[WSBAPT] Minor an annuity

[deborah at neillaw.com]

Kristina,

There is a pattern form for appointing a minor on the Washington Courts form website. A court visitor is not required, but the court may appoint one.

Deborah Jameson
(Pronouns: she/her/hers)

Neil & Neil, P.S.
5302 Pacific Avenue
Tacoma, WA  98408
253-475-8600
253-473-5746 FAX

If your matter is urgent, please call my office.  Also, this message is not encrypted and it may not be secure or protected by attorney-client privilege.


On Mar 4, 2022, at 12:44 PM, Kristina Driessen <kristina at rdattys.comcastbiz.net> wrote:

Good Afternoon- 
 
Trying again, as I received no responses….
 
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 Driessen
 
 
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 Dalynne Singleton
Sent: Wednesday, March 2, 2022 3:55 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com <mailto:wsbapt at lists.wsbarppt.com>>
Subject: [WSBAPT] Minor an annuity
 
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
1002 10th Street / PO Box 1091
Snohomish, WA 98291
360.568.5065
360.568.1717  fax
dalynne at glgmail.com <mailto:dalynne at glgmail.com>
Website:  www.glglawgroup.com <http://www.glglawgroup.com/>
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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 Kristina Driessen
Sent: Wednesday, March 2, 2022 3:49 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com <mailto: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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