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Hello Ken
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<div>I have worked through this issue and have funded late. I’d be happy to chat with you and discuss the steps I took of you’d like. Feel free to email me directly: djkiepe@depdslaw.com</div>
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<div>Diane Kiepe<br>
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<div dir="ltr">Sent from my iPhone</div>
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<blockquote type="cite">On Nov 8, 2021, at 2:58 PM, Jeff@bellanddavispllc.com wrote:<br>
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<p class="MsoNormal">Ken,<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">This is an interesting question that I run into more often then I like. First, if the credit trust is set up by a disclaimer, it is too late. However, if the trust is funded under, what I call, forced funding, meaning on the death of
the first trustor, the trustee shall divide up the trust into the survivor and decedent (credit) trust, I think you can still do it. The only question will be is if the survivor has used the assets, i.e. the house, will the IRS say the survivor has accepted
those assets as her own and cannot now fund the credit trust. I say try setting up the credit trust. However, I look forward to other responses.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Jeff<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal"><b><span style="font-family:"Tahoma",sans-serif">W. Jeff Davis<o:p></o:p></span></b></p>
<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black">BELL & DAVIS PLLC</span></b><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black"><br>
P.O. Box 510<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black">720 E. Washington Street, Suite 105<br>
Sequim WA 98382<br>
Phone: (360) 683.1129 <br>
Fax: (360) 683.1258 <br>
email: </span><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif"><a href="mailto:jeff@bellanddavispllc.com">jeff@bellanddavispllc.com</a><span style="color:black"><br>
</span></span><a href="http://www.bellanddavispllc.com/" target="_blank"><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;color:blue">www.bellanddavispllc.com</span></a><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black"><br>
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<p class="MsoNormal"><b><o:p> </o:p></b></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>Ken Luce<br>
<b>Sent:</b> Monday, November 8, 2021 2:17 PM<br>
<b>To:</b> 'WSBA Probate & Trust Listserv' <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> [WSBAPT] Transfer of RP TO CST+<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="font-size:14.0pt">RLT created that contains a provision for a credit shelter trust upon passing of the first. Real property transferred to RLT, husband dies. Five years have passed and CST not set up and property still in
name of RLT. Can the credit shelter trust now be set up and the property be transferred to it without consequences?<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt"><o:p> </o:p></span></p>
<p class="MsoNormal"><b><span style="font-size:9.0pt;font-family:"Arial",sans-serif">Kenyon Luce<o:p></o:p></span></b></p>
<p class="MsoNormal"><b><span style="font-size:9.0pt;font-family:"Arial",sans-serif">Luce & Associates, P.S.<o:p></o:p></span></b></p>
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<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Arial",sans-serif">T: (253) 922-8724<o:p></o:p></span></p>
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