[WSBARP] California Trust in Washington

[John J. Sullivan]

Jim:

Is it still revocable? If so I usually either do a restatement for migrating clients or at least amend the choice of law clause. My least favorite task is responsibility for another attorney’s work. Especially if I’m not licenses in the state of the law chosen. 

If irrevocable look for a common clause permitting trustee to transfer situs and choice of law. 

John J. Sullivan

Sent from my iPhone

> On Sep 10, 2021, at 2:45 PM, Jim Doran <jim at doranlegal.com> wrote:
> 
> 
> I think we have been through this before:
> 
> A single California woman moves to Bellingham.  (Beginning to be a common occurrence.) She already has a California situs RLT.  She bought a home here and wants to put it into the Trust.  No problem.  Deed from her to the Trust.
> 
> However, what sort of issues do we run into if her Trust was drafted and situated in California and now she resides in Washington?
> 
> If I recall correctly, there is no problem.  She doesn't have to re-do the Trust.  She just needs to put the property into the Trust.  Correct?
> 
> 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
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