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</o:shapelayout></xml><![endif]--></head><body lang=EN-US link="#0563C1" vlink="#954F72" style='word-wrap:break-word'><div class=WordSection1><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri",sans-serif;color:windowtext'>Mark,<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri",sans-serif;color:windowtext'>When I do a TODD, I assume the client is trying to avoid probate all together. It works best if there is only one heir. Make the client name that heir as POD beneficiary on all financial accounts. There may be issues about vehicles, but if the heir is a blood relative, I just transfer it via the Affidavit of Inheritance provided by the Department of Licensing.<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri",sans-serif;color:windowtext'>If you see the need to probate, anyway, then I like your proposed language, but I also agree with the other comment that the TODD probably takes over the Will, even without the language. Having said that, if you need to probate, I believe, and title people can correct me, that title companies prefer a PR’s deed over TODD to insure.<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri",sans-serif;color:windowtext'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri",sans-serif;color:windowtext'>Jeff <o:p></o:p></span></p><div><p class=MsoNormal style='margin-bottom:0in'><b><span style='font-size:11.0pt;font-family:"Tahoma",sans-serif;color:windowtext'>W. Jeff Davis<o:p></o:p></span></b></p><p class=MsoNormal style='margin-bottom:0in'><b><span style='font-family:"Tahoma",sans-serif;color:black'>BELL & DAVIS PLLC<o:p></o:p></span></b></p><p class=MsoNormal style='margin-bottom:0in'><b><span style='font-family:"Tahoma",sans-serif;color:black'>Attorneys at Law</span></b><span style='font-family:"Tahoma",sans-serif;color:black'><br>P.O. Box 510<o:p></o:p></span></p><p class=MsoNormal style='margin-bottom:0in'><span style='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-family:"Tahoma",sans-serif;color:windowtext'><a href="mailto:jeff@bellanddavispllc.com">jeff@bellanddavispllc.com</a></span><span style='font-family:"Tahoma",sans-serif;color:black'><br></span><span style='font-size:11.0pt;font-family:"Calibri",sans-serif;color:windowtext'><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><span style='font-family:"Tahoma",sans-serif;color:black'><br> <br>The information contained in this e-mail message may be privileged, confidential, and protected from disclosure. If you are not the intended recipient, any dissemination, distribution, or copying is strictly prohibited. If you think that you have received this e-mail message in error, please e-mail the sender at </span><span style='font-size:11.0pt;font-family:"Calibri",sans-serif;color:windowtext'><a href="mailto:info@bellanddavispllc.com"><span style='font-size:10.0pt;font-family:"Tahoma",sans-serif;color:blue'>info@bellanddavispllc.com</span></a></span><span style='font-family:"Tahoma",sans-serif;color:black'> or call 360.683.1129.</span><span style='font-family:"Tahoma",sans-serif;color:windowtext'><o:p></o:p></span></p><p class=MsoNormal style='margin-bottom:0in'><b><span style='font-size:11.0pt;font-family:"Calibri",sans-serif;color:windowtext'><o:p> </o:p></span></b></p></div><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri",sans-serif;color:windowtext'><o:p> </o:p></span></p><div><div style='border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in'><p class=MsoNormal style='margin-bottom:0in'><b><span style='font-size:11.0pt;font-family:"Calibri",sans-serif;color:windowtext'>From:</span></b><span style='font-size:11.0pt;font-family:"Calibri",sans-serif;color:windowtext'> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com> <b>On Behalf Of </b>Mark Anderson<br><b>Sent:</b> Friday, January 26, 2024 10:47 AM<br><b>To:</b> wsbapt@lists.wsbarppt.com<br><b>Subject:</b> [WSBAPT] Resolving Potential Conflict Between Will and TODD<o:p></o:p></span></p></div></div><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal><span style='color:#002060'>Dear All:<o:p></o:p></span></p><p class=MsoNormal><span style='color:#002060'>Happy Friday!<o:p></o:p></span></p><p class=MsoNormal><span style='color:#002060'>John owns a parcel of real property. John has a Will that sets forth the distribution of his Estate upon his death. Subsequent to executing that Will, John executed and caused to be recorded a Transfer on Death Deed for his real property. The Grantee under the Transfer on Death Deed is a person other than someone who would otherwise take under John's Will (i.e., not an heir or devisee).<o:p></o:p></span></p><p class=MsoNormal><span style='color:#002060'>As has been discussed before, there appears to be an issue of which takes precedence: the Will or the Transfer on Death Deed.<o:p></o:p></span></p><p class=MsoNormal><span style='color:#002060'>In an attempt to proactively address this issue, I drafted the following language to include in a Codicil to John's Will:<o:p></o:p></span></p><p class=MsoNormal style='margin-left:.5in'><span style='font-size:11.0pt;font-family:"Times New Roman",serif;layout-grid-mode:line'>After execution of my Will and prior to the execution of this First Codicil, I executed and caused to be recorded one or more Transfer on Death Deeds made pursuant to Chapter 64.80 RCW with respect to certain real property. It is my desire that any such Transfer on Death Deeds that have not been revoked supersede a) any contrary provision of my Will, and b) any contrary effect of RCW 11.04.250 with respect to vesting.</span><span style='font-size:11.0pt;font-family:"Times New Roman",serif;color:#002060'><o:p></o:p></span></p><p class=MsoNormal><u><span style='color:#002060'>Questions</span></u><span style='color:#002060'>:<o:p></o:p></span></p><p class=MsoNormal><span style='color:#002060'>Assuming the Codicil to be properly executed and attested to, should this language be sufficient to overcome the apparent conflict between the Will and the Transfer on Death Deed?<o:p></o:p></span></p><p class=MsoNormal><span style='color:#002060'>Would you recommend that the Codicil also include a list and legal description of each piece of real property?<o:p></o:p></span></p><p class=MsoNormal><span style='color:#002060'>Any other suggestions or insights?<o:p></o:p></span></p><p class=MsoNormal><span style='color:#002060'>Thanks.<o:p></o:p></span></p><p class=MsoNormal style='margin-bottom:12.0pt'><b><span style='color:#002060'>Mark B. Anderson<br></span></b><span style='color:#002060'>ANDERSON LAW FIRM PLLC<br>821 Dock St Ste 209 PMB 4-12<br>Tacoma, Washington 98402<br>+1 253-327-1750<br>+1 253-327-1751 (fax)<br><a href="mailto:marka@mbaesq.com"><span style='color:#002060'>marka@mbaesq.com</span></a><br><a href="http://www.mbaesq.com/"><span style='color:#002060'>www.mbaesq.com</span></a><b><o:p></o:p></b></span></p><p class=MsoNormal style='margin-bottom:12.0pt'><b><span style='font-family:"Arial Narrow",sans-serif;color:#002060'>CONFIDENTIALITY NOTICE<br></span></b><span style='font-family:"Arial Narrow",sans-serif;color:#002060'>This transmission is confidential and is intended solely for the use of the individual named recipient. It may be protected by the attorney-client privilege, work product doctrine, or other confidentiality protection. If you are not the intended recipient, or the person responsible to deliver it to the intended recipient, be advised that any dissemination, distribution, or copying of this communication is prohibited. If you have received this transmission in error, please immediately notify the sender via e-mail or by telephone at (253) 327-1750 that you have received the message in error, and then delete it. Thank you.<o:p></o:p></span></p><p class=MsoNormal><o:p> </o:p></p></div></body></html>