<html><body><span style="font-family:Times New Roman; color:#000000; font-size:12pt;"><div>Thanks - anyone know if a Canadian Successor Trustee can get a EIN for Trust and use a local agent like suggested for a PR? </div><div> Mike Atkins</div><div><br></div><div><img id="sigimg0" title="signature image" src="cid:sigimg0@0f702fddf483357f563010bd9dd94220" border="0" alt=""></div><div><br><br></div>
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Subject: Re: [WSBAPT] Canadian be appointed as a PR or Trustee in US<br>
From: "Mike Winslow" <<a href="mailto:mike@winslegal.com">mike@winslegal.com</a>><br>
Date: Fri, March 20, 2020 12:15 pm<br>
To: "'WSBA Probate & Trust Listserv'" <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br>
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</style><![endif]--><div class="WordSection1"><div class="MsoNormal" style="font-size:12pt;"><span style="font-size:12.0pt;mso-bidi-font-size:11.0pt;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:"Times New Roman";color:#1F497D">There are also tax reporting and Homeland Security requirements when a fiduciary controls funds cross border. It can be pain (based on personal experience).<o:p></o:p></span></div><div class="MsoNormal" style="font-size:12pt;"><span style="font-size:12.0pt;mso-bidi-font-size:11.0pt;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:"Times New Roman";color:#1F497D"><o:p> </o:p></span></div><div><div class="MsoNormal" style="font-size:12pt;"><span style="mso-ascii-font-family:Calibri;mso-fareast-font-family:"Times New Roman";mso-hansi-font-family:Calibri;mso-bidi-font-family:"Times New Roman";color:#1F497D;mso-no-proof:yes">Michael A. Winslow<o:p></o:p></span></div><div class="MsoNormal" style="font-size:12pt;"><span style="mso-ascii-font-family:Calibri;mso-fareast-font-family:"Times New Roman";mso-hansi-font-family:Calibri;mso-bidi-font-family:"Times New Roman";color:#1F497D;mso-no-proof:yes">1204 Cleveland Ave.<o:p></o:p></span></div><div class="MsoNormal" style="font-size:12pt;"><span style="mso-ascii-font-family:Calibri;mso-fareast-font-family:"Times New Roman";mso-hansi-font-family:Calibri;mso-bidi-font-family:"Times New Roman";color:#1F497D;mso-no-proof:yes">Mount Vernon, WA 98273<o:p></o:p></span></div><div class="MsoNormal" style="font-size:12pt;"><span style="mso-ascii-font-family:Calibri;mso-fareast-font-family:"Times New Roman";mso-hansi-font-family:Calibri;mso-bidi-font-family:"Times New Roman";color:#1F497D;mso-no-proof:yes">Ph. 360-336-3321<o:p></o:p></span></div><div class="MsoNormal" style="font-size:12pt;"><span style="mso-ascii-font-family:Calibri;mso-fareast-font-family:"Times New Roman";mso-hansi-font-family:Calibri;mso-bidi-font-family:"Times New Roman";color:#1F497D;mso-no-proof:yes">Em. <a href="mailto:Mike@winslegal.com">Mike@winslegal.com</a><o:p></o:p></span></div><div class="MsoNormal" style="font-size:12pt;"><span style="mso-ascii-font-family:Calibri;mso-fareast-font-family:"Times New Roman";mso-hansi-font-family:Calibri;mso-bidi-font-family:"Times New Roman";color:#1F497D;mso-no-proof:yes"><o:p> </o:p></span></div><div class="MsoNormal" style="font-size:12pt;"><span style="mso-ascii-font-family:Calibri;mso-fareast-font-family:"Times New Roman";mso-hansi-font-family:Calibri;mso-bidi-font-family:"Times New Roman";color:#1F497D;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></div></div><div class="MsoNormal" style="font-size:12pt;"><span style="font-size:12.0pt;mso-bidi-font-size:11.0pt;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:"Times New Roman";color:#1F497D"><o:p> </o:p></span></div><div><div style="border:none;border-top:solid #B5C4DF 1.0pt;padding:3.0pt 0in 0in 0in"><div class="MsoNormal" style="font-size:12pt;"><b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif";mso-fareast-font-family:"Times New Roman"">From:</span></b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif";mso-fareast-font-family:"Times New Roman""> <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>Heather de