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<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif">Anyone have any ideas on how to use a Will to pour-over to a trust without having to open a probate?
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<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Times New Roman",serif;mso-ligatures:none">IMPORTANT NOTICE: This e-mail message is intended to be received only by persons entitled to receive the confidential information it may contain. E-mail
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<p class="MsoNormal"><b><span style="mso-ligatures:none">From:</span></b><span style="mso-ligatures:none"> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com>
<b>On Behalf Of </b>Paul Neumiller<br>
<b>Sent:</b> Friday, September 15, 2023 4:42 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> Re: [WSBAPT] Trust Rubber Hitting the Road<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif">Mother died many years ago and Dad recently died as a resident in CA. It is Dad’s CA pour-over Will and Trust. Client is daughter and sole heir and named beneficiary.
Other than property ownership, there are no ties to WA.<o:p></o:p></span></p>
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<p class="MsoNormal"><a name="Paul_A__Neumiller2"><span style="mso-ligatures:none"><img width="250" height="150" style="width:2.6in;height:1.5666in" id="_x0000_i1029" src="cid:image001.jpg@01D9EB0F.342B4CB0"></span></a><span style="mso-bookmark:Paul_A__Neumiller2"></span><span style="mso-ligatures:none"><o:p></o:p></span></p>
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<p class="MsoNormal"><b><span style="mso-ligatures:none">From:</span></b><span style="mso-ligatures:none">
<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>>
<b>On Behalf Of </b>Philip N. Jones<br>
<b>Sent:</b> Friday, September 15, 2023 4:35 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> Re: [WSBAPT] Trust Rubber Hitting the Road<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">Has somebody died?<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif;mso-ligatures:none">Philip N. Jones<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif;mso-ligatures:none">Duffy Kekel LLP<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif;mso-ligatures:none">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;mso-ligatures:none">Portland, OR 97204<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif;mso-ligatures:none"><a href="mailto:pjones@duffykekel.com">pjones@duffykekel.com</a><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif;mso-ligatures:none">(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;mso-ligatures:none">(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;mso-ligatures:none">(503) 226-3574 - fax<o:p></o:p></span></p>
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<p class="MsoNormal"><b><span style="mso-ligatures:none">From:</span></b><span style="mso-ligatures:none">
<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>>
<b>On Behalf Of </b>Paul Neumiller<br>
<b>Sent:</b> Friday, September 15, 2023 4:24 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] Trust Rubber Hitting the Road<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif">Client has a CA pour-over Will and a CA trust with WA vacant land that was never conveyed into the CA trust. Is there some way to convey the WA land into the CA trust without
having to open probate? Client then wants to sell the land.<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="mso-ligatures:none"><o:p> </o:p></span></p>
<p class="MsoNormal"><a name="Paul_A__Neumiller"><span style="mso-ligatures:none"><img border="0" width="250" height="150" style="width:2.6in;height:1.5666in" id="Picture_x0020_1" src="cid:image001.jpg@01D9EB0F.342B4CB0"></span></a><span style="mso-bookmark:Paul_A__Neumiller"></span><span style="mso-ligatures:none"><o:p></o:p></span></p>
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