><u></u></span></p>
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<p class="MsoNormal"><b><span style="font-size:13.5pt;font-family:"Copperplate Gothic Bold";color:black">McENTEE LAW OFFICE</span></b><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black"><u></u><u></u></span></p>
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<p class="MsoNormal"><span style="font-family:Copperplate;color:black">3800 Bridgeport Way W, Ste A411</span><span style="font-family:"Helvetica",sans-serif;color:black"><u></u><u></u></span></p>
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<p class="MsoNormal"><span style="font-family:Copperplate;color:black">University Place, WA 98466</span><span style="font-family:"Helvetica",sans-serif;color:black"><u></u><u></u></span></p>
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<p class="MsoNormal"><span style="font-family:Copperplate;color:black"><a href="tel:(253)%20227-9894" target="_blank">253.227.9894</a>(m)</span><span style="font-family:"Helvetica",sans-serif;color:black"><u></u><u></u></span></p>
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<p class="MsoNormal"><span style="font-size:9.0pt;font-family:Copperplate;color:black"><a href="mailto:jrmcentee@gmail.com" target="_blank">jrmcentee@gmail.com</a></span><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black"> <u></u><u></u></span></p>
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</blockquote>
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<p class="MsoNormal"><u></u> <u></u></p>
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