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<p class="MsoNormal">Not sure what your question is: why no problem to have beneficiaries throughout the world or why having non-US Citizens as Trustees creates problems.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">My office phone is 425-455-6788 if you’d like to call to discuss.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<div>
<p class="MsoNormal" style="text-autospace:none"><b>Stephen M. Waltar<o:p></o:p></b></p>
<p class="MsoNormal" style="text-autospace:none">Attorney at Law<o:p></o:p></p>
<p class="MsoNormal" style="text-autospace:none"><o:p> </o:p></p>
<p class="MsoNormal" style="text-autospace:none"><a href="http://www.waltar.com/"><span style="color:windowtext;text-decoration:none"><img border="0" width="51" height="51" style="width:.5312in;height:.5312in" id="_x0000_i1038" src="cid:image001.png@01D8BE11.F9650BA0"></span></a>
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<p class="MsoNormal" style="text-autospace:none"><span style="color:gray">Legacy Estate Planning, LLC<o:p></o:p></span></p>
<p class="MsoNormal" style="text-autospace:none"><span style="color:gray">A division of Stephen M. Waltar PS</span><span style="font-size:10.0pt;color:gray"><o:p></o:p></span></p>
<p class="MsoNormal" style="text-autospace:none"><span style="font-size:10.0pt;color:gray"><o:p> </o:p></span></p>
<p class="MsoNormal" style="text-autospace:none"><span style="font-size:10.0pt;color:gray">2320 130<sup>th</sup> Avenue NE, Suite 230, Bellevue, WA 98005<o:p></o:p></span></p>
<p class="MsoNormal" style="text-autospace:none"><u><span style="font-size:10.0pt;color:blue"><a href="mailto:info@waltar.com"><span style="color:blue">info@waltar.com</span></a></span></u><span style="font-size:10.0pt;color:gray"> | 425.455.6788 o | 425.450.4601
f<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-left:1.0in;text-indent:.5in;text-autospace:none">
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<p class="MsoNormal" style="background:white;text-autospace:none"><i><u><span style="font-size:10.0pt;color:black">Circular 230 Warning</span></u></i><i><span style="font-size:10.0pt;color:black">: This communication is not intended to constitute tax advice
and may not be used by any person or entity for the purpose of avoiding penalties that may be imposed by the Internal Revenue Service.</span></i><o:p></o:p></p>
<p class="MsoNormal" style="background:white;text-autospace:none"><i><u><span style="font-size:10.0pt;color:black">Confidentiality Notice</span></u></i><i><span style="font-size:10.0pt;color:black">: The information contained herein and any attachments are
a private communication sent by the Law Firm of Stephen M. Waltar, PS and may contain confidential and/or legally privileged information meant solely for the intended recipient. If you are not the intended recipient, you are hereby notified that any use,
dissemination, distribution, forwarding or any form of copying of this communication is strictly prohibited. Please notify the sender immediately by replying to this message, then delete the e-mail and any attachments from your system.</span></i><span style="font-size:8.5pt;font-family:"Segoe UI",sans-serif"><o:p></o:p></span></p>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<div>
<div style="border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in">
<p class="MsoNormal"><b>From:</b> wsbarp-bounces@lists.wsbarppt.com <wsbarp-bounces@lists.wsbarppt.com>
<b>On Behalf Of </b>Roger Hawkes<br>
<b>Sent:</b> Thursday, September 1, 2022 2:30 PM<br>
<b>To:</b> WSBA Real Property Listserv <wsbarp@lists.wsbarppt.com><br>
<b>Subject:</b> Re: [WSBARP] Trust Property Purchase Question<o:p></o:p></p>
</div>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Steve; why is that?<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<div>
<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">
wsbarp-bounces@lists.wsbarppt.com</a> <<a href="mailto:wsbarp-bounces@lists.wsbarppt.com">wsbarp-bounces@lists.wsbarppt.com</a>>
<b>On Behalf Of </b>Steve Waltar<br>
<b>Sent:</b> Thursday, September 1, 2022 1:56 PM<br>
<b>To:</b> WSBA Real Property Listserv <<a href="mailto:wsbarp@lists.wsbarppt.com">wsbarp@lists.wsbarppt.com</a>><br>
<b>Subject:</b> Re: [WSBARP] Trust Property Purchase Question<o:p></o:p></p>
</div>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Nothing special in the drafting simply because one of the possible beneficiaries resides outside of the US. It would be a big deal if the first successor Trustee was a non-US Citizen.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<div>
<p class="MsoNormal" style="text-autospace:none"><b>Stephen M. Waltar<o:p></o:p></b></p>
<p class="MsoNormal" style="text-autospace:none">Attorney at Law<o:p></o:p></p>
<p class="MsoNormal" style="text-autospace:none"><o:p> </o:p></p>
<p class="MsoNormal" style="text-autospace:none"><a href="http://www.waltar.com/"><span style="color:windowtext;text-decoration:none"><img border="0" width="51" height="51" style="width:.5312in;height:.5312in" id="Picture_x0020_22" src="cid:image001.png@01D8BE11.F9650BA0"></span></a>
<a href="http://www.waltar.com/"><span style="color:windowtext;text-decoration:none"><img border="0" width="185" height="51" style="width:1.927in;height:.5312in" id="Picture_x0020_23" src="cid:image002.png@01D8BE11.F9650BA0" alt="LEGACY - Final Graphics-05"></span></a> <span style="font-size:10.0pt;color:#1D1B11"><o:p></o:p></span></p>
<p class="MsoNormal" style="text-autospace:none"><span style="color:gray">Legacy Estate Planning, LLC<o:p></o:p></span></p>
<p class="MsoNormal" style="text-autospace:none"><span style="color:gray">A division of Stephen M. Waltar PS</span><span style="font-size:10.0pt;color:gray"><o:p></o:p></span></p>
<p class="MsoNormal" style="text-autospace:none"><span style="font-size:10.0pt;color:gray"><o:p> </o:p></span></p>
<p class="MsoNormal" style="text-autospace:none"><span style="font-size:10.0pt;color:gray">2320 130<sup>th</sup> Avenue NE, Suite 230, Bellevue, WA 98005<o:p></o:p></span></p>
