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<DIV dir=ltr>
<DIV style="FONT-SIZE: 14pt; FONT-FAMILY: 'Calibri'; COLOR: #000000">
<DIV><FONT size=4>I agree with what should happen. The banker says “I
talked to my legal department and you have to have a court order”</FONT></DIV>
<DIV><FONT size=4>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.</FONT></DIV>
<DIV> </DIV>
<DIV style="FONT-SIZE: 14pt; FONT-FAMILY: 'Calibri'; COLOR: #000000">
<DIV dir=ltr>
<DIV style="FONT-SIZE: 14pt; FONT-FAMILY: 'Calibri'; COLOR: #000000">
<DIV><STRONG><SPAN style="FONT-SIZE: 18pt; COLOR: #004080">Joshua F.
Grant</SPAN></STRONG><SPAN style="COLOR: #004080"><BR></SPAN><SPAN
style="COLOR: black"><IMG title=advocates
style="BORDER-TOP: 0px; BORDER-RIGHT: 0px; BACKGROUND-IMAGE: none; BORDER-BOTTOM: 0px; PADDING-TOP: 0px; PADDING-LEFT: 0px; BORDER-LEFT: 0px; DISPLAY: inline; PADDING-RIGHT: 0px"
border=0 alt=advocates src="cid:E3E4087F531143D3AE750204B76A1F08@JoshPC"
width=207 height=43><BR></SPAN><SPAN style="FONT-SIZE: 11pt; COLOR: #004080">P.
O. Box 619<BR>Wilbur, WA 99185<BR>509 647 5578</SPAN><SPAN
style="COLOR: black"><o:p></o:p></SPAN></DIV></DIV></DIV></DIV>
<DIV
style='FONT-SIZE: small; TEXT-DECORATION: none; FONT-FAMILY: "Calibri"; FONT-WEIGHT: normal; COLOR: #000000; FONT-STYLE: normal; DISPLAY: inline'>
<DIV style="FONT: 10pt tahoma">
<DIV> </DIV>
<DIV style="BACKGROUND: #f5f5f5">
<DIV style="font-color: black"><B>From:</B> <A title=mike@winslegal.com
href="mailto:mike@winslegal.com">Mike Winslow</A> </DIV>
<DIV><B>Sent:</B> Thursday, September 26, 2019 3:01 PM</DIV>
<DIV><B>To:</B> <A title=wsbapt@lists.wsbarppt.com
href="mailto:wsbapt@lists.wsbarppt.com">'WSBA Probate & Trust Listserv'</A>
</DIV>
<DIV><B>Subject:</B> Re: [WSBAPT] Chase Bank requiring court order to set
uptestamentary trust account?</DIV></DIV></DIV>
<DIV> </DIV></DIV>
<DIV
style='FONT-SIZE: small; TEXT-DECORATION: none; FONT-FAMILY: "Calibri"; FONT-WEIGHT: normal; COLOR: #000000; FONT-STYLE: normal; DISPLAY: inline'>
<DIV class=WordSection1>
<P class=MsoNormal><SPAN
style='FONT-FAMILY: "Calibri","sans-serif"; COLOR: #1f497d; mso-bidi-font-size: 11.0pt; mso-bidi-font-family: "Times New Roman"'>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='FONT-FAMILY: "Calibri","sans-serif"; COLOR: #1f497d; mso-bidi-font-size: 11.0pt; mso-bidi-font-family: "Times New Roman"'><o:p></o:p></SPAN> </P>
<P class=MsoNormal><SPAN
style='FONT-FAMILY: "Calibri","sans-serif"; COLOR: #1f497d; mso-bidi-font-size: 11.0pt; mso-bidi-font-family: "Times New Roman"'>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='FONT-FAMILY: "Calibri","sans-serif"; COLOR: #1f497d; mso-bidi-font-size: 11.0pt; mso-bidi-font-family: "Times New Roman"'><o:p></o:p></SPAN> </P>
<P class=MsoNormal><SPAN
style='FONT-FAMILY: "Calibri","sans-serif"; COLOR: #1f497d; mso-bidi-font-size: 11.0pt; mso-bidi-font-family: "Times New Roman"'>What
