[WSBAPT] Keogh Plan Referral

[Lewis, Amy C.]

Michael,

            My colleague Hayden Taylor can assist with this.  He has recently reviewed a similar issue for a client of ours.


Amy Lewis, Attorney
Pronouns she/her/hers
[cid:Logo_fa335a1d-9f24-4802-a3dd-b58f259e3c98.png]

909 A Street, Suite 600 | 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 <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Michael Biesheuvel
Sent: Monday, April 11, 2022 11:17 AM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Keogh Plan Referral

Greetings,

Husband, the owner of a Keogh plan, died many years ago. His surviving wife, who was the plan trustee and beneficiary, died several years ago. It appears the trustee may have neglected administration of the plan for the past 20 years. There doesn't appear to be a successor trustee. PC, their one surviving child, seeks help cleaning up the past 20 years as required, and terminating/distributing the plan.

Does anyone have experience in this area, or a referral?

Michael Biesheuvel
Attorney

Puget Sound Wills & Trusts
114 Second Avenue South, Ste 101
Edmonds, WA 98020

michael at pugetsoundwills.com<mailto:michael at edmondswills.com>
Telephone  (425) 712-0279
Toll Free     (888) 248-7751
Facsimile    (425) 672-7147

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