[WSBAPT] Financial POA

Fri Oct 13 10:43:54 PDT 2017

John,

Thanks for your analysis.Tony Vivenzio

Anthony D. Vivenzio - Attorney and Counselor at Law

P.O. Box 208

540 Guard St, Ste 220

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 John McCrady
Sent: Friday, October 13, 2017 8:53 AM
To: WSBA Probate & Trust Listserv
Subject: Re: [WSBAPT] Financial POA

I would think that in order for the POA to be effective for this use you
would need:

1)       The trust agreement would need to authorize the trustee to appoint
an attorney in fact to act for the trustee.

2)      The POA would need to apply to action as trustee.

John McCrady

Counsel

Puget Sound Title Company

5350 Orchard Street West

University Place WA 98467

253-476-5721

j.mccrady at pstitle.com

From: wsbapt-bounces at lists.wsbarppt.com
[mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Brink, Kerry
Sent: Thursday, October 12, 2017 2:45 PM
To: 'WSBA Probate & Trust Listserv' <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Financial POA

http://app.leg.wa.gov/RCW/default.aspx?cite=11.125.200

There is always this - last paragraph would require bank to pay reasonable
fees for failing to honor the Power of Attorney. 

Best regards,

Kerry

Kerry E. Brink . Attorney at Law

Estate Planning, Probate, Elder Law

VJG logo

Direct: 253-591-8571

www.vjglaw.com <http://www.vjglaw.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
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material protected by HIPAA, ERISA or other federal or state law and/or may
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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
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