[WSBAPT] UTMA Accounting

[deborah at neillaw.com]

I represent the custodian of a UTMA account.  My client normally prepares accountings on other fiduciary cases (trusts, etc.)  

I looked at 11.114.190(3) and it appears that the court may require or permit the custodian to do an accounting.  If the order creating the UTMA is silent on requiring or permitting an accounting, what is the best practice for the custodian (especially if the probate creating the UTMA is long closed).

Thanks.

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.



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