[WSBAPT] Financial POA

[Mike Winslow]

If your client is still competent, consider amending the trust to add son as
a Co-Trustee.
 
Michael A. Winslow
1204 Cleveland Ave.
Mount Vernon, WA 98273
Ph. 360-336-3321
Em. Mike at winslegal.com
 
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intended recipient, it's too late to stop reading this message, but you may
not use it for any improper purpose. Huge Disclaimer available upon request.
 
From: wsbapt-bounces at lists.wsbarppt.com
[mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Anthony Vivenzio
Sent: Thursday, October 12, 2017 4:17 PM
To: 'WSBA Probate & Trust Listserv'
Subject: Re: [WSBAPT] Financial POA
 
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 
Click here to connect with de Vrieze | Carney on Facebook:
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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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