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<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">Well, for whatever its worth – banks seem happy with a Certificate of Trust, even if it’s a Testamentary Trust, and a copy of the whole document isn’t necessary. I’ve cited
the statute in the Certificate and it has been accepted. Here it is:<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><a href="https://app.leg.wa.gov/RCW/default.aspx?cite=11.98.075">https://app.leg.wa.gov/RCW/default.aspx?cite=11.98.075</a><o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Good luck.<span style="font-size:11.0pt;font-family:"Calibri",sans-serif"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"><o:p> </o:p></span></p>
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<p class="MsoNormal"><b><span style="font-family:"Calibri",sans-serif;color:#323E4F">Best regards,<o:p></o:p></span></b></p>
<p class="MsoNormal"><span style="font-size:18.0pt;font-family:"Brush Script MT";color:#323E4F">Kerry<o:p></o:p></span></p>
<p class="MsoNormal"><b><span style="font-family:"Calibri",sans-serif;color:#323E4F">Kerry E. Brink
</span></b><b><span style="font-size:9.0pt;font-family:"Calibri",sans-serif;color:#323E4F">•</span></b><b><span style="font-family:"Calibri",sans-serif;color:#323E4F"> Attorney at Law</span></b><b><span style="font-size:8.0pt;font-family:"Calibri",sans-serif;color:#323E4F"><o:p></o:p></span></b></p>
<p class="MsoNormal"><b><span style="font-size:1.0pt;font-family:"Californian FB",serif;color:#215868"><o:p> </o:p></span></b></p>
<p class="MsoNormal"><b><span style="font-size:11.0pt;font-family:"Californian FB",serif;font-variant:small-caps;color:#C00000">Estate Planning, Probate, Elder Law<o:p></o:p></span></b></p>
<p class="MsoNormal"><b><span style="font-size:11.0pt;font-family:"Californian FB",serif;font-variant:small-caps;color:#C00000"><o:p> </o:p></span></b></p>
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<p class="MsoNormal"><span style="font-family:"Calibri",sans-serif;color:#943634">1201 Pacific Avenue, Suite 1900<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Calibri",sans-serif;color:#943634">PO Box 1315<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Calibri",sans-serif;color:#943634">Tacoma, WA 98401-1315<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Calibri",sans-serif;color:#943634">Office: 253-383-3791<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Calibri",sans-serif;color:#943634">Direct: 253-591-8555<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Calibri",sans-serif;color:#943634">Fax: 253-383-6377<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"><a href="http://www.vjglaw.com/"><span style="font-size:12.0pt">www.vjglaw.com</span></a></span><u><span style="font-family:"Calibri",sans-serif;color:#943634"><o:p></o:p></span></u></p>
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<span style="font-size:8.0pt;font-family:"Copperplate Gothic Bold",sans-serif;color:#222A35">Be sure to check out our blogs on our website "In Brief"
</span><span style="color:#222A35"><o:p></o:p></span></p>
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<p class="MsoNormal"><i><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">______________________________<o:p></o:p></span></i></p>
<p class="MsoNormal"><i><span style="font-size:10.0pt;font-family:"Calibri",sans-serif;color:#1F497D">This email and any files transmitted with it are from the law firm of Vandeberg Johnson & Gandara, LLP and may contain privileged, confidential, or protected
information. If you are not the intended recipient, any disclosure, copying, or use of the contents of this message or any attachments is prohibited. If you have received this transmission in error, please notify us and delete this email and any attached files.<o:p></o:p></span></i></p>
<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Calibri",sans-serif;color:#222A35"><o:p> </o:p></span></p>
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<p class="MsoNormal"><b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">From:</span></b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com>
<b>On Behalf Of </b>Josh Grant<br>
<b>Sent:</b> Thursday, September 26, 2019 3:14 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> Re: [WSBAPT] Chase Bank requiring court order to set uptestamentary trust account?<o:p></o:p></span></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal"><span style="font-size:13.5pt;font-family:"Calibri",sans-serif;color:black">I agree with what should happen. The banker says “I talked to my legal department and you have to have a court order”</span><span style="font-size:14.0pt;font-family:"Calibri",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:13.5pt;font-family:"Calibri",sans-serif;color:black">If I can’t solve it with a quick call, I will tell the client to take a check to a new bank with a copy of the LW&T and open an account.</span><span style="font-size:14.0pt;font-family:"Calibri",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Calibri",sans-serif;color:black"> <o:p></o:p></span></p>
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<p class="MsoNormal"><strong><span style="font-size:18.0pt;font-family:"Calibri",sans-serif;color:#004080">Joshua F. Grant</span></strong><span style="font-size:14.0pt;font-family:"Calibri",sans-serif;color:#004080"><br>
</span><span style="font-size:14.0pt;font-family:"Calibri",sans-serif;color:black"><img border="0" width="207" height="43" style="width:2.1562in;height:.4479in" id="Picture_x0020_1" src="cid:image003.png@01D57488.409DDF00" alt="advocates"></span><span style="font-size:14.0pt;font-family:"Calibri",sans-serif;color:black"><br>
</span><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#004080">P. O. Box 619<br>
Wilbur, WA 99185<br>
509 647 5578</span><span style="font-size:14.0pt;font-family:"Calibri",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black"> <o:p></o:p></span></p>
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<p class="MsoNormal" style="background:whitesmoke"><b><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black">From:</span></b><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black">
