<div dir="ltr"><div class="gmail_default" style="font-size:small">I thought the residence was the Mother's until her death so unless some other exclusion applies isn't the residence available for sale before Mother will qualify for Medicaid? Since Mother's residence is soon to be nursing home and her limit for qualifying for Mediciad is $2,000 how will she qualify for nursing home care while owning the home? Unless she indicates she intends to return there or another exclusion applies. </div><div class="gmail_default" style="font-size:small"><br></div><div class="gmail_default" style="font-size:small"> </div></div><div class="gmail_extra"><br><div class="gmail_quote">On Mon, Oct 23, 2017 at 10:35 AM, Jeanne Dawes <span dir="ltr"><<a href="mailto:jjdawes@goregrewe.com" target="_blank">jjdawes@goregrewe.com</a>></span> wrote:<br><blockquote class="gmail_quote" style="margin:0 0 0 .8ex;border-left:1px #ccc solid;padding-left:1ex">
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<p class="MsoNormal"><span style="font-size:12.0pt;color:blue">Son will take property subject to any estate recovery lien if filed/recorded within 24 month of DOD.
<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:blue"><u></u> <u></u></span></p>
<p class="MsoNormal" style="margin-right:0in;margin-bottom:3.75pt;margin-left:0in">
<b><span style="font-size:12.0pt">RCW 64.80.100<u></u><u></u></span></b></p>
<p class="MsoNormal" style="margin-right:0in;margin-bottom:3.75pt;margin-left:0in">
<b><span style="font-size:12.0pt">Effect at transferor's death.<u></u><u></u></span></b></p>
<p class="MsoNormal" style="text-indent:.25in">(1) Except as otherwise provided in this section, or in RCW
<a href="http://app.leg.wa.gov/RCW/default.aspx?cite=11.07.010" target="_blank"><span style="color:#2b674d">11.07.010</span></a>, and
<a href="http://app.leg.wa.gov/RCW/default.aspx?cite=11.05A.030" target="_blank"><span style="color:#2b674d">11.05A.030</span></a>, on the death of the transferor, the following rules apply to property that is the subject of a transfer on death deed and owned by the transferor
at death:<u></u><u></u></p>
<p class="MsoNormal" style="text-indent:.25in">(a) Subject to (b) of this subsection, the interest in the property is transferred to the designated beneficiary in accordance with the deed.<u></u><u></u></p>
<p class="MsoNormal" style="text-indent:.25in">(b) The interest of a designated beneficiary is contingent on the designated beneficiary surviving the transferor. The interest of a designated beneficiary that fails to survive the transferor lapses.<u></u><u></u></p>
<p class="MsoNormal" style="text-indent:.25in">(c) Subject to (d) of this subsection, concurrent interests are transferred to the beneficiaries in equal and undivided shares with no right of survivorship.<u></u><u></u></p>
<p class="MsoNormal" style="text-indent:.25in">(d) If the transferor has identified two or more designated beneficiaries to receive concurrent interests in the property, the share of one which lapses or fails for any reason is transferred to the other, or to
the others in proportion to the interest of each in the remaining part of the property held concurrently.<u></u><u></u></p>
<p class="MsoNormal" style="text-indent:.25in"><span style="background:yellow">(2) Subject to chapter
<a href="http://app.leg.wa.gov/RCW/default.aspx?cite=65.08" target="_blank"><span style="color:#2b674d">65.08</span></a> RCW, a beneficiary takes the property subject to all conveyances, encumbrances, assignments, contracts, mortgages, liens, and other interests to which the
property is subject at the transferor's death, including liens recorded within twenty-four months after the transferor's death under RCW
<a href="http://app.leg.wa.gov/RCW/default.aspx?cite=41.05A.090" target="_blank"><span style="color:#2b674d">41.05A.090</span></a> and
<a href="http://app.leg.wa.gov/RCW/default.aspx?cite=43.20B.080" target="_blank"><span style="color:#2b674d">43.20B.080</span></a>. For purposes of this subsection and chapter
<a href="http://app.leg.wa.gov/RCW/default.aspx?cite=65.08" target="_blank"><span style="color:#2b674d">65.08</span></a> RCW, the recording of the transfer on death deed is deemed to have occurred at the transferor's death.</span><u></u><u></u></p>
<p class="MsoNormal" style="text-indent:.25in">(3) If a transferor is a joint owner and is:<u></u><u></u></p>
<p class="MsoNormal" style="text-indent:.25in">(a) Survived by one or more other joint owners, the property that is the subject of a transfer on death deed belongs to the surviving joint owner or owners with right of survivorship; or<u></u><u></u></p>
<p class="MsoNormal" style="text-indent:.25in">(b) The last surviving joint owner, the transfer on death deed is effective.<u></u><u></u></p>
<p class="MsoNormal" style="text-indent:.25in">(4) If the property that is the subject of a transfer on death deed is community property and:<u></u><u></u></p>
<p class="MsoNormal" style="text-indent:.25in">(a) The transferor is married and is not joined in the deed by the transferor's spouse or is in a registered domestic partnership and is not joined in the deed by the transferor's domestic partner, the transferor's
interest in the property is transferred to the designated beneficiary in accordance with the deed on the transferor's death; or<u></u><u></u></p>
<p class="MsoNormal" style="text-indent:.25in">(b) The transferor is married and is joined in the deed by the transferor's spouse, or is in a registered domestic partnership and is joined in the deed by the transferor's domestic partner, and:<u></u><u></u></p>
<p class="MsoNormal" style="text-indent:.25in">(i) Is survived by the transferor's spouse or domestic partner, the deed is not effective upon the transferor's death; or<u></u><u></u></p>
<p class="MsoNormal" style="text-indent:.25in">(ii) Is the surviving spouse or domestic partner, the transfer on death deed is effective on the transferor's death with respect to the transferor's interest in the property as of the time of the transferor's death.<u></u><u></u></p>
<p class="MsoNormal" style="text-indent:.25in">(5) A transfer on death deed transfers property without covenant or warranty of title even if the deed contains a contrary provision.<u></u><u></u></p>
<p class="MsoNormal">[ <a href="http://lawfilesext.leg.wa.gov/biennium/2013-14/Pdf/Bills/Session%20Laws/House/1117-S.SL.pdf?cite=2014%20c%2058%20§%2013." target="_blank">
