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<p class="MsoNormal">Kim,<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Why not either establish a trust that continues until either partner’s death or sale, with distribution at death or sale exactly as you describe?<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Or, give the partner a right of occupancy that continues until partner dies or elects to sell.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Heather<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></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;color:#1F497D"><br>
</span></b><i><span style="font-family:"Garamond",serif;color:#1F497D">Attorney-at-Law<o:p></o:p></span></i></p>
<p class="MsoNormal"><i><span style="font-family:"Garamond",serif;color:#1F497D"><img width="189" height="105" style="width:1.9701in;height:1.097in" id="_x0000_i1026" src="cid:image003.jpg@01D48804.406BF290" alt="cid:image001.jpg@01D013C2.30F35160"></span></i><i><span style="font-size:12.0pt;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"><a href="mailto:heatherd@westseattlelaw.com"><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">heatherd@westseattlelaw.com</span></a><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">
<o:p></o:p></span></p>
<p class="MsoNormal"><a href="http://www.westseattlelaw.com/"><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">www.westseattlelaw.com</span></a><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">
<o:p></o:p></span></p>
<p class="MsoNormal"><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:
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<p class="MsoNormal"><span style="font-size:8.0pt;color:#A6A6A6"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:8.0pt;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"><o:p> </o:p></p>
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<p class="MsoNormal"><b>From:</b> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com>
<b>On Behalf Of </b>Kim Hammit<br>
<b>Sent:</b> Thursday, November 29, 2018 4:29 PM<br>
<b>To:</b> wsbapt@lists.wsbarppt.com<br>
<b>Subject:</b> [WSBAPT] leaving house to partner with provisions for siblings, and more<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">I have a client who owns a home and other assets (under the tax threshold however). His desire is that if his partner survives him, the partner will be allowed to live in the home as long as he wants or sell it if he wishes. The caveat
is that if partner later dies, home needs to go to client’s siblings (50%) and partner’s cousin (50%). Same distribution if partner sells – partner gets 50% and siblings get the other 50% at sale. I could do a life estate for partner and then to those parties
upon partner’s death but client doesn’t want to record anything now. Can I put a right to sell in a life estate?
<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Or, do I do a specific bequest to partner at client’s death and a contract for mutual wills to ensure partner then leaves to his cousin and client’s siblings as client wishes? If partner predeceases client, house will go to cousin and
siblings the same so I can put in client’s will “house to partner or if partner predeceases me, then to cousin and siblings as TIC”? I feel like I’m complicating this more than it needs to be … Can I even do contract for mutual wills with unmarried life partners?
Another hook is that client wants to leave 1/3 of all other assets (cash, stocks etc) to partner but if partner later dies, wants 50% of what partner inherited to go back to his siblings. I think client is SOL on that and will have to just trust the partner
after death but is this something I can cover with contract for mutual will?<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Thank you for any ideas, suggestions, thoughts!<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Kimberly S. Hammit<o:p></o:p></p>
<p class="MsoNormal">Associate Attorney<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">GSJONES LAW GROUP, P.S.<o:p></o:p></p>
<p class="MsoNormal">1155 Bethel Avenue<o:p></o:p></p>
<p class="MsoNormal">Port Orchard, WA 98366<o:p></o:p></p>
<p class="MsoNormal">Tel: (360) 876-9221<o:p></o:p></p>
<p class="MsoNormal">Fax: (360) 876-5097<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">GSJONES LAW GROUP, P.S. - The information in this email message may be privileged, confidential, or otherwise protected from disclosure. Any review, dissemination or use of this transmission or its contents by persons other than the addressee(s)
is strictly prohibited and this transmission does not constitute a waiver. If you have received this transmission in error, please delete this email and respond to sender via
<a href="mailto:kim@gsjoneslaw.com">kim@gsjoneslaw.com</a> or call our office at (360) 876-9221.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
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