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<div id="divRplyFwdMsg" dir="dir="ltr""><font face="Calibri, sans-serif" style="font-size:11pt" color="#000000"><b>From:</b> wsbapt-bounces@lists.wsbarppt.com on behalf of Roger Hawkes <roger@law-hawks.com><br>
<b>Sent:</b> Tuesday, December 4, 2018 12:53 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv<br>
<b>Subject:</b> Re: [WSBAPT] UTMA
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<p class="MsoNormal">Trying to finish a probate by distribution of assets to a 17 year old; the cash is in the hundreds of dollars and the Series EE bonds are also only a few hundred dollars. Jumping through hoops is not what I want to do; but mother/surviving
of child is hostile to PR and not reliable. Anything creative and/or easy to do??? PR client just wants it done; and does not want to wait till child is 18.</p>
<p class="MsoNormal"> </p>
<div>
<div style="border:none; border-top:solid #E1E1E1 1.0pt; padding:3.0pt 0in 0in 0in">
<p class="MsoNormal"><b>From:</b> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com>
<b>On Behalf Of </b>Nicholas Pleasants<br>
<b>Sent:</b> Monday, December 3, 2018 4:52 PM<br>
<b>To:</b> wsbapt@lists.wsbarppt.com; solo-and-small-practice-section@list.wsba.org<br>
<b>Subject:</b> Re: [WSBAPT] UTMA</p>
</div>
</div>
<p class="MsoNormal"> </p>
<p class="MsoNormal">Hi Jim,</p>
<p class="MsoNormal">You can obtain an Order lifting the UTMA limits from $30,000 for good cause shown. In King County, it would be an ex parte Order. Commissioner Judson has a good grasp of these issues.</p>
<p class="MsoNormal">I’ve attached some materials I presented at a CLE a few months back that should shed a bit of light on it.</p>
<p class="MsoNormal"> </p>
<div>
<p class="MsoNormal"><b><span style="color:#5B9BD5">Nicholas Pleasants</span></b></p>
<p class="MsoNormal"><span style="color:black">James Pleasants, P.C.<br>
2300 130th Ave NE, Suite A-101<br>
Bellevue, WA 98005-1755<br>
(425) 615-7070 tel.<br>
(425) 497-0799 fax<br>
<a href="mailto:nick@pleasantslaw.com">nick@pleasantslaw.com</a></span></p>
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<p class="MsoNormal"><b>From:</b> James B. Dolan <<a href="mailto:jbdolan@jbdolan.com">jbdolan@jbdolan.com</a>>
<br>
<b>Sent:</b> Monday, December 03, 2018 3:43 PM<br>
<b>To:</b> <a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>;
<a href="mailto:solo-and-small-practice-section@list.wsba.org">solo-and-small-practice-section@list.wsba.org</a><br>
<b>Subject:</b> [WSBAPT] UTMA</p>
</div>
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<p class="MsoNormal"> </p>
<p class="MsoNormal">Hello:</p>
<p class="MsoNormal"> </p>
<p class="MsoNormal">Insurance company is demanding that a guardian be appointed for a 17 year old son of decent in order to receive $50,000 payout from life insurance policy. (We already have a probate GAL, but do not want to go through a guardianship proceeding
just for this purpose, as son will be 18 in ten months.)</p>
<p class="MsoNormal"> </p>
<p class="MsoNormal">I’m hoping for a quick answer before reading through the statute: Can anyone offer a quick opinion - are UTMA transfers/accounts limited to $25,000, as per the insurance company?</p>
<p class="MsoNormal"> </p>
<p class="MsoNormal">Thanks in advance,</p>
<p class="MsoNormal"> </p>
<p class="MsoNormal">Jim Dolan </p>
<p class="MsoNormal"><span style="font-size:12.0pt"> </span></p>
<p class="MsoNormal"><span style="font-size:12.0pt; color:#1F497D">===================</span></p>
<p class="MsoNormal"><span style="font-size:12.0pt; color:#1F497D"> </span></p>
<p class="MsoNormal"><b><span style="font-size:12.0pt; color:#1F497D">Jones Butler Dolan, PS</span></b></p>
<p class="MsoNormal"><u><span style="font-size:12.0pt; color:#1F497D"><a href="http://www.jbdolan.com">www.jbdolan.com</a></span></u></p>
<p class="MsoNormal"><u><span style="font-size:12.0pt; color:#1F497D"><a href="http://www.jonesbutlerdolan.com">www.jonesbutlerdolan.com</a></span></u></p>
<p class="MsoNormal"><u><span style="font-size:12.0pt; color:#1F497D"><span style="text-decoration:none"> </span></span></u></p>
<p class="MsoNormal"><u><span style="font-size:12.0pt; color:#1F497D">Mount Vernon</span></u></p>
<p class="MsoNormal"><span style="font-size:12.0pt; color:#1F497D"> </span></p>
<p class="MsoNormal"><span style="font-size:12.0pt; color:#1F497D">P.O. Box 2784</span></p>
<p class="MsoNormal"><span style="font-size:12.0pt; color:#1F497D">415 Pine Street
</span></p>
<p class="MsoNormal"><span style="font-size:12.0pt; color:#1F497D">Mount Vernon, WA 98273</span></p>
<p class="MsoNormal"><span style="font-size:12.0pt; color:#1F497D">Telephone: 360-336-2939</span></p>
<p class="MsoNormal"><span style="font-size:12.0pt; color:#1F497D">Facsimile: 360-336-2949</span></p>
<p class="MsoNormal"><span style="font-size:12.0pt; color:#1F497D"> </span></p>
<p class="MsoNormal"><u><span style="font-size:12.0pt; color:#1F497D">Stanwood</span></u></p>
<p class="MsoNormal"><u><span style="font-size:12.0pt; color:#1F497D"><span style="text-decoration:none"> </span></span></u></p>
<p class="MsoNormal"><span style="font-size:12.0pt; color:#1F497D">P.O. Box 458</span></p>
<p class="MsoNormal"><span style="font-size:12.0pt; color:#1F497D">10027 - 269th Place NW (SR 532)</span></p>
<p class="MsoNormal"><span style="font-size:12.0pt; color:#1F497D">Stanwood, WA 98292</span></p>
<p class="MsoNormal"><span style="font-size:12.0pt; color:#1F497D">Telephone: 360-629-3833</span></p>
<p class="MsoNormal"><span style="font-size:12.0pt; color:#1F497D">Facsimile: 360-629-6253</span></p>
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