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<p class="MsoNormal"><span style="font-size:12.0pt">I don’t think you can handle this with a Transfer on Death Deed. The statute is pretty clear that TODDs confer only fee simple interests which take effect at death.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt">A will directing distribution of the property subject to a life estate in the sister can work, but can also create problems down the road if there are issues with maintenance, taxes, the need for sale of the
property or similar. A trust can work as well, with the Trust have management authority and direction about what expenses Sister will be responsible for or can be kicked out for not paying.
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt">Heather<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt"><o:p> </o:p></span></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>Inge Fordham<br>
<b>Sent:</b> Tuesday, April 12, 2022 2:02 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> [WSBAPT] Real Property Bequest Subject to Life Estate<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Upon his death, PC wants to leave his real property to his step-son subject to a life estate in his sister. What’s the best way to go about this? Just include a bequest to the stepson, subject to a life estate in sister, in the last will
and testament? Is there such thing as a TOD deed to John Doe subject to a life estate in Sarah Appleseed?
<o:p></o:p></p>
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