Vrieze<br><b>Sent:</b> Friday, March 20, 2020 11:40 AM<br><b>To:</b> WSBA Probate & Trust Listserv<br><b>Subject:</b> Re: [WSBAPT] Canadian be appointed as a PR or Trustee in US<o:p></o:p></span></div></div></div><div class="MsoNormal" style="font-size:12pt;"><o:p> </o:p></div><div class="MsoNormal" style="font-size:12pt;">The primary issue in my experience is that the Personal Representative or Trustee need to have a TIN or SS# to get an EIN for the estate. <o:p></o:p></div><div class="MsoNormal" style="font-size:12pt;"><o:p> </o:p></div><div class="MsoNormal" style="font-size:12pt;">Heather<o:p></o:p></div><div class="MsoNormal" style="font-size:12pt;"><o:p> </o:p></div><div class="MsoNormal" style="font-size:12pt;"><span style="font-size:16.0pt;font-family:"Vladimir Script";color:#1F497D">Heather S. de Vrieze</span><b><span style="font-size:16.0pt;color:#1F497D"><br></span></b><i><span style="font-family:"Garamond","serif";color:#1F497D">Attorney-at-Law<o:p></o:p></span></i></div><div class="MsoNormal" style="font-size:12pt;"><i><span style="font-family:"Garamond","serif";color:#1F497D"><img width="189" height="105" id="_x0000_i1027" src="cid:image001.jpg@01D5FEB1.369FDA90" wbeuser="michael@westseattleattorney.com"></span></i><i><span style="font-size:12.0pt;font-family:"Garamond","serif";color:#1F497D"><o:p></o:p></span></i></div><div class="MsoNormal" style="font-size:12pt;"><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">3909 California Avenue SW<o:p></o:p></span></div><div class="MsoNormal" style="font-size:12pt;"><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">Seattle, WA 98116-3705 <o:p></o:p></span></div><div class="MsoNormal" style="font-size:12pt;"><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">(206)938-5500 <o:p></o:p></span></div><div class="MsoNormal" style="font-size:12pt;"><a target="_blank" href="mailto:heatherd@westseattlelaw.com"><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">heatherd@westseattlelaw.com</span></a><span style="font-size:10.0pt;font-family:Nyala;color:#44524E"> <o:p></o:p></span></div><div class="MsoNormal" style="font-size:12pt;"><a target="_blank" href="http://www.westseattlelaw.com/"><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">www.westseattlelaw.com</span></a><span style="font-size:10.0pt;font-family:Nyala;color:#44524E"> <o:p></o:p></span></div><div class="MsoNormal" style="font-size:12pt;"><b><span style="font-size:9.0pt;font-family:"Arial","sans-serif";color:#002E8A">Click here to connect with de Vrieze | Carney on Facebook: </span><span style="color:#1F497D"> </span></b><a target="_blank" href="https://www.facebook.com/DeVriezeCarney"><b><span style="color:blue;text-decoration:none;text-underline:none"><img border="0" width="72" height="21" id="Picture_x0020_1" src="cid:image002.png@01D5FEB1.369FDA90" alt="FB Logo" wbeuser="michael@westseattleattorney.com"></span></b></a><o:p></o:p></div><div class="MsoNormal" style="font-size:12pt;"><span style="font-size:8.0pt;color:#A6A6A6"><o:p> </o:p></span></div><div class="MsoNormal" style="font-size:12pt;"><span style="color:#9900CC">*****Our office is working to do our part to deal with the COVID-19 situation that is impacting us all. <o:p></o:p></span></div><div class="MsoNormal" style="font-size:12pt;"><span style="color:#9900CC">In particular, we are taking steps to keep the higher traffic areas clean and regularly sanitizing all doorknobs and light switches. <o:p></o:p></span></div><div class="MsoNormal" style="font-size:12pt;"><span style="color:#9900CC">We are limiting the number of in person client appointments per day, trying to keep appointments as short as possible, with preliminary or follow-up discussions by telephone or email. I am also sanitizing client space in my office after each appointment.<o:p></o:p></span></div><div class="MsoNormal" style="font-size:12pt;"><span style="color:#9900CC">Client appointments that can be handled by telephone should be scheduled as such. <o:p></o:p></span></div><div class="MsoNormal" style="font-size:12pt;"><span style="color:#9900CC">If I am sick, I will reschedule, I ask you to do the same.