<html><body><span style="font-family:Times New Roman; color:#000000; font-size:12pt;"><div>Jamia:</div><div>So based upon Heather's response, did your Canadian PR get an EIN for the Estate and thereby avoid the issue? </div><div>Thanks </div><div>Mike </div><div><br></div><div><img id="sigimg0" title="signature image" src="cid:sigimg0@7270fc4b41313c87e14b2d0e0f2eaec9" border="0" alt=""></div><div><br><br></div>
<blockquote id="replyBlockquote" webmail="1" style="border-left: 2px solid blue; margin-left: 8px; padding-left: 8px; font-size:10pt; color:black; font-family:verdana;">
<div id="wmQuoteWrapper">
-------- Original Message --------<br>
Subject: Re: [WSBAPT] Canadian be appointed as a PR or Trustee in US<br>
From: Jamia Burns <<a href="mailto:jamia@jamiaburnslaw.com">jamia@jamiaburnslaw.com</a>><br>
Date: Fri, March 20, 2020 11:24 am<br>
To: "WSBA Probate & Trust Listserv" <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br>
<br>
<div dir="ltr">I have had Personal Representative's who reside in BC, Canada and never had a problem. I have not had a Trustee in Canada. In my experience, Schwab is difficult to work with.<div><br clear="all"><div><div dir="ltr" class="gmail_signature" data-smartmail="gmail_signature"><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><div dir="ltr"><div>Jamia S. Burns<br> Attorney at Law<br> (360) 739-6379</div><div style="font-size:12.8px">Office: 1200 Dupont St., Suite 1-D</div><div><span style="font-size:12.8px">Bellingham, WA 98225 (By Appointment Only)</span></div><div>Mail: P.O. Box 29453</div><div>Bellingham, <font color="#000000">WA 98228</font></div><div><font color="#000000"><font color="#000000"><a href="mailto:jamia@jamiaburnslaw.com" target="_blank">jamia@jamiaburnslaw.com</a></font></font></div><div><font color="#000000"><a href="http://www.jamiaburnslaw.com" target="_blank">www.jamiaburnslaw.com</a></font></div><div><br></div><div><span style="font-family:Arial;font-size:8pt;background-color:rgb(255,255,255)">NOTICE: This e-mail may contain confidential or privileged material and is intended for use solely by the above-referenced recipient. Any review, copying, printing, disclosure, distribution, or other use by any other person or entity is strictly prohibited. If you are not the named recipient, or believe you have received this e-mail in error, please reply to the sender and delete the copy you received. Thank you.<br></span></div></div></div></div></div></div></div></div></div></div></div><br></div></div><br><div class="gmail_quote"><div dir="ltr" class="gmail_attr">On Fri, Mar 20, 2020 at 11:17 AM <<a target="_blank" href="mailto:michael@westseattleattorney.com">michael@westseattleattorney.com</a>> wrote:<br></div><blockquote class="gmail_quote" style="margin:0px 0px 0px 0.8ex;border-left:1px solid rgb(204,204,204);padding-left:1ex"><div><span style="font-family:"Times New Roman";color:rgb(0,0,0);font-size:12pt"><div><span>Hi: </span></div><div><br></div><div><span>Can a Canadian be appointed as a PR or Trustee in US? </span></div><div><br></div><div><span>I recall that I was informed by a Successor Trustee that after the Trustor had passed </span><span>a broker (might have been Schwab) had refused to distribute money to him saying he had to be a US Citizen. </span><span> </span></div><div><span><br></span></div><div><span>If this is current practice, anyway around it?</span></div><div><br></div><div><span>Thanks </span></div><div><span>Mike </span></div><div><br></div><div><img id="gmail-m_-1435210585343397136sigimg0" title="signature image" src="cid:170f92de3d57c764d1e1" border="0" alt="" wbeuser="michael@westseattleattorney.com"></div></span></div>***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" target="_blank">WSBAPT@lists.wsbarppt.com</a><br> <a href="http://mailman.fsr.com/mailman/listinfo/wsbapt" rel="noreferrer" target="_blank">http://mailman.fsr.com/mailman/listinfo/wsbapt</a></blockquote></div> <hr>***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>
</div>
</blockquote></span></body></html>