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<p class="MsoNormal">Elizabeth,<o:p></o:p></p>
<p class="MsoNormal">I have worked with Berkely Attorney Franchesa Callejo in connection with guardianship and probate matters in the past several years.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><img width="250" height="148" style="width:2.6041in;height:1.5416in" id="Picture_x0020_1" src="cid:image001.png@01D48662.814D70C0"><o:p></o:p></p>
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<p class="MsoNormal">With the minor child as named account beneficiary (but where the decedent did not designate a custodian under WA or another state’s UTMA to receive and hold f/b/o the minor), you may be unable to get the institutional investment fund officers
to release control of the IRA accounts except to a court-appointed guardian for the child. I think you are correct that it would have to be a California guardianship in that event. If the institution is cooperative and will accept an instruction by the estate
administrative, see RCW 11.114.060. Some funds (institutional account agreements) have boilerplate that covers this, and might even allow a “roll-over” to an “Inherited IRA,” thus also avoiding a fully taxable distribution with a trustee-to-trustee transfer
of the funds, and permitting RMDs calculated based upon the life expectancy of the minor beneficiary.<o:p></o:p></p>
<p class="MsoNormal">Dave Moe<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><o:p> </o:p></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>Candace Wilkerson<br>
<b>Sent:</b> Tuesday, November 27, 2018 1:40 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> Re: [WSBAPT] Guardianship for California Minor to Collect Inherited IRAs<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Elizabeth,<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Couldn’t you, as PR, obtain the funds from the two accounts and then transfer them to the child via UGMA/UTMA with the child’s parent as custodian of the accounts? CA has a variation of UTMA (called “CUTMA”) that should work.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Let me know if I can help. Although I’ve never done this in CA, I am licensed in CA.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Candace Wilkerson<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><b>From:</b> <a href="mailto:wsbapt-bounces@lists.wsbarppt.com">
wsbapt-bounces@lists.wsbarppt.com</a> <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a>>
<b>On Behalf Of </b>Elizabeth Bateman<br>
<b>Sent:</b> Tuesday, November 27, 2018 1:09 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br>
<b>Subject:</b> [WSBAPT] Guardianship for California Minor to Collect Inherited IRAs<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">Sorry if this is duplicative--tried to send this out yesterday, but I don't think it went through. Either that, or had no takers, lol. <o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">I am the PR of a King County intestate estate where the intestate heir is a minor and a resident of California. A guardian will be necessary to claim two small IRA accounts (less than $40k), of which the minor is the named beneficiary.
I am of the opinion that the King County Superior Court does not have jurisdiction over the California child sufficient to appoint a guardian for him here. Can someone prove me wrong? Does the child's parent have any authority to consent to the King County
court's jurisdiction over her teenage child? If so, what is that authority? <o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">And practically, is it even feasible for the Court to appoint a person or entity in WA as guardian for an individual in another state? <o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">In the alternative, can someone recommend a guardianship attorney in or near Alameda County, CA?<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">Thanks in advance for your input. <o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">Elizabeth<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">-- <o:p></o:p></p>
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<p><span style="font-family:"Times New Roman",serif">Elizabeth G. Bateman </span>
<o:p></o:p></p>
<p><span style="font-family:"Times New Roman",serif">Associate Attorney</span><o:p></o:p></p>
<p><i><span style="font-family:"Times New Roman",serif">Admitted in Washington and Minnesota
</span></i><o:p></o:p></p>
<p class="MsoNormal"><b><span style="font-size:14.0pt;font-family:"Copperplate Gothic Light",sans-serif;color:#0B5394">Bateman Law Group, PLLC</span></b><o:p></o:p></p>
<p><span style="font-size:10.0pt;font-family:"Times New Roman",serif">999 Third Avenue, Suite 2525</span><o:p></o:p></p>
<p><span style="font-size:10.0pt;font-family:"Times New Roman",serif">Seattle, WA 98104-4089</span><o:p></o:p></p>
<p><span style="font-size:10.0pt;font-family:"Times New Roman",serif">Tel: (206) 224-0900</span><o:p></o:p></p>
<p><span style="font-size:10.0pt;font-family:"Times New Roman",serif">Fax: (206) 467-8028</span><o:p></o:p></p>
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