exactly does the banker say must be stated in the court
order?<o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN
style='FONT-FAMILY: "Calibri","sans-serif"; COLOR: #1f497d; mso-bidi-font-size: 11.0pt; mso-bidi-font-family: "Times New Roman"'><o:p></o:p></SPAN> </P>
<DIV>
<P class=MsoNormal><SPAN
style='FONT-SIZE: 11pt; FONT-FAMILY: "Calibri","sans-serif"; COLOR: #1f497d; mso-fareast-font-family: "Times New Roman"; mso-bidi-font-family: "Times New Roman"; mso-no-proof: yes'>Michael
A. Winslow<o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN
style='FONT-SIZE: 11pt; FONT-FAMILY: "Calibri","sans-serif"; COLOR: #1f497d; mso-fareast-font-family: "Times New Roman"; mso-bidi-font-family: "Times New Roman"; mso-no-proof: yes'>1204
Cleveland Ave.<o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN
style='FONT-SIZE: 11pt; FONT-FAMILY: "Calibri","sans-serif"; COLOR: #1f497d; mso-fareast-font-family: "Times New Roman"; mso-bidi-font-family: "Times New Roman"; mso-no-proof: yes'>Mount
Vernon, WA 98273<o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN
style='FONT-SIZE: 11pt; FONT-FAMILY: "Calibri","sans-serif"; COLOR: #1f497d; mso-fareast-font-family: "Times New Roman"; mso-bidi-font-family: "Times New Roman"; mso-no-proof: yes'>Ph.
360-336-3321<o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN
style='FONT-SIZE: 11pt; FONT-FAMILY: "Calibri","sans-serif"; COLOR: #1f497d; mso-fareast-font-family: "Times New Roman"; mso-bidi-font-family: "Times New Roman"; mso-no-proof: yes'>Em.
Mike@winslegal.com<o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN
style='FONT-SIZE: 11pt; FONT-FAMILY: "Calibri","sans-serif"; COLOR: #1f497d; mso-fareast-font-family: "Times New Roman"; mso-bidi-font-family: "Times New Roman"; mso-no-proof: yes'><o:p></o:p></SPAN> </P>
<P class=MsoNormal><SPAN
style='FONT-SIZE: 11pt; FONT-FAMILY: "Calibri","sans-serif"; COLOR: #1f497d; mso-fareast-font-family: "Times New Roman"; mso-bidi-font-family: "Times New Roman"; mso-no-proof: yes'>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></DIV>
<P class=MsoNormal><SPAN
style='FONT-FAMILY: "Calibri","sans-serif"; COLOR: #1f497d; mso-bidi-font-size: 11.0pt; mso-bidi-font-family: "Times New Roman"'><o:p></o:p></SPAN> </P>
<DIV>
<DIV
style="BORDER-TOP: #b5c4df 1pt solid; BORDER-RIGHT: medium none; BORDER-BOTTOM: medium none; PADDING-BOTTOM: 0in; PADDING-TOP: 3pt; PADDING-LEFT: 0in; BORDER-LEFT: medium none; PADDING-RIGHT: 0in">
<P class=MsoNormal><B><SPAN
style='FONT-SIZE: 10pt; FONT-FAMILY: "Tahoma","sans-serif"; mso-fareast-font-family: "Times New Roman"'>From:</SPAN></B><SPAN
style='FONT-SIZE: 10pt; FONT-FAMILY: "Tahoma","sans-serif"; mso-fareast-font-family: "Times New Roman"'>
wsbapt-bounces@lists.wsbarppt.com [mailto:wsbapt-bounces@lists.wsbarppt.com]