<p class="MsoNormal" style="text-autospace:none"><u><span style="font-size:10.0pt;color:blue"><a href="mailto:info@waltar.com"><span style="color:blue">info@waltar.com</span></a></span></u><span style="font-size:10.0pt;color:gray"> | 425.455.6788 o | 425.450.4601
f<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-left:1.0in;text-indent:.5in;text-autospace:none">
<span style="font-size:10.0pt;color:gray"><o:p> </o:p></span></p>
<p class="MsoNormal" style="text-autospace:none"><a href="https://urldefense.proofpoint.com/v2/url?u=http-3A__www.yelp.com_biz_stephen-2Dm-2Dwaltar-2Dps-2Dbellevue&d=DwMFAg&c=lyRy51zjx4hQJcB3JCGUOU5vX-jEGJJtBuA7jLo19lU&r=TYGWvaYlnW8U-JFPViPoSrCyI2zMwT_mLdmWUQrLmOQ&m=MGhtFppGXmb3jRT1eyK2_Vv70EGl8R-DU22LRv3VRAI&s=a89P3SfyaWGNCVXSqP1f5Li43C53HbQ7k5s-H8sPMjU&e="><span style="font-size:8.5pt;font-family:"Segoe UI",sans-serif;color:blue;text-decoration:none"><img border="0" width="28" height="28" style="width:.2916in;height:.2916in" id="Picture_x0020_11" src="cid:image003.png@01D8BE11.F9650BA0" alt="yelp"></span></a>
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<p class="MsoNormal" style="background:white;text-autospace:none"><i><u><span style="font-size:10.0pt;color:black">Circular 230 Warning</span></u></i><i><span style="font-size:10.0pt;color:black">: This communication is not intended to constitute tax advice
and may not be used by any person or entity for the purpose of avoiding penalties that may be imposed by the Internal Revenue Service.</span></i><o:p></o:p></p>
<p class="MsoNormal" style="background:white;text-autospace:none"><i><u><span style="font-size:10.0pt;color:black">Confidentiality Notice</span></u></i><i><span style="font-size:10.0pt;color:black">: The information contained herein and any attachments are
a private communication sent by the Law Firm of Stephen M. Waltar, PS and may contain confidential and/or legally privileged information meant solely for the intended recipient. If you are not the intended recipient, you are hereby notified that any use,
dissemination, distribution, forwarding or any form of copying of this communication is strictly prohibited. Please notify the sender immediately by replying to this message, then delete the e-mail and any attachments from your system.</span></i><span style="font-size:8.5pt;font-family:"Segoe UI",sans-serif"><o:p></o:p></span></p>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<div>
<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">
wsbarp-bounces@lists.wsbarppt.com</a> <<a href="mailto:wsbarp-bounces@lists.wsbarppt.com">wsbarp-bounces@lists.wsbarppt.com</a>>
<b>On Behalf Of </b><a href="mailto:samuel@meylerlegal.com">samuel@meylerlegal.com</a><br>
<b>Sent:</b> Thursday, September 1, 2022 1:13 PM<br>
<b>To:</b> <a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>; 'WSBA Real Property Listserv' <<a href="mailto:wsbarp@lists.wsbarppt.com">wsbarp@lists.wsbarppt.com</a>><br>
<b>Subject:</b> [WSBARP] Trust Property Purchase Question<o:p></o:p></p>
</div>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Listmates,<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">PC has an estranged spouse that they have not communicated with in many years. They were married in Washington but the spouse moved back to the Philippines after they split. PC enters into an agreement to purchase property without even
thinking about the estranged spouse. Closing is supposed to happen on 9/8 and yesterday title discovered that PC is still married (oops!).
<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Lender and title have confirmed that they will still lend and insure, respectively, if PC sets up a revocable living trust and has the trust purchase the property. This seems like a pretty simple solution that will satisfy lender and title
and allow the transaction to close. Has anyone seen this before? What issues or concerns should be taken into consideration?<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Second issue for bonus points: PC has three children that are here in the U.S. and one child that is in the Philippines and is a citizen of the Philippines. Assuming that PC purchase property through the proposed RLT, what needs to be
taken into consideration given the non-resident beneficiary?<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Thanks.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Sam<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:blue"><o:p> </o:p></span></b></p>
<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:blue">Samuel M. Meyler</span></b><o:p></o:p></p>
<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:blue">Meyler Legal, PLLC </span></b><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:blue">1700 Westlake Ave. N., Ste. 200<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:blue">Seattle, Washington 98109</span><o:p></o:p></p>
<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:blue">Tel:</span></b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:blue"> 206.876.7770<o:p></o:p></span></p>
<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:blue">Fax:</span></b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:blue"> 206.876.7771<o:p></o:p></span></p>
<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:blue">Email:</span></b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:blue"> </span><a href="mailto:samuel@meylerlegal.com"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:blue">samuel@meylerlegal.com</span></a><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:blue"> </span><o:p></o:p></p>
<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:blue">NOTICE:</span></b><o:p></o:p></p>
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Communications Privacy Act 18 USC 2510. The information is intended to be for the use of the individual or entity named above. If you are not the intended recipient, please be aware that any disclosure, copying, distribution or use of the contents of this
information is prohibited. If you received this transmission in error, please notify the sender and delete the copy you received together with any attachments. Thank you.</span><o:p></o:p></p>
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