[WSBAPT] TIC/JTWROS

[Brink, Kerry]

No requirement that I've ever run into.  I think its more banking convenience, not a quirky law.

Best regards,

Kerry E. Brink
Kerry E. Brink * Attorney
Vandeberg Johnson & Gandara
PO Box 1315
1201 Pacific Ave Suite 1900
Tacoma, WA   98401-1315

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

* kbrink at vjglaw.com
* 253.383.3791 (main)
         253.591.8555 (direct)
         253.383.6377 (fax)

_______________________________
CIRCULAR 230 DISCLOSURE: To assure compliance with Treasury Department rules governing tax practice, we inform you that any advice (including in any attachment) (1) was not written and is not intended to be used, and cannot be used, for the purpose of avoiding any federal tax penalty that may be imposed on the taxpayer, (2) may not be used in connection with promoting, marketing or recommending to another person any transaction or matter addressed herein, and (3) does not constitute a formal tax opinion and thus may not be relied upon as such.

CONFIDENTIALITY DISCLAIMER:  This Electronic Message contains information belonging to Vandeberg Johnson & Gandara, LLP, which is confidential and/or privileged information.  The information is intended only for the use of the individual or entity named above.  If you are not the intended recipient, you are hereby notified that any disclosure, copying, distribution or the taking of any action in reliance on the contents of this message is strictly prohibited.  Please notify us immediately by replying to this message or telephoning us if you have received this message by mistake.  Thank you.



From: 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


-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20150317/cf6ea233/attachment.html>