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<p class="MsoNormal">Interesting. I had a nasty probate case with a TODD contingent beneficiary (not my client) who ended up with the property after the TODD was upheld. There was no argument made by the other side’s attorney that the deed wasn’t valid.
This TODD was done on a Deeds.com form.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Candace Wilkerson<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>Sara D. Longley<br>
<b>Sent:</b> Wednesday, April 8, 2020 3:53 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> Re: [WSBAPT] TOD alternate beneficiary?<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal" style="margin-bottom:12.0pt">Thanks for all the cogent responses! I have deleted the alternate beneficiary and explained to my client that he will need to make a new TODD if his primary beneficiary predeceases him.<o:p></o:p></p>
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<p class="MsoNormal">Sara D. Longley, J.D., LL.M.<o:p></o:p></p>
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<p class="MsoNormal">1734 NW Market Street <o:p></o:p></p>
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<p class="MsoNormal">Seattle, WA 98107<o:p></o:p></p>
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<p class="MsoNormal">(206)434-5644<o:p></o:p></p>
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<p class="MsoNormal"><a href="mailto:Sara@Longley-law.pro">Sara@Longley-law.pro</a><o:p></o:p></p>
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<p class="MsoNormal">Sent from my iPhone<o:p></o:p></p>
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<p class="MsoNormal" style="margin-bottom:12.0pt">On Apr 8, 2020, at 3:49 PM, Bryce Dille <<a href="mailto:Bryce@dillelaw.com">Bryce@dillelaw.com</a>> wrote:<o:p></o:p></p>
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<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal"><span style="color:#1F497D">I attended as seminar right after the statute was enacted and it was the unanimous opinion of all the presenters that you can’t expand the statute</span><o:p></o:p></p>
<p class="MsoNormal"><span style="color:#1F497D"> </span><o:p></o:p></p>
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<p class="MsoNormal"><b>From:</b> <a href="mailto:wsbapt-bounces@lists.wsbarppt.com">
wsbapt-bounces@lists.wsbarppt.com</a> <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a>>
<b>On Behalf Of </b>Heather de Vrieze<br>
<b>Sent:</b> Wednesday, April 8, 2020 3:13 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br>
<b>Subject:</b> Re: [WSBAPT] TOD alternate beneficiary?<o:p></o:p></p>
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<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal">Naming an alternate beneficiary is not contemplated under the law. It will not have any effect, and I might even worry that it would cause the initial designation of the primary beneficiary to fail. This is what Wills are for.<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"><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</span></i><o:p></o:p></p>
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<p class="MsoNormal"><i><span style="font-family:"Garamond",serif;color:#1F497D"><image002.jpg><o:p></o:p></span></i></p>
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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">3909 California Avenue SW</span><span style="color:#44524E"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">Seattle, WA 98116-3705
</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">(206)938-5500
</span><o:p></o:p></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">
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<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">
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<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"><b><span style="color:blue"><a href="https://www.facebook.com/DeVriezeCarney"><span style="color:blue;text-decoration:none"><image003.png></span><span style="color:windowtext;font-weight:normal;text-decoration:none"><o:p></o:p></span></a></span></b></p>
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<p class="MsoNormal"><span style="font-size:8.0pt;color:#A6A6A6"> </span><o:p></o:p></p>
<p class="MsoNormal"><span style="color:#9900CC">*****Our office is working to do our part to deal with the COVID-19 situation that is impacting us all.
</span><o:p></o:p></p>
<p class="MsoNormal"><span style="color:#9900CC">In particular, we are limiting the number of in person client appointments per day, trying to keep appointments as short as possible, with preliminary or follow-up discussions by telephone or email. I am also
sanitizing all relevant spaces after each client visit.</span><o:p></o:p></p>
<p class="MsoNormal"><span style="color:#9900CC">Client appointments that can be handled by telephone should be scheduled as such.
</span><o:p></o:p></p>
<p class="MsoNormal"><span style="color:#9900CC">If I am sick, I will reschedule, I ask you to do the same.*****</span><o:p></o:p></p>
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<p class="MsoNormal"><b>From:</b> <a href="mailto:wsbapt-bounces@lists.wsbarppt.com">
wsbapt-bounces@lists.wsbarppt.com</a> <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a>>
<b>On Behalf Of </b>Sara D. Longley<br>
<b>Sent:</b> Wednesday, April 08, 2020 1:46 PM<br>
<b>To:</b> 'WSBA Probate & Trust Listserv' <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br>
<b>Subject:</b> [WSBAPT] TOD alternate beneficiary?<o:p></o:p></p>
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<p class="MsoNormal">Hello listmates,<o:p></o:p></p>
<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal">I have prepared a few Transfer on Death Deeds, but this is my first where the Grantor is requesting that we include an alternate beneficiary. In reviewing the statute it appears that there is no provision for naming an alternate, non-concurrent
beneficiary. <o:p></o:p></p>
<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal">If I include alternate beneficiary language in the deed will it have any effect?
<o:p></o:p></p>
<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal">Thanks for your wisdom, and stay safe!<o:p></o:p></p>
<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal">Sara Longley<o:p></o:p></p>
<p class="MsoNormal"> <o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Arial",sans-serif">Sara D. Longley</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Arial",sans-serif">Ivy Law Group, PLLC</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Arial",sans-serif">1734 NW Market Street</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Arial",sans-serif">Phone: (206) 706-2909</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Arial",sans-serif">Fax: (206) 834-6044</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Arial",sans-serif;color:#1F497D"><a href="mailto:sara@ivylawgroup.com">sara@ivylawgroup.com</a></span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Arial",sans-serif">Pronouns: she, her, hers</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:1.0pt;font-family:"Arial Narrow",sans-serif;color:#1F497D"> </span><o:p></o:p></p>
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