[WSBAPT] TIC/JTWROS

[Barbara Byram]

Can they give you reference to the "quirk?"

Barbara J. Byram
Attorney at Law
Dussault Law Group
2722 Eastlake Avenue East, Suite 200
Seattle, WA 98102
Ph. Seattle:   206.324.4300 x114
Ph. Mercer Island:  206.324.4300
Fax. 206.324.3106
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From: wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Peterson, Eileen
Sent: Tuesday, March 17, 2015 1:40 PM
To: WSBA Probate & Trust Listserv
Subject: Re: [WSBAPT] TIC/JTWROS

Jacob;
I've actually had clients move financial institutions based on this "quirk."  I think the bank is afraid of liability.  Eileen

Eileen S. Peterson
Attorney at Law
T 253 620 6419
F 253 620 6565
Click here to follow Lars in ourTrusts & Estates Blog<http://www.gthestateplanning.com/>

From: wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com> [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Jacob Menashe
Sent: Tuesday, March 17, 2015 1:31 PM
To: WSBA Probate & Trust Listserv
Subject: [WSBAPT] TIC/JTWROS

A personal banker at a very large bank is insisting that a couple cannot have their bank checking/savings/CDs held other than as joint tenants with right of survivorship. She said she checked with her back office and because of a quirk in Washington law that's the bank's policy. I have not spoken with anyone but the personal banker. Before I pursue this further, I will ask this group, is there something I am missing? Have others had this problem?

Thanks,

Jacob

_________________________
Jacob H. Menashe
Hickman Menashe, PS
4211 Alderwood Mall Blvd., Suite 202
Lynnwood, WA 98036
(425) 744-5658 phone
(425) 744-6078 fax
www.hickmanmenashe.com


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