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<p class="MsoNormal">Listmates –<o:p></o:p></p>
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<p class="MsoNormal">Decedent has two retirement death benefits with Boeing, totaling about $6,500. Decedent had a living trust and a pour over Will. The trustee attempted to use a Small Estate Affidavit to obtain control of the death benefit.
<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Boeing Retirement Service Center has rejected the claim, stating that “the benefit can only be paid to an Estate.”
<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Has anyone run into this issue? The client is, of course, reluctant to open a probate for such a modest sum.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal" align="center" style="text-align:center"><b><span style="color:#C00000">***When responding to this email, please
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<p class="MsoNormal"><b><span style="color:black">Kind regards,<o:p></o:p></span></b></p>
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</v:shape><![endif]--><![if !vml]><span style="mso-ignore:vglayout;position:absolute;z-index:-1895824384;left:0px;margin-left:6px;margin-top:87px;width:51px;height:52px"><img width="41" height="42" src="cid:image002.png@01D54B97.57BAEA30" alt="Logo" v:shapes="Picture_x0020_2"></span><![endif]><b><span style="color:black">Mark
Reinhardt<o:p></o:p></span></b></p>
<p class="MsoNormal" style="text-indent:.5in"><span style="color:black">Attorney<o:p></o:p></span></p>
<p class="MsoNormal" style="text-indent:.5in"><span style="color:black">Rehberg Law Group, PLLC</span><span style="color:black"><o:p></o:p></span></p>
<p class="MsoNormal" style="text-indent:.5in"><span style="font-size:9.0pt;color:black">Ryan Y Rehberg, Partner | Mark A. Reinhardt, Partner | James A. Davies, Partner |
<o:p></o:p></span></p>
<p class="MsoNormal" style="text-indent:.5in"><span style="font-size:9.0pt;color:black">J. Sabrina Go | Jerrica Pierson Seeger | Grayson E. Chester</span><span style="font-size:9.0pt;color:black"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:9.0pt;color:black"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:9.0pt;color:black">Assistant: Nancy DeOrnellis |
</span><span style="color:black"><a href="mailto:ndeornellis@rehberglaw.com"><span style="font-size:9.0pt;color:black">ndeornellis@rehberglaw.com</span></a></span><span style="font-size:9.0pt;color:black"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:9.0pt;color:black">SeaTac: 18000 International Blvd. (Pacific Hwy S. | Hwy 99), Suite 550, SeaTac, WA 98188<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:9.0pt;color:black">Bellevue: 1400 112th Avenue Southeast, Suite 100, Bellevue, WA 98004<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:9.0pt;color:black">Contact: Phone (206) 246-8772 ext. 333 | Toll Free (877) 246-8772 | Fax (206) 454-7910<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:9.0pt;color:black">Email: <u><a href="mailto:mreinhardt@rehberglaw.com"><span style="color:black">mreinhardt@rehberglaw.com</span></a></u> |
</span><span style="color:black"><a href="http://www.rehberglaw.com/"><span style="font-size:9.0pt;color:black">www.rehberglaw.com</span></a></span><span style="font-size:9.0pt;color:black"> |
</span><span style="color:black"><a href="http://visitor.r20.constantcontact.com/d.jsp?llr=ay8zc9bab&p=oi&m=1101460729600&sit=dzioz88bb&f=46130d29-cd26-4d90-89ea-1b62cacb4ca4"><span style="font-size:9.0pt;color:black">Join the Rehberg Law Group Newsletter</span></a></span><span style="font-size:9.0pt;color:black"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:9.0pt;color:black"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:9.0pt;color:black">estate planning | business law | elder law | asset protection | probate | trust administration<o:p></o:p></span></p>
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<p class="MsoNormal"><u><span style="font-size:9.0pt;color:black">Confidentiality Notice</span></u><span style="font-size:9.0pt;color:black">:<i>
</i>Please note that attorney-client communications are privileged and confidential.<i>
</i>This email and any attachments may be confidential or legally privileged. If you received this message in error or are not the intended recipient, you should destroy the email message and any attachments or copies and you are prohibited from retaining,
distributing, disclosing or using any information contained herein. Please inform us of the erroneous delivery by return email. Thank you for your cooperation.
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