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<p class="MsoNormal"><span style="font-size:12.0pt">It is a very blunt instrument, and while occasionally useful, not appropriate for many. I relay these experiences, including my own, and generally advise clients that this is may only be a useful tool in very
specific circumstances, and generally only when the TODD deed matches testamentary distribution. So an only child who lives with parent and wants to keep home after parent dies, where there are few, if any other probate assets, might find this would work fine
for them.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:16.0pt;font-family:"Vladimir Script";color:#1F497D">Heather S. de Vrieze</span><b><span style="font-size:16.0pt;color:#1F497D"><br>
</span></b><i><span style="font-family:"Garamond",serif;color:#1F497D">Attorney-at-Law<o:p></o:p></span></i></p>
<p class="MsoNormal"><i><span style="font-family:"Garamond",serif;color:#1F497D"><img width="189" height="105" style="width:1.9666in;height:1.0916in" id="Picture_x0020_3" src="cid:image001.jpg@01DA3FE0.40F7B250"></span></i><i><span style="font-size:12.0pt;font-family:"Garamond",serif;color:#1F497D"><o:p></o:p></span></i></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">3909 California Avenue SW<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">Seattle, WA 98116-3705
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">(206)938-5500
<o:p></o:p></span></p>
<p class="MsoNormal"><a href="mailto:heatherd@westseattlelaw.com"><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">heatherd@westseattlelaw.com</span></a><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">
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<p class="MsoNormal"><a href="http://www.westseattlelaw.com/"><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">www.westseattlelaw.com</span></a><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">
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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:Nyala;color:#44524E"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:Nyala;color:#C00000">de Vrieze | Carney will be closed January 15<sup>th</sup> in honor of Martin Luther King Jr. Day<b>.</b></span><b><span style="font-size:9.0pt;font-family:"Arial",sans-serif;color:#C00000"><o:p></o:p></span></b></p>
<p class="MsoNormal"><b><span style="font-size:9.0pt;font-family:"Arial",sans-serif;color:#002E8A">Click here to connect with de Vrieze | Carney on Facebook:
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<p class="MsoNormal"><span style="font-size:8.0pt;color:#A6A6A6">CONFIDENTIAL & PRIVILEGED. This e-mail message may contain legally privileged and/or confidential information. If you have received this e-mail in error, please notify the sender immediately
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<p class="MsoNormal"><b>From:</b> wsbarp-bounces@lists.wsbarppt.com <wsbarp-bounces@lists.wsbarppt.com>
<b>On Behalf Of </b>Jan Kelly<br>
<b>Sent:</b> Friday, January 5, 2024 10:15 AM<br>
<b>To:</b> WSBA Real Property Listserv <wsbarp@lists.wsbarppt.com><br>
<b>Subject:</b> Re: [WSBARP] TODD and Title update<o:p></o:p></p>
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<p class="MsoNormal">I don't recommend them to clients anymore, due to situations like this one. <o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">On Thu, Jan 4, 2024 at 4:19 PM Timothy Lehr <<a href="mailto:timothy@stileslaw.com">timothy@stileslaw.com</a>> wrote:<o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto">All,<o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"> <o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto">I wanted to let the listserv know about a recent opinion I received from a title company.
<o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto">Surviving husband had a Will that left everything to three kids, equally. He subsequently recorded a TODD as estate planning tool because he wanted one son to have a house, which
son lived in with him. Husband passed and about 6 months later son decides to sell house. He records death certificate to have title transferred to him via TODD. At closing, title company is now asking for a copy of a Will, if any, and lack of probate affidavit.
I contact them and ask why, and they say that it’s their new policy to ask for this. We get into it a little bit, and they say their legal department does not want to get into litigation with any other heirs of the estate. I ask “What if the Will says something
different?” And they answer vaguely that it might cause a problem. They said the TODD statute is “too new” and “there is no case law on it” and they don’t want to get wrapped up in litigation.
<o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"> <o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto">Moral of the story, if the Will contradicts the TODD in any way, or even if it is silent as in this scenario, they may not insure title in TODD grantee. This seems crazy and would
completely change the way many attorneys advise on TODDs as estate planning tools. Has anyone else heard of this?
<o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"> <o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><b>Timothy C. Lehr</b><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto">Attorney & Partner<o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"> <o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><img border="0" width="191" height="69" style="width:1.9916in;height:.7166in" id="m_-4143519559588547442Picture_x0020_1" src="cid:image003.jpg@01DA3FE0.40F7B250"><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"> <o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto">p: 360.855.0131<o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto">e:
<a href="mailto:timothy@stileslaw.com" target="_blank">timothy@stileslaw.com</a><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto">w:
<a href="http://www.stileslaw.com/" target="_blank">www.stileslaw.com</a><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"> <o:p></o:p></p>
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<o:p></o:p></p>
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<p class="MsoNormal"><span class="gmailsignatureprefix">-- </span><o:p></o:p></p>
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<p><i><span style="font-family:"Verdana",sans-serif;color:black">Jan Kelly, JD/MBA<br>
</span></i><span style="font-family:"Verdana",sans-serif;color:black">Attorney at Law
</span><o:p></o:p></p>
<p style="margin-bottom:12.0pt"><span style="font-family:"Verdana",sans-serif;color:black">J</span>K Law<br>
PO Box 1964<br>
Poulsbo, WA 98370<br>
Direct Line (702) 338-6733<o:p></o:p></p>
<p><i><span style="font-family:"Verdana",sans-serif;color:black">Licensed in Nevada and Washington</span></i><span style="font-family:"Verdana",sans-serif;color:black">.</span><o:p></o:p></p>
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