[WSBAPT] TIC/JTWROS

[Jacob Menashe]

Thanks to all for their responses.

Sincerely,

Jacob Menashe

From: wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Chris Moore
Sent: Tuesday, March 17, 2015 6:29 PM
To: WSBA Probate & Trust Listserv
Subject: Re: [WSBAPT] TIC/JTWROS

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<http://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> [mailto: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<mailto:lisa at lisaschuchman.com>
To: wsbapt at lists.wsbarppt.com<mailto: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<http://www.lisaschuchman.com/>

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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<https://www.hickmanmenashe.com>



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