<html><head><meta http-equiv="Content-Type" content="text/html; charset=us-ascii"><meta name="Generator" content="Microsoft Word 15 (filtered medium)"><style><!--
/* Font Definitions */
@font-face
        {font-family:Helvetica;
        panose-1:2 11 6 4 2 2 2 2 2 4;}
@font-face
        {font-family:"Cambria Math";
        panose-1:2 4 5 3 5 4 6 3 2 4;}
@font-face
        {font-family:Calibri;
        panose-1:2 15 5 2 2 2 4 3 2 4;}
@font-face
        {font-family:Webdings;
        panose-1:5 3 1 2 1 5 9 6 7 3;}
@font-face
        {font-family:Papyrus;
        panose-1:3 7 5 2 6 5 2 3 2 5;}
/* Style Definitions */
p.MsoNormal, li.MsoNormal, div.MsoNormal
        {margin:0in;
        margin-bottom:.0001pt;
        font-size:11.0pt;
        font-family:"Calibri",sans-serif;}
a:link, span.MsoHyperlink
        {mso-style-priority:99;
        color:blue;
        text-decoration:underline;}
a:visited, span.MsoHyperlinkFollowed
        {mso-style-priority:99;
        color:purple;
        text-decoration:underline;}
p.ms-outlook-ios-reference-expand, li.ms-outlook-ios-reference-expand, div.ms-outlook-ios-reference-expand
        {mso-style-name:ms-outlook-ios-reference-expand;
        mso-margin-top-alt:auto;
        margin-right:0in;
        mso-margin-bottom-alt:auto;
        margin-left:0in;
        font-size:12.0pt;
        font-family:"Times New Roman",serif;
        color:#999999;}
p.ms-outlook-ios-availability-container, li.ms-outlook-ios-availability-container, div.ms-outlook-ios-availability-container
        {mso-style-name:ms-outlook-ios-availability-container;
        mso-margin-top-alt:auto;
        margin-right:0in;
        mso-margin-bottom-alt:auto;
        margin-left:0in;
        border:none;
        padding:0in;
        font-size:12.0pt;
        font-family:"Times New Roman",serif;}
p.ms-outlook-ios-mention, li.ms-outlook-ios-mention, div.ms-outlook-ios-mention
        {mso-style-name:ms-outlook-ios-mention;
        mso-margin-top-alt:auto;
        margin-right:0in;
        mso-margin-bottom-alt:auto;
        margin-left:0in;
        background:#F1F1F1;
        font-size:12.0pt;
        font-family:"Times New Roman",serif;
        color:#333333;}
p.ms-outlook-ios-mention-external, li.ms-outlook-ios-mention-external, div.ms-outlook-ios-mention-external
        {mso-style-name:ms-outlook-ios-mention-external;
        mso-margin-top-alt:auto;
        margin-right:0in;
        mso-margin-bottom-alt:auto;
        margin-left:0in;
        background:#FDF7E7;
        font-size:12.0pt;
        font-family:"Times New Roman",serif;
        color:#BA8F0D;}
p.ms-outlook-ios-mention-external-clear-design, li.ms-outlook-ios-mention-external-clear-design, div.ms-outlook-ios-mention-external-clear-design
        {mso-style-name:ms-outlook-ios-mention-external-clear-design;
        mso-margin-top-alt:auto;
        margin-right:0in;
        mso-margin-bottom-alt:auto;
        margin-left:0in;
        background:#F1F1F1;
        font-size:12.0pt;
        font-family:"Times New Roman",serif;
        color:#BA8F0D;}
p.msonormal0, li.msonormal0, div.msonormal0
        {mso-style-name:msonormal0;
        mso-margin-top-alt:auto;
        margin-right:0in;
        mso-margin-bottom-alt:auto;
        margin-left:0in;
        font-size:11.0pt;
        font-family:"Calibri",sans-serif;}
p.msochpdefault, li.msochpdefault, div.msochpdefault
        {mso-style-name:msochpdefault;
        mso-margin-top-alt:auto;
        margin-right:0in;
        mso-margin-bottom-alt:auto;
        margin-left:0in;
        font-size:10.0pt;
        font-family:"Times New Roman",serif;}
span.emailstyle18
        {mso-style-name:emailstyle18;
        font-family:"Calibri",sans-serif;}
span.emailstyle19
        {mso-style-name:emailstyle19;
        font-family:"Calibri",sans-serif;}
span.emailstyle21
        {mso-style-name:emailstyle21;
        font-family:"Calibri",sans-serif;}
span.EmailStyle27
        {mso-style-type:personal-reply;
        font-family:"Calibri",sans-serif;
        color:#1F497D;}
.MsoChpDefault
        {mso-style-type:export-only;
        font-size:10.0pt;}
@page WordSection1
        {size:8.5in 11.0in;
        margin:1.0in 1.0in 1.0in 1.0in;}
div.WordSection1
        {page:WordSection1;}
--></style></head><body lang="EN-US" link="blue" vlink="purple"><div class="WordSection1"><p class="MsoNormal"><a name="_MailEndCompose"><span style="color:#1f497d">Or ask to place the funds in the registry of the court.  The minor can bring proof of age and come get the money upon his/her 18<sup>th</sup> birthday. </span></a></p><p class="MsoNormal"><span style="color:#1f497d"> </span></p><div><p class="MsoNormal"><b><span style="font-size:13.5pt;font-family:Papyrus;color:#333300">Marsha C. Hudson</span></b><span style="color:#333300"><br></span><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#333300">Attorney at Law #23330</span><span style="color:#1f497d"></span></p><p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#333300">3221 NW 62<sup>nd</sup> Street, Seattle, WA  98107</span><span style="color:#1f497d"></span></p><p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#333300">Telephone: 206-297-3933</span><span style="color:#1f497d"></span></p><p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#333300">Fax: 206-357-9356<br></span><a href="mailto:marsha@griffyn.us"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#333300">marsha@griffyn.us</span></a><span style="color:#333300"><br><br></span><i><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#333300">Life's most persistent and urgent question is: What are you doing for others? -</span></i><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#333300"> Martin Luther King, Jr.