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<p class="MsoNormal">I am not sure how a POD account owned by a trust would work – since the trust doesn’t “die?” Is it an account that Pays out on the death of a non-owner of an account?<o:p></o:p></p>
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<p class="MsoNormal"><b><span style="font-size:12.0pt;color:#323E4F">Best regards,<o:p></o:p></span></b></p>
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<p class="MsoNormal"><b><span style="font-size:12.0pt;color:#323E4F">Kerry E. Brink
</span></b><b><span style="font-size:9.0pt;color:#323E4F">•</span></b><b><span style="font-size:12.0pt;color:#323E4F"> Attorney at Law</span></b><b><span style="font-size:8.0pt;color:#323E4F"><o:p></o:p></span></b></p>
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<p class="MsoNormal"><b><span style="font-family:"Californian FB",serif;font-variant:small-caps;color:#C00000">Estate Planning, Probate, Elder Law<o:p></o:p></span></b></p>
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<p class="MsoNormal"><i>______________________________<o:p></o:p></i></p>
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<p class="MsoNormal"><b>From:</b> wsbapt-bounces@lists.wsbarppt.com [mailto:wsbapt-bounces@lists.wsbarppt.com]
<b>On Behalf Of </b>Mark Vohr<br>
<b>Sent:</b> Friday, January 19, 2018 10:25 AM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> [WSBAPT] Transfer to Trust<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">I was told that if a POD investment account is transferred to a trust, the POD beneficiary designation is lost and the trust becomes the beneficiary. I don’t agree, I think the beneficiary
stays the same regardless of who owns the account (individual or trust). In order to make the trust the beneficiary, one would also have to change the beneficiary designation.
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">Am I correct?<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Baskerville Old Face",serif">Mark<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Bradley Hand ITC"">Ohana Fiduciary Corp.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Bradley Hand ITC"">Ohana Financial Services<o:p></o:p></span></p>
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<p class="MsoNormal" align="center" style="text-align:center"><span style="font-size:12.0pt;font-family:"Bradley Hand ITC"">Mark C. Vohr, J.D., CPG, Principal<o:p></o:p></span></p>
<p class="MsoNormal" align="center" style="text-align:center"><span style="font-size:12.0pt;font-family:"Bradley Hand ITC"">PO Box 33710 Seattle, WA 98133<o:p></o:p></span></p>
<p class="MsoNormal" align="center" style="text-align:center"><span style="font-size:12.0pt;font-family:"Bradley Hand ITC"">T: (206) 782-1189 F: (206) 782-1434<o:p></o:p></span></p>
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</span><span style="font-size:12.0pt;font-family:"Calisto MT",serif"><a href="http://www.ohanafc.com/"><span style="font-family:"Calibri",sans-serif">www.ohanafc.com</span></a><o:p></o:p></span></p>
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