[WSBAPT] UTMA Accounting

[Mark Anderson]

I have a similar need.  I need to request an accounting from a nonprofessional trustee and would like to know the minimum I should expect (if the trustee is doing his job, that is).

Thanks.

Mark B. Anderson
ANDERSON LAW FIRM PLLC
821 Dock St  Ste 209  PMB 4-12
Tacoma, Washington 98402
+1 253-327-1750
+1 253-327-1751 (fax)
marka at mbaesq.com<mailto:marka at mbaesq.com>
www.mbaesq.com<http://www.mbaesq.com/>
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From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Rod Harmon
Sent: 06/08/2023 12:00 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] UTMA Accounting

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<mailto:wsbapt-bounces at lists.wsbarppt.com> <wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com>> On Behalf Of deborah at neillaw.com<mailto:deborah at neillaw.com>
Sent: Tuesday, May 24, 2022 2:13 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com<mailto: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.


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