[WSBAPT] Question re: Estate Bank Account

Stacey Romberg stacey at staceyromberg.com
Fri Apr 27 14:42:42 PDT 2018


I think that might work, although it's not ideal. Thank you!

[cid:image006.jpg at 01D3DE35.FD1B3CD0]Stacey L. Romberg, Attorney at Law
10115 Greenwood Avenue N., PMB #275
Seattle, Washington 98133
Telephone: 206-784-5305
Facsimile: 206-789-8103
E-mail: info at staceyromberg.com<mailto:info at staceyromberg.com>
Web site: www.staceyromberg.com<http://www.staceyromberg.com/>

Practice concentrated on business law, estate planning and probate.
Office Hours: Monday - Friday, 9:00 - 5:00. In-person appointments scheduled: Tuesday, Thursday, Friday.
[cid:image007.jpg at 01D3DE35.FD1B3CD0]<https://www.facebook.com/StaceyRombergAttorneyatLaw>  [cid:image008.jpg at 01D3DE35.FD1B3CD0] <https://twitter.com/StaceyRomberg>   [cid:image009.jpg at 01D3DE35.FD1B3CD0] <http://www.linkedin.com/in/staceyromberg>
NOTICE
The contents of this message and any attachments may be protected by the attorney-client privilege, work product doctrine or other applicable protections. If you are not the intended recipient or have received this message in error, please notify the sender and promptly delete the message. Thank you for your assistance.

From: wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Mike Winslow
Sent: Friday, April 27, 2018 2:24 PM
To: 'WSBA Probate & Trust Listserv'
Subject: Re: [WSBAPT] Question re: Estate Bank Account

If that does not work, consider opening a special trust account with attorney having signature authority and using the estate TIN. Lawyers have the legal ability to open interest  bearing trust accounts specifically for funds of a single client. PR would not have signing authority over the funds, but this would be a suitable work around.

Michael A. Winslow
1204 Cleveland Ave.
Mount Vernon, WA 98273
Ph. 360-336-3321
Em. Mike at winslegal.com<mailto:Mike at winslegal.com>

This message is from an attorney, so it's confidential. If you are not the 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> [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Stacey Romberg
Sent: Friday, April 27, 2018 1:59 PM
To: WSBA Probate & Trust Listserv
Subject: [WSBAPT] Question re: Estate Bank Account

Hi listmates. I would appreciate some assistance here on a probate.

PR is not a U.S. citizen, and does not reside in the U.S. There's a WA resident agent. We'd like to open up an estate bank account, having the resident agent do it because the PR isn't here. We've approached several banks, and no bank will open up the account unless the PR personally comes in to do it.

Have any of you ever dealt with this situation? If so, were you able to find a bank that would open up the account? Which bank? PR is, obviously, happy to sign whatever is needed. She just doesn't want to travel to the United States for the sole purpose of opening the account.

Thanks in advance for your assistance!

[cid:image006.jpg at 01D3DE35.FD1B3CD0]Stacey L. Romberg, Attorney at Law
10115 Greenwood Avenue N., PMB #275
Seattle, Washington 98133
Telephone: 206-784-5305
Facsimile: 206-789-8103
E-mail: info at staceyromberg.com<mailto:info at staceyromberg.com>
Web site: www.staceyromberg.com<http://www.staceyromberg.com/>

Practice concentrated on business law, estate planning and probate.
Office Hours: Monday - Friday, 9:00 - 5:00. In-person appointments scheduled: Tuesday, Thursday, Friday.
[cid:image010.jpg at 01D3DE35.FD1B3CD0]<https://www.facebook.com/StaceyRombergAttorneyatLaw>  [cid:image011.jpg at 01D3DE35.FD1B3CD0] <https://twitter.com/StaceyRomberg>   [cid:image012.jpg at 01D3DE35.FD1B3CD0] <http://www.linkedin.com/in/staceyromberg>
NOTICE
The contents of this message and any attachments may be protected by the attorney-client privilege, work product doctrine or other applicable protections. If you are not the intended recipient or have received this message in error, please notify the sender and promptly delete the message. Thank you for your assistance.

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