[WSBAPT] Is Guardianship needed to transfer funds?

[Gerald Sprute]

Colleagues,
Client’s mother has a $25,000 annuity that we are trying to
transfer out of her name for Medicaid planning purposes.  She also has a POA that is not notarized, and
she is now incapable of executing legal documents.  The annuity company requires a POA in order to
transfer the funds.  
Is there a way to
transfer the annuity without going through the Guardianship procedure? 





Jerry Sprute

Law Office of Gerald A. Sprute
P.O. Box 1657
Duvall, WA 98019
Tel:  (425) 892-4079
Fax: (425) 844-9151




 


 




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