<html><body><span style="font-family:Times New Roman; color:#000000; font-size:12pt;"><div><span class="mceItemHidden">Hey Jim: I am finding more and more of these requests as well and so I am wanting to learn too. Please post any suggestions as to <span class="mceItemHiddenSpellWord">CLEs</span> etc - Mike</span></div><div><br></div><div><img id="sigimg0" title="signature image" src="cid:sigimg0@6eb9bd6aafaf58e8a8ee8c6cb49c0e79" border="0" alt=""></div><div><br><br></div><span class="mceItemHidden">
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Subject: [<span class="mceItemHiddenSpellWord">WSBARP</span>] Washington State Estate Tax</span><br><span class="mceItemHidden">
From: Jim <span class="mceItemHiddenSpellWord">Doran</span> <<a href="mailto:jim@doranlegal.com">jim@doranlegal.com</a>></span><br><span class="mceItemHidden">
Date: Mon, November 25, 2019 1:16 pm</span><br><span class="mceItemHidden">
To: <span class="mceItemHiddenSpellWord">WSBA</span> Real Property <span class="mceItemHiddenSpellWord">Listserv</span> <<a href="mailto:wsbarp@lists.wsbarppt.com">wsbarp@lists.wsbarppt.com</a>></span><br><span class="mceItemHidden">
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</span><div dir="ltr"><font size="4"><span class="mceItemHidden">Dear Estate Attorneys:</span></font><div><font size="4"><br></font></div><div><font size="4"><span class="mceItemHidden">Generally I do not have clients with an estate over $2.193 million. Now I do.</span></font></div><div><font size="4"><br></font></div><div><font size="4"><span class="mceItemHidden">I am preparing Wills for both spouses. They want me to do something in the Will so that at the time of death of the second spouse there is a method that will give the Personal Representative the opportunity to put funds into a trust of some sort in order to avoid the estate tax. </span></font></div><div><font size="4"><br></font></div><div><font size="4"><span class="mceItemHidden">Does this transfer to a trust have to be done before the death of the second spouse? (I think so.) Or can it be done like a "Testamentary Trust, to occur upon the death. </span></font></div><div><font size="4"><br></font></div><div><font size="4"><span class="mceItemHidden">What is the simplest way to do this? (I am willing to learn.....)</span></font></div><div><font size="4"><br></font></div><div><font size="4"><span class="mceItemHidden">They do not want to gift very much to their not so responsible children. </span></font></div><div><font size="4"><br></font></div><div><font size="4"><span class="mceItemHidden">Jim <span class="mceItemHiddenSpellWord">Doran</span></span></font></div><div><font size="4"><br clear="all"></font><div><div dir="ltr" class="gmail_signature" data-smartmail="gmail_signature"><div dir="ltr"><div><div><div><div><div><span class="mceItemHidden">James R. <span class="mceItemHiddenSpellWord">Doran</span></span><br></div><span class="mceItemHidden">Attorney at Law</span><br></div><span class="mceItemHidden">100 E. Pine Street - Suite 205</span><br></div><span class="mceItemHidden"><span class="mceItemHiddenSpellWord">Bellingham</span>, WA 98225</span><br><span class="mceItemHidden">(360)393-9506</span><br></div><a href="mailto:jim@doranlegal.com" target="_blank"><span class="mceItemHidden">jim@doranlegal.com</span></a><br></div><a href="http://www.doranlegal.com" target="_blank"><span class="mceItemHidden">www.doranlegal.com</span></a><br></div></div></div></div></div> <hr><span class="mceItemHidden">***Disclaimer: Please note that <span class="mceItemHiddenSpellWord">RPPT</span> <span class="mceItemHiddenSpellWord">listserv</span> participation is not restricted to practicing attorneys and may include non-practicing attorneys, law students, professionals working in related fields, and others.***</span><br><span class="mceItemHidden">
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