<html xmlns:v="urn:schemas-microsoft-com:vml" xmlns:o="urn:schemas-microsoft-com:office:office" xmlns:w="urn:schemas-microsoft-com:office:word" xmlns:m="http://schemas.microsoft.com/office/2004/12/omml" xmlns="http://www.w3.org/TR/REC-html40"><head><meta http-equiv=Content-Type content="text/html; charset=us-ascii"><meta name=Generator content="Microsoft Word 15 (filtered medium)"><style><!--
/* Font Definitions */
@font-face
{font-family:"Cambria Math";
panose-1:2 4 5 3 5 4 6 3 2 4;}
@font-face
{font-family:Calibri;
panose-1:2 15 5 2 2 2 4 3 2 4;}
/* Style Definitions */
p.MsoNormal, li.MsoNormal, div.MsoNormal
{margin:0in;
margin-bottom:.0001pt;
font-size:11.0pt;
font-family:"Calibri",sans-serif;}
a:link, span.MsoHyperlink
{mso-style-priority:99;
color:blue;
text-decoration:underline;}
a:visited, span.MsoHyperlinkFollowed
{mso-style-priority:99;
color:purple;
text-decoration:underline;}
span.EmailStyle17
{mso-style-type:personal-compose;
font-family:"Calibri",sans-serif;
color:windowtext;}
.MsoChpDefault
{mso-style-type:export-only;
font-family:"Calibri",sans-serif;}
@page WordSection1
{size:8.5in 11.0in;
margin:1.0in 1.0in 1.0in 1.0in;}
div.WordSection1
{page:WordSection1;}
--></style><!--[if gte mso 9]><xml>
<o:shapedefaults v:ext="edit" spidmax="1026" />
</xml><![endif]--><!--[if gte mso 9]><xml>
<o:shapelayout v:ext="edit">
<o:idmap v:ext="edit" data="1" />
</o:shapelayout></xml><![endif]--></head><body lang=EN-US link=blue vlink=purple><div class=WordSection1><p class=MsoNormal>Listmates,<o:p></o:p></p><p class=MsoNormal>A client of ours was residing in our local assisted living facility. We had drafted a revocable living trust and a pourover will, which he executed. He owned real property in Colorado in addition to Washington. To avoid the necessity of an ancillary probate in CO, we placed that property into the trust. As it seemed he had limited time to live, and his mental facilities passed in and out of lucidity, his local residence was not placed in the trust, but is the subject of a specific bequest in his will. We had not yet placed it in the trust as the client and his son were considering some kind of financial arrangement like a reverse mortgage that would be funded by his son in order to help the client with his finances. About a week ago, his family brought him to a facility in CO, which he had been considering. I would appreciate your thoughts in terms of what I should consider doing at the point as he will be living in CO for the rest of his life. He possesses all his original documents. He wants his son to inherit his home in WA. Is it an option that during a period of lucidity in CO, he could execute a deed transferring his WA property into the trust to avoid an ancillary probate in WA? Would he be considered a resident of CO now for purposes initiating a probate and trust administration process? Your thoughts would be appreciated as I have never had a case like this before. Thank you.<o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal><b><span style='font-size:14.0pt;font-family:"Arial",sans-serif'>Anthony D. Vivenzio</span></b><span style='font-size:14.0pt;font-family:"Arial",sans-serif'>,<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:12.0pt;font-family:"Arial",sans-serif'>Attorney and Counselor at Law<o:p></o:p></span></p><p class=MsoNormal><span style='font-family:"Arial",sans-serif'>PO Box 208<o:p></o:p></span></p><p class=MsoNormal><span style='font-family:"Arial",sans-serif'>540 Guard Street, Ste. 260<o:p></o:p></span></p><p class=MsoNormal><span style='font-family:"Arial",sans-serif'>Friday Harbor, WA 98250<o:p></o:p></span></p><p class=MsoNormal><span style='font-family:"Arial",sans-serif'>(360) 378-6860<o:p></o:p></span></p><p class=MsoNormal><span style='color:#1F497D'><a href="mailto:vivenziolaw@rockisland.com"><span style='color:blue'>vivenziolaw@rockisland.com</span></a><o:p></o:p></span></p><p class=MsoNormal><span style='color:#1F497D'> </span><o:p></o:p></p><p class=MsoNormal><b><span style='font-size:9.0pt;font-family:"Arial",sans-serif;color:#7E7E7E'>CONFIDENTIAL COMMUNICATION</span></b><b><span style='font-size:9.0pt;color:#1F497D'><br></span></b><i><span style='font-size:9.0pt;font-family:"Arial",sans-serif;color:#7B7B7B'>E-mails from this firm normally contain confidential and privileged material, are for the sole use of the intended recipient and may contain material protected by HIPAA, ERISA or other federal or state law and/or may be protected by legal privileges. Use or distribution by an unintended recipient is prohibited, and may be a violation of law. If you believe that you received this e-mail in error, please do not read this e-mail or any attached items. Please delete the e-mail and all attachments, including any copies thereof, and inform the sender that you have deleted the e-mail, all attachments and any copies thereof. Thank you.</span></i><span style='font-size:9.0pt;font-family:"Arial",sans-serif;color:#7B7B7B'> </span><o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p></div></body></html>