[WSBAPT] Financial POA

Thu Oct 12 16:17:08 PDT 2017

Key bank quoted their Deposit Account Agreement and Funds Availability
Policy Which states:  Accounts not eligible for POA Designation:  .Accounts
owned by fiduciaries (estate, guardianship and trust accounts).

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

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From: wsbapt-bounces at lists.wsbarppt.com
[mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Heather deVrieze
Sent: Thursday, October 12, 2017 2:06 PM
To: WSBA Probate & Trust Listserv
Subject: Re: [WSBAPT] Financial POA

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

cid:image001.jpg at 01D013C2.30F35160

3909 California Avenue SW

Seattle, WA 98116-3705                          

(206)938-5500 

 <mailto:heatherd at westseattlelaw.com> heatherd at westseattlelaw.com 

 <http://www.westseattlelaw.com/> www.westseattlelaw.com 

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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

CONFIDENTIAL COMMUNICATION
E-mails from this firm normally contain confidential and privileged
material, are for the sole use of the intended recipient and may contain
material protected by HIPAA, ERISA or other federal or state law and/or may
be protected by legal privileges. Use or distribution by an unintended
recipient is prohibited, and may be a violation of law. If you believe that
you received this e-mail in error, please do not read this e-mail or any
attached items. Please delete the e-mail and all attachments, including any
copies thereof, and inform the sender that you have deleted the e-mail, all
attachments and any copies thereof. Thank you. 

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