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<p class="MsoNormal">It might be simpler to combine a TODD with a nonprobate notice to creditors procedure and skip the disclaimer.
<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">A non-spouse beneficiary cannot make a “qualified” disclaimer of one interest and still receive the asset in a different capacity – only a spouse can do that under federal law. Might be possible to make a non-qualified disclaimer in your
scenario, but you would need to take a look at RCW 11.86.041(2) and draft carefully.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<font size="4" color="#777777"><span style="FONT-FAMILY: 'Calibri','sans-serif'"><font size="3"><font color="#000000"><o:p style="FONT-SIZE: 10pt; FONT-FAMILY: 'Calibri','sans-serif'">
<p style="FONT-SIZE: 10pt; FONT-FAMILY: 'Calibri','sans-serif'; MARGIN: 0in 0in 6pt"><span style="FONT-FAMILY: 'Calibri','sans-serif'">Amy Lewis,
Attorney<br>Pronouns she/her/hers<br></span><img style="HEIGHT: 68px; WIDTH: 211px" src="cid:Logo_fa335a1d-9f24-4802-a3dd-b58f259e3c98.png" width="211" height="68" border="0"><br></p></o:p></font></font></span><span style="FONT-SIZE: 11pt; FONT-FAMILY: 'Calibri','sans-serif'"><span style="COLOR: #000000"><span style="FONT-SIZE: 11pt; FONT-FAMILY: 'Calibri','sans-serif'">909 A Street, Suite
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|</span></span></span><span style="FONT-SIZE: 11pt; FONT-FAMILY: 'Calibri','sans-serif'"> </span><a href="http://www.eisenhowerlaw.com/"><span style="FONT-SIZE: 11pt; TEXT-DECORATION: none; FONT-FAMILY: 'Calibri','sans-serif'; COLOR: #c00000; text-underline: none">www.eisenhowerlaw.com</span></a></font>
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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"><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 width="250" height="150" style="width:2.6041in;height:1.5625in" id="Picture_x0020_1" src="cid:image001.jpg@01DAF326.93CACFE0"></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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