<div dir="auto">In California, the Transfer on Death Deed is really a form provided on the county website. I have seen the one from LA County and it looks pretty simple. <div dir="auto"><br></div><div dir="auto">Respectfully,<br><br><div data-smartmail="gmail_signature" dir="auto">Jamia S. Burns<br>Attorney at Law - Estate Planning <br>360-739-6379<br><a href="http://www.jamiaburnslaw.com">www.jamiaburnslaw.com</a><br><a href="mailto:jamia@jamiaburnslaw.com">jamia@jamiaburnslaw.com</a><br>Mail: P.O. Box 29453<br>Bellingham, WA 98228<br>Office: 1200 Dupont Street, Ste. 1-D<br>Bellingham, WA 98225 (by appointment only)</div></div></div><br><div class="gmail_quote"><div dir="ltr" class="gmail_attr">On Mon, May 11, 2020, 3:54 PM Mike Winslow <<a href="mailto:mike@winslegal.com">mike@winslegal.com</a>> wrote:<br></div><blockquote class="gmail_quote" style="margin:0 0 0 .8ex;border-left:1px #ccc solid;padding-left:1ex"><div lang="EN-US" link="#0563C1" vlink="#954F72"><div class="m_-3147883585312832248WordSection1"><p class="MsoNormal"><span style="font-size:12.0pt;color:#1f497d">Jill, I have drafted single purpose, single asset trusts to hold out of state property to avoid multiple probates. These are really pretty simple documents. Thus cost is not really much of an issue. The expense of probate in California, if still holding to rules I checked years ago, is tied to the value of the estate assets, instead of the complexity of the work required. This is what drives the RLT business in California law practice.<u></u><u></u></span></p><p class="MsoNormal"><span style="font-size:12.0pt;color:#1f497d"><u></u> <u></u></span></p><p class="MsoNormal"><span style="font-size:12.0pt;color:#1f497d"><u></u> <u></u></span></p><div><p class="MsoNormal"><span style="color:#1f497d">Michael A. Winslow<u></u><u></u></span></p><p class="MsoNormal"><span style="color:#1f497d">1204 Cleveland Ave.<u></u><u></u></span></p><p class="MsoNormal"><span style="color:#1f497d">Mount Vernon, WA 98273<u></u><u></u></span></p><p class="MsoNormal"><span style="color:#1f497d">Ph. 360-336-3321<u></u><u></u></span></p><p class="MsoNormal"><span style="color:#1f497d">Em. <a href="mailto:Mike@winslegal.com" target="_blank" rel="noreferrer">Mike@winslegal.com</a><u></u><u></u></span></p><p class="MsoNormal"><span style="color:#1f497d"><u></u> <u></u></span></p><p class="MsoNormal"><span style="color:#1f497d">This message is from an attorney, so it’s confidential. If you are not the intended recipient, it’s too late to stop reading this message, but you may not use it for any improper purpose. Huge Disclaimer available upon request.<u></u><u></u></span></p></div><p class="MsoNormal"><span style="font-size:12.0pt;color:#1f497d"><u></u> <u></u></span></p><div><div style="border:none;border-top:solid #b5c4df 1.0pt;padding:3.0pt 0in 0in 0in"><p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif"">From:</span></b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif""> <a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank" rel="noreferrer">wsbapt-bounces@lists.wsbarppt.com</a> [mailto:<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank" rel="noreferrer">wsbapt-bounces@lists.wsbarppt.com</a>] <b>On Behalf Of </b>John J. Sullivan, Esq.<br><b>Sent:</b> Monday, May 11, 2020 3:26 PM<br><b>To:</b> 'WSBA Probate & Trust Listserv'<br><b>Subject:</b> Re: [WSBAPT] CA transfer on death deed<u></u><u></u></span></p></div></div><p class="MsoNormal"><u></u> <u></u></p><p class="MsoNormal">Jill:<u></u><u></u></p><p class="MsoNormal"><u></u> <u></u></p><p class="MsoNormal">My partner and I have had conversations about the WA TOD deeds with title officers as well. Apparently they are not entirely comfortable with the alternative yet. The issue appears to be the possibility of creditor claims being executed against the property during the first two years. <u></u><u></u></p><p class="MsoNormal"><u></u> <u></u></p><p class="MsoNormal">John J. Sullivan<u></u><u></u></p><p class="MsoNormal"><u></u> <u></u></p><div><div style="border:none;border-top:solid #e1e1e1 1.0pt;padding:3.0pt 0in 0in 0in"><p