[WSBAPT] utma

[Roger Hawkes]

Uncle died leaving substantial funds in an annuity, naming nieces as
beneficiaries.  One niece is now 18; others are younger.  Probably we need
to establish a financial custodianship for each; to qualify for greater
college aid, it would be best if the children did not receive access to
the funds, except for college expenses not covered by aid; anyone who has
been down this path before, i.e. motion and appointment of financial
custodian with power to direct funds to a 529 account or other account,
please reply with any advice, or forms, or willingness to get involved in
this.

 

NOTICE:  The information contained in this email may be confidential
and/or legally privileged.  It has been sent for the sole use of the
intended recipient(s).  If the reader of this message is not an intended
recipient, you are hereby notified that any unauthorized review, use,
disclosure, dissemination, distribution or copying of this communication,
or any of its contents, is strictly prohibited.  If you have received this
communication in error, please contact the sender by reply email and
destroy all copies of the original message.

 

 

 

Roger Hawkes, Attorney, WSBA # 5173 

Hawkes Law Firm P.S.

206 367 5000 or  <mailto:roger at law-hawks.com> roger at law-hawks.com

19909 Ballinger Way NE

Shoreline, WA 98155

 <http://www.hawkeslawcenter.com/> www.hawkeslawcenter.com

 

 

=======================


- To contact the list administrator, send a message to:
webmaster at wsbarppt.com

- To unsubscribe, send a new email addressed to: imail at lists.wsbarppt.com,
with the following in the body of the message: unsubscribe wsbapt - OR -
send a message to webmaster at wsbarppt.com asking that you be removed from
the wsbapt list.

Information provided on this list should not be considered legal advice.
As with all lists - let the reader beware! No warranties or
representations are made as to the accuracy of any information provided.
All opinions and comments in this message represent the views of the
author and do not necessarily have the endorsement of the Washington State
Bar Association nor its officers or agents. 

-------------- next part --------------
A non-text attachment was scrubbed...
Name: winmail.dat
Type: application/ms-tnef
Size: 5674 bytes
Desc: not available
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20140213/2ab1fe31/winmail.dat>