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<p>what I do is name an unrelated co-operating party as the initial trustee and include language in the trust agreement providing that the named trustee is automatically replaced after a date certain and the trustee reverts to the interested party. Saves from
amending trust and possibility of forgetting to do so and having to locate trustee for future conveyances.</p>
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<div id="divRpF653701" style="DIRECTION: ltr"><font color="#000000" size="2" face="Tahoma"><b>From:</b> wsbapt-bounces@lists.wsbarppt.com [wsbapt-bounces@lists.wsbarppt.com] on behalf of John J. Sullivan [sullaw@comcast.net]<br>
<b>Sent:</b> Tuesday, November 14, 2017 7:26 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv<br>
<b>Subject:</b> Re: [WSBAPT] Revocable trust anonymity on deed<br>
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<div>I have one client extremely concerned about privacy. I’ve agreed to serve as the trustee of an RLT holding his condo.
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<div>John J. Sullivan<br>
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<div id="AppleMailSignature">Sent from my iPhone</div>
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On Nov 14, 2017, at 2:13 PM, John McCrady <<a href="mailto:j.mccrady@pstitle.com" target="_blank">j.mccrady@pstitle.com</a>> wrote:<br>
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<p class="MsoNormal"><span style="FONT-SIZE: 11pt; FONT-FAMILY: "Calibri",sans-serif; COLOR: #1f497d">A trust is not an entity capable of holding title to real estate, so you must name the trustee as the grantee of the deed. (X as Trustee of the Y trust dated
June 5, 2011)</span></p>
<p class="MsoNormal"><span style="FONT-SIZE: 11pt; FONT-FAMILY: "Calibri",sans-serif; COLOR: #1f497d">You could name, say, an LLC as the trustee for an added layer of anonymity.
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<p class="MsoNormal"><span style="FONT-SIZE: 11pt; FONT-FAMILY: "Calibri",sans-serif; COLOR: #1f497d">John McCrady</span></p>
<p class="MsoNormal"><span style="FONT-SIZE: 11pt; FONT-FAMILY: "Calibri",sans-serif; COLOR: #1f497d">Counsel</span></p>
<p class="MsoNormal"><span style="FONT-SIZE: 11pt; FONT-FAMILY: "Calibri",sans-serif; COLOR: #1f497d">Puget Sound Title Company</span></p>
<p class="MsoNormal"><span style="FONT-SIZE: 11pt; FONT-FAMILY: "Calibri",sans-serif; COLOR: #1f497d">5350 Orchard Street West</span></p>
<p class="MsoNormal"><span style="FONT-SIZE: 11pt; FONT-FAMILY: "Calibri",sans-serif; COLOR: #1f497d">University Place WA 98467</span></p>
<p class="MsoNormal"><span style="FONT-SIZE: 11pt; FONT-FAMILY: "Calibri",sans-serif; COLOR: #1f497d">253-476-5721</span></p>
<p class="MsoNormal"><span style="FONT-SIZE: 11pt; FONT-FAMILY: "Calibri",sans-serif; COLOR: #1f497d"><a href="mailto:j.mccrady@pstitle.com" target="_blank">j.mccrady@pstitle.com</a></span></p>
<p class="MsoNormal"><span style="FONT-SIZE: 11pt; FONT-FAMILY: "Calibri",sans-serif; COLOR: #1f497d"></span> </p>
<p class="MsoNormal"><b><span style="FONT-SIZE: 11pt; FONT-FAMILY: "Calibri",sans-serif">From:</span></b><span style="FONT-SIZE: 11pt; FONT-FAMILY: "Calibri",sans-serif">
<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a> [<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">mailto:wsbapt-bounces@lists.wsbarppt.com</a>]
<b>On Behalf Of </b>Christopher Small<br>
<b>Sent:</b> Tuesday, November 14, 2017 1:18 PM<br>
<b>To:</b> <a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a><br>
<b>Subject:</b> [WSBAPT] Revocable trust anonymity on deed</span></p>
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<p class="MsoNormal" style="MARGIN-BOTTOM: 12pt">Clients are looking for anonymity with their trust (at least as much as possible).
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<p class="MsoNormal" style="MARGIN-BOTTOM: 12pt">It is possible to title the deed to property outright to the trust instead of to Joe Trustee, Trustee of the Anonymous Trust?</p>
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<p class="MsoNormal" style="MARGIN-BOTTOM: 12pt">If not (and even if yes), are there any other strategies you know of to accomplish this?</p>
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<p class="MsoNormal">Thanks in advance!</p>
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<p class="MsoNormal">Christopher Small</p>
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<p class="MsoNormal"><a href="http://cmslawfirm.com" target="_blank">CMS Law Firm LLC</a></p>
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<p class="MsoNormal">150 Lake St. S., Suite 218</p>
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<p class="MsoNormal">Kirkland, WA 98033</p>
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<p class="MsoNormal">206.659.1512</p>
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<p class="MsoNormal">Legal stuff I have to put in... <i>To ensure compliance with Treasury Department and IRS regulations, we inform you that, unless expressly indicated otherwise, any federal tax advice contained in this communication (including any attachments)
is not intended or written by CMS Law Firm LLC to be used, and cannot be used by the taxpayer, for the purpose of: (i) avoiding penalties that may be imposed on the taxpayer under the Internal Revenue Code; or (ii) promoting, marketing, or recommending to
another party any transaction or matter addressed herein (or any attachments).</i></p>
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