[WSBAPT] Blocked Guardianship Accounts
Marsha Hudson
marsha at griffyn.us
Thu May 28 17:19:31 PDT 2015
Client tells me EJ insists upon filing (except they haven't) their Receipts for Blocked Accounts themselves rather than providing them to the attorney for the trustee/guardian. That's my concern with EJ.
Plese excus the brevite and any tipoes. This emale was sent from Marsha's stoopid iPhone.
Marsha C. Hudson
Attorney at Law #23330
773 N 75th St
Seattle, WA 98103
Telephone: 206-297-3933
Fax: 206-357-9356
marsha at griffyn.us
Life's most persistent and urgent question is: What are you doing for others? -Martin Luther King, Jr.
This e-mail may contain information that is protected by attorney-client, work product and/or other privileges. If you are not the intended recipient, you are notified that any dissemination, use, or reliance upon its contents is strictly prohibited. If you have received this e-mail in error, please contact me immediately and return the email by forwarding it to this office at marsha at griffyn.us and then deleting the e-mail.
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> On May 28, 2015, at 12:28 PM, Marcia Mellinger <macmell at hotmail.com> wrote:
>
> Edward Jones
>
> From: marsha at griffyn.us
> Date: Thu, 28 May 2015 08:32:12 -0700
> To: wsbapt at lists.wsbarppt.com
> Subject: Re: [WSBAPT] Blocked Guardianship Accounts
>
> Try Heath McHenry at RBC.
>
> Plese excus the brevite and any tipoes. This emale was sent from Marsha's stoopid iPhone.
>
> Marsha C. Hudson
> Attorney at Law #23330
> 773 N 75th St
> Seattle, WA 98103
> Telephone: 206-297-3933
>
> Fax: 206-357-9356
> marsha at griffyn.us
>
> Life's most persistent and urgent question is: What are you doing for others? -Martin Luther King, Jr.
>
> This e-mail may contain information that is protected by attorney-client, work product and/or other privileges. If you are not the intended recipient, you are notified that any dissemination, use, or reliance upon its contents is strictly prohibited. If you have received this e-mail in error, please contact me immediately and return the email by forwarding it to this office at marsha at griffyn.us and then deleting the e-mail.
> Please consider the environment before printing this e-mail.
>
>
> On May 28, 2015, at 7:55 AM, Jacob Menashe <jacob at hickmanmenashe.com> wrote:
>
>
>
>
>
> Can folks suggest brokerage firms that have been willing, recently, to accept a blocked guardianship account? I just learned Charles Schwab – who I recall accepted such accounts not too long ago – may not be able to. Thanks!
>
>
>
> Sincerely,
>
>
>
> Jacob Menashe
>
>
>
> ________________
>
> Jacob H. Menashe
>
> Hickman Menashe, PS
>
> 4211 Alderwood Mall Blvd., Suite 202
>
> Lynnwood, WA 98036
>
> (425) 744-5658 phone
>
> (425) 744-6078 fax
>
> Satellite Office in Bellevue
>
> www.hickmanmenashe.com
>
>
>
>
>
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