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<p class="MsoNormal"><span style="font-size:14.0pt">Please share – I have the same issue but money in Canada mutual funds… My research indicates an account can be set up under UTMA and since under $30k, no custodian appointment is necessary from the court
but custodian mother can serve as custodian of the account at Edward Jones here in the US.<o:p></o:p></span></p>
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<p class="MsoNormal"><b><i><span style="font-size:12.0pt;font-family:"Arial",sans-serif;color:#1F497D">Dalynne Singleton</span></i></b><span style="font-size:12.0pt"><o:p></o:p></span></p>
<p class="MsoNormal"><b><span style="font-size:12.0pt;font-family:"Arial",sans-serif;color:#1F497D">Gourley Law Group</span></b><span style="font-size:12.0pt"><o:p></o:p></span></p>
<p class="MsoNormal"><b><span style="font-size:12.0pt;font-family:"Arial",sans-serif;color:#1F497D">Snohomish Escrow</span></b><span style="font-size:12.0pt"><o:p></o:p></span></p>
<p class="MsoNormal"><b><span style="font-size:12.0pt;font-family:"Arial",sans-serif;color:#1F497D">The Exchange Connection</span></b><span style="font-size:12.0pt"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Arial",sans-serif;color:#1F497D">1002 10<sup>th</sup> Street / PO Box 1091</span><span style="font-size:12.0pt"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Arial",sans-serif;color:#1F497D">Snohomish, WA 98291</span><span style="font-size:12.0pt"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Arial",sans-serif;color:#1F497D">360.568.5065</span><span style="font-size:12.0pt"><o:p></o:p></span></p>
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<p class="MsoNormal"><b>From:</b> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com>
<b>On Behalf Of </b>Kristina Driessen<br>
<b>Sent:</b> Wednesday, March 2, 2022 3:49 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> [WSBAPT] Minor an annuity<o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;color:black">Good Afternoon- <o:p>
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<p class="MsoNormal"><span style="font-size:12.0pt;color:black">I am probably making this more difficult that it has to be, but here at the facts: Great Grandmother dies in Wisconsin. She leaves an annuity to a 16-year-old, Washington resident. The administrator
for the annuity is telling bio parents that they need to petition the court to be appointed conservator of the funds. <o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;color:black">I assume a petition under 11.130.360 is appropriate. Does a GAL have to be appointed in this type of case? Can anyone share a petition/order that they have used to accomplish this?<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;color:black">Thank you in advance.<o:p></o:p></span></p>
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<p><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black">Kristina A. Driessen</span></b><span style="font-size:12.0pt;color:black"><o:p></o:p></span></p>
<p><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black">Attorney at Law</span></b><span style="font-size:12.0pt;color:black"><o:p></o:p></span></p>
<p><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black">"A" Street Legal Services, Inc. P.S.</span></b><span style="font-size:12.0pt;color:black"><o:p></o:p></span></p>
<p><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black">16 A Street SE, </span></b><span style="font-size:12.0pt;color:black"><o:p></o:p></span></p>
<p><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black">Auburn, WA 98002</span></b><span style="font-size:12.0pt;color:black"><o:p></o:p></span></p>
<p><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black">Office: 253-939-0811</span></b><span style="font-size:12.0pt;color:black"><o:p></o:p></span></p>
<p><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black">Website: astreetlegalservices. com</span></b><span style="font-size:12.0pt;color:black"><o:p></o:p></span></p>
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