[WSBAPT] UTMA Accounting

[Rod Harmon]

Deborah:

I am involved in a case for an accounting by a POA and have received inadequate documentation from the POA.  I think I need the help of, and probably the testimony of, someone who has experience preparing a fiduciary's accounting.  I see from your below email that you have a client that would fit that need?  If so, may I have your client's contact information?

Rod Harmon

RODNEY T. HARMON
       Attorney at Law
         P.O. Box 1066
      Bothell, WA   98041
     Tel:   (425) 402-7800
     Fax:  (425) 458-9096
    www.rodharmon.com<http://www.rodharmon.com/>
   rodharmon at msn.com<mailto:rodharmon at msn.com>

From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of deborah at neillaw.com
Sent: Tuesday, May 24, 2022 2:13 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] UTMA Accounting

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.


-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20230608/0a50f9cf/attachment.html>