[WSBAPT] BECU issues

[Rebecca King]

The biggest concern I have with BECU right now is that they seem to avoid
the requirement of submitting a creditor's claim when a decedent has an
outstanding balance on a credit card with them.  They just withdraw the
outstanding balance on the credit card from the decedent's checking/savings
accounts.  Their justification is that their account agreements authorize
them to do that.  It essentially puts them ahead of every other creditor
that may have a claim undermining the creditor claim statute.

 

Thanks, Beth.

 

Rebecca King

Attorney

 

Northwest Elder Law Group

11300 Roosevelt Way NE, Suite 101

Seattle, WA 98125

(206) 937-6102

Fax (206) 830-9326

 

Providing Services in Elder Law

 

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From: wsbapt-bounces at lists.wsbarppt.com
[mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Beth McDaniel
Sent: Wednesday, May 20, 2015 1:54 PM
To: WSBA Probate & Trust Listserv
Subject: [WSBAPT] BECU issues

 

Mates,

 

I'm embarrassed by the delinquency of my request, but I have a meeting
tomorrow, May 21, 2015,  with a Vice President from BECU and someone from
their compliance department to address concerns and frustrations that I have
had over the years with BECU.  I would like to share your concerns too.  If
you have had an issue with BECU could you please send me an e-mail
describing what happened so that I can relay that to BECU?

 

The meeting stems from a lunch I had with the Vice President.  I shared with
her what I tell estate planning clients who have accounts and/or liabilities
with BECU.  I am thankful that they are open to a meeting and am optimistic
about a positive outcome.

 

My e-mail is beth at bethmcdaniel.com.  Thank you.

 

Beth A.McDaniel

Law Offices of Beth A. McDaniel, PLLC

272 Hardie Avenue SW

Renton, WA 98057

(425) 251-8880

fax:(425) 336-2505

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

 <mailto:beth at bethmcdaniel.com> beth at bethmcdaniel.com

 

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attorney/client privileged.  If you are not the intended recipient, or
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sender stating that fact and delete the copy you received.

 

 

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