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<p class="MsoNormal">Who is the Trustee? If the accounts are in the trust, and the original trustor/trustee can no longer manage, the agent may need to make request of the Trustee on behalf of the principal.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">If no trustee, that may be another problem. Hopefully someone has a copy of the Trust.<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Heather<o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:16.0pt;font-family:"Vladimir Script";color:#1F497D">Heather S. de Vrieze</span><b><span style="font-size:16.0pt;color:#1F497D"><br>
</span></b><i><span style="font-family:"Garamond",serif;color:#1F497D">Attorney-at-Law<o:p></o:p></span></i></p>
<p class="MsoNormal"><i><span style="font-family:"Garamond",serif;color:#1F497D"><img width="189" height="105" style="width:1.9701in;height:1.097in" id="_x0000_i1026" src="cid:image003.jpg@01D47139.B2C9C830" alt="cid:image001.jpg@01D013C2.30F35160"></span></i><i><span style="font-size:12.0pt;font-family:"Garamond",serif;color:#1F497D"><o:p></o:p></span></i></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">3909 California Avenue SW<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">Seattle, WA 98116-3705
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">(206)938-5500
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<p class="MsoNormal"><a href="mailto:heatherd@westseattlelaw.com"><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">heatherd@westseattlelaw.com</span></a><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">
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<p class="MsoNormal"><a href="http://www.westseattlelaw.com/"><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">www.westseattlelaw.com</span></a><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">
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<p class="MsoNormal"><b><span style="font-size:9.0pt;font-family:"Arial",sans-serif;color:#002E8A">Click here to connect with de Vrieze | Carney on Facebook:
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<p class="MsoNormal"><span style="font-size:8.0pt;color:#A6A6A6">CONFIDENTIAL & PRIVILEGED. This e-mail message may contain legally privileged and/or confidential information. If you have received this e-mail in error, please notify the sender immediately
and delete all copies of this e-mail message and any attachment.</span><span style="font-size:16.0pt;font-family:"Cambria",serif;color:blue"><o:p></o:p></span></p>
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<p class="MsoNormal"><b>From:</b> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com>
<b>On Behalf Of </b>steve mcconnell<br>
<b>Sent:</b> Wednesday, October 31, 2018 3:25 PM<br>
<b>To:</b> wsbapt@lists.wsbarppt.com<br>
<b>Subject:</b> [WSBAPT] Power of Attorney/Revocable Trust<o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:black">Attorney in fact pursuant to a POA prepared in 2013 pursuant to RCW 11.94 advises that several banking institutions holding accounts in the name of 101 year
old principal's revocable living trust will not allow AIF to access those funds to allow her to pay principal's nursing home fees. I do not yet have the banks reasoning (according to client/AIF it is because AIF's name isn't on the account) but will likely
speak with them tomorrow. The POA grants AIF broadest powers, including "all powers as an absolute owner" and the power to "exercise the principal's right to distribute property in trust or cause a trustee to distribute property in trust to the extent consistent
with the terms of the trust agreement". Revocable trust was created by principal for principal's benefit while living, including the right to the distribution of all principal and income. Any thoughts as to what the bank's arguments might be? This seems fairly
straightforward to me so I'm having trouble understanding how multiple banks could be taking this position.<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:black">Thanks in advance.<o:p></o:p></span></p>
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<p class="MsoNormal"><strong><i><span style="font-size:13.5pt;color:#5133AB">Steven M. McConnell</span></i></strong><span style="font-size:12.0pt;color:black"><br>
</span><strong><span style="font-size:12.0pt;color:#5133AB">Attorney at Law</span></strong><span style="font-size:12.0pt;color:black"><br>
</span><span style="font-size:10.0pt;font-family:"Times New Roman",serif;color:#5133AB">144 Railroad Ave., Suite 308</span><span style="font-size:12.0pt;color:black"><br>
</span><span style="font-size:10.0pt;font-family:"Times New Roman",serif;color:#5133AB">Edmonds, WA 98020-4100</span><span style="font-size:12.0pt;color:black"><br>
</span><span style="font-size:7.5pt;font-family:"Times New Roman",serif;color:#5133AB">Tel: (206) 783-0201</span><span style="font-size:12.0pt;color:black"><br>
</span><span style="font-size:8.0pt;font-family:"Times New Roman",serif;color:#5133AB">Fax: (206) 789-5199</span><span style="font-size:12.0pt;color:black"><br>
</span><span style="font-size:7.5pt;font-family:"Times New Roman",serif;color:#5133AB">Email:
</span><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:black"><a href="mailto:smcconnelllaw@hotmail.com" target="_blank"><span style="font-size:7.5pt;color:#5133AB">smcconnelllaw@hotmail.com</span></a><o:p></o:p></span></p>
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