[WSBAPT] TEDRA
Robert Hardy
auddyman at comcast.net
Thu May 4 10:41:02 PDT 2017
Dear Amy:
I would structure the TEDRA as a disclaimer possibly?
RH
From: wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Amy Goertz
Sent: Thursday, May 04, 2017 10:37 AM
To: WSBA Probate & Trust Listserv
Subject: Re: [WSBAPT] TEDRA
No, it is a combined account with checking, savings and a money market components. No beneficiary is named on the account(s) held at a local credit union.
Amy J. Goertz, J.D.
Goertz & Lambrecht PLLC
amyjgoertz at icloud.com <mailto:brucejlambrecht at icloud.com>
1.888.926.2607 phone
1.877.684.1627 fax
Address for correspondence:
2829 S. Grand Blvd., Suite 303
Spokane, WA 99203
Additional office locations:
510 Bell Street
Edmonds, WA 98020
7418 East Helm Drive
Scottsdale, AZ 85260
Goertz & Lambrecht PLLC
Lambrecht Dispute Resolution LLC
www.goertzlambrecht.com <http://www.goertzlambrecht.com/>
www.lambrechtdisputeresolution.com <http://www.lambrechtdisputeresolution.com/>
On May 4, 2017, at 10:27 AM, Robert Hardy <auddyman at comcast.net> wrote:
Is it an IRSA or ERISA account?
Rob
From: wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Amy Goertz
Sent: Thursday, May 04, 2017 8:39 AM
To: WSBA Probate & Trust Listserv
Subject: [WSBAPT] TEDRA
Good morning,
I have a potential client who is the PR of his father’s estate, represented by counsel. He states that his dad told everyone (including his financial advisor and others) that he was going to name him as beneficiary of his investment account. Dad died before filling out the paperwork. Apparently, the other heirs (all adults) are willing to agree to give him the funds in the account. His current counsel, who represents him as the PR, will not prepare a TEDRA agreement to this effect and told him to hire other counsel to do so.
Is there any reason I should not prepare this agreement as long as the other heirs are going into it with full knowledge and consent that they don’t have to sign it? Other than including a paragraph stating that they have been advised to seek independent counsel and had the opportunity to do so, is there anything else I should have in there to keep myself out of trouble?
Thanks in advance.
Amy J. Goertz, J.D.
Goertz & Lambrecht PLLC
<mailto:brucejlambrecht at icloud.com> amyjgoertz at icloud.com
1.888.926.2607 phone
1.877.684.1627 fax
Address for correspondence:
2829 S. Grand Blvd., Suite 303
Spokane, WA 99203
Additional office locations:
510 Bell Street
Edmonds, WA 98020
7418 East Helm Drive
Scottsdale, AZ 85260
Goertz & Lambrecht PLLC
Lambrecht Dispute Resolution LLC
<http://www.goertzlambrecht.com/> www.goertzlambrecht.com
<http://www.lambrechtdisputeresolution.com/> www.lambrechtdisputeresolution.com
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