[WSBAPT] Identity of transfer agents

[Bryce Dille]

Thank you the client spent some $4000 to have some atty do the trust and pour over will package but the stock never got transferred to the trust.



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Bryce H. Dille | Attorney at Law

P: 253.848.3513| F: 253.845.4941
317 South Meridian
Puyallup, WA 98371
bryced at cdb-law.com<mailto:bryced at cdb-law.com>
www.cdb-law.com<http://www.cdb-law.com/>





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From: wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of John J. Sullivan
Sent: Friday, August 03, 2018 4:56 PM
To: WSBA Probate & Trust Listserv
Subject: Re: [WSBAPT] Identity of transfer agents

Bryce:

Check these:

http://investor.bankofamerica.com/phoenix.zhtml?c=71595&p=irol-contact#fbid=lHspYDCLGNI

https://www.microsoft.com/en-us/Investor/contact-information.aspx

Always recommend clients hold publicly traded stocks in brokerage accounts. Too much hassle.

John J. Sullivan

Sent from my iPad

On Aug 3, 2018, at 3:18 PM, Bryce Dille <BryceD at cdb-law.com<mailto:BryceD at cdb-law.com>> wrote:
I need to transfer shares in Bank of America and Microsoft pursuant to a successor affidavit under RCW 11.62.010 Does anyone know who the transfer agents are with respect to those two companies to send the affidavit and the stock certificates to facilitate transfer. Thanks



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Bryce H. Dille | Attorney at Law

P: 253.848.3513| F: 253.845.4941
317 South Meridian
Puyallup, WA 98371
bryced at cdb-law.com<mailto:bryced at cdb-law.com>
www.cdb-law.com<http://www.cdb-law.com/>





This transmission contains confidential attorney-client communications and may not be disclosed to any person but the intended recipient(s).  If this matter is transmitted to you in error, please notify the sender immediately.

Business Entity Creation and Management
Business, Government and Tax Law
Real Estate and Land Use, Residential, Commercial and Condominium Development
Real Estate and Commercial Transactions & Closings, Including Performing Services as IRS Section 1031 Exchange Facilitator
Estate Planning, including Wills and Trusts, and Probate Administration
Representation Homeowners/Condominium Association Real Estate Developments
Real Property Foreclosures and Forfeitures






















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