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<DIV><FONT size=4>It seems to me that the decedent’s share (probably 1/2
interest) as an “interest in common” always go wherever the will says it
goes.</FONT></DIV>
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<DIV><STRONG><SPAN style="FONT-SIZE: 18pt; COLOR: #004080">Joshua F.
Grant</SPAN></STRONG><SPAN style="COLOR: #004080"><BR></SPAN><SPAN
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<DIV style="font-color: black"><B>From:</B> <A title=paulnnepa@gmail.com
href="mailto:paulnnepa@gmail.com">Paul Grant</A> </DIV>
<DIV><B>Sent:</B> Wednesday, April 18, 2018 11:58 AM</DIV>
<DIV><B>To:</B> <A title=wsbapt@lists.wsbarppt.com
href="mailto:wsbapt@lists.wsbarppt.com">Probate & Trust Listserv</A> </DIV>
<DIV><B>Subject:</B> [WSBAPT] Disclaimer Trust, Joint Asset</DIV></DIV></DIV>
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<DIV dir=ltr>I think I intuitively know my answer, but I am hoping I am missing
something...
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<DIV>Very simple disclaimer trust in a will. Clients owned house in joint
name, deed reads: HUSBAND NAME and WIFE NAME, husband and wife, for and in
consideration.... </DIV>
<DIV> </DIV>
<DIV>My run down: obviously a joint property and community property.
However, without any affirmative acknowledgment of "with rights of survivorship"
or "as tenant in common" etc, I believe that title between spouses is held as an
interest in common. RCW 64.28.020.</DIV>
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<DIV>RCW 64.28.010 states that to create a joint tenancy (which gives
survivorship rights) that " <SPAN
style='FONT-SIZE: 16px; FONT-FAMILY: "Open Sans",helvetica,arial,sans-serif; WHITE-SPACE: normal; WORD-SPACING: 0px; TEXT-TRANSFORM: none; FLOAT: none; FONT-WEIGHT: 400; COLOR: rgb(0,0,0); FONT-STYLE: normal; DISPLAY: inline; LETTER-SPACING: normal; BACKGROUND-COLOR: rgb(255,255,255); TEXT-INDENT: 24px; font-variant-ligatures: normal; font-variant-caps: normal; text-decoration-style: initial; text-decoration-color: initial'>Joint
tenancy shall be created only by written instrument, which instrument shall
expressly declare the interest created to be a joint tenancy.</SPAN> "</DIV>
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<DIV>So, now I am missing if an "interest in common" is able to move through the
will to the disclaimer trust. I believe my answer is yes, as it does not
give surviviorship rights automatically and therefore the interest could have
been severed during the decedent's lifetime. Therefore, the will can
direct the portion of the decedent by will.</DIV>
<DIV> </DIV>
<DIV>I'm not saying that it is wise! Creating a dual ownership between
surviving spouse and the disclaimer trust can present its hardships for
insurance, selling, etc. I'm just making sure that I am not missing
something legally in my analysis as to the real property being directed by the
will versus having a right of survivorship to the spouse.</DIV>
<DIV> </DIV>
<DIV>I am open and need any insight to make sure I am seeing the everything
properly! Thank you!<BR clear=all>
<DIV>
<DIV class=gmail_signature data-smartmail="gmail_signature"><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.<BR>
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