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<p class="MsoNormal">Jennifer:<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">I had a case where a very high value insurance policy was being paid to a 9 year old child. The child’s mother passed away and the father had never been involved with the child. Her Aunt petitioned for non-parental custody of her. We did
have to notify the father, but he failed to appear at that hearing.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">The only way we were able to have the life insurance payment made was having the Aunt appointed as the Limited guardian of the estate of the minor child.
<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Since this is ongoing income payments I can see the rational for the Guardianship, the court will be able to monitor the use of the money for the children. I suspect that the mother will also have to become the payee for the children’s
social security survivor’s benefits. In my case we asked that the Aunt would only have to account for the investment and income from the life insurance, but not have to account for the social security survivor’s payments because the Aunt had to account to
social security for those payments. It avoided duplicate reporting.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">I think each child will have to have a separate Guardianship case filed because of the difference in ages.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Jane Bitz<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal" style="background:white"><span style="font-size:10.0pt;color:black">Jane G Bitz<o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><span style="font-size:10.0pt;color:black">Of Counsel<o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><span style="font-size:10.0pt;color:black">Wolff, Hislop & Crockett, PLLC<o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><span style="font-size:10.0pt;color:black">12209 E Mission, Suite 5<o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><span style="font-size:10.0pt;color:black">Spokane Valley WA 99206-4824<o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><span style="font-size:10.0pt;color:black">(509) 927-9700; FAX (509) 777-1800<o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><span style="font-size:10.0pt;color:black"><a href="mailto:jane@jbitzlaw.com"><span style="color:blue">jbitz@whc-attorneys.com</span></a><o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><span style="font-family:"Times New Roman",serif;color:#1F497D"><img border="0" width="346" height="174" style="width:3.6041in;height:1.8125in" id="Picture_x0020_1" src="cid:image001.png@01D48B27.AF58E110" alt="cid:image002.png@01D06C8A.419B0730"></span><span style="font-size:10.0pt;color:black"><o:p></o:p></span></p>
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Thank You.<o:p></o:p></span></i></p>
<p class="MsoNormal"><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>Jennifer Modak<br>
<b>Sent:</b> Monday, December 3, 2018 3:58 PM<br>
<b>To:</b> 'WSBAPT@lists.wsbarppt.com' <WSBAPT@lists.wsbarppt.com><br>
<b>Subject:</b> [WSBAPT] Met LIfe Survivor Income Benefits<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Hi All<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Anyone have any success with Metlife Survivor Income Benefits being given to the mother of a Minor, without having to get the mother “certified as the guardian”by the court? Metlife wants guardianship papers for the mother of the children
of the surviving spouse. It seems a costly and long route to get the money released.
<br>
<br>
Thanks for any thoughts. <o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">Jennifer M. Modak<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">Attorney at Law<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">Law Office of Jennifer Modak, PLLC<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">19125 North Creek Parkway, Suite 120<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">Bothell, WA 98011<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">206-747-0477<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt">The contents of this message are intended solely for the persons to whom this message is addressed and may be protected from disclosure or dissemination by the attorney-client privilege or other guarantee
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<a href="http://www.irs.gov/">www.irs.gov</a>. Please look for "Circular 230".<o:p></o:p></span></p>
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