[WSBAPT] Financial POA

Heather deVrieze heatherd at westseattlelaw.com
Thu Oct 12 14:06:09 PDT 2017


Has the agent provided a sworn statement as described in 11.125.430? That together with a copy of 11.125.200 outlining or highlighting the timeline and reasons that the POA can be refused, and the remedies if it is unreasonably refused, might help.

Heather


Heather S. de Vrieze
Attorney-at-Law
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From: wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Anthony Vivenzio
Sent: Thursday, October 12, 2017 1:45 PM
To: wsbapt at lists.wsbarppt.com
Subject: [WSBAPT] Financial POA

Listmates:
Client giver POA to her son.  Son goes to Key Bank to access Revocable Trust account with POA that specifically incorporates the statutes (11.125.240, 11.125.300, 11.125.330).  Key Bank essentially says they are a federal bank and do not have to honor a Washington State POA.  Any thoughts or suggestions?

Anthony D. Vivenzio,
Attorney and Counselor at Law
PO Box 208
540 Guard Street, Ste. 260
Friday Harbor, WA  98250
(360) 378-6860
vivenziolaw at rockisland.com<mailto:vivenziolaw at rockisland.com>

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