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<p>In cases like this, I've sometimes created a revocable trust for
inheriting spouse, funded solely with the newly-inherited
separate property. Creates a nice boundary around the SP, and
aggressive spouse must take affirmative steps to challenge RLT
after death, whereas he has a ready-made forum if the assets are
probated. Explicitly state intent to pass trust assets to
children only; explicitly state intent to not benefit spouse;
name stout trustees and successor trustees; perhaps give husband
the house via a Will which includes an in terrorum clause that's
triggered by a challenge to the trust; and include language in
the RLT like:<br>
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<p class="MsoPlainText"><span
style="font-size:12.0pt;mso-bidi-font-size:10.0pt;
font-family:"Times New Roman","serif"">
1.3<span style="mso-tab-count:1"> </span>TRUST
PROPERTY.<span style="mso-spacerun:yes"> </span></span></p>
<p class="MsoPlainText"><span
style="font-size:12.0pt;mso-bidi-font-size:10.0pt;
font-family:"Times New Roman","serif""><span
style="mso-tab-count:1"> </span>1.3(a)<span
style="mso-spacerun:yes"> </span><span
style="mso-spacerun:yes"> </span><u>Separate
Property Only</u>.<span style="mso-spacerun:yes"> </span>I
have transferred
and delivered to the trustee,<span style="mso-spacerun:yes">
</span>without
consideration,<span style="mso-spacerun:yes"> </span>the
property described on
Schedule A, and my trustee acknowledges receipt of this
property.<span style="mso-spacerun:yes"> </span>Although I
am married,<span style="mso-spacerun:yes"> </span>this trust
has been funded exclusively with
my separate property.<span style="mso-spacerun:yes"> </span>It
is my intent
that all property of the trust shall retain its character as
my separate
property, and it shall be presumed that all assets of the
trust are my separate
property.<span style="mso-spacerun:yes"> </span>If my spouse
proves any
community property interest in any trust asset, that community
property
interest shall be limited to the interest proved in that
particular asset, and
shall not create a community property interest in any other
asset of the trust.</span></p>
<p class="MsoPlainText"><span
style="font-size:12.0pt;mso-bidi-font-size:10.0pt;
font-family:"Times New Roman","serif""><span
style="mso-tab-count:1"> </span>1.3(b)<span
style="mso-spacerun:yes"> </span><u>Addition of Assets</u>.<span
style="mso-spacerun:yes"> </span>The trustee is authorized
and empowered to
receive by gift or Will or otherwise any real or personal
property,<span style="mso-spacerun:yes"> </span>securities,<span
style="mso-spacerun:yes">
</span>sums of money,<span style="mso-spacerun:yes"> </span>proceeds
of
retirement plans,<span style="mso-spacerun:yes"> </span>policies
of life
insurance or other assets from the Settlor or any other person
or persons for
the purposes of this Trust Agreement.<span
style="mso-spacerun:yes">
</span>However,<span style="mso-spacerun:yes"> </span>at no
time may community
property be added to this trust.<span style="mso-spacerun:yes">
</span>Any
asset added to the trust shall be presumed to have become my
separate property
upon acceptance. <span style="mso-tab-count:1"> </span></span></p>
Good luck!</p>
<p>Felicia<br>
</p>
<span
style="font-size:8.0pt;font-family:"Calibri",sans-serif;color:#A6A6A6"></span><span
style="font-size:16.0pt;font-family:"Cambria",serif;color:blue"><o:p></o:p></span>
<blockquote type="cite"
cite="mid:MWHPR2201MB1309825FAB6B4FCFDC1DFD63A7D90@MWHPR2201MB1309.namprd22.prod.outlook.com">
<div class="WordSection1">
<div>
</div>
<p class="MsoNormal"><span
style="font-size:11.0pt;font-family:"Calibri",sans-serif"><o:p> </o:p></span></p>
<div>
<div style="border:none;border-top:solid #E1E1E1
1.0pt;padding:3.0pt 0in 0in 0in">
<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">
<a class="moz-txt-link-abbreviated" href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a>
<a class="moz-txt-link-rfc2396E" href="mailto:wsbapt-bounces@lists.wsbarppt.com"><wsbapt-bounces@lists.wsbarppt.com></a>
<b>On Behalf Of </b>Ms. Roberta Armstrong<br>
<b>Sent:</b> Tuesday, November 20, 2018 12:54 PM<br>
<b>To:</b> <a class="moz-txt-link-abbreviated" href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>;
<a class="moz-txt-link-abbreviated" href="mailto:wsbarp@lists.wsbarppt.com">wsbarp@lists.wsbarppt.com</a><br>
<b>Subject:</b> [WSBAPT] Inheritance as Separate
Property in Rocky Marriage<o:p></o:p></span></p>
</div>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Hello Listserve,<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Wife is having surgery in early December.
She wants to do a will to solely benefit her children. A few
months back she inherited ~$1.6 million estate from her
mother. Prior to receiving this inheritance, the only income
she received was from state assistance.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">She has the money in various investment
accounts with her name only, but receives an amount of
~$2,000/month to keep her state benefits. She has made
improvements/repairs to her and her husband community home in
the nature of $40K – roof and other necessary repairs. She
also purchased property in Oregon which she has titled in her
name alone.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">The husband is being aggressive toward her;
for example, wanting her to use money from her inheritance to
pay for credit card debt that she believe is his separate debt
(her name not on the card but was acquired during the
marriage).<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Not sure why she is not considering
divorce, but she is clear that she does not want her husband
to get any part of her inheritance.
<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">What’s the best method for her to
disinherit the husband in regards to her inheritance from her
mother? I’m concerned about the use of funds (albeit from her
separate account) for community home repairs. Could this
action be considered commingling…? Could the husband go after
the accounts even if they are in her name alone and she did a
beneficiary card naming only her children? Does the husband
have a spousal election right in her inheritance is she
attempted to disinherit him by will…?<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Thank you in advance for your thoughts.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span
style="font-size:11.0pt;color:#1F497D">Warmest regards,</span><span
style="color:#1F497D"><o:p></o:p></span></p>
<p class="MsoNormal"><span
style="font-size:11.0pt;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span
style="font-size:11.0pt;color:#1F497D">Roberta<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"><b><span
style="font-size:11.0pt;color:#1F497D">Ms. Roberta
Armstrong, Attorney<o:p></o:p></span></b></p>
<p class="MsoNormal"><span
style="font-size:11.0pt;color:#1F497D">WSBA No. 42343<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">Please
note that the contents of this e-mail message are
confidential and may be legally privileged, being intended
for the named recipient. Please do not reproduce or
transmit this message without permission of the sender. If
you have received this message in error notify the sender to
inform them of the inadvertent mistake and then delete this
message from your computer and server. Thank you in advance
for your adherence.<o:p></o:p></span></p>
<p class="MsoNormal"><o:p> </o:p></p>
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<pre class="moz-signature" cols="72">--
Felicia Value
Attorney at Law
PO Box 578/116 N. Third
La Conner, WA 98257
(360) 466-2088
<a class="moz-txt-link-abbreviated" href="mailto:Felicia@skagitprobate.com">Felicia@skagitprobate.com</a></pre>
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