*****<o:p></o:p></span></div><div class="MsoNormal" style="font-size:12pt;"><span style="font-size:8.0pt;color:#A6A6A6"><o:p> </o:p></span></div><div class="MsoNormal" style="font-size:12pt;"><span style="font-size:8.0pt;color:#A6A6A6"><o:p> </o:p></span></div><div class="MsoNormal" style="font-size:12pt;"><span style="font-size:8.0pt;color:#A6A6A6">CONFIDENTIAL & PRIVILEGED. This e-mail message may contain legally privileged and/or confidential information. If you have received this e-mail in error, please notify the sender immediately and delete all copies of this e-mail message and any attachment.</span><span style="font-size:16.0pt;font-family:"Cambria","serif";color:blue"><o:p></o:p></span></div><div class="MsoNormal" style="font-size:12pt;"><o:p> </o:p></div><div><div style="border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in"><div class="MsoNormal" style="font-size:12pt;"><b>From:</b> <a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a> <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a>> <b>On Behalf Of </b><a href="mailto:michael@westseattleattorney.com">michael@westseattleattorney.com</a><br><b>Sent:</b> Friday, March 20, 2020 11:13 AM<br><b>To:</b> WSBA Probate & Trust Listserve <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br><b>Subject:</b> [WSBAPT] Canadian be appointed as a PR or Trustee in US<o:p></o:p></div></div></div><div class="MsoNormal" style="font-size:12pt;"><o:p> </o:p></div><div><div class="MsoNormal" style="font-size:12pt;"><span style="font-size:12.0pt;font-family:"Times New Roman","serif";color:black">Hi: <o:p></o:p></span></div></div><div><div class="MsoNormal" style="font-size:12pt;"><span style="font-size:12.0pt;font-family:"Times New Roman","serif";color:black"><o:p> </o:p></span></div></div><div><div class="MsoNormal" style="font-size:12pt;"><span style="font-size:12.0pt;font-family:"Times New Roman","serif";color:black">Can a Canadian be appointed as a PR or Trustee in US? <o:p></o:p></span></div></div><div><div class="MsoNormal" style="font-size:12pt;"><span style="font-size:12.0pt;font-family:"Times New Roman","serif";color:black"><o:p> </o:p></span></div></div><div><div class="MsoNormal" style="font-size:12pt;"><span style="font-size:12.0pt;font-family:"Times New Roman","serif";color:black">I recall that I was informed by a Successor Trustee that after the Trustor had passed a broker (might have been Schwab) had refused to distribute money to him saying he had to be a US Citizen. <o:p></o:p></span></div></div><div><div class="MsoNormal" style="font-size:12pt;"><span style="font-size:12.0pt;font-family:"Times New Roman","serif";color:black"><o:p> </o:p></span></div></div><div><div class="MsoNormal" style="font-size:12pt;"><span style="font-size:12.0pt;font-family:"Times New Roman","serif";color:black">If this is current practice, anyway around it?<o:p></o:p></span></div></div><div><div class="MsoNormal" style="font-size:12pt;"><span style="font-size:12.0pt;font-family:"Times New Roman","serif";color:black"><o:p> </o:p></span></div></div><div><div class="MsoNormal" style="font-size:12pt;"><span style="font-size:12.0pt;font-family:"Times New Roman","serif";color:black">Thanks <o:p></o:p></span></div></div><div><div class="MsoNormal" style="font-size:12pt;"><span style="font-size:12.0pt;font-family:"Times New Roman","serif";color:black">Mike <o:p></o:p></span></div></div><div><div class="MsoNormal" style="font-size:12pt;"><span style="font-size:12.0pt;font-family:"Times New Roman","serif";color:black"><o:p> </o:p></span></div></div><div><div class="MsoNormal" style="font-size:12pt;"><span style="font-size:12.0pt;font-family:"Times New Roman","serif";color:black"><img border="0" width="500" height="100" id="sigimg0" src="cid:image003.png@01D5FEB1.369FDA90" wbeuser="michael@westseattleattorney.com"><o:p></o:p></span></div></div></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>
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