[WSBAPT] Great Banks in Tacoma

[nestor at pplsweb.com]

I had similar issue back east when banks would not designate accounts as
"Tenancy by the Entireties". What I instructed clients to do is in their
application indicate their intent next to their signature. For example,
after their signature write in "TBE". I assume you can do the same and have
them sign their name and add "community property", to manifest their intent.

 

Nestor Gorfinkel, Attorney at Law

Licensed in Washington & Florida

Florida Civil-Law (International) Notary

 

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From: wsbapt-bounces at lists.wsbarppt.com
[mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Lewis, Amy C.
Sent: Thursday, January 25, 2018 9:58 AM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Great Banks in Tacoma

 

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



ESTATE PLANNING & PROBATE

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

 

From: wsbapt-bounces at lists.wsbarppt.com
<mailto: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 <mailto: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

 



 

1201 Pacific Avenue, Suite 1900

PO Box 1315

Tacoma, WA 98401-1315

Office: 253-383-3791

Fax: 253-383-6377

 <http://www.vjglaw.com/> www.vjglaw.com

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