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<p class="MsoNormal">List mates,<o:p></o:p></p>
<p class="MsoNormal">I’m looking for a referral for an attorney who can assist a client of mine transfer interest in property she is entitled to under a partnership agreement. This entitlement has already been approved by (I believe) the IRS. I do not want
to perform this task because it creates a COI for me. <o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">The situation, briefly(?) - Mom and step-dad (for whom I did
<u>their</u> estate documents in 2013) own a piece of property with a dwelling on it that is immediately adjacent to their family home – separate parcel number.<o:p></o:p></p>
<ol style="margin-top:0in" start="1" type="1">
<li class="MsoListParagraph" style="margin-left:0in;mso-list:l0 level1 lfo1">The property/dwelling is currently titled in mom and step-dad’s name only.<o:p></o:p></li><li class="MsoListParagraph" style="margin-left:0in;mso-list:l0 level1 lfo1">Daughter (I represent
<u>her</u> in her capacity as guardian for her disabled adult son) has a partnership agreement/contract with mom and step-dad whereby daughter is actually entitled to 50% interest in the property/dwelling. She has obtained a decision (I don’t believe in Superior
Court; but rather perhaps through the IRS) that she is indeed entitled to the 50% interest. The parties never got around to having the 50% interest in title transferred to her. FYI this was all news to me as the subdivision took place after 2013 etc etc.<o:p></o:p></li><li class="MsoListParagraph" style="margin-left:0in;mso-list:l0 level1 lfo1">Step-dad now needs Medicaid LTC – DSHS is counting piece of property/dwelling adjacent to family home as countable resource – does not qualify for the “contiguous” exception because
there is a dwelling on it and someone is living there.<o:p></o:p></li><li class="MsoListParagraph" style="margin-left:0in;mso-list:l0 level1 lfo1">Thus, plan is to transfer the rightfully owned 50% interest to daughter – this may need to be approved first (?) in superior court because….<o:p></o:p></li><li class="MsoListParagraph" style="margin-left:0in;mso-list:l0 level1 lfo1">Mom and step-dad are now incapacitated; AND daughter is their agent under their DPOAs.<o:p></o:p></li></ol>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">I will be happy to provide background; details; etc. but I need to be removed from this. Thus, would need an experienced attorney who can assess the situation for themselves and take the lead. After that is accomplished, mom and step-dad’s
remaining interest in property/dwelling can then transferred into a sole benefit trust for disabled adult grandchild’s actuarial lifetime. No gifting penalty. I’m fine with drafting the trust if appropriate or attorney can. Daughter prefers a King County
attorney as property and parties all live in King Co.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Thank-you in advance!<o:p></o:p></p>
<p class="MsoNormal">Nancy Lee<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Nancy J. Lee<o:p></o:p></p>
<p class="MsoNormal">Attorney at Law<o:p></o:p></p>
<p class="MsoNormal">1011 E. Main, Ste. 449<o:p></o:p></p>
<p class="MsoNormal">Puyallup, WA 98372<o:p></o:p></p>
<p class="MsoNormal">253-904-8612 fax 253-904-8736<o:p></o:p></p>
<p class="MsoNormal">nancy@nancyleelaw.comcastbiz.net<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
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