<a href="mailto:mike@winslegal.com" title="mike@winslegal.com">Mike Winslow</a> <o:p>
</o:p></span></p>
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<p class="MsoNormal" style="background:whitesmoke"><b><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black">Sent:</span></b><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black"> Thursday, September 26, 2019 3:01 PM<o:p></o:p></span></p>
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<p class="MsoNormal" style="background:whitesmoke"><b><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black">To:</span></b><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black">
<a href="mailto:wsbapt@lists.wsbarppt.com" title="wsbapt@lists.wsbarppt.com">'WSBA Probate & Trust Listserv'</a>
<o:p></o:p></span></p>
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<p class="MsoNormal" style="background:whitesmoke"><b><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black">Subject:</span></b><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black"> Re: [WSBAPT] Chase Bank requiring
court order to set uptestamentary trust account?<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Calibri",sans-serif;color:black"> <o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Calibri",sans-serif;color:#1F497D">This sounds like the typical New York bank making up their own rules to protect their back sides.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:black"> </span><span style="font-family:"Calibri",sans-serif;color:#1F497D"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Calibri",sans-serif;color:#1F497D">Funding the trust should be as simple as the estate paying the money out to the trustee and the trustee then opening a bank account in the name of the trust, supplying a copy
of the trust instrument (which in this case is the LWT) and the EIN.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:black"> </span><span style="font-family:"Calibri",sans-serif;color:#1F497D"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Calibri",sans-serif;color:#1F497D">What exactly does the banker say must be stated in the court order?<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:black"> </span><span style="font-family:"Calibri",sans-serif;color:#1F497D"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">Michael A. Winslow<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">1204 Cleveland Ave.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">Mount Vernon, WA 98273<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">Ph. 360-336-3321<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">Em.
<a href="mailto:Mike@winslegal.com">Mike@winslegal.com</a><o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:black"> </span><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">This message is from an attorney, so it’s confidential. If you are not the intended recipient, it’s too late to stop reading this message, but you may not use
it for any improper purpose. Huge Disclaimer available upon request.<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="color:black"> </span><span style="font-family:"Calibri",sans-serif;color:#1F497D"><o:p></o:p></span></p>
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<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black">From:</span></b><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black">
<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a> [<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">mailto:wsbapt-bounces@lists.wsbarppt.com</a>]
<b>On Behalf Of </b>Josh Grant<br>
<b>Sent:</b> Thursday, September 26, 2019 1:49 PM<br>
<b>To:</b> wsbar trust<br>
<b>Subject:</b> [WSBAPT] Chase Bank requiring court order to set up testamentary trust account?<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="color:black"> <o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:13.5pt;font-family:"Calibri",sans-serif;color:black">My client is a surviving spouse and PR or her husband’s estate. The LW&T provides that H’s assets go in to a testamentary trust with W as Trustee. W gets all income
and whatever she needs during her life. We have about $20,000 in an estate account and we are ready to close the estate. We have supplied tax I.D. # for the trust and copy of the will. Local bank people says they checked with legal department and we have
to get a court order because it is a Testamentary Trust.</span><span style="font-size:14.0pt;font-family:"Calibri",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Calibri",sans-serif;color:black"> <o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:13.5pt;font-family:"Calibri",sans-serif;color:black">Anyone agree with the bank? If so what kind of order?</span><span style="font-size:14.0pt;font-family:"Calibri",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:13.5pt;font-family:"Calibri",sans-serif;color:black">If disagree, Anyone know someone at or a direct line to the legal department at Chase? or have a copy of a nasty=gram I can use?</span><span style="font-size:14.0pt;font-family:"Calibri",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:13.5pt;font-family:"Calibri",sans-serif;color:black">thanks</span><span style="font-size:14.0pt;font-family:"Calibri",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Calibri",sans-serif;color:black"> <o:p></o:p></span></p>
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<p class="MsoNormal"><strong><span style="font-size:18.0pt;font-family:"Calibri",sans-serif;color:#004080">Joshua F. Grant</span></strong><span style="font-size:14.0pt;font-family:"Calibri",sans-serif;color:#004080"><br>
</span><span style="font-size:14.0pt;font-family:"Calibri",sans-serif;color:black"><img border="0" width="207" height="43" style="width:2.1562in;height:.4479in" id="Picture_x0020_2" src="cid:image003.png@01D57488.409DDF00" alt="advocates"></span><span style="font-size:14.0pt;font-family:"Calibri",sans-serif;color:black"><br>
</span><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#004080">P. O. Box 619<br>
Wilbur, WA 99185<br>
509 647 5578</span><span style="font-size:14.0pt;font-family:"Calibri",sans-serif;color:black"><o:p></o:p></span></p>
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