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</o:shapelayout></xml><![endif]--></head><body lang=EN-US link="#0563C1" vlink="#954F72"><div class=WordSection1><p class=MsoNormal><span style='color:#1F497D'>Allen:<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'>I have a Personal Representative with a similar issue with Ameriprise, resulting in loss to an estate of about $30K. I would be interested in knowing if you find someone willing to take a look.<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'>Jim Dolan<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:12.0pt;color:#1F497D'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:12.0pt;color:#1F497D'>===================<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:12.0pt;color:#1F497D'><o:p> </o:p></span></p><p class=MsoNormal><b><span style='font-size:12.0pt;color:#1F497D'>Jones Butler Dolan, PS<o:p></o:p></span></b></p><p class=MsoNormal><u><span style='font-size:12.0pt;color:#1F497D'><a href="http://www.jbdolan.com"><span style='color:blue'>www.jbdolan.com</span></a><o:p></o:p></span></u></p><p class=MsoNormal><u><span style='font-size:12.0pt;color:#1F497D'><a href="http://www.jonesbutlerdolan.com"><span style='color:blue'>www.jonesbutlerdolan.com</span></a><o:p></o:p></span></u></p><p class=MsoNormal><u><span style='font-size:12.0pt;color:#1F497D'><o:p><span style='text-decoration:none'> </span></o:p></span></u></p><p class=MsoNormal><u><span style='font-size:12.0pt;color:#1F497D'>Mount Vernon<o:p></o:p></span></u></p><p class=MsoNormal><span style='font-size:12.0pt;color:#1F497D'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:12.0pt;color:#1F497D'>P.O. Box 2784<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:12.0pt;color:#1F497D'>415 Pine Street <o:p></o:p></span></p><p class=MsoNormal><span style='font-size:12.0pt;color:#1F497D'>Mount Vernon, WA 98273<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:12.0pt;color:#1F497D'>Telephone: 360-336-2939<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:12.0pt;color:#1F497D'>Facsimile: 360-336-2949<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:12.0pt;color:#1F497D'><o:p> </o:p></span></p><p class=MsoNormal><u><span style='font-size:12.0pt;color:#1F497D'>Stanwood<o:p></o:p></span></u></p><p class=MsoNormal><u><span style='font-size:12.0pt;color:#1F497D'><o:p><span style='text-decoration:none'> </span></o:p></span></u></p><p class=MsoNormal><span style='font-size:12.0pt;color:#1F497D'>P.O. Box 458<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:12.0pt;color:#1F497D'>10027 - 269th Place NW (SR 532)<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:12.0pt;color:#1F497D'>Stanwood, WA 98292<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:12.0pt;color:#1F497D'>Telephone: 360-629-3833<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:12.0pt;color:#1F497D'>Facsimile: 360-629-6253<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'><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'><o:p> </o:p></span></p><div><div style='border:none;border-top:solid #B5C4DF 1.0pt;padding:3.0pt 0in 0in 0in'><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></div></div><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><p class=MsoNormal><span style='font-size:10.5pt;font-family:Consolas'>__________________________________________________________<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:10.5pt;font-family:Consolas'><o:p> </o:p></span></p><p class=MsoNormal>NOTICE: This communication (including any attachments) may contain privileged or confidential information intended for a specific individual and purpose, and is protected by law. If you are not the intended recipient, you should delete this communication and/or shred the materials and any attachments and are hereby notified that any disclosure, copying or distribution of this communication, or the taking of any action based on it, is strictly prohibited. Thank you.<o:p></o:p></p><p class=MsoNormal><span style='font-size:10.5pt;font-family:Consolas'>__________________________________________________________<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:10.5pt;font-family:Consolas'><o:p> </o:p></span></p><p class=MsoNormal>To comply with IRS regulations, we are required to inform you that this message, if it contains advice relating to federal taxes, cannot be used for the purpose of avoiding penalties that may be imposed under federal tax law.<o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p></div><br />
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