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<p class="MsoNormal"><span style="color:#1F497D">I have had similar issues. I’m happy to discuss off-list about my experiences in more detail. In general, I have found it most efficient in terms of cost and time to just get a court order directing the account
holder to distribute in a certain manner. I have never had the account holder contest the petition.
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Jill <o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
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<font style="BACKGROUND-COLOR: white" color="#f79646"><strong>Notice: Landerholm is undergoing a change in its telephone provider the week of March 27th. We appreciate your patience during this transition. Please let us know via email if you are unable to reach
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<font style="font-family:Calibri;">Jill H. Sasser</font><font face="Calibri"> | </font><font style="font-family:Calibri;">Attorney at Law</font></span><br>
<a href="https://protect-us.mimecast.com/s/lNV1B6tpl8sm"><span style="TEXT-DECORATION: none; COLOR: windowtext"></a><a href="http://www.landerholm.com" target=""><img width="206" height="45" style="border: 0px Solid ; " src="cid:imagea179d4.GIF@fbf20b90.4da49369"></a></span><b><span style="FONT-SIZE: 10pt; COLOR: #e36c0a"><br>
</span></b><span style="FONT-SIZE: 10pt; COLOR: #404040"><font face="Calibri">805 Broadway Street, Suite 1000<br>
P.O. Box 1086<br>
Vancouver, WA 98666-1086<br>
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</font><font style="font-family:Calibri;">360-816-2534</font><font face="Calibri"> | T:
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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>Allen Draher<br>
<b>Sent:</b> Friday, March 31, 2017 11:53 AM<br>
<b>To:</b> wsbapt@lists.wsbarppt.com<br>
<b>Subject:</b> [WSBAPT] Fidelity error in failing to add beneficiary to IRA account<o:p></o:p></span></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">A client had Fidelity fail to add a beneficiary designation despite the request to do so on Fidelity paper work. Loss is stretch out of ten years or more on a $500,000 IRA. I am wondering if any members have litigated with Fidelity or
other brokerage firms on a similar issue. Allen <o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><b><span style="font-size:12.0pt">Allen Draher<o:p></o:p></span></b></p>
<p class="MsoNormal"><b><o:p> </o:p></b></p>
<p class="MsoNormal"><b>Law Office of Allen Draher, PLLC<o:p></o:p></b></p>
<p class="MsoNormal"><b>5426 California Ave. S.W.<o:p></o:p></b></p>
<p class="MsoNormal"><b>Seattle, WA 98136<o:p></o:p></b></p>
<p class="MsoNormal"><b><o:p> </o:p></b></p>
<p class="MsoNormal"><b>ph 206-935-2998<o:p></o:p></b></p>
<p class="MsoNormal"><b><a href="mailto:allen@draherlaw.com"><span style="color:blue">allen@draherlaw.com</span></a><o:p></o:p></b></p>
<p class="MsoNormal"><b><o:p> </o:p></b></p>
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