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<span class="" style="font-family: Optima-Regular;">Dear List-mates,</span>
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<div class="" style="font-family: Optima-Regular;">Prior to his passing, PNC signs a Transfer Request for a TOD beneficiary designation of a stock with all formalities of Medallion guaranty and family members watch him do this. </div>
<div class="" style="font-family: Optima-Regular;">PNC is fully competent, but elderly, so the beneficiary designation form does not get mailed. </div>
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<div class="" style="font-family: Optima-Regular;">In the current probate, if the TOD beneficiary designation is valid, the asset goes to A, but if not, asset will be distributed to B under a clause in the Will. A TEDRA agreement is unlikely as both A and B
wish to receive the asset. The PR (with non-intervention powers) plans to seek direction from the court. </div>
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<div class="" style="font-family: Optima-Regular;">Has anyone dealt with this type of situation? If so, would you be willing to help with a few pointers or cases?</div>
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<div class="" style="font-family: Optima-Regular;">Kind regards,</div>
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<div class="" style="font-family: Optima-Regular;">Neli</div>
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<div class="" style="font-size: 12px; margin: 0px;"><font color="#5bd2e6" class="">___________________________________</font></div>
<div class="" style="font-size: 12px; margin: 0px;"><b class=""><font color="#1b40af" class=""><font class=""><span class=""> Neli Espe, J.D., </span></font><font class=""><span class="">Olympic Legal </span></font></font></b></div>
<div class="" style="margin: 0px;"><span class="" style="color: rgb(19, 63, 233); font-family: Eurostile; font-size: 12px;"> </span><font color="#003649" class=""><span class="" style="font-family: Eurostile; font-size: 12px;"> </span><span class="" style="font-size: 12px;"> 360.630.3635</span></font></div>
<div class="" style="margin: 0px;"><font color="#003649" class=""><span class="" style="font-size: 12px;">2114 Commercial Ave., Anacortes</span></font></div>
<div class="" style="margin: 0px;"><span class="" style="color: rgb(19, 63, 233); font-size: 12px;"> <a href="http://olympiclegal.com/" class="">olympiclegal.com</a></span></div>
<div class="" style="margin: 0px;"><span class="" style="caret-color: rgb(27, 64, 175); color: rgb(27, 64, 175); font-size: 12px;"> </span><span class="" style="font-size: 12px;"><font color="#1b40af" class="">Estate & Business Planning </font></span></div>
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