[WSBAPT] WSBAPT Digest, Vol 88, Issue 30

Mike Zeno mikez at zenolawfirm.com
Fri Feb 4 11:17:40 PST 2022 

Fyi, no excise tax affidavit required, if I recall correctly

The Law Office of G. Michael Zeno, Jr., P.S.
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From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Lisa Chiang
Sent: Thursday, January 27, 2022 7:46 AM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] WSBAPT Digest, Vol 88, Issue 30

ASK:  Transfer on death deed form
Dear listmates,

First time preparing one for a family home.  After significant due diligence, I believe it is in the owner's and beneficiaries' best interests to prepare one for their situation.  I would like to review a deed that someone has used and recorded (rather than reinvent the wheel).  (The way dirt is costing these days in King, Pierce and Sno Counties, no one under 35 will be able to own a home free and clear on their own IMHO - I'm seeing a lot of grandkids live in the family home because they cannot afford to move out even with good jobs and higher than average income).  Please share with me on or offline.  Thank you.

Best regards,
Lisa

On Wed, Jan 26, 2022 at 12:01 PM <wsbapt-request at lists.wsbarppt.com<mailto:wsbapt-request at lists.wsbarppt.com>> wrote:
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Today's Topics:

   1. Re: Co-PRs and BECU estate account (Nancy Cahill)


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Message: 1
Date: Wed, 26 Jan 2022 19:45:56 +0000
From: Nancy Cahill <cahill at holmancahill.com<mailto:cahill at holmancahill.com>>
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>
Subject: Re: [WSBAPT] Co-PRs and BECU estate account
Message-ID: <19824f1daa0541a8bd7e46ae9db8672e at holmancahill.com<mailto:19824f1daa0541a8bd7e46ae9db8672e at holmancahill.com>>
Content-Type: text/plain; charset="utf-8"

Thanks, Haley: )

Nancy L. Cahill
Holman Cahill Garrett Ives Oliver & Andersen, PLLC
5507 35th Ave NE
Seattle, WA 98105
206-547-1400 ? phone
206-547-1276 ? fax
www.holmancahill.com<http://www.holmancahill.com>

From: wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com> <wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com>> On Behalf Of Candace Wilkerson
Sent: Wednesday, January 26, 2022 11:36 AM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>
Subject: Re: [WSBAPT] Co-PRs and BECU estate account

So have I.  I think they generally want one PR to designate the other to communicate with the bank.

Candace Wilkerson

*Candace is available to respond to emails and phone calls between the hours of 7:00 a.m. and 3:00 p.m.  If you have an urgent matter outside that time period, please call our office at the number below.

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Phone: 425.869.4040  |  Fax: 425.869.4050
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From: wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com><mailto:wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com>> <wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com><mailto:wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com>>> On Behalf Of Heather de Vrieze
Sent: Wednesday, January 26, 2022 1:51 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com><mailto:wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>>
Subject: Re: [WSBAPT] Co-PRs and BECU estate account

BECU is not alone, I have found it quite challenging to find banks willing to open accounts for Co-PRs.

Heather

Heather S. de Vrieze
Attorney-at-Law
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3909 California Avenue SW
Seattle, WA 98116-3705
(206)938-5500
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From: wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com><mailto:wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com>> <wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com><mailto:wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com>>> On Behalf Of Suzanne Lieberman
Sent: Wednesday, January 26, 2022 9:35 AM
To: wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com><mailto:wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>
Subject: [WSBAPT] Co-PRs and BECU estate account

Good morning,

I have a client who has tried to open an estate bank account for her dad's estate using her social for the EIN since she is co-PR with her stepsister, who is represented by a different attorney . BECU is telling her they can't open an account with joint PRs. I know we have had co-PRs open estate accounts jointly previously with one opening the account and either allowed to sign. Is this a BECU issue or are they giving her the wrong information?

Sincerely,

Suzanne Lieberman
CMS Law Firm LLC<https://url.emailprotection.link/?bLz7MMSMG_hhOobI9daT7h2_A6E0IFL6TdcTkxwoOC0GBVMKTMr3mprVwxNKP22F1oa_y8gzu_XgRYLMZO8Sy_A~~>
811 Kirkland Ave. Suite 201 (please note new address!)
Kirkland, WA 98033
206-383-6484 (Cell Phone)
206-659-1512 (Main Office)


Legal stuff I have to put in... To ensure compliance with Treasury Department and IRS regulations, we inform you that, unless expressly indicated otherwise, any federal tax advice contained in this communication (including any attachments) is not intended or written by CMS Law Firm LLC to be used, and cannot be used by the taxpayer, for the purpose of: (i) avoiding penalties that may be imposed on the taxpayer under the Internal Revenue Code; or (ii) promoting, marketing, or recommending to another party any transaction or matter addressed herein (or any attachments).
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End of WSBAPT Digest, Vol 88, Issue 30
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Estate planning and settlement & transactional real estate
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