[WSBAPT] TIC/JTWROS

[Chris Moore]

There was a recent case from Asotin County dealing w/ JTWROS accounts - TAUFEN
v. ESTATE OF KIRPES



Sincerely,

*Chris J. Moore*
Christopher J. Moore, JD, CPA, AEP®, EPLS*
Creason, Moore, Dokken & Geidl, PLLC
Lawyers
1219 Idaho Street, POB 835
Lewiston, Idaho 83501-0835
Phone: 208-743-1516; Fax: 208-746-2231
Website: www.cmd-law.com

*Certified as an Estate Planning Law Specialist by the Estate Law
Specialist Board, Inc., the only estate planning certification entity
approved by both the American Bar Association and the Idaho State Bar
Association.
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*From:* wsbapt-bounces at lists.wsbarppt.com [mailto:
wsbapt-bounces at lists.wsbarppt.com] *On Behalf Of *jeffrey winter
*Sent:* Tuesday, March 17, 2015 4:56 PM
*To:* WSBA Probate & Trust Listserv
*Subject:* Re: [WSBAPT] TIC/JTWROS



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 <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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