[WSBAPT] UTMA deed

[Eden Rubenstein Toner]

I had a similar case where a trustee was refusing to distribute and terminate the trust after the minor reached distribution age.  We filed a complaint for breach of fiduciary duty.  Being a family matter, my client settled with the trustee, but only after several thousand dollars of legal fees.  If you’d like to talk more, give me a call.

Eden

 

Eden Rubenstein Toner

Attorney at Law

1600-B SW Dash Point Road, #163

Federal Way, WA 98023

phone 206-953-4485

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From: wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Bob Pittman
Sent: Sunday, May 07, 2017 11:44 AM
To: WSBA
Subject: [WSBAPT] UTMA deed

 

I have been contacted by a former "minor" named on a UTMA deed.  The custodian will not cooperate in releasing the interest to the minor.  Has anyone dealt with clearing title in such a situation and confirming the former minor as vested owner?  I'm guessing a title company might have a comment on this one.

Thanks,

Bob

 




Robert C. Pittman, CAP® 

Pittman Law Office

www.bobpittman.com

1019 Regents Blvd., Suite 201

Fircrest, WA 98466

253-471-9779

(licensed in Washington State and in Alaska)

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