[WSBAPT] TIC/JTWROS

[jeffrey winter]

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



I prefer an excess of caricature to an excess of censorship. -Nicolas Sarkozy
 
NOTE: I do not use encrypted email.  Messages sent to or from my office via email are not secure and may not be protected by attorney-client privilege. This email address is not monitored
 at all times.  If your matter is urgent, please phone my office during regular business hours. 

 
Any tax advice included in this document and its attachments was not intended or written to be used, and it cannot be used, for the purpose of avoiding penalties under the Internal
 Revenue Code.
P 
Please consider the trees before printing this document

 


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
 
 




_______________________________________________
WSBAPT mailing list
WSBAPT at lists.wsbarppt.com
http://mailman.fsr.com/mailman/listinfo/wsbapt 		 	   		  
-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20150317/fecb930f/attachment.html>