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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.
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<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">Heather<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><o:p> </o:p></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<o:p></o:p></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<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">Seattle, WA 98116-3705
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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">(206)938-5500
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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"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><o:p> </o:p></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"> wsbapt-bounces@lists.wsbarppt.com [mailto:wsbapt-bounces@lists.wsbarppt.com]
<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 <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> Re: [WSBAPT] re-recording a deed<o:p></o:p></span></p>
<p class="MsoNormal"><o:p> </o:p></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.<o:p></o:p></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.<o:p></o:p></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>
425-939-9948<br>
<a href="http://www.planningwithpurposeinc.com" target="_blank">www.planningwithpurposeinc.com</a><br>
<br>
Estate Planning. Business Planning. Wealth Succession.<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></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:<o:p></o:p></p>
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<p class="MsoNormal">Hello, <o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></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. <o:p></o:p></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?<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">Please share your thoughts?<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">Thanks<o:p></o:p></p>
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<p class="MsoNormal">Rich<o:p></o:p></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"><o:p> </o:p></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"><o:p></o:p></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"><o:p></o:p></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"><o:p></o:p></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"><o:p></o:p></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"><o:p></o:p></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"> <o:p></o:p></span></p>
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<p class="MsoNormal"><br>
_______________________________________________<br>
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<a href="http://mailman.fsr.com/mailman/listinfo/wsbapt" target="_blank">http://mailman.fsr.com/mailman/listinfo/wsbapt</a><o:p></o:p></p>
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