[WSBARP] Inheritance question

Anthony F. Gibbs gibbslawoffices at gmail.com
Thu May 3 11:49:55 PDT 2018


A friend's mother wants to contribute a lump sum of money to help with a
remodel of a portion of the community home in which friend and friend's
wife live. Friend's mother does not want the money to be subsumed into the
community property but to instead remain friend's separate property even
after remodel.

Friend's mother wants that the lump sum contribution to the community home
remain traceable and devisable through friend's estate and not be
commingled with wife's estate.

Would a gift letter allow that lump sum to remain traceable and therefore
allow him to, for example, give that "extra" lump sum according to his
will? Or, would they be wiser to do a separate property agreement
addressing the lump sum and identifying it as separate property of H?

If it's complicated, I'd be happy to refer him.
Thanks,
Anthony
----

Gibbs Law Offices
Anthony F. Gibbs
Attorney & Counselor at Law
15600 Redmond Way
Suite 101
Redmond, WA 98052
Ph: 206.734.4374
Fax: 206.971.5053
Email: gibbslawoffices at gmail.com
Web: www.gibbslawoffices.com
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