[WSBAPT] One Minor Heir - LOPA Eligible

[Roger Hawkes]

Presumably a very young minor, so gdn would have a long job.  And mother is presumptively the guardian.  So if someone thinks that is a bad idea, then someone should seek an independent guardian to hold the money till minor is legal.

Roger Hawkes, WSBA # 5173
Shoreline Office: 19944 Ballinger Way NE
                                Shoreline, WA 98155
Sultan Office:        423 Main
                                 Sultan, WA 98294

Phone: 206 367 5000; fax: 206 367 4005
Email: roger at law-hawks.com<mailto:roger at law-hawks.com>
Web site: www.hawkeslawfirm.com<http://www.hawkeslawfirm.com/>
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From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Brent Williams-Ruth
Sent: Wednesday, May 12, 2021 10:03 AM
To: WSBA Probate & Trust Listserv <WSBAPT at lists.wsbarppt.com>
Subject: [WSBAPT] One Minor Heir - LOPA Eligible

Greetings List -

I have a PC who is dealing with the death of a young adult (who passed without a Will) who left behind one minor child.  Minor child's surviving parent WAS NOT a spouse. Minor child is presently in custody of decedent's parents, but permanent custody is (even before this)  being sought by maternal aunt.

Because the total value of the estate is under $100,000 (and is solvent) the question was whether they could use LOPA to transfer estate assets to minor beneficiary.

This shouts to me the need for a PGAL but also know that this adds to what should be an "easy" transfer.

Thank you!
Brent


Brent Williams-Ruth (preferred pronoun: he/him)
Attorney-At-Law

Law Offices of Brent Williams-Ruth, a division of BWR Consulting, PLLC

Physical Address: 500 S 336th Street, Suite 214; Federal Way, WA 98003

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Direct: (253) 285-7453

e-mail<mailto:Brent at Williams-RuthLaw.com> / website<http://www.williams-ruthlaw.com/> / facebook<http://www.facebook.com/bwrlaw> /
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