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CMS Law Firm LLC | Bellevue Estate Planning Attorneys | Seattle Estate Planning Lawyers
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  • About Us
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WITH ESTATE PLANNING?

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FREE STRATEGY SESSION

Estate Planning Client Profile #65 | Married Couple | Not U.S. Citizens | Assets in Washington State

These clients were a married couple who were not U.S. citizens, but owned property and an LLC in Washington state. Their goal was to ensure their property went where they wanted it to go.

We created a trust plan for them, which included a:

  • Trust; and
  • Assignment of LLC Interest.

The Trust directs their interest in the LLC to go to the person they want it to go to.

The Assignment of LLC Interest transfers their ownership interest in the LLC to go into the trust.

Because the clients’ property was already owned by the LLC, we did not need to complete any additional deeds or other documents related to property transfer.

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Need estate planning help but not sure where to start? Click the link to check out this free presentation I put together that will answer all your questions (it’s basically the talk I give at potential client strategy sessions):

https://cmslawfirm.com/foundation

And, if you know you just want to talk, click the link below to schedule a free strategy session with us:

https://cmslawfirm.com/strategysession

NEED HELP WITH ESTATE PLANNING?

CLICK HERE FOR YOUR
Free Strategy Session

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206.659.1512

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811 Kirkland Ave. Suite 201
Kirkland WA | 98033
206.659.1512
Renton Office
15 S. Grady Way, Suite 524
Renton WA | 98057
425.517.0191
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