<span style="color:#2b674d">2014 c 58 § 13.</span></a>]<u></u><u></u></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:blue"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:blue"><u></u> <u></u></span></p>
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<p class="MsoNormal"><i><span style="font-size:18.0pt;font-family:"TypoUpright BT";color:blue">Jeanne</span></i><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:blue">
<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:blue"><u></u> <u></u></span></p>
<p class="MsoNormal"><b><i><span style="font-size:18.0pt;font-family:"TypoUpright BT";color:blue">Jeanne J.</span></i></b><b><i><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:blue">
</span></i></b><b><i><span style="font-size:18.0pt;font-family:"Bella Donna";color:blue">Dawes<u></u><u></u></span></i></b></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:blue">Attorney at Law</span><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:blue"><u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:blue">Gore & Grewe, P.S.</span><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:blue"><u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:blue">103 E. Indiana Avenue, Suite A</span><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:blue"><u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:blue">Spokane, WA 99207-2317</span><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:blue"><u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:blue">Voice: <a href="tel:(509)%20326-7500" value="+15093267500" target="_blank">509-326-7500</a></span><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:blue"><u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:blue">Fax: <a href="tel:(509)%20326-7503" value="+15093267503" target="_blank">509-326-7503</a></span><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:blue"><u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:blue"><a href="mailto:jjdawes@goregrewe.com" target="_blank">jjdawes@goregrewe.com</a></span><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:blue"><u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:blue">INFORMATION CONTAINED IN THIS E-MAIL TRANSMISSION IS PRIVILEGED AND CONFIDENTIAL. </span><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:blue">
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<p class="MsoNormal"><span style="font-size:12.0pt;color:blue"><u></u> <u></u></span></p>
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<div style="border:none;border-top:solid #e1e1e1 1.0pt;padding:3.0pt 0in 0in 0in">
<p class="MsoNormal"><b>From:</b> <a href="mailto:wsbarp-bounces@lists.wsbarppt.com" target="_blank">wsbarp-bounces@lists.wsbarppt.<wbr>com</a> [mailto:<a href="mailto:wsbarp-bounces@lists.wsbarppt.com" target="_blank">wsbarp-bounces@lists.<wbr>wsbarppt.com</a>]
<b>On Behalf Of </b>Tom Westbrook<br>
<b>Sent:</b> Monday, October 23, 2017 9:10 AM<br>
<b>To:</b> <a href="mailto:wsbarp@lists.wsbarppt.com" target="_blank">wsbarp@lists.wsbarppt.com</a><br>
<b>Subject:</b> [WSBARP] TOD & Estate Recovery<u></u><u></u></p>
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</div><div><div class="h5">
<p class="MsoNormal"><u></u> <u></u></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif">Do any of you know how estate recovery works on a TOD for decedent’s residence? In this case, Mother has transferred her residence to son by TOD. Mother is now in assisted living paying her own
way, but not for much longer when she will need to apply for Medicaid support. There won’t be any need for probate in this case due to TOD. Does son get the property subject to the estate recovery lien? Does he need to give notice to DSHS when Mother passes?<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif">Sincerely,<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif">Tom<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif"> <u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif">Thomas J. Westbrook<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif">Attorney at Law<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif"> <u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif"><img border="0" width="136" height="54" style="width:1.4166in;height:.5625in" id="m_-1516392305170366396Picture_x0020_3" src="cid:image001.jpg@01D34BEA.53577F70" alt="cid:image001.jpg@01CFC835.0D3988D0"><u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif"> <u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif">Rodgers, Kee & Card, P.S.<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif">324 West Bay Drive NW, Suite 201<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif">Olympia, Washington 98502<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif"> <u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif">Phone: <a href="tel:(360)%20352-8311" value="+13603528311" target="_blank">360-352-8311</a><u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif">Facsimile: <a href="tel:(360)%20352-8501" value="+13603528501" target="_blank">360-352-8501</a><u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif">Email: <a href="mailto:tjw@buddbaylaw.com" target="_blank">
<span style="color:#0563c1">tjw@buddbaylaw.com</span></a><u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif">Skype: thomas.westbrook<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif"><a href="http://www.buddbaylaw.com" target="_blank"><span style="color:#0563c1">www.buddbaylaw.com</span></a><u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif"> <u></u><u></u></span></p>
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<p class="MsoNormal"><u></u> <u></u></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif"><u></u> <u></u></span></p>
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<br>______________________________<wbr>_________________<br>
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<a href="http://mailman.fsr.com/mailman/listinfo/wsbarp" rel="noreferrer" target="_blank">http://mailman.fsr.com/<wbr>mailman/listinfo/wsbarp</a><br></blockquote></div><br><br clear="all"><div><br></div>-- <br><div class="gmail_signature" data-smartmail="gmail_signature"><div dir="ltr">Mary K. Henderson<div>Henderson Law Office PLLC<br>1123 Maple Ave SW, Suite 225</div><div>Renton, WA 98057</div><div>206-650-2472</div></div></div>
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