[WSBAPT] TEDRA

[Jayne Gilbert]

I think your plan is a solid one

On Thu, May 4, 2017 at 10:41 AM, Robert Hardy <auddyman at comcast.net> wrote:

> 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 <brucejlambrecht at icloud.com>
>
>
>
> 1.888.926.2607 <(888)%20926-2607> phone
> 1.877.684.1627 <(877)%20684-1627> 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
>
> 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 <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*
>
> amyjgoertz at icloud.com <brucejlambrecht at icloud.com>
>
>
>
> 1.888.926.2607 <(888)%20926-2607> phone
> 1.877.684.1627 <(877)%20684-1627> 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
>
> www.lambrechtdisputeresolution.com
>
>
>
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> WSBAPT mailing list
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>
>
>
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>



-- 
*************************************************
Jayne Marsh Gilbert
Gilbert and Gilbert Lawyers, PS
(360) 336-9515
*************************************************
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