[WSBARP] California Trust in Washington

[Jim Doran]

John:

So this is still a revocable trust.  What you are saying is to amend the
Trust to change the situs and applicable law to Washington State, since
that is where she intends to live forever.

A simple amendment, then, changing the situs?  And, of course, deeding the
property to the existing Trust.

Good.

Jim Doran

P.S. Caveat:  your sentiments about the "other attoney's work" makes me
think about how simple the Washington probate process is and whether she
needs a RLT at all. But Californians have been sold on the RLT for 25
year.
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 Fri, Sep 10, 2021 at 4:45 PM John J. Sullivan <sullaw at comcast.net> wrote:

> 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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