[WSBAPT] Minor an annuity

[Dalynne Singleton]

Please share - I have the same issue but money in Canada mutual funds...  My research indicates an account can be set up under UTMA and since under $30k, no custodian appointment is necessary from the court but custodian mother can serve as custodian of the account at Edward Jones here in the US.

Dalynne Singleton
Gourley Law Group
Snohomish Escrow
The Exchange Connection
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dalynne at glgmail.com<mailto:dalynne at glgmail.com>
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From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Kristina Driessen
Sent: Wednesday, March 2, 2022 3:49 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Minor an annuity

Good Afternoon-

I am probably making this more difficult that it has to be, but here at the facts: Great Grandmother dies in Wisconsin. She leaves an annuity to a 16-year-old, Washington resident.  The administrator for the annuity is telling bio parents that they need to petition the court to be appointed conservator of the funds.

I assume a petition under 11.130.360 is appropriate.  Does a GAL have to be appointed in this type of case?  Can anyone share a petition/order that they have used to accomplish this?

Thank you in advance.




Kristina A. Driessen

Attorney at Law

"A" Street Legal Services, Inc. P.S.

16 A Street SE,

Auburn, WA 98002

Office:           253-939-0811

Website:       astreetlegalservices. com






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