[WSBAPT] UTMA account
Ann Manley
ann at manleyfirm.com
Wed Jul 17 15:08:55 PDT 2024
The 28 y.o. has issues, and is refusing the money. What will happen to this
account now that the custodian has passed?
Ann Manley, Esq.
The Manley Law Firm, P.S., Inc.
PO Box 16324
Seattle, WA 98116
(206)292-3064 / (206)292-3914 fax
www.manleyfirm.com
*The Manley Law Firm practice areas include Bankruptcy*, Estate Planning,
Auto Accidents, Civil Litigation, Construction, Commercial and Contract
Law, Personal injury, Small Business, Unemployment Claims, Wage Loss and
Compensation claims*
** The Manley Law Firm is a Debt Relief Agency. We help people file for
bankruptcy relief under the Bankruptcy Code.*
*This email and any files transmitted with it are privileged, confidential,
and intended solely to whom they are addressed. Any unauthorized use,
copying, review or disclosure is prohibited. If you have received this
communication in error, please immediately notify the sender.*
On Tue, Jul 16, 2024 at 3:22 PM Joshua McKarcher <josh at mckarcherlaw.com>
wrote:
> Take it out and gift it to anyone he wishes.
>
> Joshua D. McKarcher
> McKarcher Law PLLC
> 537 6th Street
> Clarkston, WA 99403
> (509) 758-3345
> (509) 758-3314 (fax)
> josh at mckarcherlaw.com
> www.mckarcherlaw.com
> ------------------------------
> *From:* wsbapt-bounces at lists.wsbarppt.com <
> wsbapt-bounces at lists.wsbarppt.com> on behalf of Ann Manley <
> ann at manleyfirm.com>
> *Sent:* Tuesday, July 16, 2024 2:57:24 PM
> *To:* WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
> *Cc:* WSBA Real Property Listserv <wsbarp at lists.wsbarppt.com>;
> solo-and-small-practice-section at list.wsba.org <
> solo-and-small-practice-section at list.wsba.org>
> *Subject:* [WSBAPT] UTMA account
>
> Decedent set up an UTMA account for all grandkids. One grandkid, age 28,
> has repeatedly indicated he doesn't want the money. What if anything can be
> done with the money in this account (approx. $12k)?
>
> Ann Manley, Esq.
> The Manley Law Firm, P.S., Inc.
> PO Box 16324
> Seattle, WA 98116
> (206)292-3064 / (206)292-3914 fax
> www.manleyfirm.com
>
> *The Manley Law Firm practice areas include Bankruptcy*, Estate Planning,
> Auto Accidents, Civil Litigation, Construction, Commercial and Contract
> Law, Personal injury, Small Business, Unemployment Claims, Wage Loss and
> Compensation claims*
>
> ** The Manley Law Firm is a Debt Relief Agency. We help people file for
> bankruptcy relief under the Bankruptcy Code.*
>
> *This email and any files transmitted with it are privileged,
> confidential, and intended solely to whom they are addressed. Any
> unauthorized use, copying, review or disclosure is prohibited. If you have
> received this communication in error, please immediately notify the sender.*
> ***Disclaimer: Please note that RPPT listserv participation is not
> restricted to practicing attorneys and may include non-practicing
> attorneys, law students, professionals working in related fields, and
> others.***
> _______________________________________________
> WSBAPT mailing list
> WSBAPT at lists.wsbarppt.com
> http://mailman.fsr.com/mailman/listinfo/wsbapt
-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20240717/89ab64dd/attachment.html>
More information about the WSBAPT
mailing list