What contract takes precedence, joint tenancy with right to survivorship, or the last will and testament written years later?
Michael's answer
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Answered on May 30, 2016
There are several legal issues co-mingled in your question. A joint tenancy with right of survivorship is a type of deed with rights that are...
How Personal Representative Deeds work in Washington State.
Michael's answer
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Answered on May 18, 2016
If your mother died with a Will and you are the named Personal Representative in that document the next step is to petition the court with the Will...
Archived
How do I set up a living trust to (1) provide anonymity on real estate public records (2) provide typical asset protection?
Michael's answer
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Answered on May 17, 2016
A revocable living trust is not the same as an "asset protection trust". Consult with an attorney experienced in trust and estate planning to...
Archived
Is a will written when the estate is in a trust?
Michael's answer
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Answered on May 15, 2016
It is advisable to have a Will even with a living trust in the event that the assets are not properly or completely transferred in to the trust. If...
Archived
Is there another way for remaining trust assets (for several beneficiaries) to be distributed other than in shares/percentages?
Michael's answer
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Answered on May 11, 2016
Working with the trustee the beneficiaries may want to consider a non-judicial agreement under TEDRA at RCW 11.96A to address the issue and...
Archived
Can you provide for any future mother of your future child in a trust? (just like providing for any future children in a trust?)
Michael's answer
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Answered on May 09, 2016
Conceptually it is possible to draft documents that provide for the mother of any future children. Best to consult with an estate planning attorney...
Archived
How do we legally change administrators of an estate after the probate court has cleared the estate for distribution?
Michael's answer
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Answered on May 02, 2016
Consult with an attorney who practices in this area. From the information presented it is difficult to determine if another tax return may be due....
Archived
Where should I store all of my final estate plan documents so that my families knows where they are in an emergency?
Michael's answer
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Answered on April 14, 2016
Consult with your attorney in Washington. You may be able to file the Will with the County clerk - the filing fee is $20.00. The matter is sealed...
Archived
Can I quitclaim WA property to a CA trust and what are the requirements? I am in CA
Michael's answer
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Answered on April 14, 2016
Condolences on the passing of your mother. Question: Did your mother have a Will? That document will direct the disposition of any assets or...
Archived
Can the surviving parent/Trustee change beneficiaries? Can the surviving parent/Trustee change successor Trustees?
Michael's answer
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Answered on March 19, 2016
Consult with an attorney about this matter as soon as possible. If the trust terms are not being followed it may be necessary to file a petition...