[WSBARP] Separate or Community Property in a Revocable Living Trust
Jeff at bellanddavispllc.com
Jeff at bellanddavispllc.com
Tue Mar 11 13:44:54 PDT 2025
I assume both spouses signed the deed transferring the property into trust?
If [grantor 1] is the named trustee, I do not believe it changes the
property's character.
Jeff Davis
W. Jeff Davis
BELL & DAVIS PLLC
Attorneys at Law
P.O. Box 510
720 E. Washington Street, Suite 105
Sequim WA 98382
Phone: (360) 683.1129
Fax: (360) 683.1258
email: <mailto:jeff at bellanddavispllc.com> jeff at bellanddavispllc.com
<http://www.bellanddavispllc.com/> www.bellanddavispllc.com
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From: wsbarp-bounces at lists.wsbarppt.com <wsbarp-bounces at lists.wsbarppt.com>
On Behalf Of Jan Kelly
Sent: Tuesday, March 11, 2025 1:40 PM
To: wsbarp at lists.wsbarppt.com; elder-law-section at list.wsba.org
Subject: [WSBARP] Separate or Community Property in a Revocable Living Trust
Spouses have a WA joint RLT. 5 parcels of land were deeded to "[grantor 1],
Trustee of the [xyz trust]." Does the deed's failure to include Grantor 2 in
the vesting language create a separate property interest in Grantor 1?
Should we prepare an amendment to the Trust to confirm that the 5 parcels
are indeed community property of the trust? Would it be sufficient to list
those 5 parcels on the community property schedule to the trust? Is there
anything more we need to do regarding the deed? The clients want to ensure
it is held as community property in the trust. Thank you in advance!
Jan Kelly, JD, MBA
Attorney at Law
JK Law
PO Box 1964
Poulsbo, WA 98370
Direct Line (702) 338-6733
Licensed in Nevada and Washington.
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