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<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">Not only would she need daughter’s consent to sell, daughter would be entitled to a share of the proceeds based on the respective interests at the time of sale.
Maybe this is OK and exactly what she wants, but . . . I have seen unhappy surprises from clients on this issue in the past. If you do it, make sure she files the 709.<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: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>
<p class="MsoNormal"><i><span style="font-size:11.0pt;font-family:"Garamond",serif;color:#1F497D"><img width="189" height="105" id="_x0000_i1028" src="cid:image003.jpg@01D378A5.BBAA1820" alt="cid:image001.jpg@01D013C2.30F35160"></span></i><i><span style="font-family:"Garamond",serif;color:#1F497D"><o:p></o:p></span></i></p>
<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
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">(206)938-5500
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><a href="mailto:heatherd@westseattlelaw.com"><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">
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><a href="http://www.westseattlelaw.com/"><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">www.westseattlelaw.com</span></a></span><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">
<o:p></o:p></span></p>
<p class="MsoNormal"><b><span style="font-size:9.0pt;font-family:"Arial",sans-serif;color:#002E8A">Click here to connect with de Vrieze | Carney on Facebook:
</span></b><b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"> </span></b><a href="https://www.facebook.com/DeVriezeCarney"><b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;text-decoration:none"><img border="0" width="72" height="21" id="Picture_x0020_1" src="cid:image004.png@01D378A5.BBAA1820" alt="FB Logo"></span></b></a><span style="font-size:11.0pt;font-family:Nyala;color:#44524E"><o:p></o:p></span></p>
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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>
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<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>Rachel Edmiston<br>
<b>Sent:</b> Monday, December 18, 2017 4:51 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> Re: [WSBAPT] life estate<o:p></o:p></span></p>
<p class="MsoNormal"><o:p> </o:p></p>
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<p class="gmail-msonormal">The plan is for the daughter to move in with her and take care of her so that she doesn’t have to move into an assisted living facility. Since she’s in her late 60s, she’s not expecting to meet Mr. Right, but you never know. I’ve
explained to her that if she wants to sell the house later on, she would need her daughter’s consent. I also explained that her daughter’s creditors could reach the house, but again, she doesn’t think this will be a problem.<o:p></o:p></p>
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<p class="MsoNormal">On Mon, Dec 18, 2017 at 3:16 PM, Marcus Fry <<a href="mailto:mfry@lyon-law.com" target="_blank">mfry@lyon-law.com</a>> wrote:<o:p></o:p></p>
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<p class="MsoNormal">Josh,<br>
Neither will she with a transfer on death deed. <br>
Rachel,<br>
I think you need a better understanding of client's goals. What if your client wants to move into an assisted living facility? Does she have other resources to pay for it? What if she meets the man of her dreams and she wants to sell and move away with him.
With a life estate, she has no authority to direct the sale of house. Lastly, what if her daughter has creditor or marital issues, does she want the house exposed to those?<br>
Marcus Fry<br>
Lyon, Weigand & Gustafson P.S.<br>
Yakima, Wa.<br>
<br>
<br>
<br>
Sent from my Samsung Galaxy smartphone.<o:p></o:p></p>
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<br>
-------- Original message --------<br>
From: Josh Grant <<a href="mailto:jgrant@accima.com" target="_blank">jgrant@accima.com</a>>
<br>
Date:12/18/2017 2:46 PM (GMT-08:00) <br>
To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a>>
<br>
Cc: <br>
Subject: Re: [WSBAPT] life estate <o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:13.5pt;font-family:"Calibri",sans-serif;color:black">Clients will not start the 5 year waiting period for Medicaid eligibility as to this asset if they retain a life estate.</span><span style="font-size:14.0pt;font-family:"Calibri",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal" style="background:whitesmoke"><b><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black">From:</span></b><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black">
<a href="mailto:rachel.edmiston@gmail.com" target="_blank" title="rachel.edmiston@gmail.com">
Rachel Edmiston</a> <o:p></o:p></span></p>
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<p class="MsoNormal" style="background:whitesmoke"><b><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black">Sent:</span></b><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black"> Sunday, December 17, 2017 1:44 PM<o:p></o:p></span></p>
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<p class="MsoNormal" style="background:whitesmoke"><b><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black">To:</span></b><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black">
<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank" title="wsbapt@lists.wsbarppt.com">
WSBA Probate & Trust Listserv</a> <o:p></o:p></span></p>
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<p class="MsoNormal" style="background:whitesmoke"><b><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black">Subject:</span></b><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black"> [WSBAPT] life estate<o:p></o:p></span></p>
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<p class="m216170708910174992gmail-msonormal"><span style="font-family:"Calibri",sans-serif;color:black">Hi,<o:p></o:p></span></p>
<p class="m216170708910174992gmail-msonormal"><span style="font-family:"Calibri",sans-serif;color:black">One of my clients wants to give her house to her daughter and retain a life estate for herself. I thought this was done by filing a quit claim deed that
retained a life estate, but I’m having a hard time finding a sample. Do any of you have one I could use as a guide? I’d also appreciate any helpful tips you might have or warnings about pitfalls as I’ve obviously never done this before.<o:p></o:p></span></p>
<p class="m216170708910174992gmail-msonormal"><span style="font-family:"Calibri",sans-serif;color:black">Thank you,<o:p></o:p></span></p>
<p class="m216170708910174992gmail-msonormal"><span style="font-family:"Calibri",sans-serif;color:black">Rachel Edmiston<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Garamond",serif;color:#38761D;background:#F3F3F3">Rachel Edmiston,
</span><span style="font-family:"Calibri",sans-serif;color:#888888"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Calibri",sans-serif;color:#888888">PO Box 13738</span><span style="font-family:"Calibri",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Calibri",sans-serif;color:#888888">Mill Creek, WA 98082</span><span style="font-family:"Calibri",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Calibri",sans-serif;color:#888888">T:
<a href="tel:(425)%20945-6333" target="_blank">425-945-6333</a></span><span style="font-family:"Calibri",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Calibri",sans-serif;color:#888888">F:
<a href="tel:(425)%20272-4294" target="_blank">425-272-4294</a></span><span style="font-family:"Calibri",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Calibri",sans-serif;color:black">_______________________________________________<br>
WSBAPT mailing list<br>
<a href="mailto:WSBAPT@lists.wsbarppt.com" target="_blank">WSBAPT@lists.wsbarppt.com</a><br>
<a href="http://mailman.fsr.com/mailman/listinfo/wsbapt" target="_blank">http://mailman.fsr.com/mailman/listinfo/wsbapt</a><o:p></o:p></span></p>
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_______________________________________________<br>
WSBAPT mailing list<br>
<a href="mailto:WSBAPT@lists.wsbarppt.com">WSBAPT@lists.wsbarppt.com</a><br>
<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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<p class="MsoNormal"><span style="font-family:"Garamond",serif;color:#38761D;background:#F3F3F3">Rachel Edmiston,
</span><span style="color:#888888"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="color:#888888">PO Box 13738</span><o:p></o:p></p>
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<p class="MsoNormal"><span style="color:#888888">Mill Creek, WA 98082</span><o:p></o:p></p>
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<p class="MsoNormal"><span style="color:#888888">T: 425-945-6333</span><o:p></o:p></p>
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<p class="MsoNormal"><span style="color:#888888">F: 425-272-4294</span><o:p></o:p></p>
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