[WSBARP] REETA question

[Virginia Antipolo-Utt]

Yes, Chris, please see WAC 458-61A-210(1) and (5).

Virginia C. Antipolo-Utt
Antipolo & Paul Law Firm, P.S.
2825 Colby Avenue, Suite 203
Everett, WA  98201
(425) 303-9100, ext. 111
(425) 258-9685 (fax)
virginia at aplawfirm.com<mailto:virginia at aplawfirm.com>
_______________________________________
Under recently issued IRS regulations, we must inform you that any US tax advice contained in this message was not intended or written to be used, and cannot be used, for the purpose of avoiding penalties that may be imposed under federal tax law.  By regulation, a taxpayer cannot rely on professional advice to avoid federal tax penalties unless that advice is reflected in a comprehensive tax opinion that conforms to strict requirements.
_______________________________________
CONFIDENTIALITY NOTICE:  This information contained in this email message and attachments may be privileged, confidential and protected from disclosure.  If you are not the intended recipient, any dissemination, disclosure, distribution or copying of the contents of this message is strictly prohibited.  If you think you received this message in error, please delete the message and email the sender at virginia at aplawfirm.com<mailto:virginia at aplawfirm.com>.

From: wsbarp-bounces at lists.wsbarppt.com <wsbarp-bounces at lists.wsbarppt.com> On Behalf Of Chris B
Sent: Tuesday, July 23, 2024 1:57 PM
To: WSBA Real Property Listserv <wsbarp at lists.wsbarppt.com>
Subject: [WSBARP] REETA question

When deeding property from an irrevocable trust to a beneficiary, is any sort of supplemental statement required (for example, some statement that the transfer is in fulfillment of the trust, etc...)?

Chris Benis
First Avenue Law Group, PLLC
321 First Avenue West, Seattle, WA  98119
206.447-1900 office - 206.447.9075 fax - www. firstavenuelaw.com<https://linkprotect.cudasvc.com/url?a=https%3a%2f%2ffirstavenuelaw.com&c=E,1,zTUskDP-1MskLttjYG7pO2U_mfqEEPJD7IXHbGRDl0ZEAxaNTGh-DmHAmEDrhts3We-sqqJrdJVyC-o6Hp2LNE5gIJVmseHwuWHnBSwAwGr6wnjFaw,,&typo=1&ancr_add=1>

This message contains information that may be CONFIDENTIAL AND PRIVILEGED.  Unless you are the addressee (or authorized to receive for the addressee), you may not use, copy or disclose to anyone the message or any information contained in the message.  If you have received the message in error, please advise the sender by reply e-mail chrisb at firstavenuelaw.com<mailto:chrisb at firstavenuelaw.com>, and delete this message. Thank you very much.

To comply with recent IRS rules, we must inform you that this message, if it contains advice relating to federal taxes, was not intended or written to be used, and it cannot be used, for the purpose of avoiding penalties that may be imposed under federal tax law.  Under recent IRS rules, a taxpayer may rely on professional advice to avoid federal tax penalties only if that advice is reflected in a comprehensive tax opinion that conforms to stringent requirements under federal law.  Please contact me if you would like to discuss our preparation of an opinion that conforms to these new rules.

-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://mailman.fsr.com/pipermail/wsbarp/attachments/20240724/7e38f0fe/attachment.html>