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<p class="MsoNormal"><span style="font-size:18.0pt;font-family:"Franklin Gothic Book","sans-serif";color:#1F497D">Jacob;<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:18.0pt;font-family:"Franklin Gothic Book","sans-serif";color:#1F497D">I’ve actually had clients move financial institutions based on this “quirk.” I think the bank is afraid of liability. Eileen
<o:p></o:p></span></p>
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<p class="MsoNormal"><b><span style="font-size:11.0pt;font-family:"Arial","sans-serif";color:#5F6062">Eileen S. Peterson<br>
</span></b><b><span style="font-size:9.0pt;font-family:"Arial","sans-serif";color:#00A0AF">Attorney at Law</span></b><b><span style="font-size:9.0pt;font-family:"Arial","sans-serif";color:#5F6062"><br>
</span></b><b><span style="font-size:9.0pt;font-family:"Arial","sans-serif";color:#00A0AF">T</span></b><b><span style="font-size:9.0pt;font-family:"Arial","sans-serif";color:#5F6062"> 253 620 6419<br>
</span></b><b><span style="font-size:9.0pt;font-family:"Arial","sans-serif";color:#00A0AF">F</span></b><b><span style="font-size:9.0pt;font-family:"Arial","sans-serif";color:#5F6062"> 253 620 6565<o:p></o:p></span></b></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><b><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D">Click here to follow Lars in our</span></b><b><u><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#4BACC6"><a href="http://www.gthestateplanning.com/"><span style="color:#4BACC6">Trusts
& Estates Blog</span></a></span></u></b><span style="color:#5F6062"><o:p></o:p></span></p>
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<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif"">From:</span></b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif""> wsbapt-bounces@lists.wsbarppt.com [mailto:wsbapt-bounces@lists.wsbarppt.com]
<b>On Behalf Of </b>Jacob Menashe<br>
<b>Sent:</b> Tuesday, March 17, 2015 1:31 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv<br>
<b>Subject:</b> [WSBAPT] TIC/JTWROS<o:p></o:p></span></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D">A personal banker at a very large bank is insisting that a couple cannot have their bank checking/savings/CDs held other than as joint tenants with right of
survivorship. She said she checked with her back office and because of a quirk in Washington law that’s the bank’s policy. I have not spoken with anyone but the personal banker. Before I pursue this further, I will ask this group, is there something I am missing?
Have others had this problem? <o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D">Thanks,<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D">Jacob<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D">_________________________<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D">Jacob H. Menashe<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D">Hickman Menashe, PS<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D">4211 Alderwood Mall Blvd., Suite 202<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D">Lynnwood, WA 98036<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D">(425) 744-5658 phone<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D">(425) 744-6078 fax<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D"><a href="www.hickmanmenashe.com"><span style="color:#0563C1">www.hickmanmenashe.com</span></a><o:p></o:p></span></p>
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