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--></style></head><body lang="EN-US" link="blue" vlink="purple"><div class="WordSection1"><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1f497d">You could prepare a Declaration of Trust assembling all of the trust terms found in the will and perhaps some applicable by statute, and appoint the Trustee. Then, obtain an order approving the Declaration and authorizing a final distribution to the Trust. </span></p><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1f497d"> </span></p><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1f497d">I have done this a couple of times, mostly to clearly define the terms of the Testamentary Trust where the will was a little murky. But, it should work to convince the bank to create the trust.</span></p><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1f497d"> </span></p><div><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1f4e79">Sincerely,</span><span style="font-size:11.0pt;color:#1f497d"><br></span><b><span style="font-size:11.0pt;color:#3333ff"><br></span></b><b><i><span style="font-size:16.0pt;font-family:"Monotype Corsiva";color:#3333ff">Chris J. Moore</span></i></b><span style="font-size:11.0pt;color:#1f497d"><br></span><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1f4e79">Christopher J. Moore, JD, CPA - Inactive, AEP®, EPLS*<br>Creason, Moore, Dokken & Geidl, PLLC<br>Lawyers<br></span><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#3333ff"><a href="https://www.google.com/maps/place/1219+Idaho+St,+Lewiston,+ID+83501/@46.4170263,-117.0192992,17z/data=!3m1!4b1!4m5!3m4!1s0x54a0354b7ccf3e63:0xfee7451c99c186e8!8m2!3d46.4170263!4d-117.0171105" target="_blank"><span style="color:#3333ff">1219 Idaho Street,</span></a></span></p><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#3333ff"><a href="https://www.google.com/maps/place/1219+Idaho+St,+Lewiston,+ID+83501/@46.4170263,-117.0192992,17z/data=!3m1!4b1!4m5!3m4!1s0x54a0354b7ccf3e63:0xfee7451c99c186e8!8m2!3d46.4170263!4d-117.0171105" target="_blank"><span style="color:#3333ff">Lewiston, Idaho 83501</span></a></span><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1f4e79"><br>Phone: 208-743-1516; Fax: 208-746-2231<br>Website: </span><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#3333ff"><a href="http://www.cmd-law.com/" target="_blank"><span style="color:#3333ff">www.cmd-law.com</span></a></span><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1f4e79"><br><br>*Certified as an Estate Planning Law Specialist by the Estate Law Specialist Board, Inc., the only estate planning certification entity approved by the ABA and the Idaho State Bar Association.<br>_______________________________________________<br><b>-- Note -- </b>The information contained in this e-mail transmission is confidential and may also be a legally privileged communication. This information is intended for the exclusive and private use of the addressee(s). If you are not the intended recipient, you are hereby notified that any use, disclosure, dissemination, distribution (other than to the addressee(s)), copying or taking any action because of this information is strictly prohibited. If you have received this e-mail in error, please notify the sender immediately. Thank you.<br>~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~</span></p></div><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;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><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"> <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>Josh Grant<br><b>Sent:</b> Thursday, September 26, 2019 3:14 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] Chase Bank requiring court order to set uptestamentary trust account?</span></p></div></div><p class="MsoNormal"> </p><div><div><div><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"></span></p></div><div><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"></span></p></div><div><p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Calibri",sans-serif;color:black"> </span></p></div><div><div><div><div><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" id="_x0000_i1025" src="cid:image001.png@01D57480.D2D5A3B0" alt="advocates"><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"></span></p></div></div></div></div><div><div><div><p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black"> </span></p></div><div><div><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> </span></p></div><div><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</span></p></div><div><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> </span></p></div><div><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?</span></p></div></div></div><div><p class="MsoNormal"><span style="font-family:"Calibri",sans-serif;color:black"> </span></p></div></div><div><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.</span></p><p class="MsoNormal"><span style="color:black"> </span><span style="font-family:"Calibri",sans-serif;color:#1f497d"></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.</span></p><p class="MsoNormal"><span style="color:black"> </span><span style="font-family:"Calibri",sans-serif;color:#1f497d"></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?</span></p><p class="MsoNormal"><span style="color:black"> </span><span style="font-family:"Calibri",sans-serif;color:#1f497d"></span></p><div><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1f497d">Michael A. Winslow</span></p><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1f497d">1204 Cleveland Ave.</span></p><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1f497d">Mount Vernon, WA 98273</span></p><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1f497d">Ph. 360-336-3321</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></span></p><p class="MsoNormal"><span style="color:black"> </span><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1f497d"></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.</span></p></div><p class="MsoNormal"><span style="color:black"> </span><span style="font-family:"Calibri",sans-serif;color:#1f497d"></span></p><div><div style="border:none;border-top:solid #b5c4df 1.0pt;padding:3.0pt 0in 0in 0in"><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?</span></p></div></div><p class="MsoNormal"><span style="color:black"> </span></p><div><div><div><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"></span></p></div><div><p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Calibri",sans-serif;color:black"> </span></p></div><div><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"></span></p></div><div><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"></span></p></div><div><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"></span></p></div><div><p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Calibri",sans-serif;color:black"> </span></p></div><div><div><div><div><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" id="_x0000_i1026" src="cid:image001.png@01D57480.D2D5A3B0" alt="advocates"><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"></span></p></div></div></div></div></div></div><div class="MsoNormal" align="center" style="text-align:center"><span style="font-family:"Calibri",sans-serif;color:black"><hr size="2" width="100%" align="center"></span></div><p class="MsoNormal"><span style="font-family:"Calibri",sans-serif;color:black">***Disclaimer: Please note that RPPT listserv participation is not restricted to practicing attorneys and may include non-practicing attorneys, law students, professionals working in related fields, and others.***<br>_______________________________________________<br>WSBAPT mailing list<br><a href="mailto:WSBAPT@lists.wsbarppt.com">WSBAPT@lists.wsbarppt.com</a><br><a href="http://mailman.fsr.com/mailman/listinfo/wsbapt">http://mailman.fsr.com/mailman/listinfo/wsbapt</a></span></p></div></div></div></div></body></html>