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<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">I see no need for two deeds.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">Philip N. Jones<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">Duffy Kekel LLP<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">900 S.W. Fifth Ave. Suite 2500<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">Portland, OR 97204<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif"><a href="mailto:pjones@duffykekel.com"><span style="color:#0563C1">pjones@duffykekel.com</span></a><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">(503) 226-1371 – office<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">(503) 853-1482 – cell<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">(503) 226-3574 - fax<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif"><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>Setareh Mahmoodi<br>
<b>Sent:</b> Tuesday, April 12, 2022 2:01 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> Re: [WSBAPT] Question for Oregon Licensed Attorneys<o:p></o:p></p>
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<p class="MsoNormal">Thank you so much, Phil. The probate is the main concern and why I'd want it in the trust to begin with. Client may decide to rent it out in the future and if so, I suggested at that time to consider speaking with an OR attorney to see
if it is appropriate to transfer to an LLC for liability reasons. However, I think she can easily transfer it to the LLC as the trustee if needed in the future. A colleague suggested she may want to purchase it in her individual name first and then transfer
it to the trust. I don't believe I see the need and can't find anything that suggests she needs to. I think this would just cause an additional fee for her to retain an OR attorney to draft another deed and she'd have to pay a second recording fee. Let me
know if you see it differently. <o:p></o:p></p>
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<p class="MsoNormal">Thanks so much!<o:p></o:p></p>
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<p class="MsoNormal">On Tue, Apr 12, 2022 at 1:52 PM Philip N. Jones <<a href="mailto:pjones@duffykekel.com">pjones@duffykekel.com</a>> wrote:<o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">I can’t think of any issues. Of course, I might be missing something. It would avoid Oregon probate, which is
not as simple as Washington probate.</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">Is it rented out? You might think about whether the trust needs to be registered to do business in Oregon. I
have no idea. Oregon income tax will be due if it is rented out. Probably needs to be reported on the client’s federal and Oregon individual returns either way.</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">Can’t think of anything else. Am I missing anything?</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">Phil</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:14.0pt;font-family:"Times New Roman",serif"> </span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">Philip N. Jones</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">Duffy Kekel LLP</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">900 S.W. Fifth Ave. Suite 2500</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">Portland, OR 97204</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:14.0pt;font-family:"Times New Roman",serif"><a href="mailto:pjones@duffykekel.com" target="_blank"><span style="color:#0563C1">pjones@duffykekel.com</span></a></span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">(503) 226-1371 – office</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">(503) 853-1482 – cell</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">(503) 226-3574 - fax</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:14.0pt;font-family:"Times New Roman",serif"> </span><o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><b>From:</b>
<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a> <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a>>
<b>On Behalf Of </b>Setareh Mahmoodi<br>
<b>Sent:</b> Tuesday, April 12, 2022 11:53 AM<br>
<b>To:</b> WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a>><br>
<b>Subject:</b> [WSBAPT] Question for Oregon Licensed Attorneys<o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"> <o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto">Hello, <o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"> <o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto">Client is purchasing a property (all cash, no loans) in Oregon. They are a resident of WA state and will continue to be. They have a Revocable Living Trust established in WA. Any
reason not to purchase the property in the name of the trust from the beginning so that title vests in the trustee of the trust and we do not have to do a second deed to transfer it later? Any OR specific issues to consider? <o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"> <o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto">Thank you so much!<o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"> <o:p></o:p></p>
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<p style="margin-bottom:0in;background:white"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black">Best regards, </span></b><o:p></o:p></p>
<p style="margin-bottom:0in;background:white"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black"> </span><o:p></o:p></p>
<p style="margin-bottom:0in;background:white"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black">Setareh Mahmoodi </span></b><o:p></o:p></p>
<p style="margin-bottom:0in;background:white"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black">Attorney at Law </span></b><o:p></o:p></p>
<p style="margin-bottom:0in;background:white"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black">18222 104th Ave NE, Suite 103</span></b><o:p></o:p></p>
<p style="margin-bottom:0in;background:white"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black">Bothell, WA 98011</span></b><o:p></o:p></p>
<p style="margin-bottom:0in;background:white"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black">Phone: 425-806-1500</span></b><o:p></o:p></p>
<p style="margin-bottom:0in;background:white"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black">Fax: 425-489-4142 (Please email documents if at all possible)</span></b><o:p></o:p></p>
<p style="margin-bottom:0in;background:white"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black">Email:
<a href="mailto:SM@LawOfficesofSM.com" target="_blank">SM@LawOfficesofSM.com</a></span></b><o:p></o:p></p>
<p style="margin-bottom:0in;background:white"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black">Website: </span></b><b><span style="font-size:10.0pt;color:black"><a href="https://nam11.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.lawofficesofsm.com%2F&data=04%7C01%7Cpjones%40duffykekel.com%7Cef47c1fbe3304ab7c5ae08da1cc802a3%7C2d66ed5354fa4c2f8c4dbff1aca5479d%7C0%7C0%7C637853942612439782%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000&sdata=L%2FvR37YmCLzQx09slCPvgOEH0qXcKy0sL6O%2FXVttu94%3D&reserved=0" target="_blank">http://www.lawofficesofsm.com/</a></span></b><o:p></o:p></p>
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<b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black">Best regards, </span></b><span style="font-size:10.0pt;font-family:"Arial",sans-serif"><o:p></o:p></span></p>
<p style="mso-margin-top-alt:6.0pt;margin-right:0in;margin-bottom:0in;margin-left:0in;background:white">
<span style="font-size:10.0pt;font-family:"Arial",sans-serif"><o:p> </o:p></span></p>
<p style="mso-margin-top-alt:6.0pt;margin-right:0in;margin-bottom:0in;margin-left:0in;background:white">
<b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black">Setareh Mahmoodi </span></b><span style="font-size:10.0pt;font-family:"Arial",sans-serif"><o:p></o:p></span></p>
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<b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black">Attorney at Law </span></b><span style="font-size:10.0pt;font-family:"Arial",sans-serif"><o:p></o:p></span></p>
<p style="mso-margin-top-alt:6.0pt;margin-right:0in;margin-bottom:0in;margin-left:0in;background:white">
<b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black">18222 104th Ave NE, Suite 103</span></b><span style="font-size:10.0pt;font-family:"Arial",sans-serif"><o:p></o:p></span></p>
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<b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black">Bothell, WA 98011</span></b><span style="font-size:10.0pt;font-family:"Arial",sans-serif"><o:p></o:p></span></p>
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<b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black">Phone: 425-806-1500</span></b><span style="font-size:10.0pt;font-family:"Arial",sans-serif"><o:p></o:p></span></p>
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<b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black">Fax: 425-489-4142 (Please email documents if at all possible)</span></b><span style="font-size:10.0pt;font-family:"Arial",sans-serif"><o:p></o:p></span></p>
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<b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black">Email:
<a href="mailto:SM@LawOfficesofSM.com">SM@LawOfficesofSM.com</a></span></b><span style="font-size:10.0pt;font-family:"Arial",sans-serif"><o:p></o:p></span></p>
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<b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black">CONFIDENTIALITY NOTICE:</span></b><span style="font-size:10.0pt;color:black"> This email message and any attachments is a transmission from the law firm and is intended for the recipient only.
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