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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#002060">At first blush, it seems to me that the Beneficiary should be able to disclaim or decline an interest in the property through the TODD but still preserve the Beneficiary's
right to any interest in the property passing through the Will. It's just that the beneficiary does not want to acquire title with all of the possible title blemishes and exposure to creditor claims.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#002060"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#002060">RCW 11.86.011 defines an "interest" as including "any vested or contingent interest in such property" and, specifically, under RCW 11.86.011(o), an interest created
"by surviving the death of a transfer or of a transfer on death deed." The interest created by the transfer on death deed is separate and distinct from an interest created by a will. By identifying the different categories of interests that may be disclaimed,
I don't think that the statute could reasonably be interpreted as requiring an "all or nothing" approach to disclaiming an interest.
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#002060"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#002060">Perhaps it goes unsaid but, for the disclaimer of a TODD interest to be effective, the Death Certificate with a REETA must not be recorded with regard to that property.
That would foul things up for sure.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#002060"><o:p> </o:p></span></p>
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<p class="MsoNormal" style="margin-bottom:12.0pt"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#002060">Mark B. Anderson<br>
</span></b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;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-size:10.0pt;font-family:"Arial Narrow",sans-serif;color:#002060">CONFIDENTIALITY NOTICE<br>
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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>
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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> Tuesday, August 20, 2024 3:33 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> [WSBAPT] Will vs. TODD<o:p></o:p></span></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif">OK, so we know the title companies have multiple problems with Transfer on Death Deeds. But, I was wondering has anyone done an analysis of whether it is a good idea to
prepare a TODD anyway and give the family <i>an option</i> to use the TODD if the circumstances are right when the Decedent passes. (A lot of estate planning clients are coming in and requesting a TODD) RCW 64.80.100 appears to lock-in the family if the Decedent
signed and recorded a TODD. But a beneficiary can still disclaim the interest using RCWs 64.80.110 and 11.86.041 “(1) Unless the instrument creating an interest directs to the contrary, the interest disclaimed shall pass as if the beneficiary had died immediately
prior to the date of the transfer of the interest.”<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif">So, can a beneficiary disclaim receiving the real property via the TODD but still receive the real property via terms of the Decedent’s Will? (Yeah, I know, the recipients
under the TODD and under the Will need to be the same.) If so, then by preparing the TODD, the family may have the option to utilize the TODD if it’s a good idea and disclaim the TODD if its not a good idea. Any thoughts?
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif"><o:p> </o:p></span></p>
<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:2.6041in;height:1.5625in" id="Picture_x0020_1" src="cid:image001.jpg@01DAF319.61389100"></span></a><span style="mso-bookmark:Paul_A__Neumiller"></span><span style="mso-ligatures:none"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="mso-ligatures:none"><o:p> </o:p></span></p>
<p class="MsoNormal"><o:p> </o:p></p>
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