[WSBAPT] TIC/JTWROS
jeffrey winter
jdwinter at hotmail.com
Tue Mar 17 16:56:12 PDT 2015
I believe it was out of Colfax, but I don't recall the name of the case unfortunately.
Jeff Winter
From: lisa at lisaschuchman.com
To: wsbapt at lists.wsbarppt.com
Date: Tue, 17 Mar 2015 21:04:53 +0000
Subject: Re: [WSBAPT] TIC/JTWROS
Wasn’t there a WA case in the last few years that held a bank liable when a teller recommended JTWROS?
Lisa E. Schuchman
206-325-2801
www.lisaschuchman.com
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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
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