<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></DIV></DIV>
<P class=MsoNormal><o:p></o:p> </P>
<DIV>
<DIV>
<DIV>
<P class=MsoNormal><SPAN
style='FONT-SIZE: 13.5pt; FONT-FAMILY: "Calibri","sans-serif"; COLOR: black; mso-fareast-font-family: "Times New Roman"'>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: 14pt; FONT-FAMILY: "Calibri","sans-serif"; COLOR: black; mso-fareast-font-family: "Times New Roman"'><o:p></o:p></SPAN></P></DIV>
<DIV>
<P class=MsoNormal><SPAN
style='FONT-SIZE: 14pt; FONT-FAMILY: "Calibri","sans-serif"; COLOR: black; mso-fareast-font-family: "Times New Roman"'> <o:p></o:p></SPAN></P></DIV>
<DIV>
<P class=MsoNormal><SPAN
style='FONT-SIZE: 13.5pt; FONT-FAMILY: "Calibri","sans-serif"; COLOR: black; mso-fareast-font-family: "Times New Roman"'>Anyone
agree with the bank? If so what kind of order?</SPAN><SPAN
style='FONT-SIZE: 14pt; FONT-FAMILY: "Calibri","sans-serif"; COLOR: black; mso-fareast-font-family: "Times New Roman"'><o:p></o:p></SPAN></P></DIV>
<DIV>
<P class=MsoNormal><SPAN
style='FONT-SIZE: 13.5pt; FONT-FAMILY: "Calibri","sans-serif"; COLOR: black; mso-fareast-font-family: "Times New Roman"'>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: 14pt; FONT-FAMILY: "Calibri","sans-serif"; COLOR: black; mso-fareast-font-family: "Times New Roman"'><o:p></o:p></SPAN></P></DIV>
<DIV>
<P class=MsoNormal><SPAN
style='FONT-SIZE: 13.5pt; FONT-FAMILY: "Calibri","sans-serif"; COLOR: black; mso-fareast-font-family: "Times New Roman"'>thanks</SPAN><SPAN
style='FONT-SIZE: 14pt; FONT-FAMILY: "Calibri","sans-serif"; COLOR: black; mso-fareast-font-family: "Times New Roman"'><o:p></o:p></SPAN></P></DIV>
<DIV>
<P class=MsoNormal><SPAN
style='FONT-SIZE: 14pt; FONT-FAMILY: "Calibri","sans-serif"; COLOR: black; mso-fareast-font-family: "Times New Roman"'> <o:p></o:p></SPAN></P></DIV>
<DIV>
<DIV>
<DIV>
<DIV>
<P class=MsoNormal><STRONG><SPAN
style='FONT-SIZE: 18pt; FONT-FAMILY: "Calibri","sans-serif"; COLOR: #004080; mso-fareast-font-family: "Times New Roman"'>Joshua
F. Grant</SPAN></STRONG><SPAN
style='FONT-SIZE: 14pt; FONT-FAMILY: "Calibri","sans-serif"; COLOR: #004080; mso-fareast-font-family: "Times New Roman"'><BR></SPAN><SPAN
style='FONT-SIZE: 14pt; FONT-FAMILY: "Calibri","sans-serif"; COLOR: black; mso-fareast-font-family: "Times New Roman"'><IMG
id=_x0000_i1025 alt=advocates src="cid:73FA3AAF2988423998DACFA60AAB3EE6@JoshPC"
width=207 height=43><BR></SPAN><SPAN
style='FONT-SIZE: 11pt; FONT-FAMILY: "Calibri","sans-serif"; COLOR: #004080; mso-fareast-font-family: "Times New Roman"'>P.
O. Box 619<BR>Wilbur, WA 99185<BR>509 647 5578</SPAN><SPAN
style='FONT-SIZE: 14pt; FONT-FAMILY: "Calibri","sans-serif"; COLOR: black; mso-fareast-font-family: "Times New Roman"'><o:p></o:p></SPAN></P></DIV></DIV></DIV></DIV></DIV></DIV></DIV>
<P>
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