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<p class="MsoNormal">Agreed with Joshua and would add to the consideration of appropriateness of TODD is the question “Is the beneficiary/ transferee planning on selling within two years of the transfer pursuant to death.” That title companies I’m working with
are (rightly in my opinion) requiring more for a TODD beneficiary to sell immediately.<o:p></o:p></p>
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<p class="MsoNormal">Kailei<o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:16.0pt;font-family:"Vladimir Script";color:#1F497D">Kailei B. Feeney</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<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<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>Joshua McKarcher<br>
<b>Sent:</b> Thursday, December 1, 2022 1:44 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> Re: [WSBAPT] Drafting Input/Reality Check<o:p></o:p></p>
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<p class="MsoNormal">I would do the wills ONLY, no TODDs at all, and I would ensure I have carefully provided for the various scenarios of one dying with or before the parents. (NOT, “We will change the wills then.” “Not if you don’t have capacity, you won’t!”)<o:p></o:p></p>
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<p class="MsoNormal">I just firmly believe TODDs are useful for single people with one single heir at law who in turn maybe has one single descendant. But I’m a twit that way.<o:p></o:p></p>
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<p class="MsoNormal">Best, Josh <o:p></o:p></p>
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<p style="margin:0in"><span style="font-size:12.0pt;font-family:"Times New Roman",serif">Joshua D. McKarcher<o:p></o:p></span></p>
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<p style="margin:0in"><span style="font-size:12.0pt;font-family:"Times New Roman",serif">McKarcher Law PLLC<o:p></o:p></span></p>
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<p style="margin:0in"><span style="font-size:12.0pt;font-family:"Times New Roman",serif">537 6th Street<o:p></o:p></span></p>
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<p style="margin:0in"><span style="font-size:12.0pt;font-family:"Times New Roman",serif">Clarkston, WA 99403<o:p></o:p></span></p>
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<p style="margin:0in"><span style="font-size:12.0pt;font-family:"Times New Roman",serif">(509) 758-3345<o:p></o:p></span></p>
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<p style="margin:0in"><span style="font-size:12.0pt;font-family:"Times New Roman",serif">(509) 758-3314 (fax)<o:p></o:p></span></p>
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<p style="margin:0in"><span style="font-size:12.0pt;font-family:"Times New Roman",serif"><a href="mailto:josh@mckarcherlaw.com"><span style="color:#0086F0">josh@mckarcherlaw.com</span></a><o:p></o:p></span></p>
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<p class="MsoNormal"><b><span style="color:black">From:</span></b><span style="color:black">
<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>> on behalf of Paul Neumiller <<a href="mailto:pneumiller@hotmail.com">pneumiller@hotmail.com</a>><br>
<b>Sent:</b> Thursday, December 1, 2022 2:26:38 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] Drafting Input/Reality Check</span> <o:p></o:p></p>
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<p class="xmsonormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif">Hey! I hope everyone is warm. I am preparing the estate planning documents for a married couple with two sons. One parcel goes to one son and one parcel goes to the
other son. I plan on using transfer on death deeds for the parcels but I ask this listserv if I should also put the specific bequests for the parcels in the parent’s Wills? Is it belt and suspenders overkill to prepare TODDs and put the bequest in the parent’s
Wills.</span><o:p></o:p></p>
<p class="xmsonormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif"> </span><o:p></o:p></p>
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