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<p class="MsoNormal"><b><span style="font-size:12.0pt;font-family:"Arial",sans-serif">Amy: consult with a poverty lawyer. If access to Medicaid or other state benefits is a probability then very careful planning can save a lot of dough and heartache.<o:p></o:p></span></b></p>
<p class="MsoNormal"><b><span style="font-size:12.0pt;font-family:"Arial",sans-serif"><o:p> </o:p></span></b></p>
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<p class="MsoNormal"><b><span style="font-size:12.0pt">Roger Hawkes, WSBA 5173<o:p></o:p></span></b></p>
<p class="MsoNormal"><b><span style="font-size:12.0pt">Hawkes Law Firm, P.S.<o:p></o:p></span></b></p>
<p class="MsoNormal">19944 Ballinger Way NE, Suite #100<o:p></o:p></p>
<p class="MsoNormal">Shoreline, WA 98155<o:p></o:p></p>
<p class="MsoNormal">And 423 Main in Sultan, WA 98294<o:p></o:p></p>
<p class="MsoNormal"><a href="http://www.hawkeslawfirm.com/"><span style="color:blue">www.hawkeslawfirm.com</span></a><o:p></o:p></p>
<p class="MsoNormal">206 367 5000 Office<o:p></o:p></p>
<p class="MsoNormal">206 367 4005 Fax<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>Amy Goertz<br>
<b>Sent:</b> Thursday, May 9, 2019 12:44 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> [WSBAPT] Rent-to-Own Agreement w/ Grandma<o:p></o:p></p>
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<p class="MsoNormal">Listmates,<o:p></o:p></p>
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<p class="MsoNormal">I have a potential client who wants to buy her 90-year-old grandmother’s home. <o:p></o:p></p>
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<p class="MsoNormal">About 10 years ago, Grandma (80+/- at the time) no longer wanted to manage her home and moved into an apartment with her sister. Client and her husband moved in Grandma’s house under an understanding of a “rent-to-own” agreement. The only
“writing” to document the agreement are receipts created and signed by Grandma showing client’s payment of rent, utilities, property taxes, etc. House remains in Grandma’s name.<o:p></o:p></p>
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<p class="MsoNormal">Client and husband want to get Home Equity Loan to remodel but they cannot since the home is in Grandma’s name. Grandma says she will give them the house or sign a transfer-on-death deed.<o:p></o:p></p>
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<p class="MsoNormal">Client is willing to purchase the house but is fearful of a Medicaid lien upon Grandma’s death, which is only imminent due to her age and not any known health issues.<o:p></o:p></p>
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<p class="MsoNormal">Any thoughts on how best to execute a sale to the granddaughter that will pass muster upon review?<o:p></o:p></p>
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<p class="MsoNormal">Amy<o:p></o:p></p>
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<p class="MsoNormal"><i><span style="font-size:9.0pt;font-family:"Lucida Calligraphy";color:black"><br>
Amy J. Goertz, J.D.</span></i><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><i><span style="font-size:9.0pt;font-family:"Lucida Calligraphy";color:black">Goertz & Lambrecht PLLC</span></i><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black"><a href="mailto:amyjgoertz@icloud.com">amyjgoertz@icloud.com</a> <o:p></o:p></span></p>
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<p class="MsoNormal" style="margin-bottom:12.0pt"><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black">1.888.926.2607 phone<br>
1.877.684.1627 fax<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black">Address for correspondence:<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black">2829 S. Grand Blvd., Suite 303<br>
Spokane, WA 99203 <o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black">Additional office locations:<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black">510 Bell Street<br>
Edmonds, WA 98020<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black">7418 East Helm Drive<br>
Scottsdale, AZ 85260<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black">Goertz & Lambrecht PLLC<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black"><a href="http://www.goertzlambrecht.com/">www.goertzlambrecht.com</a><o:p></o:p></span></p>
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