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<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D">This makes me so angry – they are probably looking to have all past actions deemed accepted. Quite frankly, if the surviving spouses name is on title I would
roll the entire account to a new brokerage, if they balked I would be more inclined to find away to transfer before I gave them their way. I would even open a probate just for that asset before considering a blanket release.
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<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D">Best of luck,
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<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Segoe Script","sans-serif";color:#1F497D">Diane J. Kiepe<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D">Diane J. Kiepe, Attorney at Law<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D">Douglas
</span><span style="font-size:11.0pt;color:#1F497D">•</span><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D"> Eden<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D">717 W. Sprague Ave., Suite 1500<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D">Spokane, WA 99201<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D">Phone: (509) 455-5300<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D">Fax: (509) 455-5348<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D">djkiepe@depdslaw.com<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>Brent Williams-Ruth<br>
<b>Sent:</b> Tuesday, October 02, 2018 9:29 AM<br>
<b>To:</b> wsbapt@lists.wsbarppt.com<br>
<b>Subject:</b> [WSBAPT] Brokerage Firm Release and Hold Harmless<o:p></o:p></span></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">I have a client with a valid community property agreement. All has been great except the national brokerage firm. They refuse to transfer the decedents account to the surviving spouse without a Release and Hold Harmless. To save time -
given that the point of contact is purely just a staffer who will be forwarding to their legal division. Does anyone have an example as to what precisely these brokers are looking to have released?<o:p></o:p></p>
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<p class="MsoNormal">Thank you!!<o:p></o:p></p>
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<p class="MsoNormal" style="margin-bottom:12.0pt">Brent<o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:13.0pt">Brent Williams-Ruth</span><o:p></o:p></p>
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<p class="MsoNormal">Founding Member<o:p></o:p></p>
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<p class="MsoNormal">BWR Consulting, PLLC<o:p></o:p></p>
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<p class="MsoNormal">Phone: (425) 830-5134<o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:13.0pt">e-mail: <a href="mailto:brent@bwrconsults.com">
brent@bwrconsults.com</a> / website: <a href="http://www.bwrconsults.com">www.bwrconsults.com</a></span><o:p></o:p></p>
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