[WSBAPT] Great Banks in Tacoma

[Lewis, Amy C.]

Daelyn,

                In my experience, some financial institutions do not offer the Community Property form of account, but most do offer the Tenants in Common account option, which will be treated as community property.


Amy C. Lewis, Attorney

[cid:logo8abc36]

ESTATE PLANNING & PROBATE

1201 Pacific Avenue, Suite 1200 | Tacoma, WA 98402
phone 253.572.4500 | fax 253.272.5732 | www.eisenhowerlaw.com<http://www.eisenhowerlaw.com/>

From: wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Julius, Daelyn
Sent: Thursday, January 25, 2018 9:05 AM
To: wsbapt at lists.wsbarppt.com
Subject: [WSBAPT] Great Banks in Tacoma

My married couple clients are having difficulty finding banks in Tacoma that will let them transfer their assets out of Joint Tenants With Right of Survivorship to a Community Property Account.  Does anyone know of any Tacoma banks that will let you have a Community Property Account and if not a Joint Tenants Without Right of Survivorship Account?  Thanks in advance for your responses.  Have a great day.

Daelyn Julius
Attorney at Law

[VJG logo]

1201 Pacific Avenue, Suite 1900
PO Box 1315
Tacoma, WA 98401-1315
Office: 253-383-3791
Fax: 253-383-6377
www.vjglaw.com<http://www.vjglaw.com/>
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