[WSBARP] Situs of Trusts

[Jim Doran]

Excellent.  Thank you.

Jim

James R. Doran
Attorney at Law
100 E. Pine Street -  Suite 205
Bellingham, WA 98225
(360)393-9506
jim at doranlegal.com
www.doranlegal.com


On Tue, Oct 13, 2020 at 11:35 AM Nicholas Pleasants <nick at pleasantslaw.com>
wrote:

> Jim,
>
> It’s perfectly fine to mix property from multiple states in a single
> trust. If done right, it avoids probate in both states. WA Department of
> Revenue will not have an issue with situs of trust, the same way many
> businesses we work with hold assets in a Delaware corp.
>
> Best,
>
> Nick
>
> *Nicholas Pleasants*
>
> Owner
>
>
>
> *[image: (Logo) Pleasants Law Firm]* <http://www.pleasantslaw.com/>
>
>
>
> Pleasants Law Firm, P.S.
> 2300 130th Ave NE, Suite A-101
> Bellevue, WA 98005-1755
> (425) 615-7070 tel/fax
> nick at pleasantslaw.com
>
> www.pleasantslaw.com
>
> The information contained in this e-mail message may be privileged and is
> confidential information intended only for the use of the recipient, or any
> employee or agent responsible to deliver it to the intended recipient. Any
> unauthorized use, distribution or copying of this information is strictly
> prohibited and may be unlawful.
>
> If you have received this communication in error, please notify the sender
> immediately and destroy the original message and all attachments from your
> electronic files.
>
>
>
>
>
> *From: *<wsbarp-bounces at lists.wsbarppt.com> on behalf of Jim Doran <
> jim at doranlegal.com>
> *Reply-To: *WSBA Real Property Listserv <wsbarp at lists.wsbarppt.com>
> *Date: *Tuesday, October 13, 2020 at 11:23 AM
> *To: *WSBA Real Property Listserv <wsbarp at lists.wsbarppt.com>
> *Subject: *[WSBARP] Situs of Trusts
>
>
>
> Will the Washington Treasurer's and Auditor's Offices accept the
> directions of a Revocable Living Trust that was created and executed in
> South Carolina for the purposes of transferring real property in Washington
> that has been placed into that Trust?
>
>
>
> This is a common occurrence.  Someone makes a Trust in another state and
> then moves to Washington and buys property in Washington.  Client wants to
> know if she should put the real property in the "South Carolina Trust" or
> create a new Revocable Living Trust in Washington and put the property into
> that Washington Trust?
>
>
>
> I have, of course, suggested that she keep the real property in her name
> and simply have a Will made up here that directs her property as she
> desires.  But I would like to have the answer to the question above.
>
>
>
> Thank you.
>
>
>
> Jim Doran
>
> James R. Doran
>
> Attorney at Law
>
> 100 E. Pine Street -  Suite 205
>
> Bellingham, WA 98225
> (360)393-9506
>
> jim at doranlegal.com
>
> www.doranlegal.com
> ***Disclaimer: Please note that RPPT listserv participation is not
> restricted to practicing attorneys and may include non-practicing
> attorneys, law students, professionals working in related fields, and
> others.***
>
> _______________________________________________
> WSBARP mailing list
> WSBARP at lists.wsbarppt.com
> http://mailman.fsr.com/mailman/listinfo/wsbarp
-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://mailman.fsr.com/pipermail/wsbarp/attachments/20201013/69128a72/attachment.html>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image001.png
Type: image/png
Size: 39035 bytes
Desc: not available
URL: <http://mailman.fsr.com/pipermail/wsbarp/attachments/20201013/69128a72/image001.png>