class="MsoNormal"><b>From:</b> <a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank" rel="noreferrer">wsbapt-bounces@lists.wsbarppt.com</a> <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank" rel="noreferrer">wsbapt-bounces@lists.wsbarppt.com</a>> <b>On Behalf Of </b>Jill H. Sasser<br><b>Sent:</b> Monday, May 11, 2020 2:01 PM<br><b>To:</b> WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank" rel="noreferrer">wsbapt@lists.wsbarppt.com</a>><br><b>Subject:</b> [WSBAPT] CA transfer on death deed<u></u><u></u></p></div></div><p class="MsoNormal"><u></u> <u></u></p><p class="MsoNormal"><u></u> <u></u></p><p class="MsoNormal">Dear listmates:<u></u><u></u></p><p class="MsoNormal"> <u></u><u></u></p><p class="MsoNormal">I have a Washington resident client (single/non-tax planning). Client has minimal liquidity, but does own a residential rental property in California. She does not want to have a WA or CA revocable living trust for various reasons, primarily cost. <u></u><u></u></p><p class="MsoNormal"> <u></u><u></u></p><p class="MsoNormal">I have explained that a CA probate may be necessary if she owns the CA property at the time of her death. She wants to pass the CA property to a specific beneficiary at that time of her death, if she owns such property. I certainly think that a trust is the best option, but client does not want a trust, and I am concerned about trying to avoid the cost of CA probate, which I understand to be VERY expensive. <u></u><u></u></p><p class="MsoNormal"> <u></u><u></u></p><p class="MsoNormal">I understand that CA allows transfer on death deeds, and I have been exploring that option. However, when I talked with a title company that does business in CA, I was told, “The CA transfer on death statute is new and somewhat different than in most other states. Most CA attorneys don’t view the TOD deed favorably so we don’t suggest it be used.” (Note—I am not going to prepare the CA TOD deed—I was hoping to find someone to do so for my client). <u></u><u></u></p><p class="MsoNormal"> <u></u><u></u></p><p class="MsoNormal">I can’t tell if this means that the statute is bad, or if it is just new and sometimes new is uncomfortable.<u></u><u></u></p><p class="MsoNormal"> <u></u><u></u></p><p class="MsoNormal">Does anyone on here have experience with CA transfer on death deeds?<u></u><u></u></p><p class="MsoNormal"> <u></u><u></u></p><p class="MsoNormal">I would appreciate any insights. <u></u><u></u></p><p class="MsoNormal">Thanks,<u></u><u></u></p><p class="MsoNormal" style="margin-bottom:12.0pt">Jill<span style="color:#333333"><br><u></u><br><u></u></span><u></u><u></u></p><p class="MsoNormal"><br><strong><span style="font-size:12.0pt;font-family:"Calibri","sans-serif";color:gray">Jill H. Sasser | Attorney at Law </span></strong><span style="font-size:12.0pt;color:gray"><u></u><u></u></span></p><table border="0" cellspacing="0" cellpadding="0"><tr><td style="padding:0in 0in 0in 0in"><p class="MsoNormal"><img width="210" height="47" id="m_-3147883585312832248Picture_x0020_1" src="cid:image001.jpg@01D627AB.E1381C10"><u></u><u></u></p></td></tr></table><p class="MsoNormal"><span style="font-size:10.0pt;color:black">805 Broadway Street, Suite 1000 <br>P.O. Box 1086 <br>Vancouver, WA 98666-1086 <br></span><span style="font-size:10.0pt;color:orange">T: 360-816-2534 | T: 503-283-3393 | F: 360-816-2535 <br><a href="http://www.landerholm.com" target="_blank" rel="noreferrer">www.landerholm.com</a> <br><br></span><b><span style="font-size:12.0pt;color:black">Landerholm, P.S. is committed to following the recommendations and requirements regarding COVID-19 as outlined by various government agencies.<br>We are working and available to assist you by phone, video conferencing and through email. For the time being we’ve modified our daily operations but closed our office to the public.<br></span></b><span style="font-size:12.0pt;color:black"><br></span><span style="font-size:10.0pt;color:black"><br><br></span><span style="font-size:7.5pt;color:black">-------------------- <br>This e-mail message (including attachments) is for the sole use of the intended recipient(s). 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