<br><br>This e-mail may contain information that is protected by attorney-client, work product and/or other privileges.  If you are not the intended recipient, you are notified that any dissemination, use, or reliance upon its contents is strictly prohibited.  If you have received this e-mail in error, please contact me immediately and return the email by forwarding it to this office at </span><a href="mailto:marsha@griffyn.us"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#333300">marsha@griffyn.us</span></a><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#333300"> and then deleting the e-mail.<br></span><span style="font-size:18.0pt;font-family:Webdings;color:#333300">P</span><span style="font-size:10.0pt;font-family:"Helvetica",sans-serif;color:#333300"> </span><span style="font-size:10.0pt;color:#333300">Please consider the environment before printing this e-mail</span><span style="color:#1f497d"></span></p></div><p class="MsoNormal"><span style="color:#1f497d"> </span></p><div><div style="border:none;border-top:solid #e1e1e1 1.0pt;padding:3.0pt 0in 0in 0in"><p class="MsoNormal"><b>From:</b> <a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a> [mailto:<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a>] <b>On Behalf Of </b>Dalynne Singleton<br><b>Sent:</b> Tuesday, December 4, 2018 3:49 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> Re: [WSBAPT] UTMA</p></div></div><p class="MsoNormal"> </p><div><div><div><p class="MsoNormal">Why not Purchase a cd to expire when minor turn 18.<span style="font-size:12.0pt"></span></p></div><div><p class="MsoNormal"> </p></div><div><p class="MsoNormal">Get <a href="https://aka.ms/o0ukef">Outlook for iOS</a></p></div></div><div><p class="MsoNormal"> </p></div><div class="MsoNormal" align="center" style="text-align:center"><hr size="3" width="98%" align="center"></div><div id="divRplyFwdMsg"><p class="MsoNormal"><b><span style="color:black">From:</span></b><span style="color:black"> <a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a> on behalf of Roger Hawkes <<a href="mailto:roger@law-hawks.com">roger@law-hawks.com</a>><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 </span></p><div><p class="MsoNormal"><span style="color:black"> </span></p></div></div><div><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> <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>Nicholas Pleasants<br><b>Sent:</b> Monday, December 3, 2018 4:52 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> 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><p class="MsoNormal"><span style="font-size:8.0pt;color:black">The information contained in this e-mail message may be privileged and is confidential information intended only for the use of the recipient, or any employee or agent responsible to deliver it to the intended recipient. Any unauthorized use, distribution or copying of this information is strictly prohibited and may be unlawful.</span></p><p class="MsoNormal"><span style="font-size:8.0pt;color:black">If you have received this communication in error, please notify the sender immediately and destroy the original message and all attachments from your electronic files.</span></p></div><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> 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></div><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"><span style="font-size:12.0pt;color:#1f497d"> </span></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"><span style="font-size:12.0pt;color:#1f497d"> </span></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><p class="MsoNormal"> </p><div id="DAB4FAD8-2DD7-40BB-A1B8-4E2AA1F9FDF2"><p class="MsoNormal"> </p><table class="MsoNormalTable" border="1" cellspacing="3" cellpadding="0" style="border:none;border-top:solid #d3d4de 1.0pt"><tr><td width="57" style="width:41.25pt;border:none;padding:9.75pt .75pt .75pt .75pt"><p class="MsoNormal" style="line-height:150%"><span style="color:#333333"><a href="https://www.avast.com/sig-email?utm_medium=email&utm_source=link&utm_campaign=sig-email&utm_content=emailclient&utm_term=icon" target="_blank"><span style="text-decoration:none"><img border="0" width="46" height="29" id="_x0000_i1026" src="https://dg01.redatatech.com/onprem_image_fetch?cid=944&ep=0b6bd0813ee1ab2f54b397e7aeeddd25575809717e0059aee925920fcf3281201203960324caec6060dbc8a8718c0f8d535c20cf8d45379208543d0f58efa6286e986ce4f563d6883a9030d795ce15dd063f3eafe47e66e719c7e9978dba4c34087acf169e8027f83ca5ccad64eb51f32253e704d730fc1d127a5a9122fb1aedf8ec74805331cf0ad2dc2ae4675c5694cd30c1d1286c0b3c043c63c97b85c381027568f33ace88baeaefdf93ca28f2b2110c0cb5056920ab0273e123cd8861a95feb4cff9cb2e91498c3b0fe4e78f68d1fd8a0d26dfa18055ef4fbf60853a4db"></span></a></span></p></td><td width="415" style="width:352.5pt;border:none;padding:9.0pt .75pt .75pt .75pt"><p class="MsoNormal" style="line-height:13.5pt"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#41424e">Virus-free. <a href="https://www.avast.com/sig-email?utm_medium=email&utm_source=link&utm_campaign=sig-email&utm_content=emailclient&utm_term=link" target="_blank"><span style="color:#4453ea">www.avast.com</span></a> </span><span style="color:#333333"></span></p></td></tr></table></div><p class="MsoNormal">_______________________________________________ WSBAPT mailing list <a href="mailto:WSBAPT@lists.wsbarppt.com">WSBAPT@lists.wsbarppt.com</a> <a href="http://mailman.fsr.com/mailman/listinfo/wsbapt">http://mailman.fsr.com/mailman/listinfo/wsbapt</a></p></div></div></div></body></html>