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<p class="MsoNormal">Sara,<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">You can consider a lack of probate affidavit for the real property. I would advise the client not to use joint tenancy with the daughter. I am bit on the fence with TOD deeds. I understand the appeal; however, I can think of number of issues
and concerns. For example, if the daughter is likely to sell the property, I would prefer she sell it as a fiduciary in a probate.
<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal" style="background:white"><span style="font-family:"Helvetica",sans-serif;color:#984806">Sincerely,</span><span style="font-family:"Helvetica",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal" style="background:white"><span style="font-size:14.0pt;font-family:"Helvetica",sans-serif;color:#984806">Derek W. Jensen,
</span><span style="font-family:"Helvetica",sans-serif;color:#984806">JD, LLM</span><span style="font-family:"Helvetica",sans-serif;color:black"><o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><span style="font-family:"Helvetica",sans-serif;color:#984806">Managing Attorney</span><span style="font-family:"Helvetica",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><b>From:</b> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com>
<b>On Behalf Of </b>Sara M<br>
<b>Sent:</b> Monday, March 5, 2018 6:47 PM<br>
<b>To:</b> wsbapt@lists.wsbarppt.com<br>
<b>Subject:</b> [WSBAPT] Transfer of Real Property without Probate?<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">I am doing some estate planning for a Client in his 70s. His wife passed away 4 years ago. No probate was done. Wife died suddently with no extended illness or medicaid. The house is owned outright, worth around $250,000, still in both
names. Everything else went to the husband via beneficiary designation or joint tenancy. There is assets over $500,000 ininvestments, so doesn't appear to be creditors. Wife's will gives all to Husband. <o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">They have one child. Client wants to give all to his daughter. I think it makes sense to do a transfer on death deed on Client's house and avoid probate upon his death. All other assets are joint with his daughter or she is the beneficiary. <o:p></o:p></p>
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<p class="MsoNormal">I think we need to probate deceased wife's estate to properly remove her from the title and then have Client record the transfer on death deed. <o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">Or is there a non-probate avenue I should consider? <o:p></o:p></p>
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<p class="MsoNormal">Thank you,<o:p></o:p></p>
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<p class="MsoNormal">Sara McCulloch<o:p></o:p></p>
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