[WSBAPT] Problem with asset stuck in Louisiana

[LISA ATKINSON]

Listmates,

Even though we all learned about "full faith and credit" and "comity" in
law school, evidently these terms were not similarly taught in Louisiana
(sorry, frustrated).

I have one small asset- a retirement benefit of less than $6k- held by the
Teachers' Retirement System of Louisiana.  They (TRSL's legal department)
do not understand that we in WA don't have to probate everything-
including Trusts.  They keep asking for an "Affidavit of Small
Succession," wherein they want my client to swear that her sister died
intestate, when in fact she had a RLT and Pour-Over Will.  In the
alternative, they want Letters or some other authorization from the
courts.  After as much "gentle" educating as I could do, they are now
asking me for an attorney opinion letter on how estates are settled under
Washington Trust laws.

Any suggestions on how to do this in a civil, expedient, yet admonishing
manner?

Thanks,

Lisa

Lisa L. Atkinson, Esq. 
611 Main Street 
Suite B-1 
Edmonds, WA 98020 
(425) 778-2421 
(425) 744-0796 fax 

CHECK OUT MY WEBSITE! www.lisaatkinsonpllc.com
<http://www.lisaatkinsonpllc.com/>  

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